November, 2007

Oracle OpenWorld, Fusion Applications and What the Future Holds

Nov 20, 2007 Posted by

After taking a couple of days to digest Oracle OpenWorld, I thought a would provide some general thoughts from the conference.  In addition, Dan Farber has a great commentary on Larry Ellison’s keynote, Vinnie Mirchandani discusses “Oracle’s missed opportunity” and Mark Crofton reminds us of that Oracle was “Halfway to Fusion” back in 2006. First, I […]

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The Looming SuccessFactors IPO

Nov 16, 2007 Posted by

SuccessFactors is set to become a publicly traded company shortly.  In fact, the stock is expected to price the day before Thanksgiving (Nov. 19) with the ticker symbol being SFX.  The investor roadshow can also be viewed on the retailroadshow.com.  A couple quick takeaways from Lars presentation on the roadshow… 1. SuccessFactors is a strong growth […]

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Taleo Blows Out Quarter – Becoming the Talent Management Vendor to Beat

Nov 2, 2007 Posted by

Last night, Taleo announced a stellar quarter exceeding every financial analyst estimate I know of and raising future guidance.  Yours truly was also mentioned on the call….but I digress.  Looking at the stock right now, it is up over 17%, adding over $125 million overnight in market capitalization.  A couple of highlights… Total revenues in the […]

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SuccessFactors IPO News

Nov 2, 2007 Posted by

According to PE Week Wire… SuccessFactors Inc., a San Mateo, Calif.-based provider of on-demand performance and talent management software, has set its IPO terms to 10.79 million common shares being offered at between $8 and $10 per share. It would have an initial market cap of approximately $497 million, were it to price at the […]

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