Enterprise headlines and summaries, 2009-06-23

  • Oracle 4Q Net Down 7.2% On Stronger Dlr, Econ Weakness
    Oracle Corp.‘s (ORCL) fiscal fourth-quarter profit declined 7.2% as the stronger dollar and continuing economic weakness weighed on revenues and earnings. But stronger-than-expected new license sales and continuing cost management helped the company beat Wall Street expectations, giving some comfort that the company is weathering the storm. Shares were up 2.8% at $20.44 in recent after-hours trading, reflecting broad comfort that the company is managing well through the downturn. Oracle’s stock has been rebounding since hitting a three-year low in March.
  • Oracle software sales beat forecasts, shares rise
    New software sales, a closely watched revenue measure, fell 13 percent to $2.7 billion in Oracle’s fiscal fourth quarter ended May 31. Analysts were expecting them to decline about 18 percent.
  • Oracle revenue, profit fall
    For the second consecutive quarter, Oracle announced a cash dividend of 5 cents per share.
  • Ed Abbo is leaving Oracle
    News has broken that Ed Abbo will be leaving Oracle at the end of this month. The “legacy” applications will be organizationally under Thomas Kurian, who already has the Fusion (and other) Middleware products, BI, Fusion Applications, and Tools, and who will doubtless get some of the pieces acquired from Sun.
  • Oracle CEO Ellison Changes Tack on Cloud Computing
    On Tuesday, Mr. Ellison appeared to change his tune. During a call following Oracle’s fourth-quarter results, Mr. Ellison said the company’s Fusion products — software that aims to tie together technology from many of the Redwood City, Calif.-based company’s acquisitions — would be “on-demand ready,” suggesting they would be available on a pay-as-you-go basis. He added that a portion of Oracle’s revenue from Fusion products could come from subscriptions in the future, rather than from one-off sales. Licenses to most Oracle products have a one-time fee, but can be augmented with maintenance and support, which would be charged separately. The comment immediately provoked interest from analysts, one of whom asked if Oracle was now getting into cloud computing. Mr. Ellison admitted the company was getting “a little bit” into the space.
  • Oracle Corporation F4Q09 (Qtr End 05/31/09) Earnings Call Transcript
    Thanks Jeff, well we’re obviously pleased with our Q4 results and with our exceptional performance throughout the year. In constant dollars we beat the top end of our new license guidance, we beat the high end of our total revenue guidance, and we delivered the highest Q4 operating margin in our history crossing the 50% mark for the first time. Once again we grew margins and revenues substantially faster then our peers. We grew faster then SAP in every region around the world including its home base of Europe where our applications business grew 5% in constant currency versus negative 27% for SAP’s most recent quarter.
  • Oracle Corporation F4Q09 (Qtr End 05/31/09) Earnings Call Transcript
    And then of course we’re going into other spaces as well with our Fusion applications which we haven’t talked about yet which come out I guess, we are code complete on Fusion applications. We’ll be announcing them later this year. Customers are trying them out and we’ll start delivering next year. All of our Fusion applications are on demand ready. They are designed to be not only on premise but ground up design to be a [inaudible] service. So we see all of our application software, not just on Salesforce automation but all of our application software going forward being sold in two ways. Both on demand, software as a service and on premise with the same code base and we think we can be the number one applications company, the number one on premise application company and the number one on demand application company. That’s our goal.
  • Oracle’s Fourth Quarter and Fiscal Year 2009 Earnings
    Results were announced on June 23, 2009. * Listen to the analyst conference call Webcast replay (archived through June 30) * Safe harbor statement (PDF) * Q409 Earnings press release and financials (PDF) * GAAP to Non-GAAP reconciliation table (PDF) * Q409 supplemental tables (PDF)
  • Micro Focus Ups Offer for Borland
    The board of Micro Focus International on June 18 announced that it has increased its cash offer to $1.15 for each outstanding Borland share. This values the acquisition of Borland’s equity at approximately $88 million. On May 6, when Borland and Micro Focus announced plans to merge, Micro Focus was offering $1.00 for each Borland share, which had a value of around $75 million. However, on June 1, a third party entered the scene with an offer to pay $1.20 per share for the Borland shares. In a press statement on the new offer, Micro Focus said, “Further to the announcement made on 1 June 2009, the financial buyer that made a preliminary non-binding indication of interest for Borland Software Corporation has withdrawn from the process.”
  • What is going on in the BI/DW world?
    What can customers learn for their internal systems from the acquisitions that Oracle does and how it deals with integrating companies? A3: Well, my observation, first hand, is that we really invested a lot on data quality. Here we built a system that cleanses all customer data and then gets fed into a single instance for all Oracle leads. We now have this down to a science and it saves a lot of effort and money. Mike added that we do a lot on publishing the lessons we learn from implementing BI EE for example at Oracle. Technotes on metalink for example. The other observation Mike had was really about us choosing what to use, and ensuring customers understand how we use products. When do we use OBI EE and when do we use OLAP, just to name an example.
  • India’s IT growth to slow down in 2009
