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October 3, 2008Looking for a Better Investment? Why You Should Consider the Enterprise Software Sector
Analysis of: What Should Investors Do Now? | online.wsj.com
Author: J. Bruce Daley, Founder and Chief Technology Officer, Test Common, Inc.
1. In percentage terms this is not biggest loss in my memory much less history
2. Enterprise Software behaves differently than most markets
3. Enterprise Software tends to follows its own cycle and lag behind the economic so short term there are still some good days ahead for...
September 18, 2008SAP: Would Acquiring Teradata Make Sense?
Analysis of: SAP: Are Thy Planning A Bid for Teradata? | blogs.barrons.com
Author: Michael Schiff, Founder and Principal Analyst, MAS Strategies
o Although rumors are flying about the possible acquisition of Teradata by SAP, the fit is far from perfect.
o SAP executives have stated the need for advanced analytics and there are other vendors that SAP could acquire to fulfill this need.
o SAP might consider acquiring...
August 11, 2008Microsoft (MSFT) to Acquire Datallegro
Analysis of: Microsoft To Buy DATAllegro | www.informationweek.com
Author: Michael Schiff, Founder and Principal Analyst, MAS Strategies
- Microsoft's pending acquisition of Datallegro should allow Microsoft to better compete in very large database environments. - As Microsoft will stop selling Datallegro's data warehouse appliances to new customer until they are integrated with Microsoft SQL Server, it may take a while to...
July 15, 2008Hydrogen On Demand Facts or Ficton?
Analysis of: Hydrogen on demand | www.panacea-bocaf.org
Author: Les Burk, CFO, Treble Clef Technologies
Facts can be difficult at best to come by in new fields such as Hydrogen on demand fuel cell production. There are many for profit companies (small and obscure), that promise you they will double your gas savings, IRS credits, zero emissions, and more... and then they only offer you a 7 day...
June 23, 2008
Oracle Enterprise 2.0 - Just Another Tech Turn, or is it Much, Much More?
Analysis of: Enterprise 2.0: Oracle Plans New Business Apps, With A Social Twist | www.informationweek.com
Author: GLG Expert Contributor
Analysis of: Enterprise 2.0: Oracle Plans New Business Apps, With A Social Twist | www.informationweek.com
Author: GLG Expert Contributor
1) Fortune 1000 companies are balancing the benefit of web 2.0 style collaboration versus the need to maintain control over company information flow. 2) Oracle Investment in Enterprise 2.0 will help validate the use of new web 2.0 style collaborative technologies in an enterprise environment 3) Oracle's...
June 13, 2008Making Applications Easier to Use Will Increase Their Usage
Analysis of: Enterprise 2.0: Oracle Plans New Business Apps, With A Social Twist | www.informationweek.com
Author: Michael Schiff, Founder and Principal Analyst, MAS Strategies
Making applications easier to use will help increase the breadth and depth of their deployment within an organization. Applications that allow user collaboration are also likely to see increased usage, especially in organizations that encourage interdepartmental cooperation rather than departmental...
May 13, 2008Desktop virtualization as no-brainer, nearly there
Analysis of: Desktop Virtualization Drives Security, Not Just Dollar Savings | www.informationweek.com
Author: Howard Bruck, Chief Information Officer, Hudson Valley Bank
Desktop virtualization has always been an enticing proposition, but it was never able to overcome the practical limitations, and more importantly never gained acceptance from the user base. However, the proliferation and acceptance of browser based applications, proliferation of...
May 6, 2008
Kiss and Punch is the new game for advertisers and agencies
Analysis of: Kiss and Punch | www.forbes.com
Author: GLG Expert Contributor
Analysis of: Kiss and Punch | www.forbes.com
Author: GLG Expert Contributor
The days of trust between the ad agency and the technology advertiser will be a thing of the past. Gone will be those days when technology companies could give robust product roadmaps to their ad agencies trusting that they will not turn the table and use that information to negoatiate a better...
May 6, 2008Teradata - New Platforms for Competing Against Data Warehouse Applicances
Analysis of: Teradata Unveils Entry to Enterprise-Level Data Warehouse Appliance | www.informationweek.com
Author: Michael Schiff, Founder and Principal Analyst, MAS Strategies
o While Teradata has been slow to acknowledge that data warehouse appliances were more than a niche market, Teradata may actually have been the original data warehouse appliance vendor. o Data warehouse appliances do not necessarily replace traditional data warehouses; rather they complement them and...
April 21, 2008
Betting against the house...at Google no less.
Analysis of: Google Profit Rose 30%, Quelling Investor Fears | online.wsj.com
Author: GLG Expert Contributor
Analysis of: Google Profit Rose 30%, Quelling Investor Fears | online.wsj.com
Author: GLG Expert Contributor
This is a good reminder that buying advertising from Google is like betting against the house and that barriers to entry for competitors like Microsoft and Yahoo! continue to rise. Google has great supply - but how much demand is in the market is the question.
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