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Breaking News and Analysis
| The i2 Acquisition: Is JDA Becoming the Biggest Pure Play or Consolidator in Supply Chain Technology? |
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Saturday, August 16, 2008
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With recent news that it intends to acquire i2 Technologies, JDA Software just became the largest independent vendor of supply chain software in the industry. The company accomplished this at bargain basement rates too, buying i2 for $346M, a premium of 12% over of the current share price. The price paid is 1.3 times the 12-month trailing revenue, a low multiple in the current market. With its 10 acquisitions in 10 years, strong financials, and the vision to be the preeminent provider of supply chain software, JDA looks primed to succeed with this new purchase—but not so fast. The acquisition may work out just fine for investors, but i2 users want to know if JDA is committed to investing in their futures. |
| Mobility@Work: IBM's on the Move |
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Saturday, August 09, 2008
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Following the series of mobility announcements that began earlier this year, IBM made public several new initiatives that expand its growing range of mobile software, services, and partnerships: Mobility@Work, Rational Business Developer, Rational Host Access Transformation, and WebSphere Business Monitor.
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Featured Research
| The State of Supply Chain Technology Adoption in Brazil |
| Friday, August 01, 2008 |
| Brazil, already the world’s twelfth largest economy, is a market in the midst of significant economic expansion. Hopefully showing it has left the demons of rampant and uncontrolled inflation behind, it’s estimated to grow 5.8% this year. Multinationals have a deep presence in Brazil, and native firms are expanding their markets to the rest of South America and beyond. Despite a complex tax system, the forecast is for steady economic expansion through at least 2012. |
| Not Swag: Six Takeaways from Microsoft's Worldwide Partner Conference |
| Thursday, July 24, 2008 |
| Over 12,000 eager and anxious independent software vendors, service providers, and hosting partners attended this year’s Microsoft Worldwide Partner Conference, poised to learn their own market opportunities and challenges as the company expands its business and responds to drastic changes in the enterprise and consumer software markets. Here are the six takeaways I’ll keep longer than my flashlight key fob, t-shirt, or stress ball. |
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