Satya Nadella on Mobility: It’s Personal

At Garner Symposium, Drue Reeves and I had the opportunity to interview Microsoft CEO Satya Nadella. Here’s a brief clip from the closing. I’m summarizing and Satya, passionate as he was throughout the conversation, lays out his vision about mobility that crosses the personal and professional: mobility of the individual and the app experiences. “Have my workContinue reading “Satya Nadella on Mobility: It’s Personal”

SapphireNow Day Two – Pump It Up

Bill McDermott began the day for Orlando attendees of SapphireNow by demonstrating that there is no charisma deficit at SAP these days, and his co-CEO Jim Hagemann Snabe was right there behind him to make the case that commitment and strategy are not lacking either. They welcomed Sybase, hailed the new ByDesign release about toContinue reading “SapphireNow Day Two – Pump It Up”

SapphireNow Day One – Getting Virtual Events Right, And More

I got some great messages today from people who enjoyed my tweets “from” SapphireNow in Orlando – although I wasn’t there. That’s a tribute – not to me; we’re only talking tweets, for goodness’ sake – to SAP for pulling off a two-continent, video-streaming, full-on collaborative event I was able to participate in meaningfully fromContinue reading “SapphireNow Day One – Getting Virtual Events Right, And More”

Sybase Database Value to SAP – Long Term and Short

It’s not what you think – the hidden jewel for the near term may just be SQL Anywhere. Read on. Disclosure: I worked at Sybase in the last millennium, when it hit the wall at $1B the first time and bounced. Over the next few years, Oracle dramatically outdistanced itself, in large part, as itContinue reading “Sybase Database Value to SAP – Long Term and Short”

SAP – Sybase: Synergies? Suspect So.

SAP announced today that it will acquire Sybase for $65.00 per share, representing an enterprise value of approximately $5.8 billion. The announcement says that “customers will be able to better harness today’s explosion of data and deliver information and insight in real time to business consumers wherever they work so they can make faster, moreContinue reading “SAP – Sybase: Synergies? Suspect So.”

Sybase Delivers Another Strong Quarter, Rep Server Refresh

Sybase is celebrating. Let everyone else complain about the bad economy; the perennial “Tier 1A” database, mobility and analytics vendor just had its best quarter ever to kick off 2009 – its 6th consecutive record quarter. With 14% growth in license revenue (31% in database) and a margin of 21%, there is certainly much toContinue reading “Sybase Delivers Another Strong Quarter, Rep Server Refresh”