    The research firm’s local analysts said at its Directions conference Saturday, the overall growth of India’s IT-ITES industry will crawl to 10.8 percent in 2009, generating revenues worth some 3,095.73 billion rupees (US$64 billion). Exports are projected to expand 11.2 percent to over 2,000 billion rupees (US$41 billion). Last year, the Indian IT-ITES industry grew 14.4 percent with revenues of US$58 billion (2,790 billion rupees).
  • MySQL Creators Move to Keep MySQL Open
    “Oracle doesn’t know yet what it’s going to do with all the products from Sun and even if they did, they couldn’t talk about,” Feinberg said. That just adds to the ability of people like Monty to create a lot of negative hype about the whole thing.”
  • Infor Flex – The fast track to product innovation
    # Flex Upgrade—Upgrade to the latest release of your current solution with minimal or zero license fees and fast, cost-effective implementation services. # Flex Exchange—Exchange your current Infor application for another Infor solution on a like-for-like basis, for a nominal transaction fee and very competitive services rates.
  • Ray Ozzie
    Video: The Potential of Cloud Computing – Churchill Club, June 2009 Microsoft’s Chief Software Architect, Ray Ozzie, has an expansive discussion on the past, present and future of cloud computing.
  • Flex should also include down, not just up
    But there is no downgrade path. If customers only want a low-touch plan – some bug fixes, minimal number of support calls, regulatory updates – you have to keep paying at full rates. As I have written before, customer needs and vendor delivery speeds (and their support costs) vary considerably making it very hard to justify a single maintenance rate across the product lifecycle – so my suggestion about letting maintenance rates float
  • Infor juices up its maintenance program value with Infor Flex
    On the other hand, by my observation, Infor gets “outsold” by other vendors, even in situations where it is the incumbent supplier. Current economic conditions are likely limiting its ability to more aggressively and thoroughly present its leading products, such as Baan and Syteline. Hopefully, the new Infor Flex program will provide a more compelling value proposition, allowing Infor to win more deals where it already has a customer relationship. I would like to see this program succeed. In these days, customers need more alternatives, not fewer.
  • Infor Flex: innovation or fail?
    Infor today announced Infor Flex, a program designed to keep customers happy and keep those all important maintenance dollars flowing Infor’s way. At first viewing, the Infor prgram looks exciting:
  • Infor Flex Reflects Proactive Maintenance Policy
    The bottom line – Infor Flex provides unique value in a rapidly consolidating market In many recent surveys, the top customer priorities for 2009 include upgrading, updating, or replacing legacy applications. Many enterprises face decisions as to which vendors to keep and upgrade with; and which vendors to jettison and migrate from. Amidst this move to upgrade, many vendors have imposed maintenance support increases or vendor imposed upgrade time lines based on support costs. Infor’s policy adds a fresh perspective by offering choice, value, and predictability. In fact, these new policies may engender good will among loyal customers and be just enough incentive to keep competitors from poaching existing accounts. The only thing that would make this offering better would be flex down options for lower tiered options akin to third party maintenance, but that might be asking too much!
  • What really happened with SAP Business ByDesign?
    Recently, insiders have approached me with more detail about the train wreck BYD is turning into. Here is my summary of what I have recently learned:
  • SaaS BI vendor LucidEra to shut down
    Founded in 2005, the company’s last round of funding came nearly two years ago in August 2007, when it raised $15.6 million in Series B funding, according to LucidEra’s website. It’s customers, who must now either bring their BI and analytics functions in house or find another BI vendor, SaaS or otherwise, include Enterasys Secure Networks, Serena Software, and Parature.
  • Private Equity Analyst Conference | Agenda
    Scaling Down: Is The Venture Industry Finally Headed Down The Right Path? The venture industry exploded in the ‘90s, thanks in part to more interest by limited partners. But as both VCs and institutional investors will tell you, bigger certainly was not better. As more firms began investing, returns fell. Now nearly 10 years after the .com bubble popped, there is a growing sense that the industry is poised to downsize. The time has come, say some, where firms will close down and partners will retire. But just how severe will this reduction be? What type of firms will stay alive and what will it mean for both existing venture-backed companies and those looking to raise capital?
  • Earnings Preview: Oracle to report fiscal 4Q
    Oracle Corp. is scheduled to report its fiscal fourth-quarter results after the market closes Tuesday. The following is a summary of key developments and analyst opinion related to the period.
  • Oracle Of A Slow Software Recovery
    While the past 18 months’ recession has pummeled some information technology companies to the brink of collapse, Oracle so far seems to have almost enjoyed the pain. It’s been lightly bruised, even as its competitors have absorbed far more damaging blows. And Oracle has taken advantage of smaller companies’ troubles to make a string of bargain buyouts. But as the economic climate catches up with Larry Ellison’s software giant, the company’s sado-masochism may be reaching its limits.
  • Lane named chairman of CMU’s Board of Trustees
    Venture capitalist and former Oracle Corp. President Raymond Lane has been named chairman of Carnegie Mellon University’s Board of Trustees, effective July 1.

