This version: “The Hipster Games,” with ironic young people from five districts — Portland, Austin, Brooklyn, Oakland and Silverlake in Los Angeles — fighting to the death for that old Talking Heads vinyl record album.

Enjoy:

Today and tomorrow, Yahoo’s directors are gathering here in Silicon Valley for one of their regular meetings that take place over the course of the year.

While board meetings in general are usually pretty dull affairs–and Yahoo’s, in particular, are typically glacial ones–there is a lot on the plates of those with purview over the machinations of the long-struggling Silicon Valley Internet giant.

Here’s a primer of what might (and might not) be happening, according to sources, of course, as Yahoo continues on its quest to reinvigorate itself–a journey that is beginning to make Siddhartha’s transformation into Buddha enlightenment look speedy.

A Yahoo spokeswoman declined to comment on anything below, although I did run it all by them.

The U-Shaped Turnaround

At Yahoo’s recent sales meeting in San Antonio, CEO Carol Bartz went all Sesame Street on the troops, using the letter “U” as an illustration to indicate where in the cycle the company was in its turnaround.

Apparently, just on the other side of the very bottom of the letter, heading inevitably upward.

Her argument was that the company has finally cleaned up its platform mess and its confusing corporate structure, and that its display and search advertising business is now recovering nicely.

All true, except there are some other key issues, such as the slowness of the search and online advertising partnership with Microsoft to make some serious hay.

In fact, although its display business will show a definite strong recovery in Yahoo’s quarterly results next week, its search business–both in market share and revenue per search (RPS)–has, as one person close to the situation put it succintly, “fallen off the cliff.”

That’s due, in part, to getting the new system with Microsoft delivering better results, which is not happening yet (if ever!).

In this quarter, Microsoft has honored its contractual guarantees and will make up the difference–which will result in masking the magnitude of the RPS loss. It’s a worrisome trend to watch.

The Asia Situation

Yahoo and its Asian partners are still mulling over various options regarding the company’s large ownership stakes there.

What is happening with its share in China’s Alibaba Group, according to sources, is precisely nothing right now, as has been made clear in recent comments by its CEO and co-founder Jack Ma.

“If you cannot make the business cool, you have no right to be angry with me,” said Ma in an article in Forbes published this week, referring to Yahoo. “I just don’t trust them…I’ve been working with them for years, and I’m disappointed.”

Relations between Ma and Bartz, sources said, remain as bad as ever, and even the normally close one between Ma and Yahoo co-founder Jerry Yang is strained.

Plus, Ma told Forbes, as he has said before, Alibaba is not taking its auction site, Taobao, public–leaving Yahoo in possession of an appreciating but decidedly private asset.

Japan is a different story, with the disposition of Yahoo’s stake in Yahoo! Japan the subject of long and continuing negotiations for a while now.

While the earthquake and tsunami crisis there did slow discussions down, there is still active recent movement about a variety of cashing-out scenarios, all of which have massive tax and regulatory issues.

Without boring you with the specifics, one option is to create a tracking stock, another a spin-off of the asset and still another some sort of stock trade.

But no matter what happens, Yahoo will have to pay some sort of taxes on its 35 percent stake in Yahoo! Japan, now worth $8 billion.

But if its CFO Tim Morse–the key figure working on the deal–can pull it off, what will Yahoo do with all that money?

Acquisition Guns Blazing? Or Sputtering?

In a recent forum in Silicon Valley, one of its M&A minions said Yahoo had its “guns blazing” with regard to acquisition activity in 2011, as deliciously reported in The Wall Street Journal, despite the company’s lackluster acquisition record.

Sources said the exec had his ears soundly boxed by his managers for the dopey remarks, since Yahoo has had such a lackluster record in the arena–especially compared to others.

And, oh yes, Yahoo’s M&A head just decamped to gaming phenom Zynga.

That aside, Yahoo should be deep in the market for hot start-ups to help revive its innovative spirit, but it remains hindered by a continued reluctance by new start-ups to join it and by its reputation for being a place where entrepreneurs go to die.

That certainly could change at any time with the right execs in place, but Yahoo is competing with a plethora of more exciting companies and also a seemingly endless venture capital gusher of cash of late.

While it is the board’s job to approve acquisitions and not source them, perhaps it is its job to pressure Bartz and other execs to get off the stick and hit at least one of the targets Yahoo aims at.

Targets are plentiful in advertising, content and even social, with many start-ups playing right into a lot of arenas Yahoo needs some help.

And help it does need as talent keeps walking out the door daily, mostly to hotter prospects such as Zynga and social buying sites Groupon and LivingSocial.

There is no question it is hard for any large company to hold onto top staff when there are so many enticing bonbons out there as options, but it can be done.

One good thing: Its newish head of product Blake Irving and head of U.S. media and advertising Ross Levinsohn seem to be playing well together and are setting a tone of stability that is much needed.

