Business
EIC podcast: HP-EDS; Google; SaaS
On this week's EIC squared podcast Dan and I talk about HP's purchase of EDS, Google's Friend Connect and the latest happenings in SaaS.First up, HP's big purchase of EDS has brought along a lot of Carly 2.
First up, HP's big purchase of EDS has brought along a lot of Carly 2.0 analogies, but the argument doesn't hold up too well (all stories). Why? When HP bought Compaq both companies were closer in size. EDS is a tuck-in--a large one--for the much larger HP today. Dan and I concluded that HP should be able to pull the deal off.
Dan riffed on Google Friend Connect and what it means for social networking. The takeaway: Google Friend Connect is an end-run around Facebook, but it's not a zero sum game.
And finally, Dan talks about how he caught up with Larry Ellison and how the Oracle CEO doubts the growth potential of SaaS. We also touch on Workday's big customer win and the big picture.