Short Takes

B2B Analysts publishes brief bulletins for our subscribers called "Short Takes." They are written for financial analysts, senior executives at software companies, or consultants. They contain our (short) take on current news and events.

Since they retain some interest even after they have lost time value, we put the Short Takes out on the web once they are three months old. The following is a list of the Short Takes that are publicly available.

For more information about these Short Takes or to become a subscriber, contact us.

June 14, 2003

"Someone Had Blundered". At the JD Edwards conference, a plan for to support three product lines.

June 6, 2003

Why?. Apparently, Larry believes in it enough to try to stop it.

June 1, 2003

Sell PSFT. Hard to see how PSFT plus JDE is going to work.

 

May 15, 2003

The Jagged, Fractured CRM Market I. Does it make sense for companies to buy a CRM platform that's integrated with the back office? Most of the time, no.

April 24, 2003

License and Service. PeopleSoft's shortfall in license may be more complicated than it seems and SAP's shortfall in consulting may be more worrisome.

March 24, 2003

Oracle Pricing Changes. Oracle drops its prices, or maybe it raises them.

March 13, 2003

It's Official. David and our European Correspondent weigh in on Hasso, Henning, and SAP.

March 7, 2003

SAP Veers Down. SAP is a money machine, operated, in the conservative, German way, at well under capacity.

February 24, 2003

Bits and Pieces. SAP, JDE, Siebel, IBM Global Services, and an industry in transition.

January 24, 2003

Alinghi Rules. Larry returns from New Zealand with a new direction for Oracle Apps.

January 15, 2003

Sourcing Redux. Before Ariba's earnings report, an overview of the space.

December 17, 2002

SSA Comes Back . Given up for dead, SSA has become a CA for the new millennium.

December 3, 2002

JD Edwards Reports. Beating expectations through sales execution.

October 14, 2002

Budget Dry-Wipe. No budget flush, but a little cleaning here and there.

September 30, 2002

SAP Miscellany. Making numbers (but which?), cutting costs, a new president

September 28, 2002

SAP's Quarter End. In Lisbon, only the xApps stir any interest.

September 26, 2002

Can PeopleSoft Grow? What PeopleSoft must do

August 28, 2002

No News Is.... 8200 attendees, and nothing said

August 26, 2002

Slow Markets . Innovative companies and markets are down? And stodgy companies and markets are up?

August 23, 2002

All That Cash . Can .NET buy its way into corporations?

August 7, 2002

Microsoft Looms. Are Microsoft and the ERP'ers on a collision course?

July 17, 2002

Heard Here and There. i2 earnings, layoffs, PLM

July 11, 2002

Our European Correspondent. SAP, R/3 Enterprise, and the Middle East market

July 2, 2002

Swami Says. Brian asks the swami.

June 28, 2002

Ten Questions. Gut reactions for the dog days.

June 16, 2002

What Guido Wants. JD Edwards reaches out to its customers.

June 10, 2002

Managing the Profit Stream. To make money out of the current product stream, SAP needs to reconfigure.

 

June 6, 2002

In Pause Mode. Sapphire is slow, as SAP goes into upsell mode.

May 24, 2002

What, Then, Must Be Done? Brian Sommer and David Dobrin on i2's long-term prospects.

May 15, 2002

i2 Becomes Me Too. i2 Promises Reform. The Right Reform? Enough?

May 1, 2002

Ariba Tests the Atmosphere. Landing on the world of Spend Management.

April 26, 2002

Baan Limps Along. Baan is not dead. But it's not bursting with life.

April 10, 2002

Turning the Yacht. Oracle moves in the customers' direction.

April 4, 2002

SAP's Infill Strategy--More Details. SAP solidifies its hold on Portals.

November 1, 2001

SAP Grabs at Infrastructure Share. SAP's Tech Ed announcement.

October 15, 2001

Why Dassault Matters. Dassault, maker of CATIA, owns 3D.

September 1, 2001

110% Internet, 115% Internet, 120% Internet. PeopleSoft congratulates itself again.

June 30, 2001

JD Edwards Re-FOCUSes. The Middle Market?

May 25, 2001

SAP Portals Partners with IBM. So What.

May 7, 2001

Dancing with Bears. i2 Technologies and Kmart.

April 10, 2001

SAP Acquires TopTier. SAP's $397.5 million acquisition.

April 2, 2001

Private Portals. Managing B2B Relationships.

March 12, 2001

i2 Gets it Right. i2 purchases RightWorks.

February 9, 2001

Baan Re-Invensysed. Baan Emerges with a Profit in the 4th Quarter.