Around the Web

April 29: Seeking Alpha on VMware and Salesforce

10 May 2010 0 comments

Seeking Alpha features a short article on Salesforce and VMware with respect to the unfolding competitive dynamics in the “cloud” space.  The author is suitably cynical about much of the hype and makes some interesting observations about the aspirations and limitations of these cloud pioneers.  There has been lots of hype around cloud, including some [...]

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Mar 3: SAP Providing Simplified BI Tools? – Will believe It When I See It

3 March 2010 0 comments

CIO has a blog post on SAP BI tools.  The link is here.  It is an important topic and one where SAP has really failed to deliver in the past.  I pointed out in my comment on the CIO blog that SAP’s gaps are greater than just interface.  They have also failed to provide a [...]

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Feb 17: Web Buzzing with SAP Acquisition Talk

17 February 2010 0 comments

I completely understand why this talk is coming up given the weak performance and unclear direction of the company.  I also believe that SAP would be a hard company to acquire.  Some good thoughts on this at Enterprise Irregulars.  The link is here.

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