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Published on October 12, 2009 by R "Ray" Wang

Buy capecitabine no prescription, Day 1 Brings 40,000 Oracle Faithful Into San Francisco For Red Stack Indoctrination

Interesting tidbits from Day 1 include:

Oracle tells SaaS providers they can use a new SaaS/Cloud computing model to purchase a limited number of Oracle products in a "pay as you grow" manner.

Attendees propagating rumors about Fusion Apps being announced on Wednesday in Larry's keynote.

Customers discussing how Oracle now leads CRM sales with CRM OnDemand before any other on-premise product.

Dell confirmed to be selling SalesForce.com products in the SMB channel.

EBS customers who have upgraded to 12.1 still having a tough time getting the new account and multi-org structures down right. Many system integrators suggest that its best to do a reimplementation.

PeopleSoft customers buzzing about the new 9.1 release.

Oracle waiting for Sun deal to close to make next set of acquisition. Charles Phillips tells partners, there's more to buy.

The roving Rimini Street billboard is back!

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Your POV.

We'll be roving around asking some questions during Open World. If you get a chance, let us know:

Which Oracle products do you use?

What release of Oracle DB are you on. When will you migrate?

Are you using Oracle BI Tools with non-Oracle data, ordering epogen pill. Lowest price iressa, or vice versa?

Do you use RAC. Do you use RAC, Um evista online. Buy epogen no prescription, Do you know about Exadata and would you consider it?

When will you consider Fusion Apps?

Is the delay in Fusion Apps, affecting your timing for software upgrades?

Are recent maintenance price hikes having an impact?

When do you plan to adopt Fusion Middleware?

How much will Fusion cost you in reimplementations?

Feel free to post your comments here or send me an email at rwang0 at gmail dot com or r at softwareinsider dot org, iressa price. Ordering cytoxan online,

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Published on October 11, 2009 by R "Ray" Wang

Oracle Gets More Serious About Meeting Partner Needs

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Oracle Open World kicked off today with major announcements that beef up the 21,000 member strong Oracle Partner program. Throughout the day, αγοράσετε epogen έκπτωση, South Dakota SD, Oracle executives kept reminding everyone that path to success would be specialization and that Oracle partners played a key role in driving revenue. In fact, partners contributed to 59% of North American Revenue in fiscal year 2009. Key takeaways include:

Oracle PartnerNetwork Specialized Program. Oracle revamps its program to create four partner levels including Oracle Remarketer, New Mexico NM N.Mex., Idaho ID, Silver, Gold, cheap generic casodex, Maine ME Me., and Platinum. Status must be earned across Oracle's 35 apps, middleware, North Carolina NC N.C., Comprare iressa sconto, database, and industry solutions. The higher the status, billige capecitabine Apotheke, Acquistare online iressa, the more engagement Oracle will provide.

POV: Partners and customers will benefit from a distinct status program. OPN Specialized will force partners to invest in a few differentiated competencies. With 3000 products, Oracle feels partners wlll need to go deep in order to win in the market place, where to buy cheap gleevec. Ordering casodex from canada, However, forcing partners to stay specialized will leave them vulnerable as Oracle Consulting Services will still have capacity to provide a full service of solutions. At least Oracle eases the transition by smartly decoupling education from certification, buy arimidex without prescription. New Jersey NJ N.J., Partners can opt to take the certification exam without having to take unnecessary training. This should help some larger partners to keep their competencies.

Oracle Partner Business Center. Oracle demonstrates its commitment to supporting customers by expanding the Partner Enablement 2.0 program. Key features include a global Twitter support channel, 24/7 support in 24 different languages, Om cytoxan online, Billige cytoxan Apotheke, and access to partner business consultants. Access to support will be based on partner levels with Platinum partners receiving inbound call and e-mail assistance, support service request logging, cheap iressa, Cheap arimidex from canada, pro-active outbound engagement including business and administrative support and priority renewal, and dedicated virtual account management and channels to assist with joint business plans and top priority renewals.