Enter the Kenny

That said, there remains endless swirl, especially with key investors, about the performance of its CEO.

While she started off as a publicly in-your-face exec, Bartz has definitely stepped out of the limelight of late, as her pugnacious manner started to irritate Wall Street and others.

It was a good idea, since it has taken the focus off the lack of stock and revenue progress she had loudly promised.

Still, Yahoo shares have continued to stay locked in the mid-teens, as investors wait for some sign that Bartz’s turnaround has worked.

The entrance of its spanking new director, Akamai President David Kenny, has further increased speculation about management and board changes at Yahoo.

This is Kenny’s first board meeting, but this well-connected newbie is someone who is clearly going to rise quickly to the top of decision-making at Yahoo.

That’s because the smooth and well-liked Kenny, who also has deep advertising experience as founder of the Digitas agency, has a long relationship with Yahoo and also with Yang.

He also now has much more tech cred as a leader of one of the Internet’s most important infrastructure companies, with a ton of regular contacts with media giants, ad networks and video providers that are Akamai’s clients.

In other words, Kenny (pictured here) is the full package of ad and tech experience that would make him an obvious Yahoo CEO candidate when Bartz’s contract is up in early 2013, if not before.

He’s also the person most likely to take over for longtime BoomTown punching bag Roy Bostock as chairman of the board at some point.

None of this is happening soon, but it is clearly an interesting development.

There are other machinations, of course, from continued interest from private equity players in Yahoo, as well as a variety of takeover scenarios, each more complex than the next.

While often derided as yesterday’s news by the elite of Silicon Valley as on an inevitable downward path, those plots are there because Yahoo remains a stellar brand with consumers worldwide and an Internet property with huge traffic and a big ad business.

In other words, it’s a U that someday maybe could be a V.

I’ll be starting a two-year assignment with the Peace Corps in the near future. I would like to start a blog where I can record my daily activities for my friends and family to read. Do you have any suggestions?

A:

There are numerous free blogging services that offer templates, simple tools and a free address your friends and family can use to view your reports. Two that I have used and can suggest are Blogger, owned by Google, at blogger.com; and the independent WordPress, at wordpress.com.

Q:

In terms of battery life, does it make any practical difference if I leave my common programs on my MacBook Pro running when dormant versus shutting them down when I’m not using them and then firing them up as needed?

A:

I asked Apple about this, and the company said an open, but idle, application on a Mac notebook generally won’t use any or many processor resources, which means almost no impact on battery life, even if it performs periodic background actions like fetching mail.

Exceptions would be programs that do heavy-duty things in the background, like rendering videos. The company strongly advises making sure the laptop is in sleep mode when not in use, and keeping the screen at the lowest brightness level that works for you.

Also, you can check how much demand a program is placing on the processor by running the Activity Monitor, located in the Utilities folder in Applications.

Q:

Why would a GSM phone run in 3G-mode only on AT&T and not on T-Mobile?

A:

It’s true that both carriers use the same basic technology, called GSM. But, in some cases, phones (like the AT&T iPhone) are locked so that, unless you do serious hacking, you can use them on only one of the two networks.

In other cases, it might have to do with the frequencies used by a carrier. T-Mobile and AT&T use different frequencies for their 3G networks, and a phone might simply be built to support only the 3G frequencies used by one of the carriers and not the other.

You can find Mossberg’s Mailbox and my other columns at the new All Things Digital website, http://walt.allthingsd.com. Email mossberg@wsj.com.

With tablets running the Google mobile OS beginning to proliferate now, those days of Apple’s easy dominace of the market are winding down. Shipments of Android devices in the quarter, for example, leapt to 2.1 million units from about 100,000. “Apple’s volumes will continue to go up, but market share will inevitably go down,” Strategy Analytics’ director Neil Mawston told Bloomberg . “Even at $500 retail, based on some of the research we’ve done, that’s probably two or three times more than what most mass market consumers are expecting to pay….If you were to ask me in two years time will Apple have less than 50 percent of the global tablet market, I think that’s a certainty.”

Perhaps. Depends on how the competition shakes out, I suppose. And just how high Apple raises the bar for its rivals with the iPad 2.

UPDATE: It also depends on the manner in which the competition reports sales numbers. To wit, it turns out that those 2 million Galaxy Tabs Samsung sold were actually sold into the channel and not necessarily to consumers, suggesting that this spike in Android growth may not be quite what it seems.

As Dan Frommer notes, that’s down one million from Q3 of last year, but it’s still AT&T’s second-best iPhone quarter ever. Overall, the carrier added a record 2.8 million more wireless customers.

This quarter, of course, is the quarter that AT&T’s U.S. exclusivity for the iPhone goes away, courtesy of Verizon.

AT&T also said it activated 442,000 wireless plans for tablets. That number includes both the iPad and Samsung’s new Galaxy Tabs running Google’s Android; reasonable to assume that the overwhelming majority of those activations are for Apple’s machines.

