Is Motorola (MOT) 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.

In particular, he thinks the company is considering narrowing its focus to the government and enterprise markets, and gradually transitioning its carrier and cable businesses. He says the company is “in advanced discussions” with Huawei on a sale of all or parts of its wireless infrastructure business, and that it is also reviewing the possible sale of its set-top box business.

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Oracle (ORCL) 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.)

Guidance for the May quarter was below the consensus, although a few analysts asserted that they were likely in line with the “whisper” numbers expected by the buy side. Pacific Crest’s Brendan Barnicle points out that the Street seems to have been caught by surprise in terms of the strength of the company’s European business in the latest quarter; he notes that most analysts do their channel checks in North America, where business was slower.

Overall, the Street continues to view Oracle’s large installed base of maintenance-paying enterprise customers as a protective shield from the broader economic downturn; to many, Redwood Shores looks like a pretty good place to hide out from the storm.

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Is it a coincidence that Apple’s (AAPL) 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.

Today’s iPhone update is Apple’s first salvo of many in its fight against Research In Motion (RIMM) for dominance over the cellphone industry. Some might say Apple’s decision to update the iPhone is pure coincidence, but I don’t think that the company is that naive.

Apple realizes that RIM is releasing a major offering that could shake Steve Jobs and Co. to its core, and it doesn’t want anyone to think it’s not doing everything it can to continually update its own product.

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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?

Gartner, apparently. According to Gartner, that widespread adoption is cause for alarm, as Glyn Moody rightly notes (and pillories). Somehow, Gartner assumes that if 85 percent are using open source and 69 percent don’t have a formal open-source management team, the world is going to end.

As Moody notes, however, IT organizations have virtually nothing to worry about when adopting open source:

“About a dozen times a year,” [Software Freedom Law Center general counsel Eben] Moglen says, “somebody does something [that] violates the GPL. Most of the time, they’re doing so inadvertently, they haven’t thought through what the requirements are. And I call them up and I say, ‘Look, you’re violating the GPL. What you need to do is this. Would you help us?’” The answer is invariably yes, he says.

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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). Google is updating users through a forum on Google Groups. A lot of frustrated Gmail users used Twitter to voice their grievances, which, surprisingly, handled this sudden spike in traffic extremely well.

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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.

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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 year end. In the report “Top Enterprise Web 2.0 Predictions For 2008,” analyst Oliver Young gives three reasons why he thinks 2008 is the year that “IT departments will take their heads out of the sand and embrace Web 2.0 technologies.”

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