Showing posts with label Oracle. Show all posts
Showing posts with label Oracle. Show all posts

Wednesday, October 5, 2011

Larry Ellison tells HP Shareholders how smart their board is

On CNN Money there was a piece the other day Oracle kicks HP while it’s down. But why?

Unkind people would say because its hard not to. In reality its because HP is rapidly going from Silicon Valley icon to the punch line of a joke.

Between new CEO, Meg Whitman, claiming she’s ideally suited to running HP because “I bought a lot of software. I was one of the largest enterprise customers in Silicon Valley”, and paying out Leo for 11 months of spectacular decline.

Leo got $11 million. $7.2 million just to go away and $2.4 million for ‘results based bonus’. Results Based Bonus?!

Lets see, shut down the whole Palm thing, a share valuation that jumped off a cliff and putting it out there that HP will get out of the server/PC business and he gets a performance based bonus? I suppose if the bonus is based on decimating the company, then I guess its justified.

The best bit is they’re paying him to go back to France or Belgium and if he loses money on selling his house in California HP will kick in up to $300,000 to help poor Leo.

The reason Larry wants to kick HP while they’re down is because they deserve it!

Hell! I want to kick HP. This just makes me angry. Its stupidity of such a colossal scope. A Board that obviously did nothing to keep the CEO under control and now wants to keep its job by hiring Goldman Sachs to deal with ‘activist’ shareholders.

The best thing that could happen to HP right now would be for Oracle to buy them out and let Larry treat the HP Board to a bit of Ellison love.

Wednesday, August 31, 2011

Your ERP System will Change the World. True.

A friend of mine sent me a link to a page that manages to equate the revolutions spreading across the Middle East to the claimed revolutions included in the latest versions of an ERP system - Pronto.

Who’d a thought it.

All we have to do is hand out copies of Pronto to dictators everywhere and soon democracy will flourish. It will flourish, basically, because the dictators will be so busy pouring resources into managing and running the ERP system that they won’t have the people to stifle dissent and murder the opposition. That and the fact that the maintenance fees will bankrupt their regimes.

I know Pronto. I’ve worked at a few sites where they use it.

Its an okay piece of work. Is it able to contribute to global democracy and freedom of the oppressed? I think that’s a bit of a stretch. The fact that the piece was written by the Managing Director of Pronto may go some way towards explaining the reason why he’d want to find a way to tie a growing social revolution to his software.

The funny thing is that he also mentions something about Mercedes-Benz doing some sort of ‘lock in’ thing with mobile phones and saying that “they offered hardwired mounts that supported only certain types of mobile phone. This was not a popular offering, and showed how Mercedes had gotten it so wrong when it came to mobile phones. The company did not understand how the mobile was becoming a communications infrastructure that empowers social connectivity. Phones then evolved quickly so that people could use them to express themselves in many ways, making hard-wiring a bad idea.”

He goes on to say “I make and sell business software, and in my world, there is a similar transformation going on today and I believe that in the future it will be regarded as a very profound change. That change is similar to the revolutions in the Middle East. This isn’t hype — it is reality, and the smart companies are already actively transforming”.

Funny thing is Pronto is one of the worst offenders at this sort of thing.

I’d just like to point out to David Jackman that by refusing to free up Pronto from the Wintel centric thin client they use and move to a more open, democratic, platform independent client, like, say a browser (or ideally any browser) he is no better than the regimes that democratising technology is helping to overthrow.

He’s quite proud of the fact that Pronto is a Wintel only platform - it appears that technological democratisation, as far as Pronto is concerned is a good thing to speak of, but not actually execute. Sounds a lot like the statements made by the, now, deposed leaders of Egypt and Tunisia where they’d say - yes we are making steps towards democracy.

Since Mr. Jackman wants to tie his software to the Arab Spring it may be good for him to listen to a suggestion from the Turkish Foreign Minister, Ahmet Davutolglu who said “Leaders of other countries must be aware of the fact that they will be in power as long as they satisfy the demands of the people.”

I know for a fact he has quashed discussion of Mac and browser clients for Pronto by saying, in effect, ‘the customer base doesn’t want it’, despite long discussions about running Pronto on platforms other than Wintel by that same customer base.

This whole puff piece is ego gone mad. Pronto Dimensions is the Arab Spring of enterprise software!?

I’m sure Larry Ellison will quake in his Sperry Topsiders.

Linking the updates in the new version of Pronto to the revolutions in Egypt and Tunisia sounds like the blathering of a man who doesn’t hear ‘no’ often enough and cheapens the sacrifices made with blood and lives in both of those countries and continues in Libya and Syria.

His article sounds like a cheap attempt to gain marketing mileage from years of suffering that people in these countries have endured.

Mr. Jackman - let my people go!

Wednesday, August 17, 2011

More Thoughts on Googorola

I was talking to a friend of mine in the United States last night.

He was telling me that he thinks that Googorola is going to end up as a colossal corporate folly.

His take on the whole deal is that Google rushed the deal. They rushed the deal because they didn’t have the patent pool to defend Android and they were under pressure to find some way to defend it. So they zeroed in on the grandaddy of cellular technology, the guys that invented the thing and made them an offer they couldn’t sensibly refuse.

They rushed the deal because they crapped out with the Nortel patent portfolio auction a little while ago.

If the stories that this deal was put together in the last five or six weeks are true then Google was desperately seeking patents which puts the comments by Motorola CEO Sanjay Jha from about a week ago into perspective. He was playing brinksmanship with the Gnomes of Mountain View and they blinked, paying $12.5 billion for a company that lost $85 million last quarter!

Basically he said we’re gong to look at WinMoPho and sue the pants off all the other Android vendors.

And you can bet that Carl Ichan (one of Motorola’s largest shareholders) was happily wringing his hands in the corner wondering if Hanukah had come early.

The real question is, how many patents do Motorola have that will really help Google defend Android?

Its not going to help them in their fight against Oracle and I doubt its really going to help them in their fight with Apple over UI look and feel and its questionable if its going to help them in their arguments with Microsoft.

So if these Motorola patents aren’t going to help them in these three major battles then why?

I mean Redmond is asking Samsung for $15 per Android doohickey and I doubt that is going to change and they got General Dynamics, the granddaddy weapons of death and destruction globocorp to shell out a licence fee per Android doohickey.

This tells me that there may be something to the patents they’re showing everyone to get them to agree to paying the royalty.

Could it be the fact that Motorola were suing Microsoft for patent infringement as a reaction to Microsoft suing them “In October 2010, Microsoft sued Motorola for allegedly violating nine patents with its Android smartphones. “The patents at issue relate to a range of functionality embodied in Motorola’s Android smartphone devices that are essential to the smartphone experience,” Gutierrez wrote in an Oct. 1 statement. Motorola later retaliated with an intellectual-property complaint of its own.”

This might be nothing more than posturing to negotiate a better “per doohickey” royalty fee.

I just wonder if Motorola just saw Google as desperate to wave a pile of patents at everyone and say “look at us…if you don’t play nice with us we’ll hit you with our patent portfolio”, especially after their debacle with the Nortel patents.

I also wonder if Motorola realise that their patent portfolio won’t help Google all that much which is why Google have to pay $2.5 billion if the deal DOESN’T go through. Like after they do their due diligence and find out that the patent pool of around 25,000 patents actually don’t help them all that much?

I really wonder how this is going to pan out for all concerned...