Enterprise headlines and summaries, 2009-05-08

  • 50 Years of IBM Mainframe Milestones
    Slide 1 * * 1964 April 7: IBM introduces the System/360 as a new generation of electronic computing equipment. It’s named after the degrees in a circle, since it was meant to encompass every need of every user. * 1966 IBM computers process more than 19 million Medicare identification cards for the Social Security Administration just one year after the U.S. Congress creates Medicare. * 1968 CICS debuts, bringing computer applications out of the machine room and allowing companies to enter, update and retrieve data in the workplace. Today, CICS continues to help millions perform their jobs better. * 1969 Several System/360 servers, IMS 360 and IBM software support the Apollo 11 landing. For years to come, IBM computers remain involved in space exploration. * 1971 IBM delivers more than 1,300 System/370 computers worldwide. * 1972 IBM announces VM virtualization, helping to improve asset management and lay the groundwork for
  • Oracle’s Grand Collaboration Ambitions
    This week Oracle announced a new module for its Beehive platform. The new module is a wiki-based team collaboration component that lets users create wikis that can be viewed and edited by other group members. Teams can also upload and share Office documents. The new module also offers Twitter-like microblogging. There’s nothing particularly new about wiki-centric team workspaces. What really excites Oracle is the wiki in combination with Beehive’s other features. Most prominent is a Zimbra Web client that the company hopes will encourage customers to dump Exchange. Oracle’s proposition is that e-mail should be tightly integrated with other collaboration tools, such as calendars and group workspaces, which means having everything run on the same middleware and databases (Oracle’s). The Beehive platform makes that happen. “Everything is stored in an Oracle database,” says David Gilmour, senior vice president of collaboration technologies at Oracle. “Whether it’s IM, an appointment, an
  • SAP Wins Race to Buy Highdeal
    And according to industry sources, SAP wasn’t the only large company courting Highdeal, with IBM Corp. (NYSE: IBM), Oracle Corp. (Nasdaq: ORCL), and an unidentified large bank cited as interested buyers. One seasoned industry executive even identified Huawei Technologies Co. Ltd. as a company that has been keen to buy into the real-time charging sector, saying it may have been in the mix at some point. IBM, Oracle, and Huawei declined to comment on the matter, as did Highdeal CEO Eric Pillevesse, who has one of the broadest smiles on show at this year’s event. SAP, though, won out. Financial terms were not disclosed, but a straw poll of analysts and executives with a knowledge of Highdeal’s business put the probable purchase price at between €20 million and €30 million ($26.6 million and $39.8 million), and certainly no more than €50 million ($66.4 million).
  • Teradata 1Q Net Up 7.1% On Margin Gains; Results Top View>TDC
    Teradata Corp.’s reported Thursday that its first-quarter income rose 7.1% as profit margins rose at the data-warehousing company despite the stronger dollar eating away at overseas results. The company handily topped analysts’ expectations and it separately announced a $300 million increase to its buyback program. Teradata has a nearly $3.2 billion market value. … Teradata reported earnings of $45 million, or 26 cents a share, up from $42 million, or 23 cents a share, a year earlier. Revenue fell 2.1% to $367 million, reflecting a 7 percentage-point hit from the stronger dollar. Analysts expected earnings of 14 cents a share on revenue of $345 million. Gross margin rose to 54.5% from 51.7%. Revenue in the Americas region fell 2%, but margins rose 2.8 percentage points to 57.1%. While the Far East saw 5% revenue growth, the Europe, Middle East and Africa segment posted a 6% decline. Teradata’s shares closed Wednesday at $18.83 and were inactive premarket. The stock is up 27% thi
  • Teradata Corporation Q1 2009 Earnings Call Transcript
    On the Oracle‘s acquisition of Sun, how do you feel that’s impacted the marketplace both with those two companies or with Oracle specifically and then how Oracle’s relationship with HP on their competitive product, wondering how that dynamic has played out as far as your conversations with customers and the competitive landscape. Mike Koehler As far as the overall impact on the market, overall I won’t comment on that. As far as it relates to data warehousing and Teradata, at the end of the day, Oracle is a database that we compete with and they have added a hardware component
    to it to try to address a piece of the problem in conjunction with HP. What they do with exit data that relates to Sun we don’t know but at the end of the day it’s a database and there’s a hardware component to it whether it’s Sun or whether it’s HP whereas on the other hand Teradata is all software. Anthony Kure – KeyBanc Have you encountered the Exadata solutions anymore in pilots or in customer sites any mo
  • Oracle Was Aware Of Sun Micro Issue With Corruption Law
    Oracle Corp. (ORCL) said it was aware of potential violations by Sun Microsystems Inc. (JAVA) of the Foreign Corrupt Practices Act before signing the agreement to buy Sun. An Oracle spokeswoman said that it had received disclosures from Sun about the issue before Oracle signed the definitive agreement to buy the computer maker. Sun disclosed the potential violations of the law in a filing with the Securities and Exchange Commission earlier Friday.
