Enterprise headlines and summaries, 2009-05-06

  • MicroStrategy Q1 Revs, EPS Fall Short Of Estimates
    MicroStrategy (MSTR) this morning posted Q1 results that fell short of Street estimates. For the quarter, the business intelligence software company posted revenue of $80.2 million, down from $85.9 million a year ago, and below the Street at $88.3 million. Net income from continuing operations was 71 cents a share, below the Street at 74 cents. Product support revenue was about flat, at $63.3 million, versus $63.8 million. But new produce licenses fell 23.3% to $16.97 million, from $22.13 million. MSTR today is down 35 cents, or 0.9%, to $41.26.
  • Oracle Extends Business Intelligence Applications Portfolio
    Project Analytics and Loyalty Analytics apps round out the ERP- and CRM-integrated portfolio. Oracle stresses fast deployment and ongoing support.
  • SAP acquires billing software company Highdeal
    SAP wants to use Highdeal’s software to provide customers with a packaged consume-to-cash business process platform to support high-volume billing, according to a press release. Highdeal’s software functionality includes pricing, rating and charging. The acquisition, as Forrester Research analyst Paul Hamerman sees it, is a move to counter Oracle’s prior acquisitions of a similar industry-specific nature, such as Portal Software. “Whereas SAP and Oracle have been very successful in selling ERP applications for core functions such as finance across many industries, industry-specific applications targeting the revenue stream are very strategic for them,” Hamerman said in an email response. “This acquisition by SAP appears to be dictated by competitive pressures and time-to-market considerations.” Highdeal has more than 200 implementations in more than 50 countries in the utilities, media, financial services, high tech, transportation and logistics markets. Among its customers are AOL
  • Oracle’s “We’d Better Do Something” Moment
    In essence, the temporary discounts work out to about a 10 percent reduction in fees for some older versions of Oracle’s ERP and CRM apps: a collection of geriatric JDE, E-Business, Siebel, Oracle Database and PeopleSoft software. A resounding “Gee…um, thanks, I guess,” could be heard from locked-in and frustrated Oracle customers everywhere desperate for help amid a worldwide recession. It’s a kind gesture, I suppose, but that’s really it?! “We saw what is going on in the market. We are all facing the same pressure as our customers,” Juergen Rottler, EVP for Oracle customer services, told Computerworld. (Oracle gets compassionate. Did visions of Mother Theresa just come into your mind, too?) Really, Juergen? I wonder how many of your customers’ businesses are sitting on approximately $7 billion in cash and are able to tap into annual revenue streams anything like the outrageous maintenance and support fees that deliver 90 percent profit margins to the bottom line? (Oracle has tho
  • Next Gen Enterprise: What will Oracle do with Java?
    What should Oracle do with Java? Well, as a public company in what is still at least purportedly a free-market economy, Oracle should use Java to maximize shareholder value. But how? Can Oracle learn from the mistakes made by Sun in running the Java ecosystem? After all, it is a well-known Silicon Valley joke that Sun’s software strategy is to buy all the software companies who do not run on Windows, and kill them (Netscape, NetDynamics, Forte, …).
  • What Now, Microsoft? (Pssst, It’s Not Too Late, and It’s Not About Yahoo!)
    But that deal is done. Oracle got Sun. It’s not something to be unwound. It was a once-in-a-few-decades strategic alignment of the stars that went unnoticed in Redmond. The old strategic religion is too strong for them to have ever considered it seriously. What else should they be looking at with similarly game changing? Twitter ($1B might do it). Clearly Twitter is pretty darned game changing, and some are saying its just the right thing for Microsoft. But it will be awesomely expensive, and it isn’t clear how to use it as a beachead to build out nearly so horizontally as Google has. Facebook ($10B? Less?). Another good example, even more awesomely expensive. Would Microsoft build something out of it that would ever justify the cost? Unclear. Amazon (Too much!). This would’ve been my favorite from a technology perspective, but it has all sorts of problems though Hard to catch Microsoft + Amazon for Cloud Computing. Their market cap is $35B, which is probably too pa
  • All About Microsoft: CodeTracker
    Can’t keep Midori straight from MinSafe? Unsure how Red Dog, Cosmos and Zurich fit in Microsoft’s cloud OS picture? Tracking Microsoft’s myriad codenames is an (almost) full-time occupation. And Mary Jo Foley knows that better than anyone, as she spends many of her waking hours tracking down the latest names in the hopes of being able to better keep tabs on what’s coming next from the Redmondians. Each month, we’ll feature an updated, downloadable version of the CodeTracker. And best of all, this handy, informative chart is FREE. Download the Revised May 2009 CodeTracker right here, right now!
