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Some thoughts regarding the ongoing changes in the enterprise software industry. Monday, June 18, 2007. Oracle Q4 Further Validation of Oracle’s Consolidation Strategy. Well it’s that time of year again. No we’re not referring to the upcoming July 4th holiday, rather we’re talking about the all important upcoming May fourth quarter report from Oracle. Our checks to date generally confirm these expectations. The services ecosystem around Oracle has been going flat out. Posted by jcm at 10:25 AM. The conso...

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Some thoughts regarding the ongoing changes in the enterprise software industry. Monday, June 18, 2007. Oracle Q4 Further Validation of Oracle’s Consolidation Strategy. Well it’s that time of year again. No we’re not referring to the upcoming July 4th holiday, rather we’re talking about the all important upcoming May fourth quarter report from Oracle. Our checks to date generally confirm these expectations. The services ecosystem around Oracle has been going flat out. Posted by jcm at 10:25 AM. The conso...

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peripheral vision | remsenburg.blogspot.com Reviews

https://remsenburg.blogspot.com

Some thoughts regarding the ongoing changes in the enterprise software industry. Monday, June 18, 2007. Oracle Q4 Further Validation of Oracle’s Consolidation Strategy. Well it’s that time of year again. No we’re not referring to the upcoming July 4th holiday, rather we’re talking about the all important upcoming May fourth quarter report from Oracle. Our checks to date generally confirm these expectations. The services ecosystem around Oracle has been going flat out. Posted by jcm at 10:25 AM. The conso...

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peripheral vision: Top Ten Reasons Why Oracle is on a Roll

http://remsenburg.blogspot.com/2007/03/top-ten-reasons-why-oracle-is-on-roll.html

Some thoughts regarding the ongoing changes in the enterprise software industry. Friday, March 23, 2007. Top Ten Reasons Why Oracle is on a Roll. 10 Oracle was early in its recognition of the growing maturity of the enterprise software market and the need for substantial consolidation. 9 Oracle’s CEO Larry Ellison has refocused his energies on technology and vision rather than sales. 6 Lifetime support for all acquired products, reducing customer anxiety and further reinforcing a customer-centric view.

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peripheral vision: January 2006

http://remsenburg.blogspot.com/2006_01_01_archive.html

Some thoughts regarding the ongoing changes in the enterprise software industry. Tuesday, January 24, 2006. Some Thoughts on the Boom in Software Consolidation. What is driving the merger and acquisition boom in the enterprise software industry? Pricing pressures, industry maturation) Is it good? Only if acquiring companies learn from earlier problems) Will it work? Some will, some won’t, with the critical variable being the quality and capabilities of management). This has made it much more difficult fo...

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peripheral vision: Oracle and Agile a Natural Combination; Where is SAP?

http://remsenburg.blogspot.com/2007/05/oracle-and-agile-natural-combination.html

Some thoughts regarding the ongoing changes in the enterprise software industry. Wednesday, May 16, 2007. Oracle and Agile a Natural Combination; Where is SAP? Last night Oracle announced that it has reached agreement to acquire Agile Software for $8.10 per share or approximately $495 million in cash. The deal is expected to close in the second half of July. Separately and for what it’s worth, our checks on Oracle’s business momentum for the all important May quarter have been to date quite positive with...

4

peripheral vision: June 2006

http://remsenburg.blogspot.com/2006_06_01_archive.html

Some thoughts regarding the ongoing changes in the enterprise software industry. Tuesday, June 27, 2006. Enterprise Software Who Would Have Thought it would be Boring? Our demand checks for enterprise software spending have for the most part been quite positive. Discussions with systems integrators, consultants, field sales managers, and market research sources generally indicate that demand continues to gradually improve. Field managers appear to be hitting numbers. We would point to results from a wide...

5

peripheral vision: SAP’s Miss – Market Slowdown or Market Shift?

http://remsenburg.blogspot.com/2007/01/saps-miss-market-slowdown-or-market.html

Some thoughts regarding the ongoing changes in the enterprise software industry. Tuesday, January 16, 2007. SAP’s Miss Market Slowdown or Market Shift? SAP’s disappointing Q4 results raise the critical question as to what do they mean. Is it a company specific issue, or is it a reflection of a broader weakening of demand for enterprise software. Is it an indication of a slowing demand for applications software? Is it an execution problem at SAP? SAP has generally been very effective in managing its sales...

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blueatlasmanagement.com

Blue Atlas Management, LLC

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Fter more than 20 years following the enterprise software industry as a "sell-side" investment research analyst for the institutional investor market, we have decided to become an independent consultant. We intend to share our thoughts regarding the software industry in periodic articles on our blog " Peripheral Vision. Lue Atlas can augment investors' and advisory firms due diligence efforts to evaluate software opportunities with respect to products, competitive position and overall growth prospects.

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remsenburg.blogspot.com

peripheral vision

Some thoughts regarding the ongoing changes in the enterprise software industry. Monday, June 18, 2007. Oracle Q4 Further Validation of Oracle’s Consolidation Strategy. Well it’s that time of year again. No we’re not referring to the upcoming July 4th holiday, rather we’re talking about the all important upcoming May fourth quarter report from Oracle. Our checks to date generally confirm these expectations. The services ecosystem around Oracle has been going flat out. Posted by jcm at 10:25 AM. The conso...

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