Q1 2006 Market Commentary: SAP Shows Strength
Over the past few years, Oracle has aimed to take over SAP's number one position in worldwide enterprise applications. SAP has held onto its position, despite Oracle's attempts to buy its way through acquisitions and win its way through special programs targeted at motivating SAP customers to switch suppliers. In this market commentary, we analyze SAP as it moves into 2006.
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Q1 2006 Market Commentary: HP & Dell - A closer Look
Recent earnings reports for IT suppliers have been predominantly positive, though nowhere near the highs of the late 1990s. However, no supplier can afford to be complacent given the ups and downs of the market over the last five or six years. In this market commentary, we review recent results for HP and Dell, suppliers on which we have been keeping a close eye, and look at what might be ahead for them in 2006. read more