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August 6, 2007Will Wal Mart Dump Teradata?
Analysis of: HP nabs Wal-Mart as data warehousing customer | www.computerworld.com
Author: Sid Adelman, President, Sid Adelman & Associates Inc
This could have a significant impact on Teradata's install base. This could have a significant impact on Teradata's growth within existing customers. This is major as the data in most data warehouses of growing dramatically.
August 2, 2007Will Management by Data be the Differentiator of Success
Analysis of: Now, It's Business By Data, but Numbers Still Can't Tell Future | online.wsj.com
Author: Sid Adelman, President, Sid Adelman & Associates Inc
Most large and medium size organizations have a business intelligence and a data warehouse capability. This can mean the difference in how well an organization markets to its customers, how it monitors its suppliers, how it supports its employees, and how it controls its costs. Being able to properly...
August 2, 2007How Safe are Oracle Acquisitions?
Analysis of: Oracle's Secret Weapon: Charles Phillips | www.informationweek.com
Author: Sid Adelman, President, Sid Adelman & Associates Inc
Oracle has acquired 31 companies in the last two years. Will the customers of these acquistions stay with Oracle? Some customers are unhappy with the new relationship, the pricing, and the support. Customers are concerned that Oracle will somehow try to force them into more Oracle centric products and...
July 30, 2007Open Source: Weigh Both the Pros and the Cons
Analysis of: Open source’s benefits to business spelled out | computerworld.co.nz
Author: Michael Schiff, Founder and Principal Analyst, MAS Strategies
•While the deployment of open source software can certainly reduce initial acquisition costs, organizations must also consider ongoing support. •The threat of using open source software rather than licensing a vendor's commercial offering can provide leverage during negotiations. •Third...
July 26, 2007
You Can't Keep a Good Amazon Down
Analysis of: The Loser in Amazon’s Results: EBay? | bits.blogs.nytimes.com
Author: Ralph Behar, Senior Director IT, OSI Systems, Inc.
You Can't Keep a Good Amazon Down
Analysis of: The Loser in Amazon’s Results: EBay? | bits.blogs.nytimes.com
Author: Ralph Behar, Senior Director IT, OSI Systems, Inc.
Amazon’s stock price is up more than 25 percent today after its second blockbuster quarterly earnings report in a row. eBay is losing market share to Amazon. This trend appears likely that it will continue.
July 16, 2007
Verizon May Have Made an Error
Analysis of: Was Verizon Really Wrong To Pass On The iPhone? | telecom.seekingalpha.com
Author: Ralph Behar, Senior Director IT, OSI Systems, Inc.
Verizon May Have Made an Error
Analysis of: Was Verizon Really Wrong To Pass On The iPhone? | telecom.seekingalpha.com
Author: Ralph Behar, Senior Director IT, OSI Systems, Inc.
Source of revenue when seeling iPhones: revenue from device and revenue from plan/subscription. Both need one another. Newer devices garner attention while older devices reach end of life. Gaining control of the platform is the end issue.
July 11, 2007No Conflict of Interest Here, Not That It Matters
Analysis of: Larry Ellison's Investment In NetSuite: Conflict of Interest? | software.seekingalpha.com
Author: J. Bruce Daley, Founder and Chief Technology Officer, Test Common, Inc.
Not that he cares, but Larry Ellison’s investment in Netsuite is not a conflict of interest with his duties to Oracle, not that the lawyers will care either.
July 10, 2007Oracle Benefits from Its Enterprising Acquisitions
Analysis of: Oracle's Profit Shows Acquisition Spree Is Paying Off | online.wsj.com
Author: Michael Schiff, Founder and Principal Analyst, MAS Strategies
•Oracle's Q4 FY 2007 earnings report shows that the company continues to grow as it absorbs its string of acquisitions. •As many SAP implementations utilize the Oracle database, Oracle frequently receives revenue even when it loses the application sale to SAP. •While acquiring...
July 9, 2007Hype vs. Reality
Analysis of: NetSuite wants to go head-to-head with Salesforce | thebrowser.blogs.fortune.com
Author: J. Bruce Daley, Founder and Chief Technology Officer, Test Common, Inc.
Successfully investing in any deal backed by Larry Ellison means separating the smoke from the fire. Although Salesforce.com and Netsuite both share the same problematic business model they appeal to different buyers at different sized organizations for different reasons and...
June 25, 2007The Future of Social Networks is the Future of the Internet
Analysis of: MySpace, Yahoo, Facebook & Rupert Murdoch | gigaom.com
Author: J. Bruce Daley, Founder and Chief Technology Officer, Test Common, Inc.
* Social networks are no fad * Their importance are greatly underestimated outside the industry * This creates opportunity for savvy investors * Yahoo taking a stake in MySpace is the first step towards it becoming a division of News Corp. * If not, everyone at Yahoo may work for...
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