
News Analysis: Infor Extends $1.84B Unsolicited Offer For Lawson
Unsolicited Offer Marks Chuck Phillips’ First Acquisition Attempt At Infor On March 11th, St.Paul, MN, based Lawson announced that Infor and Golden Gate Capital made a $1.84B unsolicited offer. This comes after the March 8th news that Lawson retained Barclays Bank to evaluate options. An acquisition by Infor (the 3rd largest ERP vendor) and Lawson […]

The Realignment of the Enterprise Software Market: Oracle vs. Everyone, Microsoft in Ascendance, and Watch out for Infor
Larry Ellison makes no bones about it, he’s willing and able to compete to the death, or at least to the near death, with any and all who stand in his way. So, despite the billions of dollars in joints sales between Oracle and SAP, HP, and IBM, Ellison has been directly, and at times, […]

News Analysis: Charles Phillips Takes Over As CEO of Infor
Image via Wikipedia Enterprise Software And Investment Banker Veteran Joins Third Largest Enterprise Apps Vendor Today’s announcement that former Oracle President Charles “Chuck” Phillips has taken the helm as CEO of Infor continues the executive management shuffle impacting the enterprise software space. Based in Alpharetta, GA, Infor serves 70,000 customers in 125 countries worldwide and […]

Is Oracle An Apps Company that Sells Hardware, or a Hardware Company that Dabbles in Apps?
It’s open season in the punditocracy on Oracle, as the move to put Mark Hurd in Oracle’s corner and jettison Charles Phillips makes a helluva welcome-back-to-work present for anyone who actually took Labor Day off from their daily labors. What’s obvious from where I sit is that Oracle is now more firmly a hardware company […]

Reflections Of A Digital Immigrant Gone Semi-Native: The Sad Tale Of Charles Phillips
Yesterday an Oracle story broke big-time, and it wasn’t about Fusion application delivery dates, pricing, or how much work it would take to get from EBS or PeopleSoft HCM to Fusion HCM apps. It also wasn’t about Oracle giving its installed base a break on their maintenance fees or committing to keep most of Sun’s […]