Enterprise headlines and summaries, 2009-07-22

  • SAS day success – ruthlessly drive value
    Taking responsibility also means managing colleagues as well as analysts. You need a process, best practices, checklists, and participant training to ensure your colleagues are fully prepared and in agreement with the desired outcomes for the SAS day.
  • Wedding Bells: NetSuite + OpenAir + QuickArrow
    Today, NetSuite announced it is buying QuickArrow, an Austin, Texas based PSA (professional services automation) vendor. This $20 million deal will put QuickArrow with OpenAir, another PSA solution that NetSuite acquired a little over a year ago. Click here for the official release.
  • VMware, Inc. Q2 2009 Earnings Call Transcript
    We’ve also been joined by three senior engineers from Google, including two gentlemen who prior to their Google lives were distinguished engineers at Microsoft and Tibco respectively.
  • VMware Profit Down; Shares Jump
    But concerns remain that the Palo Alto, Calif.-based company, one of the investor darlings of 2008 after a stellar IPO in 2007, will have difficulty getting revenue growth back to the super-charged levels of previous years.
  • VMware Reports Second Quarter 2009 Results
    # Revenue of $456 Million # Non-GAAP Operating Margin of 21%; GAAP Operating Margin of 8% # Non-GAAP Operating Cash Flows Increased 19% Year-Over-Year to $233 Million; GAAP Operating Cash Flows Increased 62% Year-Over-Year to $243 Million
  • Intel files appeal against European antitrust fine
    Intel lodged an appeal of the European Commission‘s antitrust ruling against it with Europe’s second highest court Wednesday, arguing that the regulator failed to consider evidence supporting the chip maker’s arguments.
  • Apple 2009 Q3 earnings highlights
    Apple has internally forecasted the demise of the iPod classic, nano and shuffle – replaced with the iPhone and iPod touch. Grew 4% vs. industry -3% to -5% New Category: “Pocket Products” = iPhone, iPods Apple uses 3% of Worldwide Flash RAM. Purchased $500 million ahead of time France Apple Store will open during the holiday quarter. On track to 25 new stores this year. Apple made a huge payment to Toshiba for NAND Flash (not Toshiba). Apple is selling iPhones at the rate of much over 20 million/year They aren’t able to meet demand for iPhone 3GS MacBook Pro is also a bit behind supply but catching up. Demand for low-priced MBP caught Apple off guard Tim cook: “MOST of the carriers are good relationships”. When asked about US, mentioned “carrierS” 20% of Fortune 500 have purchased 10,000 or more iPhones, lots of big universities too. Tim Cook talks about netbooks. Apple isn’t going to build a $399-$499 Netbook China iPhone: Within a year – priority project
  • Cautiously Optimistic: CrunchBase Q2 Report Shows Upticks In VC Funding and Exits
    But it appears that the worst is over for now. Or at least, the broad indicators suggest that venture and entrepreneurial activity has stabilized and may in some cases be trending up. In Q2 2009 we tracked via CrunchBase a total of 400 estimated new startups founded, $6.4 billion in new venture capital financings and $15.8 billion in merger and acquisition activity. (Download the full report here for $195) And we only tracked 20,000 new layoffs, just 10% of the 200,000 we saw let go in Q1 2009.
  • Do You Really Even Need VC?
    For most tech entrepreneurs my advice is: 1. Raise a very small round of capital – usually from the three F’s (friends, family & fools): $100-200k 2. Use this to get a product built, sign up pilot customers and get your initial team in place 3. Raise a round of angel money / seed capital: $250k-$750k. 4. Keep your burn rate REALLY low for the first year. Your goal if to prove to your investors and to yourself whether you have a scalable business here 5. Assess the situation in 1 year. For many businesses you will find that within 15 months into your operations you will know whether you can carve out a meaningful position in the market to build a small company. I see so many companies that get to $1-2 million run rate and are break-even somewhere within their first three years. This is fine. It creates options for you. 6a. VC Route – If you arrive at this point and you believe this can be a really big business ($50-100+ million in sales) then it’s time to start thinking seriou
  • MySQL.com Down Due to Massive Power Outage
    As of July 22nd, all MySQL.com Web services have become completely inaccessible. Just in time for OSCON, the failure leaves all six million or more users of the open source database system unable to access source code, bug tracking, or discussion forums on the site. According to Duleepa “Dups” Wijayawardhana of Sun Microsystem’s MySQL Community Team, the problem was the result of a massive power outage in Uppsala, Sweden, where the infrastructure is located.
  • Enough’s Enough: Time to Ask Some Hard Questions about VentureSource and MoneyTree VC Numbers
    It’s that time of the year again: this week, the two unchallenged authorities in all things relating to VC funding activity, VentureSource (DowJones) and MoneyTree (data by ThomsonReuters), released their Q2 roundup results. And once again, anyone actually interested in the numbers will come away with a profound sense of confusion and very little insight. How can it be that one source reports $3.7 Billion in funding and 15% growth over Q1 (ThomsonReuters), while the other declares the actual number to be $5.27 Billion representing a 32% growth rate over Q1 (DowJones)? Further exploration of the VC activity figures provided by the two sources over the last six quarters paints an alarmingly schizophrenic picture: the numbers are consistently divergent, and often wildly so, on average by $652 million. (Note: lots of graphs below vividly illustrate the differences, so read on).
  • Hacking Oracle’s database will soon get easier
    Security experts have developed an easy-to-use, automated software tool that can remotely break into Oracle databases over the Internet to simulate attacks on computer systems, but cybercrooks can use it for hacking. The tool’s authors created it through a controversial open-source software projectLas Vegas, where thousands of security experts and hackers will gather to exchange trade secrets. “Anyone with no skill and knowledge can download and run it,” said Pete Finnigan, an independent consultant who specializes in Oracle security and who advises large corporations and government agencies.
    known as Metasploit, which releases its free software over the Web. Chris Gates, a security tester who co-developed the Metasploit tool, will unveil it next week at the annual Black Hat conference in

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