How are things?
Red Hat Buys the Boss
Motley Fool - Apr 11, 2006
Red Hat's home-brewed application server didn't gain much traction, but JBoss emerged as a standout. This deal doesn't look cheap. JBoss's revenues are expected to reach just $60 million in 2006. To be fair, they're growing quickly -- last year's revenues were estimated to fall somewhere between $20 million and $30 million.
http://www.fool.com/News/mft/2006/mft06041117.htm
How much is that Apple in the Windows?
Register - Apr 7, 2006
Even if they did a bit, people don't want change. After 20 plus years of enforced technology firedrills they've become highly sceptical of technologists' promises of a better life, and rightly don't believe the endless theoretical business cases technologists dream up. Those ERP (Enterprise Resource Planning) and CRM (Customer Relationship Management) battles that have raged since the late 1990s have left many of the folks who do the real work in companies, forever scarred. Talk about the thousand yard stare - visit an business accounting office after an implementation of SAP!So what to do. Well, my advice would be to actually give people the choice. There are unlikely to be support issues, especially with Apple's long-term commitment to support dual Windows and Mac OS. And few extra cost issues... The new Apple world is the perfect reason to accommodate this, and gradually take companies out of PC ownership. You own your own calculator and mobile phone - PC ownership is a natural evolution. And the timing is perfect, especially as Microsoft will be pushing a wholesale move to its much delayed and maligned Windows Vista. Just the thought of which makes me feel a thousand yard stare coming on! ®About Cormac O'Reilly: Late sixties IT industry entrant with early developer gigs in London at Abbey National, Unilever & BOC. Senior IT oil field trash in the eighties and nineties; Schlumberger (Houston TX) and Shell (The Hague). Non-exec director at two flame-out dot.
http://www.theregister.co.uk/2006/04/07/apple_announcement/
Salesforce.com takes hit from outage
InfoWorld - Apr 7, 2006
com, the company's hosted CRM service is back up and running. The site notes that there was an interruption on Thursday, beginning at 8:11 Pacific Daylight Time and affecting its North American operations. The cause was "a software patch affecting the cache server. "According to Salesforce, "the service was restored to full operations after removing the software patch, resetting the cache system configuration, and re-starting the cache servers. Changes to operational procedures have been made to protect the service from similar issues going forward... com outtages don't seem to have a common cause, and may be expected from a company growing as fast as Salesforce is, knocking your entire North American customer base offline, for any reason at any time is untenable -- and won't engender a lot of good will. But companies such as Microsoft or SAP don't need to worry that all of their customers will be affected by an glitch at the same time.
http://www.infoworld.com/archives/emailPrint.jsp?R=printThis&A=/article/06/04/07/77264_HNsalesforce3_1.html
Why they're making it Sino this time
The Age - Apr 11, 2006
That's why we're using cost-effectiveoutsourcing. CRM Chefs helps customers implement Microsoft customerrelationship management software. This sometimes involves helpingcustomers incorporate new software, such as invoicinghistories. "We provide the high-end strategy and software architects andoutsource the coding to Sinocode," says Mr Wood. "We get them tobuild to our specs. It's very inexpensive, around half the cost,compared to getting contractors in Australia.
http://www.theage.com.au/news/technology/why-theyre-making-it-sino-this-time/2006/04/10/1144521238562.html
NetSuite 11.0 adds deeper support for Ajax
InfoWorld - Apr 6, 2006
"Someone will ultimately become the SAP of the midmarket," Nelson added, referring to SAP which has long been the No. 1 vendor of enterprise applications. NetSuite's primary competitor is hosted CRM player Salesforce. The company also comes up against Sage Group, SAP, Microsoft, Oracle, Salesnet, and SugarCRM. Oracle CEO Larry Ellison is one of the founders of NetSuite and its lead investor through his Tako Ventures investment company.
http://www.infoworld.com/archives/emailPrint.jsp?R=printThis&A=/article/06/04/06/77168_HNnetsuite11_1.html
Dear Subscriber to TheStreet.com Stocks Under $10,
thestreet.com - Apr 7, 2006
Now let's take a look at the portfolio and some of the
moves we made this week. One quick note: Ones are stocks we would buy now, while
Twos are stocks we would buy only on a pullback from
current levels. And as a reminder:
-- A Game Breaker is going to change the landscape of an
industry, as Intel, Microsoft and Wal-Mart did in their
sectors. Investors can make big money in these stocks by
getting in before the crowd. -- Inflection Point stocks have a broken business model
that's on the mend but has yet to be recognized by the
market. Investors who recognize a turnaround early can
pocket strong returns. -- Stealth Stocks are often unknown names to the general
public, but can be hugely profitable investments,
especially when they score well in the Alpha component of
our proprietary rating system... His presentation, which focused on key
requirements for upmarket on-demand software sales, could
help boost the company's profile among investors and
potential customers. The company is on track to deliver
sales bookings growth of 40% to 50% in 2006, up from the
29% sales bookings growth in the fourth quarter of 2005. On-demand CRM software is a burgeoning business, and
smaller players like RightNow stand to gain more than
larger players such as Oracle (. The law of large numbers states that
showing large percentage gains becomes more challenging as
the base number, or denominator, grows.
http://www.thestreet.com/k/su/_googlen/archives/200604071655.html?cm_ven=GOOGLEN&cm_cat=SU&cm_ite=003966
Bye.
