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SuiteWorld Reflections
I spent this last week at SuiteWorld, NetSuite’s first ever global user conference, a melting pot of accents, customer stories and NetSuite partners shopping their wares. I’ve got a few posts to write...
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Oracle Introduces Cloud and Social. My Perspective
During a keynote that saw Larry Ellison make up for his abysmal performance of a few days before, and before bigger news events in Silicon Valley bought the tech world to its knees, a number of...
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Oracle Buys RightNow–MyPOV
Last month it was Salesforce buying customer support solution Assistly. This month it’s Oracle buying RightNow, a more mature, but similarly positioned player. The deal, worth around the $1.5B mark,...
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Oracle Shows its Hand–Enterprise Software Gets a Whole Lot More Interesting...
A couple of weeks ago when the war of words between oracle CEO Larry Ellison and Salesforce CEO Marc Benioff went down, many of us characterized the battle as the tired old vendors versus the new...
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NetSuite and Oracle–Competition or Acquisition?
It’s plainly clear that traditional software vendors can no long rubbish this new breed of Cloud vendors. While once Oracle, Microsoft and SAP could pour scorn at the little pests sniping at their...
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Silicon Angle Interview–What’s New and News in the Cloud
While I was in Las Vegas a few weeks ago I took the opportunity to sit down with Alex Williams, Cloud editor of Silicon Angle, and Stu Miniman from Wikibon, to film a video interview. The interview cam...
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Cloud ERP Starts to Break Out–NetSuite Reports Good Numbers
Last week say NetSuite report it’s Q2 revenue and earnings – hi level numbers include; Subscription and support revenue was $61.0 million, a 27 percent increase on an annual basis Cash flows from...
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TechCrunch Wrote a Post, Oracle got Pissy. Sigh
So Alex Williams (a great guy, good friend and awesome cloud pundit) wrote a post a week or two ago entitled “Why The Open Cloud Wins And Oracle Loses When IT Gets Virtualized.” (subtle huh?) Oracle...
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Forrester Confuses “Best” with “Most Accessible”
I’ve got a love/hate relationship with the traditional analyst firms. Their people are incredibly smart and very thorough, but sometimes in their search for massive levels of details, they miss the...
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Oracle Acquires Nimbula–and by Default Becomes Part of OpenStack (OMFG)
Now this is one for the books, Oracle this morning announced that it has acquired cloud operating system vendor Nimbula who, only last November, announced that it was joining the OpenStack initiative....
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NetSuite Smacks SAP and Microsoft–Remains Surprisingly (Or Not) Silent on Oracle
Recently NetSuite CEO Zach Nelson made a number of comments about NetSuite competitors. The comments, part of the company’s Q4 earnings call, were aimed at convincing the marketplace that both SAP and...
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A Big Week for Oracle – Ellison Yet Again Proves He’s a Master Strategist
So… What to make of all this. In the space of a week we have Oracle announcing deep partnerships with Microsoft, NetSuite and Salesforce. In the case of NetSuite and Salesforce the deal sees those two...
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SAP+hybris – Omnichannel Buzzword Bingo or Delivering a True Step-Change?
Disclosure – many of the companies mentioned in this post have been consulting clients – Full details on my disclosure page. A few months ago when SAP announced its acquisition of commerce systems...
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Oracle, In-Memory and Ringing Endorsements
It’s the week of Oracle Open World and a buoyant Larry Ellison gave an animated performance at his keynote announcing a number of new products and services – his performance was in stark contrast to...
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