Good news for Oracle as they released their fourth quarter results and “beat market expectations.” That is good for them. In theory, it is good for us customers because as long as Oracle is doing well, they will continue to engage with their user community, enhance their product lines, and make strategic acquisitions — as long as they actually do those things. With particular regard to their work with the user community, Oracle faces a defining moment here. Let’s hope that they continue the work they have done in this area.
This appears to be a hopeful economic sign for the technology industry, if even a tentative one. If Oracle is seeing business pick up — which indeed they are — then IT spending must be loosening up again after having slacked for the past half year.
I wonder, though, whether IT decision makers have simply been waiting passively for this time to get back to business as usual. I tend to think that CIOs out there have been spending their time thinking about whether business as usual is actually where they want to be. We have seen a number of indications that this break in the action forced by the economy has opened up a new attitude toward enterprise technology. We read Vinnie Mirchandani’s post referring to an article on “IT Lite” — making use of lighter weight, cheap/free tools to accomplish the goals of the enterprise. We see an article about the same principle in CIO magazine. These are not all that surprising because most IT folks I know have really been backed up into a corner and have needed to go out and get what they can to do the job lately. But what happens to this trend one the economy is somewhat restored?
I caught an interesting article about executives in my industry (higher education & research) balking at an incremental fee expansion. It is customary for executives to balk at big implementations or upgrade projects; that is in their DNA. This seems a bit different though. This seems like a re-thinking of the status quo. I hope vendors are taking note of these trends (as I am sure they are), because to ignore them while “beating market expectations” will only encourage executives to question business as usual.
Is anyone else seeing these trends? Agree or disagree?
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