Murdoch, who runs Europe and Asia for his father Rupert’s company (which also owns this Web site), offered up the quasi-launch date during an onstage interview at the DLD conference in Munich.

As far as I can tell from the coverage, Murdoch didn’t reveal any other details that haven’t been reported–he confirmed that the service will cost 99 cents a week, etc.–but Staci Kramer at paidContent seems to have a good summary. You can watch the chat yourself here.

Meanwhile, I can offer up one tiny morsel of news about the Daily. And granted, it really is tiny. But: Here’s something you won’t see when the app launches, but will eventually–3-D video.

People familiar with the Daily tell me plans for future editions of the app include a gee-whiz feature that will allow correspondents to offer readers a 360-degree view of whatever they’re talking about.

It’s easier to show than to tell, and I can’t embed a sample here, but you can see one on this YouTube page. Most of the applications we’ve seen for 3-D Web video so far involve music videos set in party scenes. But you can imagine how much more interesting this might be if it involved someone reporting from, say, Tunisia.

Hats off to the creative minds at EMC’s marketing department. Somehow, someone came up with the idea of stuffing a Mini Cooper with dancers. The theme of the day was “record breakers,” so EMC decided to break a world record onstage, with the help of the Pilobolus Dance Theater troupe. One minute EMC President and COO Patrick Gelsinger was speaking, and the next a Mini Cooper rolled on stage surrounded by a few dozen people in white body suits. The idea was to demonstrate “simple and efficient storage.” Right.

An executive from the Guinness Book of World Records was on hand to certify that, yes indeed, they had set a world record, managing to get 26 people into the car, with the doors closed for five seconds. Will it help EMC sell more storage? You be the judge.

The results were led by strong growth in sales of IBM’s System Z mainframe servers, which were up 69 percent. That contributed to a 21 percent boost in sales in the Systems and Technology segment, which totaled $6.3 billion. Software sales were $7 billion, up 7 percent. Services revenue was $10.2 billion, up 2 percent.

It finished the year with earnings of $11.52, up 15 percent, on sales of $99.9 billion, which were up 4 percent form 2009. It was the eighth year in a row of double-digit per-share profit growth.

Looking ahead to the new fiscal year, IBM said it expects per-share earnings of at least $12.56 on a GAAP basis and at least $13 on a non-GAAP basis. This would put it on track to meet its road map that calls for earning of at least $20 a share in operating profit by 2015.

IBM shares rose 65 cents to close at $150.65 on the New York Stock Exchange, which amounts to a record, and climbed as high as $155 in after-hours trading.

For data nerds everywhere, the pinnacle of numerical navel-gazing has, at least since 2005, been Nicholas Felton’s beautifully designed “Annual Reports” on the numbers behind his personal behavior.

He has meticulously recorded, quantified, analyzed and laid out all manner of data from his life in a series that riffs on the annual reports that businesses issue to their shareholders.

Instead of earnings and capital expenditure statements, Felton’s reports are full of numbers like cost-per-mile-run at the gym and how many hours he worked from home versus office.

And now, of course, there’s an app for that.

Daytum, the name under which Felton and his co-creator Ryan Case have released what is essentially a consumer-focused designers’ portfolio project, previously existed only as a Web app to help users track and organize the everyday data of their lives.

The Apple iPhone version, released on New Year’s Eve, puts the sans-serif-chic data collection interface into your pocket and out into the world, where life’s data actually happens.

So, what is it good for?

Felton and Case hope that the app, plus a forthcoming API to their Daytum Web application, will enable more people to see their own data in a new way.

The app is designed to help you begin tagging the pieces of data that you’d like to track.

There’s no automated input. Just tap the screen to create a category of data you are interested in tracking.

Add the category “Lunch” and then set up some recurring fields under lunch. “Sandwich,” for example.

Then, anytime you eat a sandwich, or anything else, for lunch, you can quickly mark it down.

The app allows you to add data points as they happen, even if you don’t have an Internet connection right then.

How else would you track how much money you give to subway musicians each month?

So, we ask again, what’s it good for?

Whether or not you ate a sandwich today, Felton admitted, is not all that interesting. He claims the data of life becomes more compelling in the aggregate.

Maybe you’d like to know how many miles you walked this month, or how your mood correlated with the weather, or if you or your partner changed more diapers this year.

It might not seem like groundbreaking stuff, but the data of a life starts to tell a story when laid out, clean and collected, in Felton’s various visualizations.

Felton said that data’s value comes on may levels.

“It helps you see and share all kinds of stuff about your life–it can be really interesting to people who know you,” he said.

Digitizing the human analog data of the world is certainly a growth area in tech.

Tools have emerged to find out when users are awake via their tweets, there has been major growth in mobile purchase tracking and patents are being awarded to companies that offer deals based on where a person goes.