Update on Oracle Applications leadership change

Here is the text of the e-mail sent out at Oracle by Chuck Rozwat announcing Ed’s departure. This note confirms Ed’s departure at the end of the month, and indicates that the “legacy” (“Applications Unlimited”) team will report to Chuck after Ed’s departure (although it has been widely rumored that the legacy apps will be reporting to Thomas Kurian).

Ed Abbo will be leaving Oracle as of June 30th. He has decided that his next career objectives can be best met outside of Oracle. Ed’s contributions and presence will be missed.

Some of you may not be aware of this, but Ed has had two separate “tours of duty”. He joined Oracle out of graduate school as part of the winter class of ’86, and was part of the team that built Oracle’s first internal customer support system. He also worked in Oracle Consulting when it was first established and later in the Sales organization as part of the Strategic accounts team.

He joined Siebel Systems in early 1994 where he held a number of positions leading to CTO and head of engineering, where he was at the time of the Siebel acquisition in late 2005. Ed led the effort to secure Oracle’s clear leadership in the CRM market through the Siebel Product Line and the fast growing CRM On Demand business. In 2007, he was asked to take on the additional responsibility to run the Applications Unlimited group. During this time, Ed has been the “face” of Oracle Applications to our customers, analysts and press, delivered on the Applications Unlimited commitment to continued product releases and innovation across Oracle’s Application product lines, and established a strong organization and leadership team that will ensure our continued success.

Please join me in thanking Ed for his significant contributions to Oracle, and in wishing him good fortune in his future endeavors.

As of July 1, I will be directly managing the Applications Unlimited Group.

Chuck

Good luck to Ed (and Thomas, and Chuck, and all the team)!

Ed Abbo is leaving Oracle

News has broken that Ed Abbo will be leaving Oracle at the end of this month. The “legacy” applications will be organizationally under Thomas Kurian, who already has the Fusion (and other) Middleware products, BI, Fusion Applications, and Tools, and who will doubtless get some of the pieces acquired from Sun.

Ed was a greatly respected professional, and will surely be missed at Oracle and by Oracle’s customers. Obviously, Thomas also is very successful, so it seems likely he will do a great job with his new responsibilities.

