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 work and life wherever – that’s the true form of mobility.”

 

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 to ship, and waved the sustainability flag high, leveraging their strong position there. Read more of this post

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 from my desk in California. There was substance, partner announcements, customer dialogue, and star keynoters. A good day, with the best ahead, if my pre-briefs are any indication; there’s more ahead. Read more of this post

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 it turned out, because of the massive opportunity presented by SAP. Thousands of huge installs atop the Oracle DBMS, and not one with Sybase. Why? Because of a technology disagreement. SAP wanted row-level locking. Sybase’s answer: “Let us tell you why you’re wrong to want it.” Leaving aside the lesson to be learned from that one, let’s talk about how much the newly acquired Sybase database portfolio does for SAP. I’m leaving the best for last, because all the chatter has been about ASE and IQ, but read to the end.

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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, more informed decisions.” But the vision goes beyond that: the combined companies will be able to deliver the ability to act on those decisions, anywhere. The combination of SAP’s substantial share of its customers’ transactional systems with Sybase’s mobile expertise in messaging and application development tools for mobile devices affords extraordinary opportunities that are not lost on management. Following the public press event, I chatted with Vishal Sikka, SAP’s CTO, and Dr. Raj Nathan, EVP and CMO of Sybase. We covered some of the opportunities on the table and SAP’s plans for its new assets. Read more of this post

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 to be happy about. The company is particularly happy to point to its highest-ever quarterly cash flow from operations – $97.4 million. The investment in messaging continues to generate substantial results: at $43.4M, it was nearly 17% of the firm’s revenue. Sybase seems at last to have anchored itself solidly in the billion dollar club.sybase Read more of this post