Thursday, October 12, 2006

S&P Cuts Microsoft to Hold

Hello!


SAVVIS gives CRM startups Google-style resources - Oct. 17, 2006
CNNMoney.com - Oct 17, 2006
-- to handle the massive number of servers needed to help the software company move more of its product line to the Web. (These centers, sometimes called "server farms" because of the rows and rows of computers housed therein, require factory-grade electrical switches and cooling systems, and can cost tens of millions of dollars to build. )What Google and Microsoft are doing to move applications from the desktop to the 'Net is just the start. In fact, the Internet is making it surprisingly easy for a bunch of new software companies to distribute their products -- and easily upgrade their applications -- without having to spend huge sums. How? By leasing space in data centers especially built to house the servers and other gear of companies that can't build their own Googleplexes. The big timeThis week, Entellium, a small, privately held maker of so-called CRM (customer relationship management) software is expected to announce a wide-ranging alliance with data center operator... In fact, the Internet is making it surprisingly easy for a bunch of new software companies to distribute their products -- and easily upgrade their applications -- without having to spend huge sums. How? By leasing space in data centers especially built to house the servers and other gear of companies that can't build their own Googleplexes. The big timeThis week, Entellium, a small, privately held maker of so-called CRM (customer relationship management) software is expected to announce a wide-ranging alliance with data center operator.
http://money.cnn.com/rssclick/2006/10/17/technology/pluggedin_mehta_savvis.fortune/index.htm?section=money_technology


S&P Cuts Microsoft to Hold
BusinessWeek - Oct 13, 2006
Plus opinions on Centex, American Tower, and La-Z Boy. Delivery of worldwide availability for volume license business customers.
http://www.businessweek.com/investor/content/oct2006/pi20061013_883598.htm


Office Live to complement Office 2007 in SMBs
InfoWorld - Oct 13, 2006
However, collaboration features available in the Enterprise edition and some other versions of Office 2007 will not be offered in the Small Business version of Office 2007, Capossela said this week in Bangalore, India. Small businesses want the collaboration features that are available in the enterprise edition of Office 2007, but they don't want to have to install and run the servers for it, Capossela said. Instead Microsoft is developing Office Live services that complement the Office desktop for small business users. Office Live will for example host some of the capabilities of Microsoft's Office SharePoint collaboration server, that will enable small businesses to share documents with business associates, Capossela said. Office SharePoint Server 2007 helps organizations gain better control and insight over their content, streamline their business processes, and access and share information, according to Microsoft. The current focus of Office Live is on small businesses, the segment that is likely to find these services more valuable, but Microsoft is also adding Office Live services that will help students and home users share information with others, Capossela said. Microsoft will package Office 2007 with different features for different categories of users... It has announced on its Web site eight versions of Office 2007, including Office Small Business, Office Home & Student, and Office Enterprise. The small business version of the product has a contact management system that is not available on the enterprise or home versions. Small businesses are not likely to buy a separate, stand-alone CRM (customer relationship management) system, but they want contact management capabilities, Capossela said. "The contacts module in Outlook has been beefed up, and it is almost like a CRM lite," he added. There are some other business capabilities in the enterprise version of Office 2007 that will not be available in a version for students and home users, he said. Home users will not, for example, be able to digitally protect documents they send to others. Now will they be able to use workflow tools to automatically route a document to other people for approval or comments.
http://www.infoworld.com/archives/emailPrint.jsp?R=printThis&A=/article/06/10/13/HNofficeliveinsmbs_1.html


Long: Oracle; Short: Salesforce.com
Forbes - Oct 20, 2006
We believe that Oracle is well positioned to benefit from increased corporate spending on new technology. In the past two years, the company has been on an acquisition spree, acquiring PeopleSoft, Siebel Systems and 20-plus other companies to boost its presence in the market for application software used to help automate and manage business processes. Oracle's diverse suite of products, combined with its database management software, will surely enable the company to gain greater ground and compete directly with Microsoft (nasdaq:... While we do not doubt its near-term potential, we do not believe that the company can maintain this kind growth rate for long, as competitors and increased pricing pressure bear down on its growth and bottom line. Disclaimer: Maltbie's firm is currently long ORCL and short CRM. Robert Maltbie is a principal of California-based Millennium Asset Management. More On This TopicCompanies:.
http://www.forbes.com/columnists/2006/10/20/maltbies-mix-oracle-salesforce-oped-cx_rm_1020maltbie.html?partner=netscapetix


Intelligence quotient
VNUNet.com - Oct 12, 2006
But thefirst is how the term is regarded by most organisations, and until recently muchof the vendor community. Collectively we have bounded our understanding and expectations of BI, and ifwe wish our businesses to become more productive and competitive, with BItechnologies as supporting tools, that has to change. At its most basic, within this bounded view, BI is considered to be theanalysis of operational data extracted from transactional systems such asenterprise resource planning (ERP) and customer relationship management (CRM),and reported through numerical or graphical analysis. The tools from specialists such as... informationbuilders. With the launch of its Office 2007 products. Open source BI tools such as those from Pentaho and JReport are establishingthemselves as credible, lower-cost alternatives to products from the mainstreamvendors, offering organisations much of the standard functionality out of thebox without large deployment and training overheads. Consequently these attract attention from smaller firms.
http://www.vnunet.com/computing/analysis/2166240/intelligence-quotient


PlayStation 3's Tough Transition Game
BusinessWeek - Oct 17, 2006
But serious rivals await, from Nintendo and Microsoft—and other platforms. The PlayStation 2 was a game machine that could play DVD movies and would eventually be able to offer online gaming,.
http://www.businessweek.com/globalbiz/content/oct2006/gb20061017_210482.htm?chan=innovation_innovation+%2B+design_insight


Sybase: All Mobile, All the Time
Motley Fool - Oct 23, 2006
Besides providing mobile messaging technology (such as through SMS or instant messages), Mobile 365 has more than 700 carrier relationships. In addition, Mobile 365's technology is delivered as a hosted application. This is becoming much more popular in enterprise markets, as seen with the success of Salesforce.
http://www.fool.com/investing/general/2006/10/23/sybase-all-mobile-all-the-time.aspx


Take care.