Wither Oracle, SAP, et al? (Pt 1) | Software as services | ZDNet.com

I’m literally walking out the door for a long weekend, but I do want to respond to Phil’s critique. In the meantime, allow me to remind you that I was well ahead of the curve in predicting that Oracle would go the subscription route in order to better compete with SAP.

» Wither Oracle, SAP, et [...]

SAP Earnings

We announced our earnings today, here’s a couple of highlights:

We just put up our best first quarter in history featuring 22% growth in software revenues (that’s 9 straight quarters of double digit growth for those of you counting). U.S. software revenues grew 25% (McDermott is on fire, 14 consecutive quarters of software license growth). Our software [...]

Software service networks, not product stacks

The other day there was an article in CNET titled “Software’s Stack Wars” and in reading it my first thought was to be a little irked that they labeled NetWeaver as simply middleware, however a little bit later I was thinking about it and it occurred me that the entire premise of this article is [...]

WSJ.com - Can Bloggers Make Money?

WSJ ran an article yesterday about making money from blogging. There was a healthy dose of skepticism about the entire notion, but Calacanis made a quote that pretty much nailed it: However, you are correct that the majority of folks are not going to make a living from blogs, but that’s because they choose not to [...]

Cocoa widgets in Firefox, Thunderbird progressing nicely.

When I switched to the Mac I just assumed that I’d still be using Firefox, then I experienced the crashes, the slowness, that Firefox is a memory hog, and that I didn’t have the same services that other Mac applications have… so I switched to Camino (on Om’s recomendation). I miss the extensions and bookmark [...]

Google Enterprise Mashups to Suck in Data From Cognos, Oracle, and Salesforce.com

So Google is going to be an “enterprise search company” yet again? They have been hawking that Google appliance for a couple of years, and now it appears that they figured out that they had to have some relationships with software vendors in order to do something more than keyword search.

I am not terribly impressed [...]

Site maintenance

I’m going to upgrade to Wordpress 2.0.1 and in order to do that I need to regress back to the default template and upgrade some plugins, so you’ll see a few changes and in short order I should be back to everything normal.

UPDATE: well, a couple of hiccups but it looks like everything is functioning [...]

World is Flat breakfast

Ismael Ghalimi is a friend of mine, having gotten to know each other through SAP’s investment in his company, Intalio. When he sent me an email with an invitation to a breakfast he was hosting around the topic of Friedman’s latest book, The World is Flat, of course I accepted.

The focus of the breakfast meeting [...]

Shut up!

SolidDB storage engine going open source

SolidDB is going open source. What’s interesting to me about this is that this is a company that has had strong success with their proprietary channel, having 3 million implementations of any product is pretty damn impressive. However, the comments from the company about “scaling out” their business really gets to the heart of what [...]

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