MGI Research Team
Lessons From Oracle's GSA Contracting Whistleblower Case
In a case involving a former employee turned whistleblower, Oracle was yesterday sued by the US Department of Justice for alleged violations of GSA software contracts. Given the current economic climate and the budget challenges facing governments at all levels, we would not be surprised to see more cases like the one in question to be brought forward by other jurisdictions and involving other vendors. ... Full story
$246 million Jury Verdict Against i2 and JDA Software Highlights Hidden Risks
Today's announcement of the $246 million jury verdict against i2/JDA Software highlights the hidden legal risks that are often poorly understood by technology investors and management. The size of this jury award is unprecedented in the software industry and will likely have broad ramifications beyond the scope of JDA Software as a mid-size provider of enterprise applications. ... Full story
Select Storage Companies: The Recession Takes its Toll
March 3rd, 2009 - The Storage sub-sector has been seen as somewhat insulated from the impact of the recession. Yet, the MGI metrics of select storage providers indicate that the sector has been hit pretty hard. Of the five vendors covered in this note, only EMC has an average MGI-X score, and only 3PAR had a positive MGI-CV. ... Full story
Is CA an Acquisition Target?
CA is one of the largest software companies in the world with a broad product line and highly recurring revenue stream. CA shares moved up almost 27% since late June of 2009, but looking forward the picture is less clear. How does this company generate meaningful returns on a go forward basis? Is it likely to return to its acquisition strategy or has it itself become a target? ... Full story
MGI Research IT Efficiency Study Launched
MGI Research, in collaboration with Dr. Michael Greenstone, 3M Professor of Environmental Economics at MIT, is conducting a primary research study of energy use in data centers and IT organizations, including a broad look at corporate strategies, spending intent, and user rankings of vendors and the credibility of product claims associated with energy efficiency. This landmark research project will yield invaluable insights and data on corporate budgets for energy efficiency and the growing influence of energy consumption on IT decision-making. ... Full story