Enterprise headlines and summaries, 2009-06-21

  • Expect Tech Mergers to Increase
    Thus far in the 2Q09, there have been 612 deals for a total value of roughly $43Bn versus 646 deals done in 1Q09 for a measly $9Bn. Clearly the big deal is back and while the first quarter was the first quarter in years to not have a $1Bn dollar deal, we’ve had 8 thus far in the June quarter (including eBay (EBAY)/Gmarket, Oracle (ORCL)/Sun (JAVA) and now Data Domain (DDUP)).
  • Predictions and info for Oracle Fusion Middleware launch
    Oracle will explicitly or implicitly reveal its plans (and post-merger org structure) for Java in the post-Sun-acquisition period for Fusion Middleware at the Fusion Middleware (FMW) launch on July 1. # Oracle will deprecate Eclipse (which they don’t control) quickly, trying to move Java developers to JDeveloper (which they control). JDeveloper will have tight links to FMW components as well as generic Java, which Oracle will tout as benefits. My $0.02: this is a futile and silly effort, as Eclipse is so much more than just a Java development environment, with an ecosystem that creates enormous value around it. Oracle should come to some “understanding” with IBM and just adopt Eclipse. # Oracle will show a lot about how Fusion Apps will adopt FMW on July 1 (especially the Java Platform and WebCenter). This is likely to be a real game-changer. I am not certain that other ERP vendors will be able to deliver anything like the compelling user experience, social capabilities, and productivi
  • Honey, I shrunk the VCs
    If entrepreneurs learn to get along without VCs, that might indeed be the death of venture capital.
  • SAP ABAP + Java Stacks on Amazon Cloud Computing
    In this post, I describe how I setup the windows environment used to install relatively modern SAP ABAP and Java stacks, using the Amazon Simple Storage Service (S3) to store persistent data. I needed to: * install appropriate the Windows 2003 Server environment, * get copies of the install SAP ECC6 IDES software for Netweaver 7 / DB6 / windows
  • Used Software Rights Upheld In SusenSoftware Win Over SAP
    Enterprises seeking to optimize enterprise software costs should consider the used software or secondary market as an option. It appears that the legal precedents have been set. Now’s the time to pick up additional SAP R/3 4.7, Oracle 11i EBS, or Infor Baan 4CIV licenses! Resellers, VARs, and distributors should take the opportunity to create this new market. Pressure from vendors will most likely be limited as the sentiment in the courts now side with the customer.
  • Free Is the New SaaS
    Well, SmartRecruiters is an end-to-end recruitment solution for companies with up to 2500 employees. And it allows organizations to manage their recruitment processes — create requisitions, post them, source candidates, assess candidates, screen them and hire them — automating the whole process, as well as giving organizations a career website so they can post their own jobs on their site. So it is a fairly complete recruitment solution, specifically designed for SMBs.
  • Used Software Licences | Purchase & Sale | Second-Hand Market
    usedSoft trades with second-hand software licences, which have been resold at least once by developers or dealers directly to users. Those licenses handle non-material copyrights for software. Used software is traded basically for two reasons: First, applications may run out of use, e.g. after mergers and insolvencies. Second, software licences are purchased, but do not get to be used. For instance, the market research company Gartner estimates that 42 percent of the CRM software licences are unused. According to Meta Group, 15 percent of the sold business intelligence tools have never been used at all. Thus, the purchase of second-hand licences offers the user companies significant saving perspectives compared to the initial software acquisition – without having to cope with any disadvantages in exchange, since * software cannot wear out. * usedSoft guarantees and notarises the legal security of an acquisition by purchase and sales invoices, respectively licence certificates
  • Oracle Unveils New Release of Oracle’s Agile Product Lifecycle Management (PLM)
    Product Risk Management – Supplier performance changes, component shortages, price reductions and other global value chain uncertainties contribute to the high-risk environment companies face today… Enterprise PLM Backbone – Many existing design and document management applications fail to deliver strategic business value because of difficulties in integrating them with other business applications. In contrast, Agile PLM 9.3 provides a complete Service Oriented Architecture (SOA) that allows companies to integrate it’s various components to existing engineering and enterprise systems. This enables companies to seamlessly deploy these PLM services and achieve their business objectives while managing costs. Some of the key features introduced in this release are: … User Productivity Tools – Agile PLM 9.3 enhances user productivity by leveraging a Web 2.0 User Interface. Lab tests of Agile PLM 9.3 using real product data from a large global customer showed a 70 percent reduction in cl
  • Indian ADRs shed $5 bn in market valuation in one week
    Among the entities listed as American Depository Receipts (ADRs), Sterlite Industries and Wipro, together lost little over USD 3 billion. Sterlite’s market capitalisation dropped by USD 1.70 billion whereas that of Wipro declined by USD 1.36 billion.
  • TechM set to announce major decisions in Satyam today
    Eighteen top officials of Tech Mahindra, including its Chief Executive Officer Vineet Nayyar and global operations head C P Gurnani, who joined the Satyam board on June 1, were already camping at Satyam’s Infocity campus in Hyderabad since the last three days. They were engaged in meetings and discussions with Satyam’s top 90 leaders for charting the IT outsourcing company’s future road map, going ahead. “Taking stock of Satyam’s new businesses, re-branding the IT outsourcing company while maintaining a ‘joint virtual integration’ of both the companies (Tech Mahindra and Satyam) strengths, considering a second preferential issue for picking up the remaining 20 per cent stake in Satyam in the event of its stock surging past the offer price of Rs 58 to nearly 80, and on how to fully utilise the capabilities of the existing staff under the ‘Virtual Pool Programme’ will be the main decision-making issues at tomorrow’s meet,” sources said.
  • Mahindra renames Satyam, unveils new business plan
    Mahindra Satyam brand would be based on values of good corporate citizenship, professionalism, quality focus, and the dignity of the individual
  • Tech Giants Ramp Up Their Online Offerings
    But now the Redwood Shores, Calif., company is developing more than 10 online software programs, including ones that track employees and job applicants, say people briefed on the matter. Oracle declined to comment. Meanwhile, Germany’s SAP says it expects to release an online purchasing tool later this year, plus two other applications next year. H-P said earlier this month it will develop online versions of almost all its business software. And Microsoft Corp. and International Business Machines Corp. have also moved into online software over the past year.
  • Microsoft shares look ‘super cheap’
    “With both Windows 7 and Bing, Microsoft for the first time in eons is giving off the aura of a company that is innovating and listening to users. That has helped the stock rebound more than 50 percent off the March low — but there should be plenty more to come,” it said.

