Recent Short Takes

B2B Analysts publishes brief bulletins for financial analysts and consultants called "Short Takes." They are sent out by e-mail. Copies are made available on this site to subscribers only. After three months, some are made available to the public.

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October 22, 2005

Selling Software Retail. Salesforce.com's AppExchange debuts. Results of a survey of 10 charter AppExchangers.

October 5, 2005

Oracle Fusion Application Suite I. Oracle's new best-of-the-best application suite will be a rewrite. For customers, this is a good thing. First of three in a series.

September 22, 2005

Whither Salesforce.com. Salesforce.com delivers a retail buying experience to enterprise software.

September 1, 2005

Whither QAD? Can QAD actually deliver value instead of software?

August 15 , 2005

Whither Ariba? The company with the best value proposition in the business can't seem to get out of its own way.

July 15, 2005

Whither Best in Breed? Best in breed companies have to learn how to deliver value, not software.

March 1, 2005

SAP Lucks Out Oracle outbids SAP for Retek.

January 28, 2005

We Want More B2B Analysts, Inc., tests web conferencing vendors and finds them wanting.

January 15, 2005

Oracle's Product Plans Oracle tries to do more with fewer people. Good luck.

December 15, 2004

Can Oracle Lead? History is against them.

November 8, 2004

954 Pages SSA is about to go public. Does what they're doing make sense?

October 4, 2004

The Triumph of Hope... Why did Dave Duffield come back? It sure wasn't to get a better price.

September 23, 2004

Making the Most of It. PeopleSoft Connect 2004 is making the most of a difficult situation.

October 4, 2004

The Triumph of Hope... Why did Dave Duffield come back? It sure wasn't to get a better price.

September 23, 2004

Making the Most of It. PeopleSoft Connect 2004 is making the most of a difficult situation.

September 10, 2004

A Lesson from History. Why collaboration didn't work.

August 23, 2004

Caveat Emptor. How much can you trust what a software salesperson says?

August 7, 2004

The Slow Market. One reason applications software sales appear to be slowing.

July 15, 2004

The Alpe d'Huez. Ariba swallows FreeMarkets.

May 20, 2004

The Expensive, Delicate Ship. The PeopleSoft Leadership Summit

May 13, 2004

SAP Ascendant. First take on the Sapphire conference in New Orleans.

May 10, 2004

I Make Mistakes. Corrections and comments about Agile, SAP, i2, and others.

April 29, 2004

In Re: i2. i2 on trial in the court of public opinion.

April 10, 2004

Agile on Ibuprofen. Agile software acquires Eigner--and a PLM story

February 20, 2004

What Hap? What Hope of Good? Can retailers learn to Apply Science?

January 29, 2004

Grinding It Out . Oracle figures out how to become a portfolio company.

January 28, 2004

Larry Learns Philosophy. Oracle wants to become an oracle, a single source of truth.

January 24, 2004

Looking for a Good Buy. Ariba Buys FreeMarkets and gets lots of ... opportunity.

January 5, 2004

SSA GT: The Baan Gambit. What do you do with an aging application company?

December 7, 2003

SSA GT. Keeping customers happy, while making money.

December 5, 2003

Grace Notes. Good news in what looks to be a good quarter.

October 20, 2003

EMC's Content Play. EMC pays a lot for Documentum. What does this say about the value of application companies?

October 11, 2003

The Case for i2. Significant improvements at i2--in the product, in the company, and in the approach to the market.

September 25, 2003

Best in Breed Players. How best-in-breed companies succeed in a market dominated by platform players

September 15, 2003

JDE Fades Away. PeopleSoft's 1+1=3 turns out to be a simple acquisition.

August 28, 2003

SAP Netweaver. Can SAP pin its future on a grab-bag of products connected by a catchy name?

July 11, 2003

SAP Triumphant?. It's a great company. But what does it have to do to be worth $37 billion?

July 2, 2003

PeopleSoft Cleverly Clears a Bar. Customers disbelieve the analysts and buy PeopleSoft products anyway.

June 24, 2003

The Cat and the Canary. At Sapphire, the executives are happy.

 

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For publicly available Short Takes, see our archive.