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One thing Leo got right
I missed a rather crucial announcement that HP CEO Leo Apotheker made on the concall when reporting Q2 results earlier this week (see No more ‘miracle margins’ at HP Services). He’s taking HP’s...
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Salamander gets in the MooD
I caught up again with Bernard Edwards, co-founding Chairman of ‘enterprise portfolio governance’ software firm, Salamander (see A bright night for Intellect). Edwards had a long and varied career –...
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2e2 makes three (update)
I had an interesting chat with 2e2 CEO, Terry Burt, after they announced their FY results (see 2e2 makes three (propositions)). He made it pretty clear that 2e2 would take a hiatus from M&A for at...
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Micro Focus confirms bid approaches
Just to keep readers up-to-date, Micro Focus has this afternoon confirmed that it has received approaches from both Bain Capital and Advent Capital "which it has chosen to explore". For background,...
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Calm down, dear..
Further to my post on Friday - Salesforce.com revenue or profits? - we listened into the analyst call with Marc Benioff - Salesforce.com's CEO. He delivered this 'rant' about Microsoft. "Our flagship,...
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The connected world
Back in 2003, I gave a speech introducing Holway’s Martini Moment. My ambition that one day I would be able to connect to the internet ‘anytime, anywhere from any device’. We also issued various crazy...
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Roberts steps down from Kewill
After 14 years on the board at Kewill, 12 years as Chairman, Andy Roberts is stepping down. Ron Veni (ex-president of Sage/Best Software from 2000-2007) has been appointed as a new NED. This will allow...
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TechMarketView Roundup
Last week was another busy one for TechMarketView. John O’Brien, our research director for business process services (BPS), launched a major new report Business Process Services: UK Market Trends &...
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Ffastfill fast filling profit gap
Despite a slowdown in H2, and with sales cycles still “difficult to predict”, AIM-listed provider of derivatives trading software, Ffastfill, turned in a set of creditable FY results, especially with...
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Ultima’s profits in Cognito
I thought you might like to hear how veteran AIM-listed software and IT services firm, Ultima Networks, got on last year as it has indeed been a year since last I wrote about them (see Ultima Networks...
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Alterian: management overhaul and cost cutting
After two profits warnings and the resignation of CEO David Eldridge in April (see Alterian releases another profits warning), marketing software firm Alterian’s hastened preliminary results for the...
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Mahindra Satyam still struggling
At the end of the second year of its “three year journey” since Indian industrial conglomerate Mahindra & Mahindra took control, the erstwhile Satyam business is still struggling to find its feet....
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Peter Rowell
It is with the very deepest sadness that I report the death of Peter Rowell on 18th May 2011 after a long and courageous struggle with leukaemia. Many readers will know Peter as the Chairman of Regent...
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Suffer Microsoft
When the US markets opened a few minutes ago, something rather interesting occurred. IBM ($203.9b) became more valuable than Microsoft ($202.7b). Of course, we had reported sometime back that Apple...
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Another killer app from Apple?
Newswires are full of stories that Apple is about to launch a cloud-based music service (This one from AFP). Although Amazon and Google have already announced their versions, the Apple service has some...
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Happy Birthday Bob
You cannot have failed to realise that Bob Dylan is 70 today. Dylan has been a important part of my life since I was a young teenager back in the early 1960s. The Dylan tracks on my iPod run into the...
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London drives UK VC investment as Cleantech bubble bursts
Very interesting data on the UK tech VC scene from our friends at Ascendant. Although the number of deals in Q1 2011 slumped by a third to 42, the aggregate value invested soared by 44% to £221m. The...
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Logica has a Spanish take-away …
Logica has acquired Spanish consultancy and professional services outfit, Grupo Gesfor, for €31.5m of which €24m will be paid cash on completion. This is in effect Logica’s entry into the Spanish...
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RM appoints Ratcliffe as Chairman
Following the announcement of John Leighfield’s retirement from RM at the end of March (see John Leighfield retires from RM), the company has today announced his replacement as Chairman... none other...
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Oil and gas powering AVEVA
As presaged in January (see Emerging oil and gas markets keep Aveva on track) Engineering software provider AVEVA is powering ahead thanks to a strong performance from oil and gas sector, which now...
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