Information Warfare

This is a fascinating and disturbing look at online crime and the increased sophistication of the organizations behind it. 

The online gangs are also going after those that try and track them down, or stop them from stealing. No, not the cops, but the companies and organizations that make anti-virus software, and study malware created by the hackers.

Survey of Internet Explorer 7 Beta 2 Reviews: Ouch! Ouch! Ouch!

I guess my bar must be set pretty low, I've been using IE7 beta for awhile and like it. Have not experienced major problems, and expect that things like Favorites editing would be updated in later beta releases. Either way, I like it (wish it was on the Mac as well… where using Firefox for even a short period of time will make you want to use something else, like Camino in my case.)

As much as I like Firefox on my Windows machine, I really don't know how anyone could suggest that FF is "far ahead in terms of usability…". Extensibility yes, but definitely not usability considering that it's pretty much the same UI that showed up in Netscape a decade ago.

Survey of Internet Explorer 7 Beta 2 Reviews: Ouch! Ouch! Ouch! The Internet Explorer 7 team's rallying cry: "Show 'em what we've got." OK. They showed us. And reviewers, in general, aren't exactly jumping up-and-down and spitting nickels.

More on this topic (What's this?)
2 Simple Reasons Why Traders Go Broke
Interesting Comment
HTTP/2 risks creating dumb pipes with SPDY
Read more on Beta, Karl Thomson, The Internet Impact at Wikinvest

Oracle acquires Portal

We had an inside source at Portal that told us this deal was in the works back in December. Mark put together a great set of recomendations for how we should deal with this in the event that it actually happened. It did, it's nice to be prepared. 

The Village View: Oracle acquires Portal This deal has been expected for a few months now and we spent some time thinking about the implications of such a move last year.

ABC experiment faces infrastructure problems

This made me think of now-defunct @Home from a few hundred years ago. Wasn't their architectured premised on the notion of caching massive quantities of data out to the edge of the network in order to circumvent the architectural shortcoming of packet networks for streaming and other high bandwidth content?

Bit Torrent looks like a possible solution as well, but perhaps not necessarily a silver bullet for streaming content as opposed to simple downloaded stuff.

ABC experiment faces infrastructure problems – Financial Times – MSNBC.com However, streaming video, which relies on delivering "bits" of data to viewers in real time, has exposed weaknesses in the fundamental design of the Internet, which is based on being able to send data through a series of "hops" across the network between two distant computers.

My Internal SAP Blog – part deux

Yesterday I posted about a new blog I am authoring behind SAP's firewall. As it happens, we are upgrading that server today with new templates and functions and as such my blog is largely unavailable today (404 error). Guess I should have waited an extra day before announcing this, oh well. Everything will be back online by EOB today (PDT). 

Also, if you are interested in seeing the new design for the SAP Apollo blogs, you can see a test site here that is available to the public. Obviously this is dummied up content, but you'll get the gist of what we are doing. I have been working with Plan Resonate on this project and am really pleased with how well we have worked together and of course, the end result. I'll post more on this process, and also how we used a Socialtext wiki for project management and project documentation. 

Emptoris and diCarta Merged

Mike Kaul is a really good friend of mine, and also the CEO at diCarta (Valentine poached him from one of my companies a few years back, but it really was a great move for Mike). This merger is actually a good case study in how to push through the "tweener stage" that enterprise software companies enter when they approach $30 million in annual revenue.

There is no doubt much debate about how expansive this stage is, but in my book it starts at $30m and ends somwhere around $70m. It is here that companies experience a range of new challenges associated with their size and the requirement to invest heavily in infrastructure not only to support current growth but to get the foundation right to support what is next. This investment causes some turbulence to the P&L and creates a scenario where they become much less attractive as an acquisition candidate, and in this environment forget about going public.

In the case of Emptoris and diCarta, merging is a smart strategy, assuming the integration is smooth, because it pushes both companies well past the tweener stage and sets them up to be a much more significant company than just the sum of the parts.

Congratulations to Mike and his team as well, when he took the reins of this deal he had to make some tough decisions, recap the company, deal with a demanding investor syndicate, and keep the customers happy as well. His team pulled it off, ultimately delivering great growth in a tough environment and fundamentally shifting the company to a solid license revenue base (yes, it is easy to forget that a great many companies do indeed sell licenses of their apps and not subscriptions).

Emptoris and diCarta Merged diCarta, the leading provider of Enterprise Contract Management software, and Emptoris, the leading provider of Enterprise Supply Management solutions, are pleased to announce the completion of a merger. This is very exciting news for diCarta customers and prospects.