If the renaissance of this arena is still years off, it might be the perfect time to try to get ahead of the curve and tap the brains of people who are already thinking like it’s 2015.

Felton has spent the last half-decade staring at and organizing his own data and, more recently, the data of others via Daytum.

I asked him what wisdom he might have gained from his unusual pursuit.

“People seem to record binary items really well–things like one drink, or watching one TV show,” he said. “Recording gets harder and less regular when it’s things without a set size or quantity, like when they ate a meal.”

When I asked if he felt suspicious of the businesses that were gathering his data, he came back with something a little deeper.

“I think the walling up of data by businesses is really a missed opportunity, not cause for suspicion,” he said. “Someone knows how long it has been since I called my mother, but I can’t be certain. That information could be valuable to me.”

He added: “Businesses seem to be stuck on the idea of loyalty rewards being about points.”

For Felton, data can be its own reward.

His next data-driven project might bring the whole idea home.

Felton’s father passed away in September, and he’s decided to postpone his 2010 report for something larger and more personal.

So, he will release a single report on all of his father’s 81 years based on data gathered from years of slides, travel postcards, “FasTrak” auto toll payments and myriad other sources.

“I have gotten to know things about him that I never knew while he was alive,” he said. “I’ve learned that he was much better at maths and sciences than English back in school. I can actually quantify that.”

But the question on the minds of so many emerging data-driven businesses is: How well can we know people, our users and consumers based on their data?

Finding that answer seems to be Felton’s personal mission. And in the spirit of his other reports, he will share it, and the tools he uses to find it, with the world.

Still not convinced of what it’s all good for? We’ll let him explain for himself in this video interview:

(Early Adopter is a new column on early-stage start-ups and ideas that will be written weekly by Drake Martinet.)

]]> http://allthingsd.com/20110110/early-adopter-the-daytum-iphone-app-visualizes-your-life-and-lunch-as-data/feed/ 0 http://allthingsd.com/20110104/money-pink-floyd-stays-at-emi-and-itunes/ http://allthingsd.com/20110104/money-pink-floyd-stays-at-emi-and-itunes/#comments Tue, 04 Jan 2011 18:33:36 +0000 Peter Kafka http://mediamemo.allthingsd.com/?p=27604 Remember when Pink Floyd was suing its record label last year? No? Well, it’s resolved: The rich man’s Radiohead is staying with EMI Music Group for another five years.

Phew! EMI says that as part of the agreement, “all legal disputes between the band and the company have been settled.” Which means that if you were worried about the band’s music disappearing from Apple’s iTunes, you can breathe easy.

Of course, it was unlikely that Pink Floyd’s music really was going to leave the world’s biggest music store, even though part of the dispute between the band and the label had to do with online sales: Supposedly, the band was upset that its music was being sold as individual tracks on iTunes, instead of in album-only form.

But that argument never really rang true to me: Sure, it’s great fun to space out to all of “Dark Side of the Moon” in one sitting, but it’s an awful lot to insist that people have to listen to or buy the whole thing. Especially since no one else does that anymore. Not even Radiohead!

In any case, a check seems to have resolved the band’s misgivings, and you can still buy “Money” as a standalone track at iTunes.

]]> http://allthingsd.com/20110104/money-pink-floyd-stays-at-emi-and-itunes/feed/ 9 http://allthingsd.com/20110104/deutsche-bank-joins-the-running-of-the-apple-bulls/ http://allthingsd.com/20110104/deutsche-bank-joins-the-running-of-the-apple-bulls/#comments Tue, 04 Jan 2011 18:32:16 +0000 John Paczkowski http://digitaldaily.allthingsd.com/?p=55043 Expect another record-breaking quarter when Apple reports earnings later this month.

With strong global demand for its products and few retail stock-outs over the holidays, Deutsche Bank analyst Chris Whitmore believes the company racked up sales above already lofty expectations. And he raised his estimate on Apple today, following channel checks that revealed better-than-anticipated iPad and Mac demand and unwavering demand for the iPhone–even ahead of an expected Verizon announcement.

Over the holidays, Whitmore’s team checked up on 50-plus Apple Stores and retail partners, and found long lines, heavy store traffic and limited stock-outs at the majority of them.

“Apple continues to benefit from the strongest product offering in its history and the strong double-barreled product cycle is driving massive global demand for iPads and iPhones,” Whitmore said. “Both categories are benefiting from additional carriers, international expansion and limited competition. In addition, while we expect an onslaught of new tablet announcements at CES this year, we do not expect material competition to arrive until the second half of 2011. We have not seen anything that matches Apple’s iOS product suite in terms of form factor, usability, integrated hardware/software and the breadth and depth of the App store.”

