Thoughts On Oracle’s Next Acqusition

(Image courtesy of SAP) So, first of all, let me qualify this. It’s not inside information, it’s not a potential target we’ve heard to date, but an idea I’ve had for some time. There’s an acquisition target that Oracle could make the best use of in Germany. In fact, it’s even based in Waldorf, but […]

Posted by R "Ray" Wang on August 31, 2007


Trip Report: Reflections on ERP Software in Shanghai

(Copyrighted 2007. Photo by R Wang. All rights reserved) WILL CHINA BECOME THE NEXT INDIA FOR ENTERPRISE APPS?Miss the energy and excitement during the dot com boom? Well it’s alive and well in Shanghai! While consumer and internet software remains hot and starting to mature, enterprise software in particular emerges as virgin territory in a […]

Posted by R "Ray" Wang on August 16, 2007

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Event Report: Oracle Open World APAC – Shanghai, China

(Copyrighted 2007. Photo by R Wang. All rights reserved) ORACLE OPEN WORLD SHANGHAI DEMONSTRATES THE POWER OF THE ORACLE BRANDAs some of you know, I recently came back from Oracle’s Open World Shanghai (July 30th to August 2nd). With 8,000 people at Oracle Open World, and about 1000 there for apps, you could really see […]

Posted by R "Ray" Wang on August 6, 2007


IPO Watch: NetSuite Files S-1

NetSuite officially filed its S-1 today. The SaaS suite vendor delivered solid revenues of 67.2M in 2006 and is projected to clear over $100M in 2007. Some key facts about the IPO: – Going public using the auction method Google used– Ellison owns 61.1% and his trusts hold 13% from his $100M investment in 1998– […]

Posted by R "Ray" Wang on July 2, 2007


Apps Strategy: Applistructures Key to Custom Development Come Back

While organizations expect their packaged applications to deliver 90% of the functional requirements, most are lucky to achieve 65%. The gap has traditionally been filled by custom development. Customizations often meant expensive upgrade processes, integration challenges, and testing complexity. However, robust and maturing applistructure platforms (i.e. middleware, SaaS, etc.) and a software vendor’s inability to […]

Posted by R "Ray" Wang on June 25, 2007