Oracle Reports Strong Profits

by P.J. Jakovljevic ... Database software sales increased 17 percent to $651 million, and applications software sales rose 31 percent to $168 million, driven by a boom in customer ... http:/.../Research/ResearchHighlights/BusinessApplications/2000/01/news_analysis/NA_BA_PJ_01_03_00_1.asp - 8k - 2000-01-03 Summary: On December 14, Oracle Corporation announced record second quarter results for the period ended November 30, 1999. For the quarter, net income increased 40% to $384 million, or $0.26 per share, while total revenue grew to $2.3 billion. This compares to net income of $274 million, or $0.19 per share, and

Lawson Software Expands Vertically As Well

by P.J. Jakovljevic ... On October 9, Lawson Software announced "the best quarter of contracting activity in ... Lawson's total contracting activity rose 78% over fiscal year 2000 first ... http:/.../Research/ResearchHighlights/BusinessApplications/2000/11/news_analysis/NA_BA_PJ_11_06_00_1.asp - 14k - 2000-11-06 Summary: On October 12, Lawson Software announced the formation of a new vertical market initiative for the telecommunications industry, its sixth and newest vertical market. On October 9, Lawson Software announced 'the best quarter of contracting activity in the company's 25-year history'.

Is SAP Stumbling? Perhaps.

by P.J. Jakovljevic ... In the Asia-Pacific region, meanwhile, revenue rose 40 percent to $139 million. "Looking forward, SAP expects software sales to pick up speed in this year's ... http:/.../Research/ResearchHighlights/BusinessApplications/2000/05/news_analysis/NA_BA_PJ_05_17_00_1.asp - 10k - 2000-05-17 Summary: Business applications market leader SAP reported a 43% drop in net income for its first quarter ended March 31, despite a 10% increase in revenue. In a separate announcement, SAP also said that Kevin McKay, head of SAP's U.S. operations, has resigned for personal reasons.

SAP Q3 Results Cause Mixed Reactions

by P.J. Jakovljevic ... License revenues, which are composed of mySAP.com sales as well as component based software sales, rose 53% to EUR 480 million. ... http:/.../Research/ResearchHighlights/BusinessApplications/2000/11/news_analysis/NA_BA_PJ_11_16_00_1.asp - 14k - 2000-11-16 Summary: On October 19, SAP announced its results for Q3 2000, in which revenues rose 27% and net income increased 96% over the same period last year. However, bear in mind that SAP s export figures have been bloated to a degree by currency effects, namely a recent favorable exchange rate between dollars and Eu

Global Trade Management Software Vendors Under-Perform, But Were ...

by Michael Bittner ... 11 attacks, stock in global trade management (GTM) companies rose, and analysts ... potential gainers from its fallout, as shippers needed software and technology ... http:/.../Research/ResearchHighlights/SCM/2005/11/research_notes/MN_SC_MB_11_11_05_1.asp - 14k - 2005-11-11 Summary: After 9/11, the analyst community optimistically predicted a sharp rise in the demand for global trade management (GTM) software. While initially vendor shares rose, pre- and post-9/11 barriers have prevented the profitability and ubiquity of GTM software.

SAP Remains Vital Amid Ailing Market And Internal Adjustments Part ...

by P.J. Jakovljevic ... rose 12% to EUR 2.7 billion. Still, for the entire year, the license revenue in the Americas market was down 5%, whereby 7% in the US. Over the year, software ... http:/.../Research/ResearchHighlights/Erp/2002/02/news_analysis/NA_ER_PJ_02_25_02_1.asp - 17k - 2002-02-25 Summary: Recently, SAP announced solid results for Q4 2001, in contrast to the current soft market. Although not all troubles seem to have been left behind, as can be seen from reduced license revenue, and while some may question SAP's justification of merging its two subsidiaries, a positive sign is that SAP has

SAP Defies Economic Slowdown, For Now

by P.J. Jakovljevic ... are comprised of mySAP.com sales as well as component based software sales, grew 30 ... However, revenues in the Americas region rose only a modest 17% to EUR 797 ... http:/.../Research/ResearchHighlights/BusinessApplications/2001/02/news_analysis/NA_BA_PJ_02_13_01_1.asp - 15k - 2001-02-13 Summary: In January, SAP announced upbeat results for Q4 2000, in contrast to the current market slowdown. However, 8% license revenue growth in North America is much less compared to recent reports from its direct competitors, indicating a possible loss of market share and the fact that not all troubles have bee

PeopleSoft's Buying Momentum Goes On. Pageant Participants, Line ...

by P.J. Jakovljevic ... For the fourth quarter ended December 31, 2001, software license revenue rose to a record $174 million, up 15% from $151.8 million in the previous quarter but ... http:/.../Research/ResearchHighlights/Erp/2002/02/research_notes/EN_ER_PJ_02_13_02_1.asp - 14k - 2002-02-13 Summary: The year 2001 was an exceptional year of financial performance for PeopleSoft, including record total revenue, record profit, and more than $500 million of generated cash. Its acquisition of Momentum complete, PeopleSoft is poised for further expansion.

PeopleSoft's Buying Momentum Goes On. Pageant Participants, Line ...

by P.J. Jakovljevic ... For the fourth quarter ended December 31, 2001, software license revenue rose to a record $174 million, up 15% from $151.8 million in the previous quarter but ... http:/.../Research/ResearchHighlights/Erp/2002/02/research_notes/EN_ER_PJ_02_13_02_1.asp - 14k - 2002-02-13 Summary: The year 2001 was an exceptional year of financial performance for PeopleSoft, including record total revenue, record profit, and more than $500 million of generated cash. Its acquisition of Momentum complete, PeopleSoft is poised for further expansion.

Lost Your Laptop? The CyberAngel Brings It Back

by L. Taylor ... A company known as Computer Sentry Software, Inc. ... According to Safeware Insurance, a company that insures against theft, laptop theft rose 21% from 1999 to 2000 ... http:/.../Research/ResearchHighlights/Security/2001/12/research_notes/PN_ST_XLT_12_16_01_1.asp - 13k - 2001-12-17 Summary: A company known as Computer Sentry Software, Inc. has designed an innovative option for laptop recovery. With laptop theft on the rise, investing in an affordable laptop recovery package is well worth the investment.