Enterprise headlines and summaries, 2009-06-20

  • Charles River Ventures Hires That F@!&edCompany Guy
    Kaplan went on to found AdBrite, which is now one of the top 25 ad networks. Kaplan is still chairman of AdBrite, but he’s been tinkering with his own projects for most of this year, including several fun Twitter apps like flirt140 (Twitter dating), fast140 (a typing challenge game), Tweetname (domain name registry via Twitter), AlumTweet (Classmates.com for Twitter), and HitMeLater (a snooze button for email). He says he has about 16 sites or apps that are currently live.
  • TechCrunch Layoff Tracker
    # Total Layoffs Since August 27, 2008: 474 # Total Employees: 338,270
  • Video: 60-Second Pitch: Microsoft SQL Server 2008
    In this episode, Matt Dunstan, application platform group product manager at Microsoft, pitches his company’s SQL Server 2008 data management product to IT director of law firm Norton Rose, Jeff Roberts; former Associated Newspapers CIO Ian Cohen and Fiona Davis, operations director at silicon.com’s parent company, CBS Interactive.
  • Oracle tried to sell Sun hardware biz
    The Register’s source qualified the price Oracle was asking for Sun’s hardware business as “unrealistic.” Oracle declined to comment for this article.
  • Oracle: On a Shopping Spree?
    Although Oracle (ORCL) announced the purchase of Conformia Software on Wednesday, the market is currently buzzing with speculation that the tech giant has closed – but not yet announced – a much larger transaction. Several sources have indicated that Oracle has acquired GoldenGate Software. The two companies have had a deep relationship for some time and while a deal has been kicked around in the past, talks stalled because GoldenGate always priced itself higher than Oracle was willing to spend. We haven’t heard what Oracle ended up paying for GoldenGate, which we understand was generating slightly more than $100m in trailing sales.
  • As Oracle prepares to buy it, Sun’s loss widens on a 20-percent sales drop
    Stripping out one-time charges, including $46 million for a restructuring that has cost thousands of workers their jobs, the latest quarter’s loss amounted to 7 cents per share. Analysts were expecting a loss of 19 cents per share, but the numbers don’t directly compare because Sun subtracted out charges that analysts didn’t.
  • Ghost of Satyam scandal haunts Infosys investors
    Though Balakrishnan presented a bright picture of the IT giant which achieved a revenue of US$ 4.66 billion and a net profit of US$ 1.28 billion in the fiscal 2009, one investor asked the auditors of the firm if they have physically checked the bank accounts of the company and made sure that the account statements are correct. He said he was compelled to raise this issue because of the Satyam fiasco where the investors had taken the Satyam books for granted thus resulting in the greatest corporate fraud in India.
  • Interview: Azim Premji
    In a nondescript office near Paddington station, one of India’s richest men goes on the defensive. “Yes, I am going to pass over large sums of shares to my foundation,” says Azim Premji, founder of Wipro Technologies. “You will see it in due course. But write about it then, please.”
  • Satyam Computer — Open Offer: Reject
    Investors who hold shares of Satyam Computer Services can reject the open offer made by Tech Mahindra. The offer price appears unattractive in the light of Satyam’s future prospects, with the recent financial disclosures showing the company’s financial position to be much better than expected.

Predictions and info for Oracle Fusion Middleware launch, July 1

I saw some interesting tweets and have been hearing other rumors and facts regarding Oracle Fusion Middleware and Applications, and Oracle’s upcoming announcement on July 1. Here is what I was able to glean and infer based on this information.