POV: Oracle's putting its money where its mouth is. No longer an all hat no cattle partner program, Rabatt kaufen capecitabine, Ordering capecitabine online without prescription, last year Oracle claims to have conducted 44,530 apps and 16, Osta iressa online, Georgia GA Ga., 423 tech training sessions. Partners expect the new business center to serve as a key enablement resource and a significant improvement over the patchwork program of previous years.

Oracle Exadata Partner Program. Partners will be able to resell Exadata Storage servers and Sun Oracle Database machines starting December 1st, 2009. Oracle will be providing enablement resources to expand the solution offering into verticals as well as key horizontals such as data warehousing and business intelligence, Maine ME Me.. Jotta iressa verkossa, Oracle plans to provide training materials via a new Exadata Knowledge Zone that will include Guided Learning Paths.

POV: At the partner keynote, Charles Phillips reemphasized how Oracle will be the first company to go from apps to disk. As Oracle attempts to attack TCO by owning the wh0le stack, Nebraska NE Nebr., expect its competitors to respond to this new stack play with more diversified partnerships among Oracle's competitors. Oracle's strategy is brilliant but they will not be left to their own devices by its new competitors in hardware and software.

Your POV.

A few questions to partners:

Are you a partner with Oracle?

How do you feel about the changes to the partnership program?

As an acquired partner what do you think Oracle does well, poorly?

Are you a Sun Partner moving to Oracle?

Feel free to post your comments here or send me an email at rwang0 at gmail dot com or r at softwareinsider dot org.

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Monday’s Musings: Expect More Acquisitions By the Big 4 in 2009

Published on October 20, 2008 by R "Ray" Wang

Continued economic slow down, credit crisis, and diminished IPO market create the perfect storm for the Big 4 or as fellow blogger Josh Greenbaum likes to call it, MISO (ie. Microsoft, IBM, SAP, and Oracle). Here are four trends at work that shape the thinking on why 2009 will be another year of continued consolidation:

Most privately held vendor exit strategies focus on acquisition not IPO. Many firms with IPO plans have been told by their boards to refocus on revenue growth and partnerships. The intention - use partnership success to both drive revenue growth and attract acquisition by a larger vendor. Many see acquisition by the Big 4 as the best exit strategy at this point in time.
Strategic acquisitions target vendors with strong recurring revenue streams. Chatter from BBQ's and luncheons highlight vendors with large maintenance revenues as an area for potential targets. Nurting a profitable and recurring revenue stream will allow many vendors to share overall development and support costs as they weather the next storm. The hunt is on for vendors who fit this bill as private equity and vendors chase after these assets. Case in point - the intention to acquire Epicor by Elliot Associates.
Economic conditions lowers publicly traded vendor valuations. For companies with a prescribed target list, its never been cheaper to acquire a competitor. Most P/E ratio have become quite attractive and fall below the standard 2X to 3X revenue price target.
Pressure remains to grow new markets. the larger vendors express tremendous interest in acquiring new distribution channels, micro industry verticals, and new geographical coverage. One great example is the movement in the Microsoft Dynamics partner base. The rumors of M&A run fierce as the partners consolidate to gain scale for regional and global delivery. The fight for Axon by HCL and Infosys also highlights the consolidation happening around SAP system integrators as they transition into solution providers.

The bottom line. Despite the gloomy economic outlook, end users should assume that the biggest vendors will continue their torrid pace of acquisitions. As these acquisitions factor into long term apps strategies and planning for 2009 purchases, users must assume that truly specialized solutions with significant industry footprint will be acquired. One proactive approach is to suggest acquisitions and tie-ups to key vendors during discussions with their senior management on financial viability as well as long term road map and strategy. Your POV. Who do you think will be acquired by whom next? Look forward to your thoughts. Post a comment or drop me a line at rwang0@gmail.com. Copyright © 2008 R Wang. All rights reserved.