Whitmore now expects Apple to sell 60 million iPhones in calendar 2011, up from 55 million. And that’s without a Verizon iPhone. With it, he says, iPhone sales should rise by another five million to seven million units. “We expect a CDMA based iPhone to be a significant positive for AAPL with limited cannibalization at AT&T,” he said. “Our DB colleague Brett Feldman, who covers Telecom Services, estimates that Verizon will add roughly 15M iPhones in 2011 with 6M cannibalized from AT&T.”

]]> http://allthingsd.com/20110104/deutsche-bank-joins-the-running-of-the-apple-bulls/feed/ 0 http://allthingsd.com/20101229/fun-with-mobile-stats-holiday-edition/ http://allthingsd.com/20101229/fun-with-mobile-stats-holiday-edition/#comments Thu, 30 Dec 2010 00:27:01 +0000 Ina Fried http://mobilized.allthingsd.com/?p=1478 By themselves, end-of-the-year stats can be kind of boring, so I decided to take two such compilations and create one of those mashups all the kids are talking about.

Both Zillow and eBay offered up some mobile facts and figures on Wednesday, and it turns out one of the companies saw its biggest ever mobile usage on the Christmas and the day after Christmas.

And if you guessed it was from all of those people putting up their unwanted presents on eBay, you are completely, 100 percent…wrong. Dec. 25 and 26 saw record mobile traffic to Zillow.

In general, mobile traffic to the real-estate site surges whenever people are out of the office. During the average weekday, Zillow says that only about 15 percent of traffic comes from mobile devices. On a typical weekend, anywhere from one-fifth to one quarter of Zillow’s traffic is from phones. On Thanksgiving, that figure reached 30 percent, while Christmas Day saw a record number of visits to the mobile site, with phones accounting for a third of all Zillow’s traffic.

As for eBay, it said Dec. 12 was its busiest mobile sales day ever, with the number of transactions well more than double that of the busiest day of 2009. That marked two years in a row that the second Sunday in December was the busiest eBay shopping day.

For those who want to slice eBay’s mobile business in all sorts of ways, the company has posted an interactive graphic with all sorts of fun facts. For instance, auto parts represented 15 percent of mobile sales in Germany as compared with only 8 percent in the U.S.

]]> http://allthingsd.com/20101229/fun-with-mobile-stats-holiday-edition/feed/ 0 http://allthingsd.com/20101216/oracle-beats-q2-earnings-forecasts/ http://allthingsd.com/20101216/oracle-beats-q2-earnings-forecasts/#comments Thu, 16 Dec 2010 21:10:56 +0000 Arik Hesseldahl http://newenterprise.allthingsd.com/?p=726 Oracle’s earnings are in. Both revenue and profits beat the expectations of analysts.

Sales were $8.6 billion, helped mostly by new software license sales that grew 21 percent to $2 billion, while updates and product support revenue grew 12 percent to $3.7 billion. The consensus estimate was $8.34 billion. Sales grew 47 percent from the same period a year ago.

Non-GAAP per-share earnings were 51 cents, beating the 46-cent forecast estimate of analysts surveyed by Thomson Financial. Earnings after one-time items were 37 cents, up from 29 cents a year ago.

Gross margins on Sun-branded hardware increased to 53 percent.

Shares are up almost 4 percent in after-hours trading.

There’s a quote from CEO Larry Ellison, reminding us how fast his new products are, and digging once again at the competition:

“Sun’s new SPARC Supercluster computer shattered the world record for database transaction processing performance by running 3 times faster than IBM’s fastest computer, and a stunning 7.5 times faster than HP’s best ever database performance,” said Oracle CEO, Larry Ellison. “Our new generation of Exadata, Exalogic and SPARC Supercluster computers deliver much better performance and much lower cost than the fastest machines from IBM and HP.”

Here’s another quote, from Oracle co-President (and former HP CEO) Mark Hurd, about the Exadata product line:

“Since joining Oracle I’ve met with and visited many customers that have expressed a high level of enthusiasm around our strategy of engineering hardware and software that works together,” said Oracle President, Mark Hurd. “That enthusiasm translates into an Exadata pipeline that has now grown to nearly $2 billion. That number is a good leading indicator that customers are planning to increase their investment in Oracle technology.”

Yes I would say there’s enthusiasm. It was precisely because of the Exadata line that Macquarie Research upgraded Oracle today.

More from the conference call, which starts at 5 pm ET.

4:53 pm: Seven minutes to go before the Oracle earnings conference call starts. Right now it’s all mellow classical guitar.

Call is running a little late.

5:10 pm: And we’re underway with the safe-harbor statement.

Ellison, Hurd and president Safra Catz are on the call.

Americas grew 32 percent in U.S. dollars.

5:15 pm: Balance sheet: $24.8 billion in cash and short-term investments.

Generated $3.7 billion in free cash flow.

5:15 pm: Safra Catz is now speaking. We exceeded the high point of license guidance. Even excluding a payment for legal fees, we beat guidance by 4 cents.

