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