Is Motorola planning to hold a fire sale?
Oppenheimer analyst Ittai Kidron observes in a research note that the company continues to plan the spin-off of its crumbling handset business sometime next year. But he says checks suggest the company is in the middle of strategic planning process that could lead to other asset sales as well over the next 12 months.
Oracle shares today have rallied impressively following last night’s better-than-expected results for its fiscal third quarter ended in February. The analysts who track the stock were generally impressed with the numbers; I would note that is the same crew that had been cutting expectations heading into the quarter. (Though even most of the estimate-cutters continued to recommend the stock.)
Is it a coincidence that Apple’s iPhone 2.2 update was released on the same day the BlackBerry Storm hit stores with a touchscreen, 3G connectivity, and enterprise-friendly functionality that rivals anything Apple has on the market? I think not.
Admit it. When you read that headline–“Gartner: 85 percent of enterprises using open source”–you assumed that was a good thing, right? Who’s afraid of enterprises saving a lot of money and getting much more flexible IT for their IT budgets?
Today, Google’s Gmail service experienced a system-wide outage that affected regular Gmail accounts as well as enterprise users. In the course of the afternoon, the service came back up for a little while, but as of now, there are still a lot of users who can’t access their accounts (Update: looks like Gmail is now up and running again).
A new study, released Tuesday by McKinsey & Company, reveals in some of the clearest terms yet the sea change that is under way in business software. The consulting firm surveyed more than 850 corporate software buyers, from firms of all sizes, and found that software-as-a-service is rapidly “becoming mainstream,” with three-quarters of software buyers saying they are “favorably disposed to adopting SaaS platforms” for software development and deployment. The rapidly growing embrace of Web applications is leading, says McKinsey, to a fierce competitive battle, between “traditional mega-vendors and the larger SaaS incumbents,” for the future of the enterprise software business.
According to Forrester Research, there will be “strong demand” for Web 2.0 tools in the enterprise in 2008. Even though 42% of enterprises say adding Web 2.0 tools is not on their agenda, according to a Q3 2007 survey, Forrester expects that half of those will change their mind and embrace Web 2.0 tools by [...]
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