Enterprise Bits / Small morsels of enterprise software news which, if taken together, may amount to something

Tom Paine


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"While SAP has spent more money with Microsoft and Google over the past 12 months, “our SAP internal share of wallet stays pretty stable at 70 percent” according to the text of the AWS memo."

https://www.bloomberg.com/news/articles/2018-10-09/amazon-is-said-to-win-1-billion-in-cloud-deals-with-sap-symantec

Check this out: SAP takes aim at ‘pop-up’ e‑commerce https://t.co/lBV4Hb0WXv

— tom paine (@phillytechnews) October 14, 2018

"For the better part of the past year, Dell and Silver Lake worked to destroy the value of the Tracker by (1) raising the possibility of a Dell IPO, (2) floating the idea of a merger with VMware and (3) threatening a forced conversion of the Tracker into Dell common stock, among other tactics. These scare tactics are reminiscent of the tactics Machiavelli advised the Borgia rulers to use centuries ago."

Carl C. Icahn: Open Letter To Stockholders of Dell’s DVMT Tracking Stock
https://carlicahn.com/carl-c-icahn-releases-open-letter-to-stockholders-of-dells-dvmt-tracking-stock/

ERP – is it all over? Hint – hello New Kingmakers https://t.co/SDmQYU5eKd via @diginomica

— tom paine (@phillytechnews) October 14, 2018

Syncron, a SaaS to help manufacturers move to a service model, raises $67M https://t.co/6zvqdDJ0Ue via @techcrunch

— tom paine (@phillytechnews) October 16, 2018

It has been another banner year for recruiting apps powerhouse iCIMS, which has 800 employees and 4,000 customers, up from 650 employees and 3,500 customers last year. #iCIMSiNFLUENCE

— Albert Pang (@APPSRUNTHEWORLD) October 16, 2018

iCIMS is based at North Jersey's BellWorks, has received its primary funding from Susquehanna Growth Equity, and appears IPO ready based on most metrics. It has flown somewhat under the radar in my opinion, except for HR people.

Ten-year-old Zuora names Oracle and SAP among its competitors. But to CEO Tien Tzuo, these software giants couldn’t be better rivals - they just don't innovate enough https://t.co/obD2L8x48O

— Dan Colceriu (@DanColceriu) October 15, 2018

.@SoftBank Shares Are Falling & Analysts Are Tying It to the Saudi Khashoggi Scandal https://t.co/CEOxK6qQVy via @FortuneMagazine @connectedrights @rwang0

— R Ray Wang (王瑞光) #My31 (@rwang0) October 17, 2018

A Bay Area company, Anaplan, went public in the past week, part of a new generation of corporate planning tools, with some SAP and local connections.

Most people don't know, however, that Anaplan came to life in this idyllic spot in the UK.