First, my predictions:

  • Oracle will explicitly or implicitly reveal its plans (and post-merger org structure) for Java in the post-Sun-acquisition period for Fusion Middleware at the Fusion Middleware (FMW) launch on July 1.
  • Oracle will deprecate Eclipse (which they don’t control) quickly, trying to move Java developers to JDeveloper (which they control). JDeveloper will have tight links to FMW components as well as generic Java, which Oracle will tout as benefits. My $0.02: this is a futile and silly effort, as Eclipse is so much more than just a Java development environment, with an ecosystem that creates enormous value around it. Oracle should come to some “understanding” with IBM and just adopt Eclipse.
  • Oracle will show a lot about how Fusion Apps will adopt FMW on July 1 (especially the Java Platform and WebCenter). This is likely to be a real game-changer. I am not certain that other ERP vendors will be able to deliver anything like the compelling user experience, social capabilities, and productivity which will be available with Oracle’s new Fusion Applications. Of course, many application customers will stick with their legacy apps, but new implementations (and license purchases) will likely lean heavily towards Oracle Fusion Applications when they are available for financials/HR, which I predict will be around the end of this year. Incidentally, I heard that something like 1000 applications staff from the “legacy” apps at Oracle had been moved several (6 to 9) months ago to Thomas Kurian’s group to work on beefing up the functionality in the Fusion Applications.
  • There will be no major pricing changes with the new middleware (as compared to today’s pricing). However, customers probably will have to buy new licenses as this will be viewed as new products rather than upgrades.
  • There will be a new advanced rules engine included in FMW.
  • WebCenter and Portal will be upgraded significantly and well-integrated.

Conceptual architecture diagram of Oracle’s product offerings (click on it for a larger version):

Fusion Middleware components

Presenters at this event:

  • Hasan Rizvi: Senior Vice President, Fusion Middleware
  • Dave Shaffer: Vice President, Oracle Integration
  • Duncan Mills: Senior Director, Product Management, Tools
  • Margaret Lee: Director, Product Management, Tools and Middleware (?)
  • Ted Farrell: Chief Architect & SVP, Tools & Middleware
  • Sue Harper: Senior Principal Product Manager, SQL Developer
  • Christina Kolotouros: Director, Product Management, WebCenter and Portal
  • Forest Yin: Director, Product Management, Identity Management products
  • Mike Lehman: Senior Director, Product Management, Java Platform

If you have any additional information or rumors or inferences to share, please twitter me or leave a comment on this blog.

