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rpsherman

  1. BI & DW firms will enjoy healthy growth in 2010 "NZ To Benefit From An Upturn In Data Warehousing Spending" Benzinga.com http://ow.ly/T4e8
  2. @markmadsen Best time to buy when market down & analyst firms are. Analyst firms value is the talent. Agree, long-term analysis may suffer.
  3. "Top Tech Priorities for CFOs in 2010" BusinessWeek http://ow.ly/Qtoj - Business Intelligence/Analytics & Performance Mgt! (CFO not CIO)
  4. "Is Our Data Too Vulnerable in the Cloud?" - Bits Blog - NYTimes.com http://ow.ly/QoVj
  5. ACTU +13% today based on Analyst upgrade - StreetInsider.com "Actuate (ACTU) Shares Rising as Roth Upgrades to Buy" http://ow.ly/QpPK
  6. Business Intelligence (BI) Index +63.3% YTD. Couple with -36.3% drop in 2008 you get a +4% 2 year gain. Not great but... http://ow.ly/Qou7
  7. On-Demand Software Index +75.4% YTD but don't get too excited because in 2008 -51% so 2 year performance was -14% http://ow.ly/QorC
  8. Interesting, based on no news. Echo of TIBX or...? Informatica (INFA) +6.30% Today Informatica Corporation http://ow.ly/P1Ox
  9. On-demand sw strong recovery. Estimates +15-20% in 2010 vs 5% overall mkt "Recovery Picks in Enterprise Software" Barrons http://ow.ly/OXhz
  10. SNN presentation on effort quite impressive "Smith & Nephew Ventana Research 2009 Leadership Award Winner" http://ow.ly/OVbA
  11. SNN presented @INFA Users Group "Informatica Customer Smith & Nephew Named Ventana Research 2009 Leadership Award Winner" http://ow.ly/OV9F
  12. Revised to 2.2% from 3.5%. Plus clunkers & home credits short-lived "3rd Qtr Growth Weaker Than First Thought" NYTimes.com http://ow.ly/OS90
  13. Key to IBM Services was acquiring PwC Consulting. HP & Dell buying EDS & Perot bring IT services quantity not quality, ie industry expertise
  14. Every decade a fresh crop of companies TRY to copy IBM... "HP, Dell Look to Gain on IBM in IT Services Space" eWeek http://ow.ly/OLxB
  15. Rev growth is a good thing. "TIBX: FYQ4 Beats, Forecasts Q1 Revenue Above Estimates" Barrons.com http://ow.ly/OStd
  16. RT @rpsherman "No Shortcuts: Invest in Learning – There’s no Free Lunch" Data Doghouse http://bit.ly/5WWUZt You need to know what to do
  17. Companies will postpone HW purchase until recovery is REALLY underway "Gartner sees 2009 chip market down 11.4%" Reuters http://ow.ly/Ndys
  18. ACN rev -11% with -15% consulting rev & -5% outsourcing "Accenture 1Q Profit Shrinks, but Outlook Brightens" NYTimes http://ow.ly/NdF1
  19. It appears that the media, especially the non-financial press, is presenting a glass half full (& rising) view of economy. Too rosy??
  20. RT @tweetmeme "No Shortcuts: Focus on DW/BI Architecture and Processes, then Think about the Tool"s Data Doghouse http://bit.ly/5YxPqJ