  • Sun sale: Pillar checks itself
    Is Pillar Data threatened by Oracle’s purchase of Sun? El Reg talked with Bob Maness, Pillar Data’s worldwide marketing VP, about business, flash memory and Oracle’s Sun acquisition. Pillar Data is the Larry Ellison-funded storage start-up delivering its Axiom storage arrays with application-aware templates and storage quality of service controls enabling multiple levels of storage service from one array. The company also offers an 80 percent storage utilisation guarantee.
  • Oracle ‘faster, cheaper’ with VMware
    Oracle’s database performs better under VMware than in a more expensive Real Application Cluster (RAC). This point has been noted in several web locations, and EMC’s blogger-in-chief, Chuck Hollis, has discussed the topic.
  • America’s Cup litigation continues, spilling into 2010
    Alinghi claims the Americans have failed to supply this document “in a timely manner.” The reason it wants the certificate is that it would give them all kinds of technical details about the 100-foot trimaran that Oracle has built for this challenge, and Alinghi could infer from this data all kinds of information about the performance of the American boat under various wind and sea conditions. It would be like giving someone all the specs about a race car. If you know the weight, wheelbase, kind of tires, horsepower (think sail area) and myriad other details, it would help determine what kind of car you need to build to beat it.
  • I2 Technologies Q1 Net Income Down
    i2 Technologies, a provider of supply chain management solutions, has reported a net income of available to common shareholders of $1.87 million, or diluted earnings per share available to common share holders of $0.07, for the first quarter ended March 31, 2009, compared to $2.08 million, or diluted earnings per share available to common share holders of $0.08, for the same quarter of 2008. For the first quarter of fiscal 2009, total revenues were $56.38 million, compared to $62.58 million for the same quarter of 2008. Operating income was $5.62 million, compared to $4.07 million for the same quarter of 2008. The company has reported a net income for the first quarter of 2009 was $2.66 million, compared to $2.85 million for the same quarter of 2008.
  • i2 Technologies Inc. Reports Operating Results (10-Q)
    Total bookings for the three months ended March 31, 2009 and March 31, 2008 were $66.5 million and $66.4 million, respectively. The software solutions component of our bookings for the three months ended March 31, 2009 and March 31, 2008 were $24.1 million and $8.6 million, respectively, an increase of $15.5 million, or 180%. The increase from the first quarter of 2008 was driven by increased bookings associated with the performance of essential services, which are the services required to deliver and implement the contracted functionality associated with license agreements that will be accounted for under SOP 81-1. The essential services portion of software solutions bookings were $11.9 million higher in the first quarter of 2009 than in the first quarter of 2008. Our operating cash flow for the three months ended March 31, 2009 was approximately $7.7 million compared to cash flow from operations of $8.9 million in the three months ended March 31, 2008.
  • Salesforce CEO Benioff Gets Big Raise After 10 Years At $10
    That mumbo-jumbo aside, Benioff deserves every cent of his new package because of the success he has built for his company, its customers, its employees, and its partners. In addition, Benioff owns more than 13 million shares of stock in the company he founded just over 10 years ago, and those holdings at current prices are worth more than $500 million. And he richly deserves every every cent of that half-billion as well.

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