3 Reasons Why A New Bottom For Gold Will Likely Prove Elusive For Now [View article]
Would anyone like to comment on the huge short interest in gold, how recent short interest build-up influenced price action, and how the shorts will cover? http://1.usa.gov/101iROE
very impressive results.. Client organization expansion potential cited in the Q&A, in addition to an expanding sales force and strong brand, leaves ample room for future top line growth (long term). In addition, Q4-2012 (and 2013) could be when contract value significantly expands due to the Burton Group acquisition (expanding the product portfolio offering with the Gartner for Technical Professionals product http://bit.ly/QNqoZf ) positively working into the yearly sales cycle and raising contract value per client.
Disclaimer: I formerly worked for Gartner and currently own Gartner shares.
Oracle A Buy On 2 Newest Acquisitions [View article]
The article seems to have been published on June 11, but talks about a June 6th announcement in the future tense ("On June 6, 2012 CEO Larry Ellison and President Mark Hurd will deliver"). very strange...
What was industry sentiment and views on the 'announcement'?
CORRECTING and REPLACING Progress Software Announces Strategic Plan to Increase Growth, Profitability and Shareholder Value [View article]
IT industry analysts are not too pleased with the #PRGS announcement. You can learn more about what Forrester and MWD Advisors have to say about the news in my blog post: http://bit.ly/IGWQc9
Disclaimer: I work for a competitor who offers a 100% open source enterprise application platform.
Dana, your thesis " clouds are the first enterprise technology to be developed in the era of open source. For cloud vendors, fealty to open source is a necessity" is not proven in your post.
First, Cloud is not 'enterprise technology'. As defined by NIST [1], Cloud services exhibit a set of characteristics (i.e. On-demand self-service, Broad network access, Resource pooling, Rapid elasticity, Measured service). The characteristics are orthogonal to open source.
Platforms in the cloud deliver services instead of source code. Creating Cloud hosted ecosystems does not require open source, but open APIs and bundled revenue opportunity (based on network effect). For example, FaceBook, Amazon Stores, eBay Sellers, Twitter, and SalesForce.com.
Open source, open license, open architecture, open business models, open standards, and open interoperability do have significant benefits to developers and IT teams. The biggest benefit, minimizing lock-in, is highly desired in most all IT procurement decisions. Interest in minimizing lock-in has increased due to the nascent nature of Cloud offerings.
VMWare Cloud Technology Bows To Open Source [View article]
I agree with Big DD. Cloud Foundry is a trojan horse to sell proprietary VMWare data center products. For example, vFabric, vSphere, and vEverything ;) Gotta keep the street happy.
VMWare does not have a significant, 100% open source heritage. Their biggest claim to open source fame is buying SpringSource, and then using SpringSource as a cornerstone of the proprietary vFabric offering.
If you still believe VMWare courts developers and operations through open source, show me their Git, SVN, or Maven repo for all their products?
disclaimer: I work for a competitor in the application platform market space...
LinkedIn: Maybe the First Social Media IPO, But Not the Best [View article]
The blog post does not recognize LinkedIn's value proposition and user base. 'page views' and 'time spent on site' are appropriate metrics for business models relying on advertising. LinkedIn should not follow the advertising revenue model.
Business professionals do not desire to be bombarded with 'free ads'. LinkedIn should continue their monetization strategy of 'pay per transaction'. LinkedIn is a gatekeeper to a valuable group of professionals. The biggest question is 'Will professionals pay to network with other professionals?'
Playing the Auto Bailout With Yields as High as 45% [View article]
Ford and GM are in a negative equity situation . Buying debt instead of stocks may be a "safer way of speculating on the autos ", but the author is presenting a biased view pandering to greed and ignores presenting the risk exposure. The standard disclaimer, "Research the details on these securities before investing" included in the posting doesn't provide any guidance on balance sheet direction, debt structure, and scenarios where investment value could quickly drop to zero.
Is Gold Foreshadowing A Stock Market Implosion? [View article]
Also, obviously, short sellers made a significant amount of money last week.
3 Reasons Why A New Bottom For Gold Will Likely Prove Elusive For Now [View article]
Gartner's CEO Discusses Q2 2012 Results - Earnings Call Transcript [View article]
Disclaimer: I formerly worked for Gartner and currently own Gartner shares.
Oracle A Buy On 2 Newest Acquisitions [View article]
What was industry sentiment and views on the 'announcement'?
Revenue And Customer Impact From Progress Software's Shifting Strategy [View instapost]
Revenue And Customer Impact From Progress Software's Shifting Strategy [View instapost]
VMWare Cloud Technology Bows To Open Source [View article]
Disclaimer: I work for a competitor in the application platform market space. Also, I am long VMW
CORRECTING and REPLACING Progress Software Announces Strategic Plan to Increase Growth, Profitability and Shareholder Value [View article]
Disclaimer: I work for a competitor who offers a 100% open source enterprise application platform.
Microsoft's Open Source Problem [View article]
First, Cloud is not 'enterprise technology'. As defined by NIST [1], Cloud services exhibit a set of characteristics (i.e. On-demand self-service, Broad network access, Resource pooling, Rapid elasticity, Measured service). The characteristics are orthogonal to open source.
Platforms in the cloud deliver services instead of source code. Creating Cloud hosted ecosystems does not require open source, but open APIs and bundled revenue opportunity (based on network effect). For example, FaceBook, Amazon Stores, eBay Sellers, Twitter, and SalesForce.com.
Open source, open license, open architecture, open business models, open standards, and open interoperability do have significant benefits to developers and IT teams. The biggest benefit, minimizing lock-in, is highly desired in most all IT procurement decisions. Interest in minimizing lock-in has increased due to the nascent nature of Cloud offerings.
[1] http://1.usa.gov/ILl7f3
VMWare Cloud Technology Bows To Open Source [View article]
VMWare does not have a significant, 100% open source heritage. Their biggest claim to open source fame is buying SpringSource, and then using SpringSource as a cornerstone of the proprietary vFabric offering.
If you still believe VMWare courts developers and operations through open source, show me their Git, SVN, or Maven repo for all their products?
disclaimer: I work for a competitor in the application platform market space...
LinkedIn: Maybe the First Social Media IPO, But Not the Best [View article]
Business professionals do not desire to be bombarded with 'free ads'. LinkedIn should continue their monetization strategy of 'pay per transaction'. LinkedIn is a gatekeeper to a valuable group of professionals. The biggest question is 'Will professionals pay to network with other professionals?'
S&P 500 P/E Ratio Nearly Doubles [View article]
www2.standardandpoors....
Playing the Auto Bailout With Yields as High as 45% [View article]