Posted in Siebel/PeopleSoft/JD Edwards/Oracle on Mar 11th, 2008 No Comments »
I don’t read Andrew Ross Sorkin that often, as I spend most my time browsing the Wall Street Journal and not the N.Y. Times, but his article in today’s Times blaming Larry Ellison for all the hostility in Silicon Valley is exaggerated to say the least.
Sorkin, among other things, states:
That is until Mr. Ellison decided […]
Posted in CRM, Microsoft, SAP, Siebel/PeopleSoft/JD Edwards/Oracle, SugarCRM on Feb 29th, 2008 No Comments »
I’ve had some thoughts on recent news within the enterprise software segment that I’ve been waiting to blog about, and today seemed as good a day as ever. Feel free to provide your feedback.
- I came across this press release put out by SAP. It’s essentially useless, as it’s simply more smack in the never […]
Posted in CRM, SaaS, Siebel/PeopleSoft/JD Edwards/Oracle, SugarCRM, Uncategorized on Feb 19th, 2008 No Comments »
Just back from a nice long weekend trip (to anyone who has only seen the Grand Canyon from an airplane, you have to check it our up close) - and returned to see that Oracle has announced a single tenant version of Siebel CRM OnDemand.
Good…
Some reading this will think Oracle is going backwards - […]
Posted in Application Design, CRM, SAP, SaaS, Siebel/PeopleSoft/JD Edwards/Oracle, salesforce.com on Feb 12th, 2008 2 Comments »
With all the talk of Oracle purchasing Salesforce.com, it got me thinking…isn’t it kind of inevitable that Oracle would end up buying Salesforce? On-demand ERP/CRM provider NetSuite, which Ellison owns a majority share in, cannot by scaled to the size that Salesforce.com has been in the next decade, maybe not in the next two. In […]
Posted in CRM, SaaS, Siebel/PeopleSoft/JD Edwards/Oracle, salesforce.com on Feb 11th, 2008 1 Comment »
Just saw on TechCrunch that Salesforce.com might be shopping itself to Oracle for $75 per share. Hmmm…
On the one hand, this deal seems excessive - a 50% premium? But as I’ve seen inSaaS M&A in the past - a 5 or even 10x earnings number is common for an offer price. So, we are not […]
Posted in Google, Microsoft, SAP, Siebel/PeopleSoft/JD Edwards/Oracle on Feb 5th, 2008 No Comments »
I am in final prep mode for SugarCon, and I really think this conference is gonna rock. Literally - stay tuned for Colin’s play-by-play (I am sure he’s still in football mode following his Giant’s victory over Belicheat and Tom Shady).
But even with all the buzz around SugarCon over here at Sugar HQ, justice returning […]
Posted in Application Design, Open Source, Siebel/PeopleSoft/JD Edwards/Oracle on Jan 30th, 2008 No Comments »
I’ve been reading a lot lately about the growing importance of SOA and newer, more flexible middleware options for use within the enterprise. Recent acquisitions have certainly highlighted this, such as Oracle’s purchase of BEA systems just a few weeks ago, Sun Microsystem’s acquisition of MySQL, and just yesterday SpringSource’s procurement of Covalent (see below). […]
Posted in Open Source, Random, SAP, Siebel/PeopleSoft/JD Edwards/Oracle on Jan 25th, 2008 No Comments »
I just left a comment on the following blog post about “green energy.” Essentially the post is about diesel engines getting VC investment - as a reaction to the green movement.
Personally, I was annoyed by the consideration that a more efficient, yet still dependent on petro-fuel engine was considered “green.” Continuing to invest in […]
Posted in CRM, Conferences, Microsoft, Open Source, Siebel/PeopleSoft/JD Edwards/Oracle on Jan 22nd, 2008 No Comments »
Putting together conferences is hard…as an analyst I was at a different conference every other week it seemed, and I think I took for granted all the hard work involved in putting together not only a seamless event, but also getting cool and relevant speakers.
So, when we started planning our SugarCon event to be held […]
Posted in Open Source, Siebel/PeopleSoft/JD Edwards/Oracle on Jan 17th, 2008 No Comments »
Now that most of the buzz around Sun’s MySQL acquisition and Oracle upping its offer for BEA has cleared, one thing became clear. It could not have been mere coincidence that Oracle’s much larger deal for BEA was announced simultaneously as its biggest open source competitor was brought into a larger and more financially sound […]
