Joshua Greenbaum

A Truly Weird M&A

Trends Joshua Greenbaum -
The enterprise software market of the past few years has seen lots of friendly mergers and one impressively hostile takeover. So perhaps it makes some sense that...

Come On, Oracle, Open Up

Trends Joshua Greenbaum -
The hottest rumor in recent weeks among analysts was that Oracle’s head of analyst relations had lost her head in a power struggle. The rumor reached escape...

SAP Raises Interest with Virsa Buy

Trends Joshua Greenbaum -
SAP's recent acquisition of compliance management vendor Virsa wasn't just a strategic move for the enterprise software leader. It was an event that echoed across the entire...

From On-Demand to Non-Demand

Trends Joshua Greenbaum -
What’s the hottest trend in the all-too-trendoid on-demand market? It turns out, once you look carefully at the model, pure-play on-demand is just a little too restrictive...

The Year of CRM, With a Twist

Trends Joshua Greenbaum -
Some acronyms never die, even if in many ways their time has come and gone. CRM – or customer relationship management - is one such dinosaur. To...

Decoding Oracle’s Latest Fusion Update

Trends Joshua Greenbaum -
I got a call on the way to a recent Oracle Fusion briefing from Oracle analyst relations. SAP had apparently put out a bulletin in advance of...

SAP has Edge in Battle with Oracle

Trends Joshua Greenbaum -
To say that SAP and Oracle are locked in an increasingly bitter competition is, at a minimum, the understatement of the year. How each company is dealing with...

Enterprise Software and the Database Proxy War

Trends Joshua Greenbaum -
Two recent news items, however apparently disconnected, highlight an interesting turnaround for the otherwise dowdy database market. On the same day that Microsoft announced a newly enhanced SQL...

Salesforce Dot-Bomb?

Trends Joshua Greenbaum -
I have to admit I like Marc Benioff, the CEO and clown prince of Salesforce.com. His marketing prowess has always been second to none, and his largesse...

Dissecting Oracle’s Bid for Siebel

Trends Joshua Greenbaum -
The status of CRM legend Siebel has been the enduring question of the post-Oracle-acquisition-of-PeopleSoft era. I’ve been asked it a hundred times, and have tried to answer...

IBM and Oracle: Love at First Fight

Trends Joshua Greenbaum -
There’s an interesting subtext to this year’s spate of acquisitions by Oracle, a subtext that will shortly move front-and-center in the software industry. The subtext is the...

The Logic of ProfitLogic

Trends Joshua Greenbaum -
Oracle's recent acquisition of ProfitLogic, coming on the heals of what looks like a turnaround quarter for its applications business, reveals a lot about not just where...
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