Oracle Corporation has agreed to acquire a large Electronic Health Records (EHR) company, Cerner Corporation, in a transaction worth $28.3 Billion. Oracle already has a significant presence in healthcare but adding Cerner, which essentially runs an ERP-style software system for healthcare delivery networks, gives Oracle a much larger wallet-share inside healthcare related customers. This would also enable greater account control as it adds more industry-specific applications to its already widely entrenched technology platform. If fully executed, this move will likely give Oracle a better market message around industry clouds, especially ...
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‘The Most Wonderful Time of the Year’ is a popular holiday song and was written by Edward Pola and George Wyle in 1963. It was popularized in North America by singer Andy Williams that same year on his television show by the same name. However, we didn’t have to do much research to learn that the inspiration for that song had nothing to do with the 4th quarter for most business leaders and their respective companies. Anecdotally, we believe most business leaders might say it’s the most *stressful* time of the year, especially for publicly traded companies – most of whom have their fiscal year end aligned with the calendar year end of ...
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Preface As a follow-up to our previous blog, “Can the White Walker Ghouls at Bloomberg Be Stopped”? We outline NET(net)’s Top 5 reasons why we believe the Bloomberg empire are ‘the walking dead’ and will soon fall. Intro Since 1982, Bloomberg has enjoyed a virtual monopoly on Wall Street, with a stranglehold on the information and technology needed to be a viable securities buyer. That virtual monopoly is coming to an end, but the folks at Bloomberg have not realized it yet. This is why we are reaching out to you folks who spend the massive amounts of money to pay for those Bloomberg devices and services, which are now outrageously ...
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Clients often ask how we can stay on top of the market due to its constantly changing nature, and our answer is simple. We are constantly researching and analyzing the market in real-time, availing ourselves of a variety of resources. First among those is our own FMI (Federated Market Intelligence) gathered from thousands of executed deals since 2002. It’s a luxury to have that kind of data to inform Client strategy and optimization. However, we do also frequently vet our own understanding of the market by using a variety of resources, including the major Technology Review Platforms. If you can imagine, there are literally hundreds of ...
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Table of Contents: Introduction Background Market Summary Current Market Conditions Use Case Competitive Market Government Regulation Bloomberg News Fossil AI's Role in Trading Bloomberg in Disruption Loss of Customer Trust Failure to Innovate Instant Bloomberg Arrogance Help Intro – Here’s How You Can Save 30-93% on your Bloomberg Costs The name Bloomberg conjures up images of the Night King himself, but also of the market dominance in the Financial Services industry, of its flagship product, the Bloomberg Terminal. Just whispering the Bloomberg name also sends shivers up the spines of their customers when they think about the exceedingly ...
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Introduction Our clients are digitally transforming and migrating workloads to the cloud, while simultaneously minimizing their dependency on IBM for legacy IT. Due to a variety of factors discussed in this article, Clients have developed a strong resistance to offering IBM a seat at the table in their digital transformation journeys, choosing instead to diminish IBM’s role in the Modern Enterprise to avoid putting their future at risk. Contents: IBM Posts Another Dismal Quarter and Year 5 of IBM’s Top 6 Industries are in Open Disruption Clients have Accelerated Digital Transformation Initiatives Cloud as the Strategic Endpoint of the Modern ...
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Preface: Due principally to COVID-19, NET(net) has been getting many requests from clients for recommendations on how they can reduce or otherwise reshape their IT contracts; particularly their IT Services Agreements. Insider eBook: Top 5 Ways to Terminate Your IT Services Contract When it comes to contract wrangling in 2020, the soup du jour has been force majeure, but instead of a ‘silver bullet’ of sorts to get relief from contractual obligations in the age of a global pandemic, many of our clients are learning that the force majeure Rosetta Stone may not be the panacea of bargaining table control they hoped it was. In most cases where ...
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Things are moving fast in these challenging times as both individuals and companies struggle to keep up with changing demands and plan for an uncertain financial future. In response, we are already starting to see many clients (a) put most major technology spending projects on hold and (b) look closely at supplier contracts (almost none of which contemplate a reality such as the one we are facing today). As a result of a confluence of these and other factors, we are seeing an unprecedented level of activity in renegotiating technology supplier contracts, including but not limited to: The force majeure clause in most agreements Government ...
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Leave it to IBM to bring in fresh new blood. After nearly 40 years at IBM. Ginni Rometty steps down and Arvind steps forward; someone with only 30 years in at IBM, so we can expect a radical departure from the past, right? Jokes!! Of course, we are jesting, but maybe (just maybe) this guy is different. Let’s see. IBM’s new CEO (who currently heads up IBM’s Cloud and Cognitive Division), is credited with being the primary architect of IBM’s acquisition of Red Hat. Certainly, he will be measured by how well IBM becomes more like Red Hat, rather than Red Hat becoming at all like IBM. If Arvind is to be successful, IBM will need to become the de ...
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Virginia “Ginni” Rometty has agreed to step down at IBM, and it’s without a doubt the best thing she has done for the company in her 8+ year tenure as its CEO. The news sent the markets reeling and IBM stock soaring; up 5%. The market clearly agrees that this is a long overdue and much needed move. Ginni plans to step down as CEO in early April and retire officially by the end of the year with nearly 40 years of experience at IBM. NET(net) has been somewhat critical (but fair) of Ginni over the years. Shortly after she was named CEO, we documented our Top 10 Reasons Why Ginni Rometty Will Fail as IBM’s New CEO, and fail she did. The ...
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