Wednesday's Whispers: The Word On The Street – January 2009

PEOPLE WHISPERS: MOVES, PROMOTIONS, AND MILESTONES* Congratulations to all!  Thanks for your emails and alerts.  If you’ve got a change or know of a promotion, keep dropping me a line! Jeff Abbott, Oracle‘s former Vice President for Global Accelerate Strategy and Programs has left and joined Infor.  Prior to joining Oracle, Mr. Abbott held senior […]

Posted by R "Ray" Wang on January 14, 2009

Monday's Musings: Call to Action – Updating The Enterprise Software Licensee's Bill of Rights

Software Ownership Remains Unusual, Onerous, and Restrictive Software licenses are truly unique.  Licensee’s can not resell, reuse, or share their licenses with others. For example, enterprises easily reuse, resell, or share tangible assets such as hardware, telecom equipment, and storage. From both a replacement and life-cycle perspective, leases for assets such as telecom equipment incorporate […]

Posted by R "Ray" Wang on December 15, 2008

Wednesday's Whispers: The Word On the Street – December 2008

PEOPLE WHISPERS: MOVES, PROMOTIONS, AND MILESTONES Congratulations to all!  Thanks for your emails and alerts.  If you’ve got a change or know of a promotion, keep dropping me a line! Jim Anderson is now a Partner at Element Consulting Group.  Jim previously served as EVP for professional services at Lawson Software and Group VP roles […]

Posted by R "Ray" Wang on December 10, 2008

Quarterly Financial Tracker: 2008 Q3 CY Quarterly Revenues Show Deflection Point

With 2020 hindsight and the best rear view mirror clarity (j/k), Q3 appears to be THE deflection point in where the economy began to impact the enterprise software vendors.  A flurry of continued lowered guidance on earnings by vendors reflects the general nervousness sweeping customers and prospects as we head into the most important quarter…Q4. […]

Posted by R "Ray" Wang on November 26, 2008

Research Summary: Which Has The Better Apps Strategy: Oracle Or SAP? Oracle's Bold Next-Generation Play Versus SAP's Less Disruptive Path

Forward and Commentary With my esteemed colleagues John R. Rymer and Paul D. Hamerman, we recently updated our Oracle Versus SAP In Enterprise Applications: Let The Battle Of Architectures Begin! report published in May 31st, 2006.  This new update was released October 31, 2008 and highlights a shift in direction and vendor vision for both […]

Posted by R "Ray" Wang on November 22, 2008

Monday's Musings: Consider Consortium Buying as a Win-Win Strategy

Falling revenues, crumbling custom systems, and declining budgets often bring municipalities, state authorities, and related agencies together to gain efficiencies in vendor selection, purchasing power, implementation, maintenance, and support costs.  End users in the private sector seeking long term efficiencies may want to take a page from the public sector and consider shared services consortium […]

Posted by R "Ray" Wang on October 27, 2008

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

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: […]

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

Initial News Analysis: Oracle Buys Primavera

Oracle’s announced the acquisition of Primavera, a leading project based solution (PBS) provider.  This latest acquisition signals continued consolidation in the project based solution market which is a 6.6B market based on recent market forecasts.  Oracle’s move addresses a significant need as project professionals remain challenged by existing business solutions that force-fit production and manufacturing […]

Posted by R "Ray" Wang on October 8, 2008

Monday's Musings: Will Tech Vendors Without Credit Lines Survive The Financial Crisis?

Let’s hope the government finds the most equitable and expeditious solution to the current financial crisis.  Without access to credit lines, enterprises lack the financial means to respond to the current economic downturn by transitioning their legacy systems and transforming their business processes.  Tech vendors who lack vendor led financing options will be the most […]

Posted by R "Ray" Wang on September 29, 2008

News Analysis: Oracle SaaS Platform Offering Adds Choice to Emerging PaaS Platform Wars

Emerging SaaS platform wars akin to on-premise middleware wars With consolidation in the middleware market fairly under way, adoption of SaaS platforms (i.e. PaaS) by solution partners represents the next land grab in the enterprise software space. Current key players include industry leaders and specialists such as, NetSuite, IBM, Microsoft, Oracle, and Magic Software […]

Posted by R "Ray" Wang on September 23, 2008

Trip Report: 2008 Oracle Open World Day 1

View from the Moscone North to South Above Ground Crosswalk Looking into Moscone West (Copyrighted 2008. Photo by R Wang. All rights reserved) 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 […]

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

Quarterly Financial Tracker: Dichotomy In Revenue Growth for 2008 Q2 CY Quarterly Revenues

As many main app vendors continue to lower guidance on earnings, this calendar year Q2 public company quarterly earnings analysis shows that larger vendors and specialty vendors such as SAP, Oracle, Lawson, and Deltek gain ground in license revenue growth while growth for the mid-market players now comes from maintenance and services. SaaS vendors all […]

Posted by R "Ray" Wang on August 31, 2008

News Analysis: Multiple Factors Lead to Shifts in Oracle List Prices

Dollar Based Pricing Drives the Bulk of Recent US Based “Price Increase” On June 16, 2008, Oracle updated its localized price lists and software investment guide. Applications previously priced at $3995 per user rose 13.1% to $4595 per user in US dollar terms. Database pricing increased 18.75% from $40,000 per CPU to $47,500 per CPU. […]

Posted by R "Ray" Wang on June 17, 2008

Quarterly Financial Tracker: 2008 CY Q1 Recent New License Sales Remain Healthy

Calendar Year 2008 Q1 numbers still show profitability for most vendors Recession concerns for the enterprise software industry may prove to be a bit pre-mature. Recent earnings report over the past 2 months lean towards mild caution. While most vendors showed profitability, guidance numbers were down. The leading indicator is new software license sales for […]

Posted by R "Ray" Wang on April 30, 2008

Best Practices: A Work Plan To Successfully Negotiating Software Contracts (Part 2 of 2)

You are reading a post originally published on March 1, 2004 from an older blog on the old site.

Posted by R "Ray" Wang on March 13, 2004