Another day at Interop under our belts, and more opportunities to wander through the exhibit floor and talk to quite a few vendors. This Interop conference has been, perhaps not surprisingly, all about the data center, cloud computing, network management and security, desktop and server virtualization, unified communications, and wireless / mobile strategy, with more minor focuses on WANs and WAN optimization, social media, voice and video, backup and storage. This diversity is seen on the exhibit floor as well, and is both Interop’s attraction as well as a challenge.
Everest Software and Versata – Software Vendors or Portfolio Companies?
June 8, 2011
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SMB Research has been hearing some interesting things from the Everest Software end-user community. So we decided it was time to take a closer look. What we find is a software company that seems to like to do things its own way – and perhaps a bit differently than some of the software and technology companies you are more familiar with. Everest Software has been around for quite a long time, and continues to make an impression on customers – either quite positive or very negative.
Infor Global Solutions Acquires Lawson Software
April 30, 2011
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Lawson Software ‘s signing, in the past few days, of the definitive agreement to be acquired by Golden Gate Capital and Infor Global Solutions promises to vault the combined entity to the #3 slot of ERP vendors. This is a notable achievement for Infor. [Read more...]
SMB Research – Taking Stock – April 20, 2011
April 21, 2011
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It was great to get an update this week from Lawson Software (there’s a lot to be said for a briefing after a conference, btw). More to come!…. [Read more...]
Epicor Software and Activant Solutions to be Acquired and Merged into….Epicor Software
April 7, 2011
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In an announcement following by barely 3 weeks the disclosure that Lawson Software had received an unsolicited bid from Infor Global Solutions , private equity firm Apax Partners has announced plans to acquire and merge Activant Solutions and Epicor Software into a new privately-held company, to be called Epicor Software. The new entity will have some 30,000 customers and $825M in revenues. This clearly indicates continuing interest by the investment community in the lucrative ERP marketplace, and an opportunity for larger players in the marketplace other than the two giants, SAP and Oracle .
EMC for Small-to-Medium Business
June 14, 2010
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When a company over $14B focuses on a market, even if this represents a smaller percentage of their total revenue such as 5% to 10% , that could represents nearly a $1B business. That can probably be said about EMC ‘s Small-to-Medium (SMB) focus. [Read more...]