Further digging tells me that SAP announced its first quarter results and the market appropriately yawned. But it was good timing for those new guys though. I would not read too much into this because the beat was against an abysmal 2009 quarter.
And Microsoft (MSFT)--tied to an annual enterprise software user group meeting that used to be Great Plain's fun in the sun bash--made its annual announcement about a big push into customer relationship management. For more on Microsoft's first quarter, see my last post before I vacated.
I saw there was some followup excitement fron IBM's April 19 announce but remember its CFO warned "its first-quarter revenue would have been flat at constant currency rates."
And how come no one is saying that the government is buying a lot of IT? Where is that stimulus money going anyways?
-- Dennis Byron
(no financial interest in companies mentioned except for the $12 a year I spent on Office. I do see that I officially have a big financial decision coming up on June 30 on whether I upgrade to Office 2010 and risk another $50. That announcement officially means another crazy Microsoft fiscal year of deferred revenue accounts.)