Archive for the ‘Irregulars’ Category

28Sep

Blog Bling v2

Posted by Jeff as Irregulars

A couple of days ago I added a widget to my sidebar that published out my feed. I just took that to a whole new level, I took the OPML from the Enterprise Irregulars and created a widget around that. That widget is currently residing in the far right sidebar over there —–> Using the [...]

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Changes to Trading Models: Part 1
Should You Sell in May and Go Away?
Chicago Fed National Activity Index Declines
Read more on Cheung Kong (HLDGS) at Wikinvest

How many times have you heard the traditional enterprise software vendors talk about their ecosystems? "We have 450 partners building apps on our platform" as if the fact that a lot of vendors had signed up for a partner program is not only proxy for success but absolute proof. The other aspect of this is [...]

25May

Debating Salesforce.com

Posted by Jeff as Companies, Irregulars

Fellow Irregulars Josh Greenbaum and Jason Wood have drawn swords over Josh’s Salesforce.com predictions. Josh Greenbaum: "So how can I be sure that Salesforce.com is the next Siebel? To be sure, I’m more ahead of the curve today than I was in 2002. By the time my second column had come out on Siebel’s survey [...]

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More Doubts on Salesforce Emerge
(CRM) Salesforce.com – Bear of the Day
Pfizer slashes its salesforce
Read more on Salesforce.com at Wikinvest

I don’t have Vista or the new version of Office, so it’s impossible for me to offer anything more than Jason is a credible guy and if he says this is happening then I have no reason to discount it. Also, he’s on a new Dell machine with 2gb of memory. Outlook is one of [...]

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Guards Go Robotic in a South Korean Prison
Update on Sonata Software
Dell Enters CDN Biz With EdgeCast’s Help
Read more on Computer Software, Engineering, Dell at Wikinvest

I didn’t catch the SAP 4th quarter earnings announcement this week because I really didn’t pay attention to it. Larry Dignan makes a very good point about the trends behind the miss, a point that I have made repeatedly on this blog, most recently here and here, and in fact, the very reason I left [...]

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Could Oracle Be the Next IBM?
Google: Tune Out The Noise, Buy This Stock
Oracle Is Far Too Cheap
Read more on SAP AG, Oracle, Solutia Inc at Wikinvest

We have been going through a pretty intense process over the last month putting together the series B pitch for Teqlo. It’s been challenging on a couple of fronts, but primarily because of self imposed complexity. In other words, given 10 seconds how do I articulate what the company does in a manner that people [...]

Danny Ayers flames MÃ¥rten Mickos for giving a speech at the Web 2.0 Summit on his vision for the “great database in the sky”. Ayers criticism is that MÃ¥rten is not educated enough on the semantic web and the progress that has been made in realizing that vision while promoting a relational database ideology. My [...]

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OPEN ACCESS PUBLISHING://STM meets Web 2.0
Disruption, Web 2.0 Style
KEYNOTE://Innovation in voice
Reciprocal Review Carousel
Read more on Web 2.0 at Wikinvest

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