Salesforce.com just had a hot quarter, if you believe many analysts and at least one of my fellow bloggers.
Software analyst Josh Greenbaum's opinions on enterprise software have annoyed enough vendors that he now checks under the hood of his PC every morning before he boots up.
It seems that everyone in the enterprise software market is after the great untapped riches that are allegedly there for the taking in the so-called mid-market. SAP, trying to put some luster on a bad quarter, announced its new A1S mid-market program just recently, with some fabulous goals in mind, including tens of thousands of new customers and a whole lot of revenue redemption.
It's easy to ponder what a German supervisory board is thinking from several thousand miles away, and more than one of my fellow bloggers has speculated that Henning Kagermann's tenure was extended mostly because there was no one to succeed him. That's kind of a "glass-half-empty" view of the situation, let me try another perspective (again.
It may not be proper protocol to blog about an event I'm not attending, but here goes: Wrapping up tomorrow is a user conference I would have attended if cloning had been invented in time, if only for the ability to judge from a front row seat the forward progress that SOA and process modeling are making.
Tomorrow, Jan. 31, Oracle will host a major shindig in New York intended to further define its product plans for the core products -- PeopleSoft, Oracle E-business Suite, JD Edwards, and Siebel -- that it is maintaining and upgrading as part of its Applications Unlimited program.
It's only a number, and the best we're going to get. But buried in the news about Microsoft's earnings, and its Business Division's $3.
While I was a little surprised to see SAP's miss its numbers -- and, let's be honest, the miss was more because of the weakness of the dollar than any other single factor -- I was even more surprised by the piling on of comments regarding the so-called strategic shortcomings in SAP's product plans, particularly around SOA.
The enterprise software collective subconscious is working hard trying to figure out what will happen when SAP's top management faces some forthcoming deadlines about who is to succeed CEO Henning Kagermann in coming years.
I always wondered what NCR was doing owning Teradata's data warehouse business -- after all NCR makes cash registers, point of sales machines, and all manner of self-service kiosks and the like. Meanwhile, Teradata makes massive sanitary landfills of data, the dumping grounds for terabytes of formerly useful data now rendered largely useless by the sheer size of their new combined mass.
Yesterday's release of Oracle's most recent financials continued to push Oracle into a race for last place in the world of corporate transparency. Its disclosures were full of all sorts of information, except the information needed to really assess how well the company's acquisition strategy is doing.