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HOT TOPICS
- The Accelerator Conundrum
- The Startup Velocity Question
- Platform as a Service
- Man and Superman
- Web 3.0 = (4C + P + VS)
- The Future: End of Capitalism
- Capitalism 2.0
Oracle Acquires Hyperion
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),
Future of CAD and PLM: Part 2
In Future of CAD and PLM : Part 1, I mainly discussed the enterprise software workflow and trends around which the reshuffling of the industry will happen, and I said that Autodesk is by far the best positioned to reap the benefits of this shuffle. In this piece, I want to discuss Hardware and OS.
Leapfrog’s Turnaround Strategy
Leapfrog (LF) seems to be in desperate need of a turnaround. Given how good a brand it has, this is a sad state of affairs. The company has had a recent CEO change, and I am happy to see that the new recruit comes from the Online world. My own thesis on Leapfrog is that
Future of CAD and PLM: Part 1
I wrote a number of articles about the CAD / PLM industry over the last few weeks, especially bringing them in the context of the Extended Enterprise trend. In CAD PLM Shuffles and SaaS: PLM and The Extended Enterprise, I discussed some of the recent changes in the PLM landscape (UGS’ acquisition by Siemens, IBM’s
Design Collaboration in the Extended Enterprise?
Recently, I saw a comment from Carl Bass, CEO of Autodesk, that he intends to keep Autodesk focused on CAD and PDM (Product Data Management), and leave Enterprise PLM (Product Lifecycle Management) to the other players. This, for me, raises the question: Where does Design Collaboration sit in the enterprise workflow? In my recent Extended
Eric Jackson’s Yahoo Plan B
The full plan is here. My writings on the topic are here and here. More than the Plan B itself, I find fascinating the fact that a shareholder who owns only 45 shares can generate this much momentum to catch the attention of a Fortune 500 company. Terry Semel delivered a fantastic first turnaround on
SME ERP: Netsuite + (eBAY AND AdSense)
Recently, I pointed out that there are 20 Million businesses in the US that don’t have any employee. These include ecommerce businesses that thrive on eBAY and small publishing businesses that leverage Google AdSense. I have also discussed the SaaS trend at length, and covered the NetSuite IPO that is coming. Netsuite has recently done
Lufthansa to Buy Blog Ads via Washington Post
Via Steve Rubel: “Marketing Vox says that Lufthansa is buying ads on 100 travel blogs, all of them in the WashingtonPost.com’s Sponsored Blogroll program. I continue to think this program is a winner for everyone involved – the bloggers, media and advertisers.” I am talking with both Washington Post and FM right now, trying to