5:16 pm: All geographies reported double-digit growth.

5:16 pm: “We continue to take share from SAP.”

5:17 pm: With Sun, included operating margins were 44 percent, which is better than SAP. [Another dig.]

5:18 pm: Hardware guidance: $1.1 to $1.2 billion in revenues.

Non-GAAP EPS expected to be 48 to 50 cents, and 34 to 36 cents on a GAAP basis.

Here’s Larry:

5:19 pm: Our goal is to be No. 1 in high-end market for servers. Right now our numbers are behind HP and IBM.

5:20 pm: IBM’s and HP’s servers are slow, and software is slow and expensive and have no software value-add. [Another dig at the competitors.]

5:22 pm: Exadata pipeline continus to grow. We expect our new generation of Sun machines will enable us to win significant share, and position us in the No. 2 position behind IBM very soon. And then we’ll fight it out for No. 1.

5:23 pm: Now Mark Hurd is speaking.

5:23 pm: I want to focus on our opportunities to grow significantly.

5:24 pm: Deal volume was spread across companies of all sizes and strength in the public sector as well.

5:24 pm: All of our customers and competitors are reacting to us.

5:25 pm: 150,000 Middleware customers. We ended the quarter with a record hardware backlog.

5:26 pm: Now going to Q&A:

A question from UBS. Are you starting to see a halo impact on adoption of the Oracle suite?

Larry: Close rates are improving. You’ll see great improvement in Exadata sales from Q2 to Q3. Because it’s new, people were running a lot of benchmarks and trying it out first. We’ll sell a lot more Exadata in Q3 than in Q2.

As for the halo effect, when you buy these servers you buy them to run specific software. Engineer them at the same time and make sure they run well together. We have a huge advantage over IBM and HP. The notion of systems, hardware and software that run well together will dominate the high end of the business.

Q: You clearly have a lot of irons in the fire with Fusion apps coming up and Exadata. Focus on Exalogic. Can you share early feedback from customers and compare that to Exadata ramp.

Mark: Exadata experience benefits Exalogic. We’ve matured the use case, we think we know where the targets are. The Exadata experience is a big deal for us.

5:31 pm: A question about Fusion Middleware.

Larry: We’ve been in the middleware business for a long time. With release 11 everything has been rewritten. It’s a much better user experience, you can patch our entire suite with a single file. We think the fact that we have an integrated suite gives us a huge advantage over IBM.

5:33 pm: A question about Europe. It was better than expected. Apps business was really strong. Look at competitors. You’ve been gaining share against SAP. We are seeing a pickup in general environment.

Hurd: I’m not an economist, but we’re doing well in Europe. It was broad-based. It was not singular to a deal or country. It was broad-based to countries where we have been gaining share. It’s been one quarter after another, a pretty steady beat.

Larry: We had a wonderful set of industry specific applications, in telecommunications and banking and retail, and that’s unique vis-a-vis SAP. that has helped us a lot to establish us in a lot of industries. Also Fusion is right around the corner.

5:35 pm: Q: How frequently is an Exadata deployment resulting in the displacement of a competitor’s product?

Hurd: About 70 to 75 percent of the time. About 20 to 25 percent of the time it’s a consolidation.

We’ve sold Exadata now in 50 countries, and 30 to 35 percent of our customers have made a second purchase. You’re starting to see repeat purchases. We’ve learned a lot about this and so as we launch Exalogic we can accelerate our learnings.

5:36 pm: Q: Margin was also great. What can we expect going forward and what were one-time items?

Catz: In general, it’s the business. The only nonrepeatable thing is the $120 million legal settlement, which we will not repeat. Hardware margins and operating margins, this is something we’ve done for many years.

5:38 pm: Q: What is visibility for database licenses?

Larry: A couple quarters ago, someone noticed database licenses were growing nicely. We think Exadata is going to be a nice turbocharge to our database business. Across the board our database business is going to get strong with Exadata.

I just looked at after-hours trading in Oracle shares and they’re up more than 4.5 percent.

Hurd: “The secret to Exadata is bringing the smarts to the data, versus bringing the data to the smarts.”

5:42 pm: Q: What continues to drive the database business? Is it just core database, add-ons?

Larry: We think our technology is getting faster and more reliable at a faster rate than that of our competitors.

5:43 pm Larry: As far as applications, we think there are lots of reasons we continue to gain share every quarter over the last few years over SAP.

It’s the industry-specific applications. We have telecom companies that are running only Oracle software. We have some banks that are making the same kind of commitments up and down the stack. SAP just doesn’t have that.

5:44 pm: Larry: We’ve got this extremely modern Java-based suite called Fusion that is going to strengthen our competitive stance against Salesforce.com and against Workday.

5:46 pm: That seems to be it. The call is concluded.

