A recent article in The Wall Street Journal, “Revenge of the Nerds, the Sequel: Silicon Valley Wallflowers Now Hot”, notes that business-tech start-ups were emerging from obscurity and […]
QlikTech (QLIK), a leading independent business intelligence (BI) vendor, announced today it has acquired expressor software. QlikTech, with over $300 million in sales, was recently listed […]
In our post Enterprise Software: Is there any one left to buy? we listed the best candidates to be acquired within the lucrative Business Intelligence (BI) […]
The high tech Titans – IBM (IBM), Hewlett-Packard (HPQ), Oracle (ORCL), Microsoft (MSFT), SAP (SAP) and EMC (EMC) – have been buying software firms at an […]
A recent flurry of news articles in the database industry has reinforced my perceptions that the software titans have lost touch with current market needs. The PR […]
The high tech titans – IBM (IBM), HP (HPQ), Oracle, Microsoft (MSFT), SAP (SAP) and EMC (EMC) – and their smaller software brethren have been nibbling […]
Yesterday IDC lowered its forecast (IDC Forecasts Worldwide IT Spending Growth of 0.5% in 2009) for IT spending from its November estimates based on the “continued […]
Software companies, as represented by the iShares S&P North American Technology-Software Index Fund, continue to outperform the overall market indices (see table.) Although these companies and […]
When teaching people about business intelligence (BI), data integration and data warehousing, after introductions and reviewing the syllabus or agenda, I present my jargon and acronym […]
What happens when a high tech company loses its way to achieving long-term growth and profitability? It slowly fades away. Sometimes it is because a company […]
The intent of this blog is to discuss industry trends in business intelligence (BI), data warehousing (DW), data integration and performance management. The economy and the […]
The On-Demand Index (ODI) is now available online and up-to-date (with a potential delay of 20 minutes for stock quotes.) I am using Google Docs and […]
The On-Demand Index (ODI) is down 18.55% YTD. This compares to YTD performance: iShares S&P GSTI Software Index Fund (IGV) -7.69%, Dow -14.46%, Nasdaq Composite -12.69% […]
Oracle (ORCL ) released its fiscal third-quarter results last Wednesday matching analyst overall expectations but spooking people with lighter than expected new application software licenses. The […]
When teaching about data warehousing (DW) and business intelligence (BI) fundamentals to IT groups, business people or students at a university I always mention the […]
Oracle (ORCL ) released its fiscal third-quarter results last night. Net income was $1.3 billion or 26 cents a share with revenue of $5.3 billion or […]
Microsoft (MSFT) vaulted into dominating PC applications when it developed its Office Suite concept a long time ago. Before this suite people bought best-of-breed applications for […]
The R&B (Recession and Bear market) words are continuing to impact many of stocks on the On-Demand Index. The On-Demand Index is down 21.22%YTD and the […]
(This post is a continuation of a series on BI & DW Hyped trends). The death of the independent software firm is greatly exaggerated. MicroStrategy (MSTR), […]
It continues to be a challenging investment environment for tech stocks and our On-Demand (or SaaS) index confirms that environment. The On-Demand Index is down 16.80% […]
It continues to be a tough year for financial, tech and SaaS stocks. Our On-Demand Index is down 16.74% YTD. In comparison the Nasdaq Composite index […]
“Sun Microsystems, Inc. (NASDAQ: JAVA) today announced it has entered into a definitive agreement to acquire MySQL AB, an open source icon and developer of one […]
Nicholas Carr discusses the upcoming year for SaaS (software as a service) or On-Demand software in 2008: SaaS’s breakout year? posted in his in his “Rough […]
Now that Oracle (ORCL), SAP (SAP), and IBM have collectively spent $15B to buy Hyperion Solutions, Business Objects and Cognos there are a lot of industry […]
In a much anticipated move, IBM announced that it is acquiring Cognos (COGN) for $5 billion or approximately $58/share. IBM has been aggressively expanding its software […]
After SAP announced it was acquiring Business Objects the speculation immediately started about when and who would buy Cognos (COGN). Although Cognos might very well be […]
Speculation surrounding Business Objects ended when SAP announced that its plans to acquire it for $6.8 billion. Who’s next? It appears investors have voted by raising […]
The French newspaper Le Figaro’s report on September 15th that Business Objects SA had retained Goldman Sachs to find a buyer with SAP the leading candidate […]