Stagnant economy got you down? The good news it that market researcher IDC is predicting IT spending growth this year will grow much faster than the economy at large, as measured by U.S. gross domestic product. Continued »
If you want to know Microsoft’s position vis-a-vis partners in the cloud, check out this money line buried in a new Microsoft-sponsored Harvard Business Review-produced white paper:
“Trying to operate in the old way — for example, hiring a large integrator to run your implementation — misses the point (and the cost benefits) of cloud, experienced users believe. One company was quoted $20 million to move to a software-as-a-service solution for HR because they had brought in a third party to do it for them, when another very large company had done the whole thing for less than a quarter of that. ‘A lot of people just don’t get it yet.'” Continued »
Oh, Oracle, Oracle, Oracle. You’re nothing if not predictable.
On yesterday’s Oracle fourth quarter earnings call, there was the usual happy talk about fat margins and great execution. The by-now-expected great software license sales numbers, we all know the drill.
As Hewlett-Packard preps its would-be Apple iPad killer — the HP TouchPad – for release on July 1, a new research report from ABI Research predicts that the market for enterprise smartphone and media tablet applications will reach 830 million just five years from now. Continued »
As Oracle, Cisco and Hewlett-Packard try to convince the world that every data center needs Oracle or Cisco or HP’s own unique brand of converged hardware–that mythical IT beast that somehow combines the best of every breed plus absolute adherence to industry standards–there seems to be a growing realization in the real world that there just ain’t much of a market for such products.
It would be sad if it weren’t so entertaining: The HP-versus-Oracle spat ratcheted up again this week with Hewlett-Packard suing Oracle.
Again. Continued »
Ann Livermore, the respected Hewlett-Packard veteran once considered a prime CEO candidate, is relinquishing day-to-day responsibilities and will take a seat on the HP board. Here’s HP’s official statement . Continued »
Since I wrote my article last month about the spike in channel mergers and acquisitions, two more big deals have come to my attention — one aimed at expanding the service footprint of the acquiring company and the other marking a geographic extension of the acquiring company’s sales territory. Continued »
It’s really not news that Oracle sales people go into a discounting frenzy at the close of the fiscal year. And, that discounting has netted Oracle some Exadata deals in its fourth quarter ending May 31. At least one buyer was a large financial services company that had previously discontinued any future Oracle-Sun hardware purchases.
There are rumors swarming that Dell may buy Brocade Communications Systems Inc. Brocade is respected for its high-end SAN networking gear and owns 70% of the SAN switching market, and would be a good target for Dell because of its Ethernet switching. Or at least that’s what several Wall Streeters say. Continued »