Executive Summary For years Mark Chalfen provided information about HANA, S/4HANA, and SOH to the market. This is a study that measure’s Mark Chalfen’s accuracy. Introduction Mark Chalfen of Bluefin Solutions published several blog posts around S/4HANA, SOH, and also HANA. This study was created to catalog many (but certainly not all) of Chalfen’s statements…
Executive Summary Oracle developed a program to push Oracle Cloud for startups specifically. We review the logic of this program. Introduction Oracle came up with the idea to increase cloud sales by marketing to startups. This story illustrates both the disorganization within Oracle and a misunderstanding on the part of Oracle regarding Oracle Cloud’s capabilities….
Executive Summary For years John Appleby provided information about HANA to the market. There was a specific timing to when Appleby released false information around HANA. Video Introduction: John Appleby’s False HANA Statements and the Mindtree Acquisition Text Introduction (Skip if You Watched the Video) We covered in The Appleby Accuracy Checker: A Study into…
Executive Summary SAP has come up with a logic for key layoffs in areas where their products are failing. We analyze the evidence for SAP’s logic. Introduction After we wrote our analysis of SAP’s layoffs in the articles SAP’s Layoffs and a Brightwork Warning on HANA, and What Is Different About the Q1 2019 SAP…
Executive Summary After analyzing SAP more than any other research entity, we have come to some important conclusions regarding Hasso Plattner that are not generally known. Introduction Companies tend to centralize their coverage around a person who the company puts forward without checking if the person put forward is the individual who is the primary…
Executive Summary SAP presents itself as a cloud provider. We evaluate whether this presentation matches how it operates its businesses. This article focuses on SAP, but the lessons cloud just as well be applied to Oracle. Introduction This article began as a response to the following quotation from Vinnie Mirchandani. Our References for This Article…
Executive Summary For years John Appleby provided information about HANA to the market. This is a study that measure’s John Appleby’s accuracy. Introduction HANA was introduced in 2011, although little actually happened with HANA in 2011. In 2012 and particularly into 2013 and forward, John Appleby of Bluefin Solutions published large amounts of inaccurate HANA…
Executive Summary John Appleby made bold predictions on HANA. We review how Chris Eaton severely beat him in a debate on HANA. Introduction John Appleby’s article on the SAP HANA blog was titled What In-Memory Database for SAP BW? A Comparison of the Major Vendors and was published on Nov 13, 2013. In this article’s…
Executive Summary John Appleby made bold predictions on HANA. Do we review how accurate he was in his article on What In-Memory Database for SAP BW? Introduction John Appleby’s article on the SAP HANA blog was titled What In-Memory Database for SAP BW? A Comparison of the Major Vendors and was published on Nov 13,…
Executive Summary The recent SAP and Oracle layoffs are different from prior rounds of layoffs. The layoffs are byproducts of broad internal restructuring plans. Introduction The recent Oracle layoffs and SAP layoffs had specific important characteristics. Oracle’s board approved the restructuring plan for fiscal 2019 of up to $432 million. The company spent $297 million…