Analyst Perspectives

Looking forward to Oracle OpenWorld, I was recalling that about 20 years ago, when I started covering the software industry as a Wall St. analyst, I paid a visit to the company. There were many fewer database-shaped glass buildings there in Redwood Shores then but the lack of corporate focus on business applications and users remains unchanged.

At the eye of the tornado of accusations, rumors and gossip in Silicon Valley that began with CEO Mark Hurd’s departure from Hewlett-Packard are the internal politics and lack of management procedures and oversight at the company. I have pointed out a connection not discussed elsewhere to issues around the enterprise software efforts at HP (See: “HP Scandal Reflects on Enterprise Software Issue“). Now with Oracle CEO Larry Ellison’s hiring of Hurd as president and appointment of him to the ...

The recent turmoil at Hewlett-Packard that went public with news of the resignation of CEO Mark Hurd is only superficially about the facts of the scandal or the question of who will be the new CEO, sexy as those issues may be. What it really shines a light on is the performance of the company itself. I wrote earlier this year (See: “HP Takes Technology Portfolio to the Clouds with New Growth Strategy”) about the challenges HP faces in building its brand credibility and gaining traction to...

The battle for business analytics rages on. IBM, Oracle, SAP and SAS as billion dollar and larger companies each combine analytic computation and processing in the underlying data but Teradata remains a key player. For its part Teradata used its annual Partners conference to tout the next generation of analytics in its product portfolio and brought along customers to testify to their success in using its technology.

At its annual conference Oracle OpenWorld this year Oracle flexed its muscles as a technology giant. The company has been steadily growing through acquisitions to expand its database, middleware and applications, and the recent acquisition of Sun Microsystems gives it a way to sell hardware for servers and storage. This momentum is enabling Oracle to develop new streams of revenue, which were on display at OpenWorld in offerings such as a new generation of appliances from Oracle Exalogic for...

At the eye of the tornado of accusations, rumors and gossip in Silicon Valley that began with CEO Mark Hurd’s departure from Hewlett-Packard are the internal politics and lack of management procedures and oversight at the company. I have pointed out a connection not discussed elsewhere to issues around the enterprise software efforts at HP (See: “HP Scandal Reflects on Enterprise Software Issue“). Now with Oracle CEO Larry Ellison’s hiring of Hurd as president and appointment of him to the ...

The recent turmoil at Hewlett-Packard that went public with news of the resignation of CEO Mark Hurd is only superficially about the facts of the scandal or the question of who will be the new CEO, sexy as those issues may be. What it really shines a light on is the performance of the company itself. I wrote earlier this year (See: “HP Takes Technology Portfolio to the Clouds with New Growth Strategy”) about the challenges HP faces in building its brand credibility and gaining traction to...