The VAR Guy

Sometimes good isn’t good enough. Profits are up at Oracle. And so are software sales. But the improvements fell short of Wall Street’s expectations, which has The VAR Guy worried. He turned off his laptop to escape from depressing online chatter — only to find the latest InformationWeek on his kitchen table. The cover story: “Recession and You.” Ouch.

There’s nothing like a good cat fight — especially when it involves Microsoft and Oracle. The latest squabble involves former Oracle Senior VP Doug Kennedy, who apparently is leaping to the Microsoft Dynamics team. If true, the move could help Microsoft to accelerate its recent momentum in the CRM and ERP mid-market, The VAR Guy believes.