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Citrix’s Collaboration Business Offers Strategic Options

Posted on Tuesday, Jul 3rd

I wrote about Citrix being an acquisition target for Oracle recently on the grounds of their on-demand collaboration product suite. Since then, I did a bit of digging on the numbers for the Citrix Online business. Whereas Citrix (NASDAQ: CTXS) is primarily an enterprise software company with: * $1.134B revenue 2006 * 60 million users

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Salesforce.com’s Incubator: René Bonvanie (Part 11)

Posted on Saturday, Jun 16th

To conclude the interview, I bring up the topic of branding. It seems obvious that Salesforce is moving beyond what it’s name suggests it offers clients. At this point, their brand is vastly less ambitious than the company. SM: My final question is regarding AppExchange. Salesforce seems to be moving beyond CRM. RB: We are

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Oracle Acquires Hyperion

Posted on Thursday, Mar 1st

Continuing his acquisition binge, Ellison acquires Hyperion (HYSL) for $3.3 Billion. This also continues the consolidation of the Enterprise Software space, which is now only left with SAP as the major other player. WSJ Coverage here. There are, however, a number of mid and small sized companies: Opentext (OTEX; Content Management; Market Cap $1.08 Billion),

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And now, get some glue

Posted on Tuesday, Sep 13th

Larry’s dessert ought to be a small gift to his professional services organization who must be reeling at the moment!

Oracle: Next stop, Manhattan

Posted on Wednesday, Jul 6th

Venture Wire reports: Software giant Oracle Corp. said it agreed to acquire retail software maker ProfitLogic Inc. for an undisclosed sum – its second acquisition in the retail software sector this year – as it bolsters its challenge to publicly traded SAP AG. Oracle and SAP, bitter rivals in the $9 billion business -management software

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