Enterprise headlines and summaries, 2009-05-16

  • HP looks to stay steady in tough economy
    * Fiscal Q2 results after market close on May 19 * Analysts forecast small dip in earnings, revenue * HP has history of beating Street profit estimates * Shares underperformed IBM, Dell this year
  • Oracle Resellers On Sun Hardware: No Burden, Possible Opportunities
    But what does that mean for Oracle’s channel partners? In interviews with Channelweb.com, Oracle solution providers, including ones who only sell software, aren’t worried that Oracle will push them into selling hardware. Some even see potential opportunities in the idea. “I can definitely see the value in it,” said Hal Hawisher, principal at Baytree Associates, a Charlotte, N.C.-based solution provider, of the idea of selling servers bundled with Oracle database, middleware and application software. “I could see us selling the complete technology stack. That’s pretty compelling.”
  • Gary Reback: US Government Must Enforce Antitrust Laws to Encourage Innovation
    Gary Reback is one of the nation’s most prominent antitrust attorneys, best known for spearheading the efforts that led to the federal lawsuit against Microsoft. Gary spoke to an attentive and eager audience on May 14th in Santa Clara, CA. The Commonwealth Club and Yale Club of Silicon Valley sponsored his enlightening and provocative talk. Reback’s main message was that the government l’aissez faire policies, so strongly promoted by University of Chicago economists, have gone way too far. As a counter-weight, he says we need more government oversight of the private sector along with more vigilant anti-trust enforcement.
  • Software rankings: Microsoft in 1st, then IBM and Oracle
    # IBM’s software revenue in 2008 totaled $22 billion. # Software represents a whopping 40 percent of IBM’s overall profit, and 20 percent of its revenue. # In 2008, more than 90 percent of IBM’s segment profit was from software, services, and financing. # IBM has acquired 81 software companies since 2003 and more than 100 software companies in the past decade (including Cognos, Filenet, Telelogic, Micromuse, and MRO Software). # The R&D focus at IBM has shifted more toward software and services. More than 70 percent of the U.S. patents IBM received in 2008 (IBM’s 16th straight year of patent leadership), were for software and services. # IBM has been driving a shift to higher-profit segments (versus the low-margin commodity parts, which is why it got out of the PC, hard drive and DRAM businesses.) # IBM is also getting greater margins from creating offerings that exploit the blurring of software and services, such as cloud computing and SOA.
  • Oracle:: Enterprise 2.0 TV – WTF? ;)
    Oracle have launched Enterprise 2.0 TV.. Yes.. Ignore the fact the site has been done in .Net – But it must of cost Oracle a fair bit the videos (although I could only find 3) are really slick.. The content unfortunately isn’t so impressive – but I guess it helps others get their heads around what Oracle mean when they say Enterprise 2.0
  • Welcome to E20 TV
    Introduction to Enterprise 2.0 TV with your host Sheryl Dean
  • Microsoft’s Software Pipeline Set to Burst
    If there was one revelation at this week’s Microsoft TechEd conference it was that the company’s product pipeline is stuffed with new software timed for release in the next seven to 12 months that will force corporate IT to deftly plan and strategize how it wants to deal with the onslaught. Four of Microsoft’s major platforms are queued up to be released near the end of 2009 or early 2010. Windows 7, Windows Server 2008 R2 and Exchange 2010 are all slated to ship by year-end, as is the company’s new identity federation platform, Geneva. On the heels of all that is another granddaddy Microsoft platform — Office 2010, which is slated to ship early in 2010 and includes the wildly popular SharePoint Server under the Office product family banner.
  • SAP Sapphire: Reading the tea leaves demand, margins and M&A
    Jeffries analyst Ross MacMillan notes a disconnect between SAP’s view and its partners: While clearly 2Q09 will be a tough quarter due to pipeline coverage, lower close rates and tough compares, management indicated that there were some encouraging signs that customers are coming back and planning for future projects. Management believes this could have positive implications for 2H09. Meanwhile SAP partners seemed more cautious on the environment and said nothing much had changed since 1Q09, with few big deals and no material change pipeline or activity. While partners may not see a pipeline build of higher volumes of smaller deals, they would often be involved in bigger project lead generation, in our view.
  • VC Funding, First Quarter 2009
    This is a listing of many of the Bay Area firms that received venture capital financing between Jan. 1 to March 31, 2009. Most of the data was compiled from a survey conducted by PricewaterhouseCoopers, Thomson Venture Economics and the National Venture Capital Association in conjunction with the Mercury News
  • Silicon Valley startups slash costs to survive in downturn
    With money scarce, equity options are being re-emphasized as a form of compensation. Some tech entrepreneurs are negotiating creative business terms with lawyers, public relations firms and other vendors, including a wave of cheaper, on-demand back-office software services. A difficult economy, many say, presents opportunities as well as hardships.
  • Venture funding continues to fall
    Limited partners (LPs), including pension funds and university endowments, that provide VCs with capital are reassessing their portfolios and investment strategies amid the new economic reality. Most VCs — including the ones expected to survive a continuing shakeout — are having a harder time raising new funds as LPs de-emphasize venture investments. Rather than making new investments, VCs are increasingly preoccupied with managing portfolio companies, trying to execute mergers and acquisitions that will enable them to get a return on their investments — or just cut their losses. Startup gurus such as the Founders Fund’s angel investor Dave McClure and TheFunded.com’s Adeo Ressi say the valley’s level of entrepreneurial energy has not diminished in the downturn. Some laid-off techies are pursuing their own bootstrapped projects or are signing on with startups for little pay in the belief their options will pay off. That is just one of many strategies startups are using to hold down c
  • Time to stop blaming Sarbanes-Oxley for IPO troubles
    To hear VCs tell it, the corporate reform measure passed in 2002 had made IPOs too expensive. Sarbanes-Oxley was driving U.S. companies to go public on foreign stock exchanges. And the law, known colloquially as SOX, was killing innovation. Nope. Nope. And nope. The conventional wisdom that the valley has embraced about SOX’s impact is simply wrong, and the attempts to demonize it for the vanishing IPO have been wasted energy. The good news is that a number of players across the innovation economy have begun to realize that, and they’re at last opening a more reasonable, productive dialogue about how we can reboot the IPO.
  • Venture capital funding by the numbers
    Where venture funding went Sector US BayArea Media, entertainment 7.2% 7.4% Semiconductors 5.6 12.2 Industrial, business, energy 10.3 2.8 IT services 6.9 9.5 Financial, consumer 6.4 8.3 Electronics, hardware 2.1 1.4 Networking, telecom 6.4 7.1 Software 20.4 21.1 Biomedical, health 34.5 30.2

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