Archive for September, 2006

29Sep

TIBCO disappoints

Posted by Jeff as Companies

Dennis has a quick analysis of TIBCO’s earnings. I think that the Irregulars could do a bang up job at analyzing most of the big companies earnings from a perspective not easily achieved by the analysts, who for their part have a strong hand because they are actually interfacing with the companies in many ways [...]

More on this topic (What's this?) Read more on TIBCO Software at Wikinvest

29Sep

The Chocolate Affair is Over

Posted by Jeff as Wireless

While I am sad to report that I am giving up Chocolate, I am pleased to report that I am now into the Pearl. The LG is a really sweet phone but I just couldn’t avoid the fact that I really need a Blackberry, and RIM finally came out with a BB that I wouldn’t [...]

I spoke on a panel at SaaScon today and in thinking over the comments I achieved clarity on a couple of points: 1) When someone says “SaaS” it can mean a lot of things depending on their perspective. There is the delivery model as represented by multi-tenant hosted, SOA as in architecture, web services as [...]

More on this topic (What's this?)
Are Mashup’s a Good Idea?
(CPWR) Compuware Enhances SaaS Platform
(CPWR) Compuware Enhances its Services
Xero - more on the IPO
Read more on Solutia Inc, Software as a Service at Wikinvest

Instead of blaming security, the major carriers might want to look in the mirror to see the real problem. Who the hell wants to get on a flight when you are faced with 1) surly flight attendants, 2) crappy food bag of pretzels, 3) old airplanes, 4) no entertainment, 5) no network, and lastly 6) [...]

IBDN is hosting the Momentum Conference this week, Sept 27-28 at the Computer History Museum in Mountain View. They are offering a discount on the registration for bloggers, $625, which is a $170 savings by booking through this link. The Momentum Growth Conference honors the industry leaders dominating the next stage of the growth cycle—who’s [...]

More on this topic (What's this?)
Indicator – Momentum
Can Cyclicals Breakout And Provide Momentum For Higher Equity Prices?
Momentum Bearish Divergence
Read more on Momentum at Wikinvest

25Sep

Day 1

Posted by Jeff as Uncategorized

I started my new job today; it reminded me of when I showed up for my first day at SAP a long time ago, everything from figuring out the best commute route to how the voicemail system works. The one thing that is different this time around is that I really do know what I [...]

More on this topic (What's this?)
How to Beat the Market
Traders - Episode 1x02 - Pennies from Heaven
Finally, knowing your President!
Early Industry Leaders
Read more on Cheung Kong (HLDGS), SAP AG at Wikinvest

Socialtext released version 2.0 of their enterprise wiki today, and it’s not just a thinly veiled attempt to climb higher up on the 2.0 bandwagon, it really is an extensively updated release of their flagship product. As many of you know, I have been associated with Socialtext for a long time now, first as a [...]

My fellow Irregular Thomas Otter is riding up Mount Ventoux to raise money for War Child and he needs your help to do it. I could go on about how good the cause it, blah, blah, blah… but you already know that so quit wasting time and click on the donate link to give what [...]

A couple of months ago I received a promotional package from United Airlines for a new service they were offering called Ameniti. I am universally skeptical of these programs, but in reading through the benefits like free companion tickets, upgrades on rental cars and hotels, and a few other things I thought this might actually [...]

More on this topic (What's this?)
Holding my shorts open
Caterpillar (CAT) short update
Read more on United Airlines at Wikinvest

19Sep

Still blogging

Posted by Jeff as Uncategorized

I have received more than a couple of emails asking me if I was quitting blogging following my last post about leaving SAP. No. The reason for my silence since last week is simply that I’ve been in NYC and have not felt like writing. However, I do have some posts brewing in my head [...]

More on this topic (What's this?)
(IM) Ingram Micro and SAP Join Forces
The Future in Storage is Software-Defined
(SAP) SAP to Acquire Camilion
Hana: Game Changer for SAP
Read more on Computer Software, SAP AG at Wikinvest

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