Comments on: PeopleSoft Testing and Oracle Migration http://www.feld.com/wp/archives/2005/01/peoplesoft-testing-and-oracle-migration.html Tue, 14 Feb 2012 01:23:00 +0000 hourly 1 http://wordpress.org/?v=3.3.1 By: Brad Feld http://www.feld.com/wp/archives/2005/01/peoplesoft-testing-and-oracle-migration.html/comment-page-1#comment-519 Brad Feld Mon, 03 Jan 2005 20:33:33 +0000 http://www.feld.com/wp/?p=225#comment-519 I'm not worried about this dynamic because I think it's inaccurate. There are a number of very successful ISV's who have built meaningful businesses around Oracle's platform. While Oracle will want the services revenue from upgrades, this impacts consulting firms much more then it impacts ISVs. In addition, PeopleSoft already had a huge internal consulting practice, so any third party vendors that were consulting or integration oriented were already suffering from the classic channel conflict that existed between PeopleSoft and their third party consultants. The bigger concern is whether Oracle will ultimately developing comparable products to Newmerix - making Newmerix position in the market obsolete. PeopleSoft already had "testing products", but they are so inferior to Newmerix's as to not be competitive. While a major platform ISV such as Oracle can always choose to build products that cause their ISVs' products to be obsolete, the opportunity (and challenge) for the ISV is to continue to maintain relevance by innovating in areas that are using to the ISV. This is what Newmerix has been doing and - IMHO - has a very defensible technological (and architectural) base on which to build on. I’m not worried about this dynamic because I think it’s inaccurate. There are a number of very successful ISV’s who have built meaningful businesses around Oracle’s platform. While Oracle will want the services revenue from upgrades, this impacts consulting firms much more then it impacts ISVs. In addition, PeopleSoft already had a huge internal consulting practice, so any third party vendors that were consulting or integration oriented were already suffering from the classic channel conflict that existed between PeopleSoft and their third party consultants.

The bigger concern is whether Oracle will ultimately developing comparable products to Newmerix – making Newmerix position in the market obsolete. PeopleSoft already had “testing products”, but they are so inferior to Newmerix’s as to not be competitive. While a major platform ISV such as Oracle can always choose to build products that cause their ISVs’ products to be obsolete, the opportunity (and challenge) for the ISV is to continue to maintain relevance by innovating in areas that are using to the ISV. This is what Newmerix has been doing and – IMHO – has a very defensible technological (and architectural) base on which to build on.

]]> By: Pierre http://www.feld.com/wp/archives/2005/01/peoplesoft-testing-and-oracle-migration.html/comment-page-1#comment-518 Pierre Mon, 03 Jan 2005 19:47:08 +0000 http://www.feld.com/wp/?p=225#comment-518 Interesting. What do you think of the fact that Oracle has never been known to like very much and treat well third-party vendors graviting around its solutions? As noted in this recent article on eWeek: <a href="http://www.eweek.com/article2/0,1759,1746663,00.asp" rel="nofollow">http://www.eweek.com/article2/0,1759,1746663,00.asp</a> "Other third-party vendors are more concerned. 'Oracle is much less encouraging to third-party vendors to support their applications than PeopleSoft was,' said Dion DeLoof, CEO at Anteo Group LLC, based in Atlanta. 'PeopleSoft has made money on licensing revenue and has been happy for [the Anteos of the world] to be out there making money on upgrades. Oracle doesn't like to give that piece of the business away. That's really our challenge three years out.' Anteo, which counts on PeopleSoft implementations and upgrades for about half its business, has not executed any major PeopleSoft implementation projects for at least six months. DeLoof speculated that the slowdown was a result of users' uncertainty over PeopleSoft's fate." Don't you think that this can affect Newmerix too? Thanks, Pierre Interesting. What do you think of the fact that Oracle has never been known to like very much and treat well third-party vendors graviting around its solutions?

As noted in this recent article on eWeek:
http://www.eweek.com/article2/0,1759,1746663,00.asp

“Other third-party vendors are more concerned. ‘Oracle is much less encouraging to third-party vendors to support their applications than PeopleSoft was,’ said Dion DeLoof, CEO at Anteo Group LLC, based in Atlanta. ‘PeopleSoft has made money on licensing revenue and has been happy for [the Anteos of the world] to be out there making money on upgrades. Oracle doesn’t like to give that piece of the business away. That’s really our challenge three years out.’

Anteo, which counts on PeopleSoft implementations and upgrades for about half its business, has not executed any major PeopleSoft implementation projects for at least six months. DeLoof speculated that the slowdown was a result of users’ uncertainty over PeopleSoft’s fate.”

Don’t you think that this can affect Newmerix too?

Thanks,

Pierre

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