Enterprise headlines and summaries, 2009-06-19

  • Jobs Had Liver Transplant
    Steve Jobs, who has been on medical leave from Apple Inc. since January to treat an undisclosed medical condition, received a liver transplant in Tennessee about two months ago. The chief executive has been recovering well and is expected to return to work on schedule later this month, though he may work part-time initially.
  • Trends: Vignette bets big on beta-SaaS
    Hosted beta testing may not be new. But it’s far from the norm. It’s an underutilized (to say the least) alternative to the usual “Go fly our kite in a storm and report back to us” type of beta testing. I think it could catch on bigtime, though, for many of the same reasons SaaS has gotten so much traction lately. Content management vendor Vignette, it turns out, is placing a major bet on “beta-SaaS.” The company says that ahead of the next major release of their flagship Vignette Content Management offering, beta customers will be able to take advantage of something called the Vignette Virtual Environment (VVE) Program (known in Austin as “the sandbox”). The company says that VVE will provides beta testers with virtualized instances of V-next running on a full technology stack, with a great deal of infrastructure already configured, so that testers can hit the ground running.
  • What’s to Come for Ariba?
    when I peer into my Spend Management crystal ball, I see three things based on my recent interactions, product analyses, customer discussions and channel checks. Down and dirty, here they are. First, Ariba’s solutions are in the process of emerging from a massive transition. Anyone who thinks they know them and who is not familiar with the new direction, capabilities and differentiation should take a seat in the corner. I’m suitably impressed in this regard and see big things for Ariba in regards to customer traction and product innovation in the coming year. This is not the Ariba we all knew 12 months ago. Or even 6 months ago for that matter.
  • Tech giants back ID interoperability project
    The project brings together more than 40 member organisations, and counts companies such as AOL, BT, CA, Intel, The Internet Society, Fidelity Investments, Novell, NRI, NTT, Oracle, PayPal and Sun on its board of trustees. Kantara was initially formed by organisations with a particular focus on identity, including The Internet Society, Libery Alliance, OpenLiberty.org and XDI.org.
  • Oracle seen posting quarterly profit decline
    Wall Street analysts expect Oracle /quotes/comstock/15*!orcl/quotes/nls/orcl (ORCL 20.62, +0.37, +1.83%) to post earnings, excluding one-time items, of 44 cents a share for the period ended in May, and $6.5 billion in revenue, according to data from Thomson Reuters. That compares to earnings, excluding one-time items, of 47 cents a share and $7.2 billion in revenue in the same period last year. Analysts also generally expect Oracle’s new software-license revenue to fall 24%. The new license number is a key metric for the company because it represents new sales to customers rather than providing maintenance for existing software. Oracle itself has said it expects new software license revenue to fall between 17% and 27% from the quarter last year.
  • Oracle: Morgan Stanley Ups Target; Sees “Solid” May Qtr
    Morgan Stanley software analyst Adam Holt this morning repeated his Buy rating on Oracle (ORCL), and raised his price target on the shares to $26, from $20. Holt sees a number of catalysts for the stock coming, including a “solid” earnings report for the fiscal fourth quarter ended May, the launch of the latest version of the company’s Fusion middleware, and the close of the Sun Microsystems (JAVA) acquisition in July. Holt says the Sun deal should add 15 cents a share to EPS in FY 2010. The analyst notes that at 12.8x times his calendar 2010 EPS estimate, ORCL shares trade for about a 25% discount to the Nasdaq Composite, “leaving multiple avenues for further price appreciation as earnings move higher through the summer.”
  • SaaS, On-Demand and Cloud ….shift happens..
    Although I do agree with Sikka’s comments; SAP has deep process and business intelligence from years of working with large enterprises and they can build a far superior On-Demand platform using that knowledge. The advantage of SAP is also there weakness (too much to chew) though and the reason it is taking them longer to deliver an On-Demand platform.
  • MySQL Founders Form Open Database Alliance
    “The Alliance also aims to unify all the different MySQL forks so that there is only one community-developed branch of MySQL instead of three or four as before,” Widenius said. Ed Boyajian, CEO of EnterpriseDB, supplier of a commercial implementation of the competing PostgreSQL open source database, said the formation of the group underscores a fracturing of the MySQL community. ”I think it’s a definition of a fractured community,” Boyajian said during an interview discussing his own company’s new Postgres Plus Advanced Server, launched this week. ”That process started with the Sun acquisition and the uncertainty around what happens with Oracle is accelerating, and guys like Monty want to protect the community of interest.”
  • HP and Red Hat Integrate SOA Tools
    The pact gives Red Hat a way to offer governance and policy management to its JBoss Enterprise SOA Platform, while it gives those that use HP’s SOA Systinet a lower cost enterprise service bus alternative for points within a SOA environment.
  • Sun’s Rock Doomed From Start, Analysts Say
    Rock may have gotten buried under the weight of its costs and high expectations, said Gordon Haff, principal IT adviser at Illuminata. Sun has refused to comment on Rock’s future, but Haff said that the report of its demise “certainly is a very believable rumor.”
  • Oracle kills Virtual Iron-ware
    In a letter to Virtual Iron’s sales partners, Oracle says it “will suspend development of existing Virtual Iron products and will suspend delivery of orders to new customers.” And in a second letter to a partner speaking with The Reg, the company says it will not allow partners to sell new licenses to anyone – including existing customers – after the end of this month (i.e. in 11 days). Before then, partners can only sell licenses to existing customers under certain conditions. “Until June 30, 2009, Oracle may approve granting add-on licenses to existing Virtual Iron end customers, or licensing end customers who had demo’d or otherwise evaluated the former Virtual Iron products and do not require further delivery,” the second letter reads.
  • Gosling: What’s Good for Google May Not Be Good for Java
