Now blogging at diego's weblog. See you over there!

sun's challenges

A good Wired article on the challenges facing Sun.

Categories: technology
Posted by diego on June 13, 2003 at 8:52 PM

oracle, peoplesoft... and microsoft

An analysis and opinion piece on the Oracle bid for Peoplesoft, and why this is more about Oracle v. Microsoft than about Oracle v. JD Edwards:

The headlines from the last week shouting about the rivalry between Larry Ellison and Craig Conway overshadowed the real subtext to the struggle for PeopleSoft: the coming competition between Oracle and Microsoft for who's going to be No. 1 with enterprise customers.
In the Wall Street Journal there has been some interesting analysis (some links here and here, reg. required) of the Peoplesoft-Oracle deal particularly in how hostile takeovers have, until this case, been avoided in Silicon Valley for fear of the technical talent "fleeing" the company afterwards. The fact that this takeover offer has been made at all signals a shift in perception at least inside Oracle that this wouldn't happen or that if it happens it doesn't really matter, in both cases because the (at least enterprise) tech market is reaching a different stage. Interesting.

Categories: technology
Posted by diego on June 13, 2003 at 5:59 PM

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