]]> http://allthingsd.com/20101216/oracle-beats-q2-earnings-forecasts/feed/ 1 http://allthingsd.com/20101214/year-of-the-mac-how-about-years-of-the-mac/ http://allthingsd.com/20101214/year-of-the-mac-how-about-years-of-the-mac/#comments Tue, 14 Dec 2010 11:32:18 +0000 John Paczkowski http://digitaldaily.allthingsd.com/?p=54311 Back in January, Piper Jaffray analyst Gene Munster proclaimed 2010 the “Year of the Mac.” Now, with the year nearly over, it’s looking like he was right.

The latest domestic sales data from NPD shows Apple on pace to sell between 4.1 million and 4.3 million Macs in the December quarter. Which would make for another record breaker in an ever-lengthening string of them. After all, Apple’s U.S. Mac sales are up 20 percent year-over-year for the first two months of the current quarter. And with international sales growing faster than domestic, the company will likely see between 22 percent and 28 percent year-over-year growth.

If that trend continues–and with the recent refresh of the iMac and MacBook Air lines, there’s no reason to think it won’t–2011 could end up being the “Year of the Mac” as well.

]]> http://allthingsd.com/20101214/year-of-the-mac-how-about-years-of-the-mac/feed/ 0 http://allthingsd.com/20101205/cyber-spending-hits-16-8-billion-for-the-holidays-so-far/ http://allthingsd.com/20101205/cyber-spending-hits-16-8-billion-for-the-holidays-so-far/#comments Mon, 06 Dec 2010 00:10:26 +0000 Tricia Duryee http://emoney.allthingsd.com/?p=173 In the first 33 days of the holiday season, e-commerce spending has already hit $16.8 billion, increasing 12 percent over the same period last year.

ComScore said in the past week alone, four days exceeded $800 million in spending, including Cyber Monday, which became the heaviest online spending day on record at $1.028 billion.

On Tuesday, spending hit $911 million, making it the third-heaviest day on record, and Wednesday and Thursday came in at $868 million and $850 million, respectively. These figures include both physical merchandise, and relatively new categories, like virtual goods.

The big winners in the past week have been the Amazon.coms of the world and other large retailers, comScore noted.

The top 25 online retailers generated 20 percent more sales for the month of November, compared to last year, and their share increased to nearly 68 percent of the market. Meanwhile, the marketshare of small-to-mid-size retailers shrunk to 32.2 percent.

These increases aren’t expected to last as some retailers became less aggressive with promotions and discounts toward the end of the week, when year-over-year growth rates fell to single digits. “We may see another week of this effect before late season discounts and buying by procrastinators gives the season a final spending surge,” said comScore chairman Gian Fulgoni.

]]> http://allthingsd.com/20101205/cyber-spending-hits-16-8-billion-for-the-holidays-so-far/feed/ 2 http://allthingsd.com/20101203/virtual-monday-how-holiday-shopping-has-included-intangibles/ http://allthingsd.com/20101203/virtual-monday-how-holiday-shopping-has-included-intangibles/#comments Fri, 03 Dec 2010 19:06:32 +0000 Tricia Duryee http://emoney.allthingsd.com/?p=125 Cyber Monday reached a record-breaking level this year with more than $1 billion dollars spent online, making it the heaviest U.S. online shopping day ever.

Those estimates, provided by comScore, include any transaction conducted over the fixed Internet, either from home or work.

That means the record-breaking year also included the intangibles in our lives that you can’t touch or feel, and can’t ship in a box, like e-books and music, and virtual goods, such as a Gingerbread House or a Poinsettia to brighten up your FarmVille home for the holidays.

While likely still a small percentage of the $1 billion-plus in sales (comScore wasn’t willing to break down the numbers), companies like Zynga that develop many popular social games on Facebook didn’t waste any time taking advantage of the shopping frenzy that hits the Monday after Thanksgiving as people return to work and click to buy.

Sales spiked as Zynga kicked off the week with a new holiday lineup. On FrontierVille, users were offered mystery animals, like a polar bear wearing a Santa hat and a penguin sporting a reindeer hat. The second most popular decoration of the day was a blanket of snow for the player’s homestead. It also debuted holiday cheer in FarmVille with a winter horse-drawn carriage and a Santa Gnome as two of the top-selling items.

But it wasn’t all about decorations. On Monday, Zynga offered its most expensive virtual item in FarmVille’s history. The so-called “Unwither Ring,” which has been offered only two other times, costs 250 in Farm Cash (roughly $40). Players who are willing to splurge will never have their crops wither again–a situation that occurs if you show up to plow too late. And if you are looking for something special for that certain someone, the Unwither Ring is also available as a gift.

Santa Clara, Calif.-based PlaySpan, which offers monetization platform services to 1,000-plus online games and social networks, was willing to be a little more specific about Cyber Monday’s spike. Sales of PlaySpan’s game card–available in North America at 7-Eleven, Rite Aid and other stores–were up 69 percent on Black Friday, compared to the previous week. Its corresponding marketplace, which features virtual goods, also reported a substantial increase in purchases over the weekend. The bump in sales increased 11 percent from Thursday through Sunday, compared to the same period a week earlier.

