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September 16, 2010  10:51 PM

Oracle earnings call: Top takeaways

badarrow Barbara Darrow Profile: badarrow

Oracle’s earnings calls are great entertainment. Aside from the usual boasts about profitability there are valuable asides, like Larry Ellison’s impromptu recommendation of Hasso Plattner’s new movie in which Hasso interviews Hasso. Hasso Plattner is co-founder of Oracle competitor SAP AG.
But, back to business. Here are the top five takeaways from today’s Oracle call.

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September 15, 2010  4:08 PM

Oracle: The world’s scariest software company

badarrow Barbara Darrow Profile: badarrow

With apologies to Google and Microsoft,  Oracle may be the scariest software company on the planet.

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September 14, 2010  1:51 PM

Ex-IBMer Moffat gets jail time

badarrow Barbara Darrow Profile: badarrow

Ex-IBM exec Bob Moffat is going to jail for six months.  Moffat got caught up in the Galleon Group insider training mess and will now pay the price.

Moffat joined IBM in 1978, just out of school. At various points during that long career, he was general manager of IBM’s huge Systems Group and was a board member of Lenovo, the Chinese company that took over IBM’s ThinkPad PC line. He, among many other IBM execs, had at times been touted as an possible “heir apparent” to CEO Sam Palmisano.

More than a dozen people were caught up in charges relating to this case. Eleven, including Moffat, pleaded guilty. Alleged masterminds Raj Rajaratnam and  Danielle Chiesi still await trial. The judge levied the maximum jail time for Moffat but did defer it till June of 2011.

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September 13, 2010  1:28 AM

HP spending spree continues

badarrow Barbara Darrow Profile: badarrow

Hewlett-Packard is reportedly poised to buy ArcSight for about $1.5 billion. The Wall Street Journal  and others reported Sunday that a deal is near.  (Update: The deal is now official, according to a post to the HP Website.)

ArcSight, which makes security software that monitors computer networks for unusual activity, had been shopping itself around, looking for $42 per share. Its stock was trading for just over $35 on Friday.

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September 13, 2010  12:59 AM

Getting a grip on your customers’ infrastructure = one step to building recurring revenue

Heather Clancy Heather Clancy Profile: Heather Clancy

Back in April, I wrote about how some technology solution providers are using various asset management portals to manage their customers’ service contracts and warranties and when stuff is up for renewal. The idea is to get a deeper peek into everything that might be part of their clients’ technology infrastructure — not just the stuff that the VAR itself might handle. This insight might be used toward future sales. At least that’s the theories.

One of the asset management portal tools and services companies that I included in that story, Managed Maintenance Inc., has just released a new product called IMSelect. The idea behind the IMSelect solution is to help VARs, resellers, MSPS and other members of the value-added channel help their customers attack investment management more methodically on an ongoing basis. IMSelect includes both the company’s portal management tool along with a dedicated “contract specialist” who helps the technology solution provider proactively manage contracts and figure out what might need attention.

I happen to know that the folks who created the service and solution have a whole bunch of background with IBM products, so that’s the initial focus for its partner relationships. But IMSelect certainly isn’t limited to IBM technology. And, as my original story indicates, tools like these could help with the ultimate holy grail for many IT solution providers: building a steady monthly, recurring revenue stream.

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September 8, 2010  3:48 PM

CompTIA gets all diplomatic

Heather Clancy Heather Clancy Profile: Heather Clancy

I guess CompTIA, the high-tech industry association, is getting pretty serious about recruitment. The organization has appointed close to 50 members as “ambassadors” who are charged with improving its engagement with members and potential members throughout the industry. You even get your own personalized “ambassador” logo on your business card!

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September 8, 2010  1:20 PM

Ellison to HP: Nyah nyah nyah

badarrow Barbara Darrow Profile: badarrow

 

Once again Larry Ellison is weighing in on Hewlett-Packard’s boardroom moves. This time though, he has a real vested interest.

In response to a civil suit HP launched against Mark Hurd, the former HP CEO who is joining Oracle as co-president and director, Ellison issued the following statement:

“Oracle has long viewed HP as an important partner. By filing this vindictive lawsuit against Oracle and Mark Hurd, the HP board is acting with utter disregard for that partnership,our joint customers, and their own shareholders and employees.  The HP board is making it virtually impossible for Oracle and HP to continue to cooperate and work together in the IT marketplace.”   

 

This soap opera unfolds just a week before Oracle OpenWorld opens its doors in San Francisco. Oddly enough, Mark Hurd–as CEO of HP–was slated to keynote already. Now it’s safe to say he will keynote, but as an Oracle insider.

 

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September 7, 2010  7:06 PM

HP sues Hurd

badarrow Barbara Darrow Profile: badarrow

Breaking up is hard to do.

Within a day of the news that former Hewlett-Packard CEO Mark Hurd is joining Oracle as co-president, HP says it’s going to sue the SOB.

The lawsuit was previewed on an HP blog.  Full text here.

Oracle, now home to Sun Microsystems hardware arsenal, is now a direct rival to erstwhile partner HP and the HP board is clearly angry that Hurd took tens of millions in HP severance money and moved up 101 to Oracle’s glass towers in Redwood Shores.

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September 7, 2010  4:37 PM

Phillips’ Oracle exit not a surprise to some

badarrow Barbara Darrow Profile: badarrow

Charles Phillips, who just resigned as co-president of Oracle,  helped that software giant acquire and integrate a whole lotta companies from PeopleSoft to Siebel to BEA to Sun Microsystems. He weathered an embarrassing scandal when his extramarital affair was outed –not just outed but OUTED  on gigantic Times Square billboards.

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September 7, 2010  12:12 AM

Hurd in, Phillips out at Oracle

badarrow Barbara Darrow Profile: badarrow

A month after his ouster as Hewlett-Packard CEO, Mark Hurd has a new job–president of Oracle. Rather co-president of Oracle with Safra Catz.

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