SAP's first fourth quarter miss in seven years has analysts painting a grim picture in the enterprise applications market as new trends such as services oriented architecture (SOA) win out. The picture goes something like this: SAP's big miss in the fourth quarter is likely to give it a small first half deal pipeline, says Pacific Crest analyst Brendan Barnicle.
Between the Lines
Larry Dignan and other IT industry experts, blogging at the intersection of business and technology, deliver daily news and analysis on vital enterprise trends.
Larry Dignan is Editor in Chief of ZDNet and SmartPlanet as well as Editorial Director of ZDNet's sister site TechRepublic.
Rachel King is a staff writer for ZDNet based in San Francisco.
Notable headlines: One man’s identity theft nightmare.Life as a pro gamer.
SAP's fourth quarter and annual sales growth is falling short of expectations, lopping 10 percent off the company's shares. The company said its product revenue growth would be about 13%, at the low end of SAP's previous outlook.
Infosys reported fiscal third quarter earnings and gave a barometer of Indian outsourcing health. The prognosis: Budgets are still rising for offshore outsourcing, but India's leading IT companies still wrestle with turnover and wage increases.
I offered a few suggestions and a poll for renaming the iPhone in the likelihood that Apple loses its lawsuit with Cisco over rights to use the name. Apple calling the lawsuit "silly" would indicate that Steve Jobs isn't interested in coming back to the negotiating table with Cisco.
Sales of Windows Vista to businesses were stronger than expected during the operating system's debut month, according to a report from NPD Group. The sales outpaced the first month's tally for Windows 2000 and only slightly trailed that for Windows XP, the market researcher said Thursday.
Donna Bogatin raises a very interesting question about whether Google is a public service. Another question: What are the risks of relying on Google as a public service.
Many bloggers and other commentators have chimed (check Techmeme) in with their impressions of the vaporous iPhone (we'll continue to call it that until the lawsuit with Cisco is finished). A few key points.
Notable headlines:The iPhone saga just won't end. And Apple isn't sounding all that diplomatic.
The iPhone saga just won't end. The latest wrinkle came last night when Cisco sued Apple for infringing on its iPhone trademark.