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Dennis Byron

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No Investment Opportunity in Cloud Computing
on Thu, Dec 30, 2010 • IBM, ORCL, MSFT • 6 Comments
Enterprise Software Is Alive and Well
on Wed, Dec 22, 2010 • 2 Comments
'Death of the PC' Is Premature Prediction
on Thu, Dec 16, 2010 • VMW, GOOG • 4 Comments
Like Oracle Said, Sun Acquisition Was All About Java
on Fri, Dec 10, 2010 • ORCL, GOOG, HPQ • 7 Comments
SAP Needs Some Shai Agassi-Style Global Thinking Now
on Mon, Nov 29, 2010 • SAP • 1 Comment
SAP: Pay Oracle and Get Out of Dodge
on Mon, Nov 29, 2010 • SAP, ORCL • 3 Comments
Red Hat Is Last Man Standing in Open Source Market
on Mon, Nov 8, 2010 • RHT • 4 Comments
Is Red Hat Just Like IBM, Microsoft, Oracle, Salesforce and SAP?
on Thu, Oct 21, 2010 • RHT, MSFT, ORCL • 22 Comments
Software Top 100 Ranking Shows Market Dynamics
on Thu, Oct 21, 2010 • ORCL, IBM, SAP • Comment!
The End of 'Software and Services' at Microsoft
on Tue, Oct 19, 2010 • MSFT • 1 Comment
Who's on Board at HP: Much Ado About Nothing
on Sun, Oct 3, 2010 • HPQ, ORCL • 4 Comments
Obamacare: And the IT Winner Is ... Dell / Perot / Texas?
on Sun, Oct 3, 2010 • DELL, PER, MSFT • 2 Comments
SaaS Just a Sliver of a Splinter of IT Spend
on Sun, Sep 26, 2010 • INTU, IBM, SAP • 6 Comments
Enterprise Software, Cloud, SaaS and Open Source: Not Separate Markets
on Thu, Sep 23, 2010 • ORCL, IBM, MSFT • 3 Comments
Gartner Predicts 2010 Enterprise Software Revenue
on Tue, Sep 21, 2010 • INTU, MSFT, ORCL • Comment!
Follow the Money to Find ERP Leaders
on Tue, Aug 31, 2010 • ORCL, SAP, INFA • Comment!
Intel Acquisition of McAfee Not So Puzzling
on Sun, Aug 22, 2010 • INTC, MFE • 4 Comments
Expect HP Revenue Miss, Improved Profits From Hurd Scandal
on Tue, Aug 10, 2010 • HPQ • 1 Comment
Beware the Internet: 'Dow Jones Sues Oracle' Over GSA List
on Tue, Aug 3, 2010 • ORCL • Comment!
Enterprise Software: Don't Believe Everything You Read II
on Thu, Jul 29, 2010 • IBM, SAP, ORCL • Comment!
Don't Compare Microsoft to Apple and Google
on Sun, Jul 25, 2010 • MSFT • 2 Comments
Enterprise Software: Don't Believe Everything You Read
on Tue, Jul 20, 2010 • IBM, MSFT, ORCL • Comment!
Dog Bites Man: EMC Acquires Greenplum
on Fri, Jul 9, 2010 • EMC, ORCL, JAVA • 2 Comments
Microsoft: NYT Article Misleads Investors
on Mon, Jul 5, 2010 • MSFT, AAPL • 44 Comments
Oracle: Bellringer, Not Bellwether
on Fri, Jun 25, 2010 • ORCL • 3 Comments
Infor Chooses Microsoft: Battling IBM... and Battling Microsoft
on Thu, Jun 24, 2010 • MSFT, IBM • 3 Comments
Forbes Releases Cloudy View of Cloud Computing
on Mon, Jun 21, 2010 • EMC, VMW, IBM • 6 Comments
Progress Software: Makes Cuts, Drops Its General Motors Dream
on Fri, Jun 11, 2010 • PRGS • Comment!
Why Would Icahn Care About an ERP Company?
on Wed, Jun 9, 2010 • LWSN, INTU, MSFT • 2 Comments
Why Is IBM Getting Back Into EDI?
on Tue, Jun 1, 2010 • IBM • Comment!
Will Salesforce.com Just Quietly Pay Microsoft?
on Wed, May 19, 2010 • CRM, MSFT • 1 Comment
Microsoft Jumps in Consumer Satisfaction
on Tue, May 18, 2010 • MSFT • 1 Comment