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March 29, 2007
Motorola's Estimate Of Earnings
Analysis of: Motorola Cuts Its Estimate of Earnings | www.nytimes.com
Author: Ralph Behar, Senior Director IT, OSI Systems, Inc.
Motorola's Estimate Of Earnings
Analysis of: Motorola Cuts Its Estimate of Earnings | www.nytimes.com
Author: Ralph Behar, Senior Director IT, OSI Systems, Inc.
Motorola makes a quarter of the world’s mobile phones but it has been plagued over the last six months by sluggish profits.Motorola had tried to gain market share too aggressively, instead of focusing on better profit margins and innovative new features.
March 23, 2007
Oracle may have just drained its pipeline for Q4
Analysis of: Oracle Says Profit Rose 35% to Exceed Expectations | www.nytimes.com
Author: GLG Expert Contributor
Analysis of: Oracle Says Profit Rose 35% to Exceed Expectations | www.nytimes.com
Author: GLG Expert Contributor
Oracle certainly exceeded analysts forecasts. However it may have done so, in part, by extremely aggressive tactics at the end of the quarter.
March 23, 2007DW Appliance impact on Teradata, Oracle, and IBM
Analysis of: Data Warehouse Appliances Serve Up Data by the Gulp | intelligententerprise.com
Author: Sid Adelman, President, Sid Adelman & Associates Inc
Data Warehouse (DW) data requirements are tripling every three years.DW appliances are more cost effective than solutions from Oracle, DB2 (IBM), or Teradata. DW appliances will take business away from Oracle, DB2 (IBM) and Teradata (NCR).
March 21, 2007Informatica - Resolving a Demanding Issue for Salesforce.com Users
Analysis of: Informatica Launches Salesforce.com Data Replication Service | www.eweek.com
Author: Michael Schiff, Founder and Principal Analyst, MAS Strategies
• Informatica is definitely committed to the on-demand, software-as-a-service delivery model.• Data replication from salesforce.com solves a real-world problem that will benefit both Informatica and salesforce.com• It removes a potential roadblock that may have...
March 19, 2007Oracle's purchase of Hyperion
Analysis of: Oracle Comes Clean - Sort of | www.tdwi.org
Author: Sid Adelman, President, Sid Adelman & Associates Inc
Oracle now has a more complete suite of business intelligence products.There will be an impact on the pure-play BI vendors including Business Objects, Cognos, and Microstrategy.Existing Hyperion customers will be concerned.
March 19, 2007Green Impact on Hardware and Software Sales
Analysis of: Green is Good | www.informationweek.com
Author: Sid Adelman, President, Sid Adelman & Associates Inc
Green is in right now and organizations are looking for opportunities to enhance their green credentials but are looking for ways to improve their profits as wellThe electricity to run computers, including cooling and other related requirements, uses significant amounts of electricity....
March 16, 2007Intuit's financial services focus expands
Analysis of: Intuit Launches Online Banking Products | www.banknet360.com
Author: Howard Bruck, Chief Information Officer, Hudson Valley Bank
Intuit's recent purchase of Digital Insight, immediately made them a player in the online banking vendor space.In this fast growing area, there are about a dozen significant competitors, without clear leaders.For online banking services, large corporates are served by the major banks like...
March 16, 2007
Exclusive Content
Analysis of: Carriers Locked in Content Land Grab | www.brandweek.com
Author: Ralph Behar, Senior Director IT, OSI Systems, Inc.
Exclusive Content
Analysis of: Carriers Locked in Content Land Grab | www.brandweek.com
Author: Ralph Behar, Senior Director IT, OSI Systems, Inc.
The wireless communications giants have long depended on minutes packages, broad coverage and trendy phones.Looking to help retain and attract customers, each of the major players is avidly inking exclusive content deals with sports and entertainment properties.The biggest issue for all the wireless...
March 12, 2007Oracle's Suite is Complete
Analysis of: Oracle Buys Hyperion for $3.3B | www.redherring.com
Author: Sid Adelman, President, Sid Adelman & Associates Inc
Oracle has all the categories of BI products necessary for a data warehouse implementation.It will be harder for the independents (Business Objects, Cognos, Microstrategy, Informatica, SAS) to sell against them.
March 9, 2007
Oracle buys Hyperion
Analysis of: Oracle Buys Hyperion for $3.3B | www.redherring.com
Author: Ralph Behar, Senior Director IT, OSI Systems, Inc.
Oracle buys Hyperion
Analysis of: Oracle Buys Hyperion for $3.3B | www.redherring.com
Author: Ralph Behar, Senior Director IT, OSI Systems, Inc.
Deal makes strategic senseOracle will be successful at being the lens through which SAP most important customers view and analyze data
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