IBM Software Results Continue To Validate Strategy

Another strong year from IBM demonstrates that its relentless software portfolio build-out has succeeded in its goal of grabbing ever more customer logos, share of wallet, and partners. Growth is a complex challenge at this scale – every acquisition brings revenue, but also staff and technology integration challenges, more complexity for Marketing and Sales to dealContinue reading “IBM Software Results Continue To Validate Strategy”

Sand Technology a Risky Bet

It’s a shame that Sand Technology isn’t doing better, because the technology is apparently quite good and has been for years. Decades, indeed, but after all that time, Sand is a US$7M firm. Why is that? Their June visit to the Boulder BI Braintrust (BBBT) offered some clues. And some followup into public filings paints an unattractiveContinue reading “Sand Technology a Risky Bet”