SandHill.com: Week In Review

Business Strategy for Software Executives

April 18, 2008

 

News SummaryWhere the Dollars Flow

Strong Q1 profits appear despite slowed economy, SaaS evolves to PaaS and DaaS, giants partner to capture mid-market revenue, Oracle expands SAP lawsuit, MySQL causes uproar and more software news of the week.

First quarter reports are in, and IBM is the big winner. It surpassed profit estimates, thanks in large part to its ability to withstand the US economic slowdown because of IBM's large percentage of revenue from countries outside the US.

Google's profit from the first quarter showed a strong rise. Analysts' eyes are turned now to Yahoo's earnings report due next week, which may indicate strength to continue fighting off Microsoft's takeover bid.

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Software 2008 is Just 2 Weeks Away!

Don’t miss your opportunity to network with the largest group of enterprise software and services executives assembled this year. Software 2008 takes place on Sept. 29-30 at the Mandalay Bay in Las Vegas, Nevada. Keynote speakers include Dave DeWalt of McAfee, Jesper Andersen of Oracle and Surya Kant of TCS. Up-and-coming company CEOs will share their case studies of fast-growth as part of the Innovation Showcase. And breakout session tracks will take an in-depth look at the latest issues for software vendors, such as SaaS/Cloud Computing, open source and Enterprise 2.0. Register now and be a part of this unique gathering!

SANDHILL.COM BLOG POST OF THE WEEK:

Is SOA Getting Boring? A Conversation with Steve Mills

At IBM"s annual Impact SOA bash last week, software group head Steve Mills stated that the next frontier for SOA is really not a frontier at all: it's the basic blocking and tackling of getting Enterprise Service Bus (ESB) backbones to deliver the high levels of ACID reliability and fault recovery now taken for granted with OLTP transaction systems. In other words, when you start thinking about enterprise SOA, you"d better expect rollback, compensation, and high availability features that are taken for granted with online transaction systems.

By comparison, IBM's message last year was that it was time for SOA to graduate from IT and get driven by the business. No matter, when we sat down with Mills afterward, we asked him if this meant that SOA was getting, well, kind of humdrum.

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This Week's M&As

Read the full list of recent M&A deals >>


The Week's VC Deals

Read the full list of recent VC deals >>


Execs on the Move: April 14, 2008

New executives step up at Adobe Systems. and other companies.

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