Comments on: Further thoughts on DATAllegro/Microsoft http://www.dbms2.com/2008/07/25/further-thoughts-on-datallegromicrosoft/ Choices in data management and analysis Thu, 09 Feb 2012 16:57:09 +0000 hourly 1 http://wordpress.org/?v=3.0.3 By: andar909 http://www.dbms2.com/2008/07/25/further-thoughts-on-datallegromicrosoft/#comment-93608 andar909 Sun, 10 Aug 2008 23:56:25 +0000 http://www.dbms2.com/?p=473#comment-93608 hi, andar here, i just read your post. i like very much. agree to you, sir. hi, andar here, i just read your post. i like very much. agree to you, sir.

]]> By: Curt Monash http://www.dbms2.com/2008/07/25/further-thoughts-on-datallegromicrosoft/#comment-92042 Curt Monash Mon, 28 Jul 2008 18:13:58 +0000 http://www.dbms2.com/?p=473#comment-92042 Tom, I think the two issues of: 1. What's the best/most successful enterprise software suite we can build? 2. How do we get the most high-margin services revenue out of our enterprise software business? are more orthogonal than you were suggesting. Microsoft still needs license fee growth, and a story for unlimited upside without their customers hitting a ceiling. I'd think DATAllegro was evaluated by those criteria. Only the total price Microsoft is willing to pay would, I think, be strongly/directly affected by services revenue considerations. CAM Tom,

I think the two issues of:

1. What’s the best/most successful enterprise software suite we can build?

2. How do we get the most high-margin services revenue out of our enterprise software business?

are more orthogonal than you were suggesting.

Microsoft still needs license fee growth, and a story for unlimited upside without their customers hitting a ceiling. I’d think DATAllegro was evaluated by those criteria. Only the total price Microsoft is willing to pay would, I think, be strongly/directly affected by services revenue considerations.

CAM

]]> By: Tom Culler http://www.dbms2.com/2008/07/25/further-thoughts-on-datallegromicrosoft/#comment-92040 Tom Culler Mon, 28 Jul 2008 17:49:05 +0000 http://www.dbms2.com/?p=473#comment-92040 Curt - Do you have any thoughts on the idea that Microsoft is at least partially in this to bolster their services division, to compete head-on with IBM and Teradata in the Services arena? Curt –

Do you have any thoughts on the idea that Microsoft is at least partially in this to bolster their services division, to compete head-on with IBM and Teradata in the Services arena?

]]> By: We’re staying out on vacation another week | The Monash Report http://www.dbms2.com/2008/07/25/further-thoughts-on-datallegromicrosoft/#comment-91995 We’re staying out on vacation another week | The Monash Report Mon, 28 Jul 2008 06:33:11 +0000 http://www.dbms2.com/?p=473#comment-91995 [...] to what I previously said, I did not come back to Acton this weekend.  Instead, Linda and I are staying on Grand Cayman for [...] [...] to what I previously said, I did not come back to Acton this weekend.  Instead, Linda and I are staying on Grand Cayman for [...]

]]> By: Neil Raden http://www.dbms2.com/2008/07/25/further-thoughts-on-datallegromicrosoft/#comment-91825 Neil Raden Sat, 26 Jul 2008 23:19:34 +0000 http://www.dbms2.com/?p=473#comment-91825 I think it was about five years ago, or maybe only four, when Kim Stanick invited me to lunch to meet her new boss, Stuart Frost. I don't remember my exact words to Stuart, but it went something like, "That's the dumbest idea I ever heard." You can't always pick 'em, that's what makes a horse race. I proceeded to wax poetic on the future of data warehousing and I could tell by the look on his face that HE thought THAT was the dumbest idea he ever heard. I guess the best part of the story is that we've both been vindicated. Stuart by the sale to Microsoft and me because my crazy-ass ideas from that time are starting to get some traction. I think it was about five years ago, or maybe only four, when Kim Stanick invited me to lunch to meet her new boss, Stuart Frost. I don’t remember my exact words to Stuart, but it went something like, “That’s the dumbest idea I ever heard.” You can’t always pick ‘em, that’s what makes a horse race.

I proceeded to wax poetic on the future of data warehousing and I could tell by the look on his face that HE thought THAT was the dumbest idea he ever heard.

I guess the best part of the story is that we’ve both been vindicated. Stuart by the sale to Microsoft and me because my crazy-ass ideas from that time are starting to get some traction.

]]> By: Curt Monash http://www.dbms2.com/2008/07/25/further-thoughts-on-datallegromicrosoft/#comment-91796 Curt Monash Sat, 26 Jul 2008 18:31:03 +0000 http://www.dbms2.com/?p=473#comment-91796 Stuart, You'd better! Meanwhile, Linda and I have extended our vacation another week. I hope nobody else gets bought in the mean time ... Best, CAM Stuart,

You’d better!

Meanwhile, Linda and I have extended our vacation another week. I hope nobody else gets bought in the mean time …

Best,

CAM

]]> By: Stuart Frost http://www.dbms2.com/2008/07/25/further-thoughts-on-datallegromicrosoft/#comment-91725 Stuart Frost Sat, 26 Jul 2008 03:54:27 +0000 http://www.dbms2.com/?p=473#comment-91725 Great analysis as usual Curt. Sorry about the 'vacation' - next time I announce a major acquisition, I'll check your schedule :) Stuart Frost CEO, DATAllegro Great analysis as usual Curt.

Sorry about the ‘vacation’ – next time I announce a major acquisition, I’ll check your schedule :)

Stuart Frost
CEO, DATAllegro

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