    In a wide-ranging discussion with eWEEK, Java creator James Gosling sheds light on where he sees innovation in Java, the future of the platform, the legacy of Sun and the new Java Store, among a variety of other topics. In what Sun said was his only formal interview at what could have been the last JavaOne conference, Gosling sat down with eWEEK Senior Editor Darryl K. Taft to engage in an annual tete a tete, which this time proved to be both enlightening and emotional. In this segment, Part 1 of the two-part Q&A, Gosling takes Google to task, talks up the Java Store, and discusses OSGi and more.
  • Page 2 – Gosling: There Is Life for Java After Oracle-Sun Buyout
    There are 0 user comments on this Application Development story. Table of Contents: 1. Gosling: There Is Life for Java After Oracle-Sun Buyout 2. Adjusting to a New Culture Rate This Article: Poor Best E-mail Print PDF Version Gosling: There Is Life for Java After Oracle-Sun Buyout – Adjusting to a New Culture ( Page 2 of 2 ) A: Yeah, I’m hopeful. I mean it’s certainly plausible. It would certainly be interesting being a part of a software company. And they’re deep in all the technologies that we do. So they clearly care about this stuff. I could see it going all kinds of different ways. Q: But their history as a citizen of the Java ecosystem, how would you grade them? A: Colorfully.
  • Misunderstanding Magic Quadrants, MarketScopes, and More
    Sometimes you will also hear criticism that Ability to Execute and Completeness of Vision do not matter as decision criteria for customers. I think the evaluation criteria within Ability to Execute and Completeness of Vision give a well-rounded view of a vendor and its place in a particular market and that is really the point of a Magic Quadrant. A 2×2 matrix is a really convenient way of showing the relative comparison of vendors. However, there are actually a number of different ways we could choose to present the results based on how the scoring is actually done.
  • EDS’s David Gee on the spectrum of cloud and outsourcing options unfolding before IT architects
    We pose these and other “fluid sourcing” future questions to David Gee, Vice President of Marketing at EDS, in an interview by me, BriefingsDirect’s Dana Gardner. It comes as part of a special BriefingsDirect podcast series from the Hewlett-Packard Software Universe 2009 Conference in Las Vegas this week.
  • IBM/ILOG BRMS 7.0
    With these releases Rule Team Server, ILOG’s collaboration environment, and its Microsoft Office editing tools will be shared across the Java and .NET development tools. The developer tools for Java remain in Eclipse and the .NET tools in Visual Studio but the web and Office-based tools are now shared. Rule projects are stored in a common repository across the three deployment options – Java, .NET and COBOL – and both the Java and .NET platforms can now deploy as Decision Services.
  • i2 Announces Software-as-a-Service for Fabless Companies
    i2 Technologies, Inc. (NASDAQ: ITWO) today announced the availability of i2 Planning On Demand, an integrated demand and supply planning software-as-a-service (SaaS) for growing fabless semiconductor companies. The solution is designed to allow fabless companies to dramatically increase forecast accuracy and customer delivery performance while optimizing investments in inventory.
  • Progress Software Net Falls 52% Amid Dollar, Revenue Weakness
    Still, the business-software maker boosted its diminished fiscal-year earnings forecast slightly as it projected earnings this quarter below analysts’ estimates. While reiterating its sales view, Progress projected fiscal-year earnings of $1.72 to $1.81 a share, compared with March’s once-again reduced view of $1.70 to $1.80. For the third quarter, it projected earnings of 38 cents to 41 cents a share on revenue of $120 million to $123 million. Wall Street was expecting 42 cents on $122 million, according to a survey of analysts by Thomson Reuters.
  • Fifty Tech Startups You Should Know
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  • IT Bill of Rights – An Open Letter to the Global Technology Services Community
    On this day, the 19th of January in the year 2009, we in the field of information technology services set forth a new set of standards by which clients and service providers shall interact to form unmistakable and mutually beneficial partnerships. Under this global declaration all clients of IT services and outsourcing firms shall have:
  • Salesforce.com Updates Mobile CRM for iPhone
    As soon as you heard Apple (News – Alert) was updating its iPhone software you knew what was coming next — and sure enough: Salesforce.com officials say the Salesforce CRM Mobile application has been updated to “take full advantage of the new iPhone (News – Alert) 3.0 OS software,” giving customers features including the ability to cut, paste and copy, clone records, create custom filters and manage tasks using a new calendar interface.”
  • SuccessFactors Announces SuccessGold: New Customer Support Offering Tailored for Medium-Sized Businesses
    SuccessGold includes all of the benefits of SuccessStandard plus: * Planning and alignment around a customer’s HCM calendar and peak use periods to ensure maximum preparation and effectiveness of the customer support team; * Ongoing focus, oversight, and administration of the support experience by a support account manager who will ensure all cases are handled effectively; and, * Personal orientation to the Customer Success team, which includes an overview of CS, best practices for customer support, and a preview of available online knowledge and training resources to help them be most successful.
  • Salesforce.com: Customer relationship software on demand is in demand
    Stock Analysis: Salesforce.com is a moderate-risk stock. Consider buying a 25% position in CRM now then buy another 25% in three months, if U.S. and global economic conditions don’t worsen substantially. Under any circumstance, don’t buy more than 50% of your CRM position before October 2009. Sell/Stop Loss if you were to buy shares in this company: $17.
  • SalesForce.com pitches cloud computing in Microsoft territory
    Salesforce.com was in Seattle on Thursday promoting its cloud-computing product ahead of Microsoft’s anticipated announcements this summer about its competing product Azure. Chief Executive Mark Benioff gave a speech at the Grand Hyatt in downtown Seattle to customers in an event called CloudForce, which is touring the globe.
  • EnterpriseDB revs Postgres database
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  • Constant Contact
    By 2004, the company changed their name to Constant Contact and in October 2007 completed its initial public offering. Today, the company has over 150,000 worldwide clients that depend on its Web-based email marketing service to communicate with their customers. Reflecting on her years as CEO Goodman said, “My most rewarding business moment … was reaching 100,000 customers and having a really fun party.” And “my scariest business moment … happened in summer 2001 with less than one payroll in the bank, writing the shutdown plan. It was just a very dark week or two.”