Moon Kil Woong
Moon Kil Woong
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Significant Buying Opportunity At Oracle [View article]
Top Software Picks by Fund Gurus Concentrated in the Sector [View article]
Fund managers love gambling other people's money on high beta and hoping the market goes upwards. That way they get a lot more bonus and if it goes down they don't get bonus anyway and its not their money, so in reality they couldn't give a damn. It's a calculated risk where you get all the downside and they get a great chunk of the upside and fame for beating the market if the market goes up. Their bets reflect this reality and the selection here only serves to help prove that fact.
HP Attacks Oracle's New World Order [View article]
I personally think HP has a fine future but have serious reservations with the new CEO. It's hard enough to focus on hardware let alone software. And if you do focus on software you HP should look closer to warehousing, virtualization, and network integration like with 3Parr than with a SAP exec. To me the decision is well, SAPpy. Pardon my pun. Dell may actually get an opening for a comeback if they focus on SaaS and cloud solutions.
As a custom solution, and customization integrator, I feel the future of software is on targeted applications that attach onto a base system than the base system inhaling all functionality. If HP goes this way they will be going down the wrong path like IBM did with their mainframe centric solution in the 80's.
If anyone is interested in partners, development, customization, or integration work for SaaS solutions or targeted enterprise solutions let me know. I'd be happy to speak with you.