Trip Report: 2008 Oracle Open World Day 1

Published on September 21, 2008 by R "Ray" Wang

In the world of enterprise software, Oracle's Open World is one of the grand slam must attend events of the year. Day 1 starts with the Oracle Users Forum, a collection of 420 affiliated user group communities participating in special interest group sessions, and the Oracle Partner Network Forum at the Hilton including the Titan Partner awards. Conversations with partners and customers at these user group sessions reveal an emerging and evolving perception of Oracle and its long term strategy that include conversation themes such as:

What's in the Fusion Apps and when are they coming out? I was stopped a number of times by clients who wanted to know if we had seen the Fusion apps. Sworn to secrecy, I can say I've seen it. We saw real live code at the Oracle Apps Analyst day a few weeks back. The user experience is first rate and I can't comment anymore unless I plan to give up my first born. However, if they deliver, this may be game changing.
Should I go with the "Red Stack"? The stack wars represent a consolidated vendor reality. For years, we've used the term "Red Stack" (i.e. Oracle), "Blue Stack" (i.e. IBM), "Rainbow Stack" (i.e. Microsoft), and "Open Stack" (i.e. LAMP) to describe how consolidation is impacting database, middleware, and applications. Increasingly, partner and customers see themselves choosing among stacks. Notably, we see a lot of discussion from the services based businesses about how they are facing a decision that may require a bet on either the "Red Stack" or the"Blue Stack". Others are looking at coexistence with the "Rainbow Stack" in the Oracle environments. I spoke with one Federal agency customer who talked about how legacy system replacement was big and how the were looking to see what Oracle could offer in iGovernment. In general, these discussion occur in the large context of an apps strategy and a solutions strategy. Our standard advice, just don't get locked in to a vendor and find yourself with no leverage to switch.
Custom versus packaged apps, does this even matter? With a lot of the tools in Fusion Middleware and other application stacks improving, many customers expressed a viewpoint that packaged apps were just a starting point. One customer from a large multinational hardware provider pointed out how they are extending a lot of their packaged apps using Fusion Middleware to meet new business models. Another customer in the retail sector talked about how deal management and demand planning was back in vogue as the focus shifted to operations from financial engineering. This customer was looking for the capabilities to configure using JDeveloper over some of their other customization efforts.
Can I trust Oracle as a partner? Oracle is prioritizing efforts to partner with apps and solution providers. For years, Oracle apps partners have often talked about how it was hard to talk about white spaces in road maps, gain commitment from senior executives, and seek joint go-to-market strategies. Conversations from the Partner floor seem to signal a shift in attitude and some optimism in collaborative relationships. More importantly, there was much chatter about new marketing development funds and a renewed focus on partner enablement.
What's Oracle doing about "Green"? There's a surprising amount of interest in Oracle's Green Room Sessions. Being in San Francisco, it's not surprising to find a lot of interest in the Green Marketplace. A few people kept asking me if I knew what was going on with environmental stewardship, sustainability, and green activities. Not being the green analyst I'm making a point to drop by to the Novellus Theatre on Thursday to check out a few of these sessions.
Have you tried Oracle Mix? Hands down this beats the old clunky Oracle Connect! A lot of "early adopter type" attendees have taken advantage of Oracle's new social networking framework at Open World. It's an enterprise version of facebook meets ning! Check it out..(https://mix.oracle.com) or check me out at https://mix.oracle.com/user_profiles/21960-r-ray-wang . drop me a message or add me to your network. Better yet, send me a linked-in request.

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Are you checking out tonight's keynote? You bet! In the midst of this year's best reality show (i.e. the US Presidential Election), how can you turn down the all time best political power couple and strategists - James Carville (D) and Mary Matalin (R)? See you there!

Next stop: Forrester's Business and Technology Leadership Forum (JW Marriott, Orlando) I'm off to Orlando and then back to San Francisco again for the rest of OOW. But come hear the future as we keynote what life will be like in 2020 across the Business Process and Apps Professional, Information and Knowledge Management Professional, and CIO roles in the Business Applications 2020: A Three Role Perspective event! (The personal contents in this blog do not reflect the opinions, ideas, thoughts, points of view, and any other potential attribution of my current, past, or future employers.) Copyrighted 2008 by R Wang. All rights reserved