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Contents contributed and discussions participated by Stephen Raneri

Stephen Raneri

Reinvention: Ten Companies That Changed and Strengthened - IT Channel - IT Channel News... - 0 views

shared by Stephen Raneri on 15 May 10 - Cached
  • Novell (NSDQ:NOVL): The Waltham, Mass.-based software maker has gone through several iterations in its lifetime: from a competitor with Microsoft in the network OS business, to focusing more on collaboration, to a dalliance with WordPerfect (before selling that business to Corel), to buying SuSE and focusing on open source. But over the past several months, Novell has begun to sharpen its focus on cloud computing. Earlier this year, for example, it began touting its Novell Cloud Security Service--which uses broker technology for identity management at both ends of Platform-as-a-Service (PaaS) or Software-as-a-Service (SaaS) offerings. Unlike the earlier days of hosted IT, issues like regulatory compliance must now factor into many enterprise migrations to cloud- or hybrid-based IT. Novell has reinvented itself again, and this time is positioned for the cloud buildout. As one Novell executive put it recently, the company has become an "arms dealer" for cloud computing.
Stephen Raneri

ARM Holdings is ripe for the picking John Dvorak's Second Opinion - MarketWatch - 0 views

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    interesting
Stephen Raneri

Treasury Maps New Era of Regulation - WSJ.com - 0 views

  • "The sooner the industry embraces registration, the better off it will be with regulators," said Anthony Scaramucci, managing partner of SkyBridge Capital in New York, an SEC-registered adviser that oversees about $1.6 billion and helps new hedge funds get started. "But there's the potential that regulators might make funds microscopically report positions -- something the industry should dig a trench and put on the mustard-gas mask to fight. That would drive managers out of the United States."
Stephen Raneri

Informatica Shaping Up As Likely Acquisition Target | BNET Technology Blog | BNET - 0 views

  • Ray Wang, an enterprise software analyst with Forrester Research, told me that Informatica is, “definitely a hot company and it would be attractive to other companies either for a partnership or an acquisition.”
  • SAP and Oracle have acquired or built their own data management capabilities in the past several years. And IBM spent approximately $10 billion between 2005 and 2008 in data management-related acquisitions.
Stephen Raneri

Pipeline match for possible Bristol-Myers Squibb and Sanofi-Aventis merger - 0 views

  • Despite Plavix being patented until 2012, Canadian pharma Apotex gained FDA approval for a generic version over a year ago. A deal between BMS, Snaofi and Apotex that sought to delay the generic release until 2011 collapsed after an investigation by US lawmakers. Apotex then flooded the market with its generic product for three weeks before further sales were stopped.
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    historical article describing the fit between sanofi and bmy in a merger
Stephen Raneri

Roche confident of success in Genentech bid: paper | Reuters - 0 views

  • "I am very confident that we will be successful in taking 100 percent of Genentech," Franz Humer was quoted as saying in an interview with Switzerland's Basler Zeitung.
Stephen Raneri

Roche Can Go a Little Higher - WSJ.com - 0 views

  • It has "in principle" commitments from banks for a bridge loan of more than $25 billion in addition to $14 billion of gross cash on its balance sheet. That just covers the $40 billion cost of buying out minority shareholders at the current offer price.
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