Latest Posts

How Microsoft/Yahoo Can Beat Google In the Enterprise

It's simple: Microsoft should make its online apps conform to real world requirements for data security and integrity, instead of the Google-uber-alles terms of service that Google sets forth for its Google Apps users. Having just added some new work group features, you think that Google would have gotten these issues figured out already.

February 7, 2008 by Joshua Greenbaum


SAP Targets High-end Customers with SMB Offering

SAP's Business ByDesign has always suffered from a perception problem: SAP has said pretty much categorically that it will be only sold into the SMB market. This position has been stuck to steadfastly, despite lots of evidence that high-end customers would love to have some or all of BBD's functionality somewhere in their enterprise, either as an adjunct to the existing MySAP suite or as a stand alone system running in a subsidiary operation.

February 1, 2008 by Joshua Greenbaum

1 Comment As Economic Barometer

Marc Benioff's interview with the Wall Street Journal today has an interesting little tidbit about the value of his on-demand model, and what an astute investor could do with data about the usage of a service like

January 24, 2008 by Joshua Greenbaum


IBM Returns to the Desktop Interface Bandwagon, and Coopetition with SAP Abounds

A little over a year ago, IBM tried one of its end runs around its partner SAP and announced a plan to provide Lotus Notes users with direct access to SAP’s R/3. While clearly intended to capitalize on phenomena like Duet – the Microsoft/SAP offering that makes Office a front-end to SAP’s Business Suite – Notes for SAP was also notable for the lack of cooperation between IBM and SAP on the deal.

January 21, 2008 by Joshua Greenbaum


M&A Day: Winners and Losers

Oracle finally nails BEA, SAP completes its deal to buy Business Objects: the day started out making a lot of sense. But when I heard that Sun had spent $1 billion to buy MySQL, I had to check the calendar.

January 17, 2008 by Joshua Greenbaum

1 Comment

The Orphan Gets Orphaned Again

Jeff Raikes is leaving Microsoft, and that means that once again, Microsoft Dynamics is a victim of the shifting sands and musical chairs at a Microsoft that seems less and less dedicated to its enterprise applications offerings.

January 11, 2008 by Joshua Greenbaum


SAP, Oracle, Babies, and Wonks: Competition, American-style

SAP as a company has always been risk-averse, even as it takes some risky steps. But its perhaps most risky step ever – the acquisition of TomorrowNow – in 2005, has apparently turned the already anodyne company into an almost non-competitive stupor, and frankly, it’s becoming a problem.

December 7, 2007 by Joshua Greenbaum


Dell Buys the SaaS Platform Wishes it Had

If you didn’t sit up and take notice when Dell bought privately held Everdream two weeks ago, you’ll be forgiven for overlooking an interesting but, on surface, less than earth-shattering deal that slipped by everyone’s noses in the week before Thanksgiving.But if you’re tracking software as a service, and in particular Salesforce.

November 29, 2007 by Joshua Greenbaum