]]> http://allthingsd.com/20101203/virtual-monday-how-holiday-shopping-has-included-intangibles/feed/ 1 http://allthingsd.com/20101202/oracle-sets-database-speed-record-larry-ellison-disses-hp/ http://allthingsd.com/20101202/oracle-sets-database-speed-record-larry-ellison-disses-hp/#comments Thu, 02 Dec 2010 23:53:12 +0000 Arik Hesseldahl http://newenterprise.allthingsd.com/?p=107 Oracle CEO Larry Ellison is having a big day. On the day of the premiere of a high-profile Bloomberg TV documentary that promises to burnish his legend, he also got to brag that Oracle had retaken the current land speed record in database computing from IBM.

Of course he used the opportunity to engage in his favorite new hobby: Taunting rival Hewlett-Packard.

The announcement was straightforward. Oracle’s forthcoming SPARC T3-4 Supercluster has achieved a performance record of more than 30 million transactions per minute, as verified by the Transaction Processing Performance Council, an industry benchmarking organization. This bested the previous record holder, a model of IBM’s Power 780 Server, which delivered more than 10 million transactions per minute.

Farther down on the TPC’s list, in fifth position, is HP’s Integrity Superdome, clocking a performance of a little more than 4 million transactions per minute. Oracle is using the results in ads that portray Oracle as a cheetah, IBM as a respectable stallion and HP as a poky turtle. (Full disclosure: This ad ran in today’s print edition of The Wall Street Journal, which like this Web site is owned by News Corp.)

At this point in his remarks, Ellison beat the war drums against HP rather loudly: “We think the HP machines are vulnerable. We think they’re expensive. We think they’re vulnerable in the marketplace. We’re going to go after them. We’re going to go after them in the marketplace with better software, better hardware, and better people.”

I’ve asked HP for a response, and will update if I get one. [Update: And here it is, courtesy of company spokesman Michael Thacker: "HP is the number one provider of enterprise servers in the marketplace. We are focused on our customers, and the combination of our technology leadership, product performance, and pricing continues to meet the needs of those customers. The numbers prove it--we experienced 25 percent revenue growth year over year during our last quarter, and we are the only major UNIX vendor that reported server growth."]

[Another update: An HP spokesperson just sent the following additional statement: "Larry Ellison bought a money-losing business that had steady market share declines for years, and which still ranks at the bottom of the market. Customers aren’t fooled by outdated benchmarks, no matter what Oracle says. HP’s market share results prove it. Sun customers are running to HP in droves because they recognize we deliver superior technology, performance and pricing."]

One thing HP and IBM have going for them is that the Oracle system in question won’t be on the market until next June.

]]> http://allthingsd.com/20101202/oracle-sets-database-speed-record-larry-ellison-disses-hp/feed/ 5 http://allthingsd.com/20101117/internet-advertising-rebounds-to-set-record/ http://allthingsd.com/20101117/internet-advertising-rebounds-to-set-record/#comments Wed, 17 Nov 2010 16:45:22 +0000 Voices http://voices.allthingsd.com/?p=32691 Revenue from Internet advertising reached a record $6.4 billion in the third quarter, according to figures released today from the Interactive Advertising Bureau and PricewaterhouseCoopers. That’s a 17 percent jump from the same quarter last year, when revenues were just starting to climb out of a sharp slump.

]]> http://allthingsd.com/20101117/internet-advertising-rebounds-to-set-record/feed/ 0 http://allthingsd.com/20101115/a-4-3-million-mac-quarter-for-apple/ http://allthingsd.com/20101115/a-4-3-million-mac-quarter-for-apple/#comments Mon, 15 Nov 2010 22:24:03 +0000 John Paczkowski http://digitaldaily.allthingsd.com/?p=52682 Apple is headed toward another record-breaking quarter for Mac sales. That’s the indication from the latest NPD retail data, anyway. Piper Jaffray analyst Gene Munster looked over NPD’s numbers for the first month of the September quarter and figures Apple is on pace to sell between 4.1 million and 4.3 million Macs during the holiday shopping binge–which is in line with Wall Street expectations of 4.2 million.

“This early data, along with our assumptions for international Mac sales, which are growing faster than domestic Mac sales, and the final 2 months of the quarter, implies (year over year) Mac unit growth of 22%-28%, in line with the Street at about 24% y/y growth,” Munster wrote, adding Apple may see an additional bump thanks to the new MacBook Air. “We note that the all new 11″ MacBook Air launched on 10/20 alongside a redesigned 13″ model, and we believe the first full month of new MacBook Airs (Nov.) could also drive unit growth in the quarter.”

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