We’re starting off what will likely (but you never know these days!) be a quiet week in the markets. Top of the news is the announcement by Oracle that it will be supporting at least some of its PeopleSoft and JD Edwards applications on Amazon’s EC2. This seems a reversal for the company, who had…
Even as economic conditions worldwide appear to be improving at the macro level, there are renewed pressures on the Eurozone sovereign debt issue, and concerns that managing a global shift from stimulus to the control of debt and inflation will be challenging. Bond ratings for Ireland sunk and there may be further revisions in bond…
There are renewed stories that NSN is looking to sell about a third of itself to a private equity consortium. The stories aren’t indicating at this point how the share would be divided among the buyers, nor where it would come from in terms of Nokia and Siemens. It’s a classic good news versus bad…
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Enterprises are pushing through a set of complex political and project dynamics in 2011 according to our surveys. The changes and their motivations offer us an interesting view on the cross-currents that really define what enterprises buy and how they buy it. Thus, they offer a vision of what we could expect in terms of…
In the last week we’ve seen web attacks, password and private data theft, and in all a lot of things that raise the fair question of whether the Internet is becoming the wild west. It has been for some time, of course; what’s happening online now is simply a continuation of a set of problems…
The holiday season is always dominated by consumerism, but it should be pretty clear to everyone that networking itself is increasingly dominated by the consumer. I think that we’re headed very quickly for a time when the consumer essentially funds all public networking, creates the design paradigms and the economic trade-offs. Along the way, though,…
The economic situation worldwide continues to become more clear and more stable, though it’s sometimes hard to glean that out of the media processes. Yes, there are still issues aplenty, but under all the swoops and swings of financial news and even financial markets, there is a clear sense that we’re trying to manage a…
Google’s let the industry have its first look at Chrome OS, which it sees as being the framework for a “cloud client” device and a platform that combines a Google desktop position with one in the smartphone space (Android) and a service-side position (Google’s cloud services) to create a new and complete (yes, and completely…
Google, master marketer, may be showing some signs of excessive spread. The company has launched its long-awaited Google Editions and also the next generation of its Nexus phone, and while supporters are trying hard to find great things to say about both, it seems clear to me that neither is fully baked. Google Editions is…