  • UPDATE 2-UK’s Micro Focus to acquire Borland Software
    British software company Micro Focus (MCRO.L) is to acquire Borland Software (BORL.O), once a major rival to Microsoft (MSFT.O), and assets from Compuware (CPWR.O), it said on Wednesday, to take a position in the software testing market and boost its U.S. presence. Shares in the Micro Focus, which helps companies modernise their business systems software, leapt 17 percent as the group also released a positive trading statement. Micro Focus said it had made a recommended cash offer to buy Borland for approximately $75 million in cash. It has also agreed to buy the Application Testing and Automated Software Quality business of Compuware Corporation for around $58 million. The group said the two deals would give Micro Focus a leading market position in the software testing business which is estimated to be worth around $2 billion a year and would complement Micro Focus’s core software modernisation business.
  • Oracle VM Blog: More Oracle VM Templates are available for download (Oracle’s Virtualization Blog)
    Last August we released Oracle VM 2.1.2 and started providing customers free downloads of Oracle VM Templates that are pre-configured virtual machines containing pre-installed Oracle enterprise applications. Now more Oracle software are available as Oracle VM templates that can be downloaded from Oracle’s E-Delivery (http://edelivery.oracle.com/oraclevm), and the list is growing:
  • Microsoft layoffs hit several products
    Among those products affected are Microsoft’s ResponsePoint phone system, its .Net Micro Framework, and its MSN Direct Service.
  • IBM, Microsoft quibble over Office 2007’s new ODF support
    n the latest sniping in the long-running feud over document format standards, IBM this week claimed that Microsoft Corp.’s Excel 2007 corrupted formulas and data in spreadsheets created in the OpenDocument Format. Microsoft rebuffed the charge, while an industry analyst called the spat an overblown issue that users of ODF-based productivity suites, taking the right steps, can dodge. Excel 2007 and other parts of Office 2007 began supporting the ODF standard last week with the release of Office 2007 Service Pack 2. But according to an analysis posted on the personal blog of Rob Weir, chief ODF architect for IBM, Excel 2007 “silently strips out formulas” when reading spreadsheets created by other ODF-compliant programs, such as OpenOffice.org and IBM’s Lotus Symphony.
  • UPDATE: Microsoft’s Ballmer Says Economy ‘Really Bad’
    The weak economy is creating a good opportunity for young entrepreneurs to start their own businesses, Microsoft Corp. (MSFT) Chief Executive Steve Ballmer said on Wednesday.
  • Keeping in touch after the pink slip…
    There’s power in holding on to those former colleagues. Silicon Valley startup veteran Dennis Moore wrote to tell me about the thriving OracAlumni Network he started after his stints with Oracle and SAP. “One resource people are using a lot these days is corporate alumni networks. For example, the OracAlumni Network (about 5,000 former Oracle employees) has job postings, resume sharing, and networking using Yahoo Groups and LinkedIn. It’s one of the first corporate alumni networks online, started in 1998, with over 5,000 members worldwide. In the post 9/11 time period, several months went by with no recruiting in our group, but this time is different. There are lots of jobs being filled, particularly for developers and salespeople. Many of our members are unemployed, but many have found jobs through this free community. There are similar communities for Peoplesoft, Microsoft, Siebel, Ingres, the major consulting firms, etc.

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