Showing posts with label infor. Show all posts
Showing posts with label infor. Show all posts

Thursday, 4 November 2010

A question of honor

 

Despite the sound title for this post, unfortunately we are not talking here about the known song by Sarah Brightman, are we? Wonderful performance in Las Vegas a few years ago, highly recommended to those who might appreciate good music.

No show in Las Vegas, but a bit further westward, we are afraid… up to Oakland, as readers do probably expect.

Despite SAP accepting to pay for the attorney’s fees nothing less that $120 million, jurors still have to determine the cost of damages to be paid to the oracle. At the moment, the oracle is claiming about $2.3 billion.

Today we got former Oracle’s President Charles Phillips testifying. Two highlights from his words today.

First, we has declared that the oracle’s software licensing would have been charged to SAP for a fee ranging from $3 to $4 billion. Other sources up that figure to $5 billion, but we will stick to Reuters. Well, we are certainly no experts in software fees, but even in the case that TomorrowNow’s full plan to take customers from the oracle’s had completely succeeded, it seems quite an unreasonable figure. We are not sure at all that the oracle would have had equivalent revenue for all those customers. Still, Mr. Phillips played the role he was expected to as a former top executive at the oracle, and the figure was thrown in to justify the $2.3 billion claim, and even make it look reasonable in front of jurors.

Second, and most important in our opinion, we would like to highlight the actual words by our Testosterone Champion: "There's sort of an honor among warriors here that we can compete fiercely, but we don't take each other's software," Phillips said.

Oh, puh-leeeze...!!!!!!!

In a gentlemen’s atmosphere, Testosterone Champion’s (TC for short) words would have been very welcome, would not have drawn any attention, and would have been understood as utterly polite. But since the beginning of the friction between the two software titans, back in 2007, we would not precisely compare it to a gentlemen’s duel in the times of Louis XIV, would we? Big Mouth

Larry’s corroding and aggressive words, to begin with, followed by all the documents and evidence that has been published so far.

If we review TC’s  relatively recent past, it does not really look that the word “honor” is something he has not had to look up carefully before declaring anything today. More than 8 years in an extra-marital affair, and his move to IBM ally Infor (while all the buzz around Mark Hurd to the oracle’s and so forth) do not precisely prove he’s ever known what “honor” really means.

We do not take each other’s software, but we may take ourselves to hang around for years with women other than our own wife, or we eventually take Oracle’s confidential info and use it at Infor?

We do not really believe people are made of two personalities, one of which develops at work the other one at home. When we talk about individuals, we are basically talking of single entities that will basically behave the same way in either scenario. So if you betray your family, which should be sacred for you, are you telling me you will be able to keep loyal to a company that just pays you a salary, no matter how big, should the occasion arise? We are afraid we will not swallow that one, TC…

Maybe Apotheker was not the best choice for HP, and maybe Apotheker is not really the right witness to call, but TC is surely not the best example to preach “honor”, as Mark Hurd was not either a paradigm of the Standards of Business Conduct he preached for years at HP.

 

Monday, 25 October 2010

Testosterone and medicine

 

It has been repeated in many different media that Larry Ellison (66), Pontifex Maximus at The Oracle finds IBM as its ultimate foe, or, more politically correct, its number one competitor.

That very same Pontifex Maximus, in a questionable move, recently hired a certain Mark Hurd (53), former CEO at HP, to join its board of directors, and serve as President for Sales and Marketing.

Hurd’s hiring started a controversial action from its former employer that involved a lawsuit filed against him on the grounds of potential disclosure of HP’s confidential information, which was finally settled for a bunch of dollars in stock, in our opinion. In the meantime, Larry Ellison, contrary to what could have been expected from his reputation, kept what could be thought of as a prudent silence, yet quite eloquent for our taste.

This last move was made at the expense of Charles Phillips (50), who has to leave his comfortable armchair to Ellison’s tennis buddy.

Charles Phillips

Charles Phillips, as we have mentioned in an earlier post to this blog, showed some habits that made Mr Hurd a natural replacement for him, by the way…

Funny enough, the now well known emulator of Tiger Woods has been appointed CEO at Infor, Not as important as the Oracle, still relevant in direct competition to Larry’s company.

Well, curiously enough, guess which are Infor’s strategic partners… Do you find the explicit references to something big and blue?

We have no idea of the details in Charles Phillips severance package from the Oracle, if any, nor we know anything about potential lawsuits against him from The Oracle in the name of Ethics or anything like that. We do not know if the Pontifex Maximus will be able to hold his mouth and prevents his tongue to be unleashed. We do not know either if Phillips plays tennis with Infor execs… But you would need to agree with me that the story is too good to keep it unwritten.

While the Pontifex Maximus tastes his own medicine, we will wonder what happens to men when they reach their fifties… is it a sudden unbalance in their testosterone index what happens at that age?

And, frankly, to those who still believe in Father Christmas and the ability of powerful public people to keep private life separate from professional life, now do you feel comfortable about having Charles Phillips advising President Obama about economic recovery? (Please note who sponsors the news)