Informatica: Acquisition Target?

Informatica Corporation (NASDAQ: INFA) is a leading data integration enterprise that serves over 2,850 companies worldwide for their end-to-end data integration needs. The various enterprise-wide data integration and data quality solutions that its products support encompass a vast range including data consolidation, data synchronization, data governance, and data warehousing. INFA’s data quality products also support

Read Full Article »

Enterprise 3.0 = (SaaS + EE + SME + TWS)

So the variable I talked about adding to the Enterprise 3.0 formula is Small Medium Enterprise (SME). Why is SME important? You’ve heard me say this before. But let me reiterate. For one thing, there are 25 Million of them, with an enormous spending power. To give you an example of a software company that

Read Full Article »

Enterprise 3.0 Framework: Recap

I wrote a framework piece defining next generation Enterprise software, and wrote a number of derivative pieces on the subject about specific companies. Just like we added to the Web 3.0 framework last week, this week we need to add to the Enterprise 3.0 framework as well. But first, here’s the recap. Definition: Enterprise 3.0

Read Full Article »

The Next Big Innovation in Microprocessors: Anant Agarwal (Part 15)

SM: What you are proposing sounds very disruptive. AA: It is completely disruptive; we can displace, depending on the market, FPGAs, DSPs, processors, ASICS. Right now initial markets are really in networking, but the fundamental technology is revolutionary. It will be the way all multicore systems are built in the future.

The Next Big Innovation in Microprocessors: Anant Agarwal (Part 11)

One of the greatest challenges with Massively Parallel Computing is Programmability. Anant explains Tilera’s approach to software and tools in more detail, and his “gentle slope programming” concept. SM: You created all of the tools from scratch, or did you base them on existing tools? AA: We invented all of this, and it is very

Read Full Article »

The Next Big Innovation in Microprocessors: Anant Agarwal (Part 10)

Here Anant discusses his final area of innovation in Tilera, which is the piece which really supports their go-to-market strategy and allows companies to become early adopters of multicore processors. SM: What is the final innovation? AA: The fifth and final innovation is in software. The third “P” is programmability. There, we have done some

Read Full Article »

Concur’s SME Opportunity

I have just published an interview with Steve Singh, Concur’s CEO. In it, I trace the Concur (Nasdaq: CNQR) story in a great deal of detail that is well worth understanding, to see why this company has a strong growth opportunity ahead. As I said earlier, the SaaS and Extended Enterprise trend alignment are good

Read Full Article »

Enterprise 3.0 Event: Nuggets

Here are some of the nuggets from the MIT Enterprise 3.0 event last night: * If you are an entrepreneur looking for opportunities to focus on, there are white spaces in the portfolios of larger players like Microsoft, Google and Cisco, especially in the area of Prosumer productivity and collaboration. Probably more built-to-flip models. *

Read Full Article »