G+ is a community for professionals, academics and entrepreneurs to connect through online discussions and in-person meetings. You will continue to see G+ Insights (formerly GLG News) here as well as on the G+ website, where you can share and discuss the G+ Insights you read.
Has Sony Shot Itself in the Foot Again?
November 17, 2006
PlayStation 3 Lacks Upscaler to 1080i | www.dailytech.com
The jury is still out on the exact details of this issue
If true (as appears to be the case) the real impact may be somewhat limited, but the PR impact will be immense.
Closing in on RIM's Blackberry
November 17, 2006
Motorola to buy BlackBerry's main rival: Good Technology | www.itwire.com.au
The market is growing strongly
The competitors are becoming much more effective
RIM has a headstart, but it's in for a vicious battle for survival
Lenovo Finds the PC Market Tough Going
November 10, 2006
Lenovo's Plea for Patience | yahoo.businessweek.com
IBM couldn't make money from their PC unit, and now Lenovo is finding out why.
Increased competition from HP (in particular) has changed the rules.
November 7, 2006
India Revisited | www.forbes.com
The cost to maintain technical staff in India and China are still lower than Silicon Valley, but rising rapidly.
The economy is moving away from offshoring for cost reasons, and more toward offshoring to get scarce technical resources
The world technical economy is rapidly equalizing and in a few years it will be considered normal to have staff on multiple continents, all paid similarly
HP's (and Dell, IBM, and Rackable) Mainframe
November 6, 2006
HP Launches New Blade Technology | www.efytimes.com
Blade technology is starting to look like a new-generation mainframe
Reduced space, improved management, greater flexibility - what's not to like?
Increased power and cooling issues for data centers.
November 3, 2006
Microsoft Linux? | www.forbes.com
More pain for Red Hat
More fragmentation of the Linux market
Microsoft laughing all the way to the bank
Cisco, HP and Polycom Seek Big Bucks From Video
October 30, 2006
Cisco Joins High-End Videoconference Fray | www.businessweek.com
Cisco entering the high-end video market may legitimize it for everyone.
If the quality is unbelievable, so is the price!
The halo effect may work here as well as in automobiles
October 26, 2006
Oracle Announces The Same Enterprise Class Support For Linux As For Its Database | biz.yahoo.com
Oracle takes the Goldilocks approach - just enough Linux and not too much!
October 23, 2006
HP Takes Top PC Spot from Dell, Analysts Say | www.eweek.com
HP is doing really well.
Dell has had some stumbles recently.
Other players need to worry.
Microsoft vs. Google for the Office suite
October 16, 2006
Google combines Docs & Spreadsheets | www.bizjournals.com
Google continues to move in on Microsoft's turf.
Microsoft has won these wars before, can Google be the first to succeed against them?
Whatever happens with these two, all the little players are really in danger.
Can Riverbed beat Cisco and Microsoft?
October 9, 2006
Riverbed Goes Upstream | biz.yahoo.com
WAN acceleration is a rapidly growing market with huge upside potential.
Markets with huge upside tend to attract large players such as Cisco and Microsoft.
Survival of the fittest can be bloody for the losers!
Ellison may get the last laugh
October 6, 2006
Rattled SAP bites back at Ellison | www.theregister.co.uk
SAP is clearly feeling the heat
Oracle's strategy might work after all
Never sell Larry Ellison short!
Tech spending: Dimming but not dark!
October 6, 2006
Survey: Outlook for tech spending dims | money.cnn.com
Tech spending likely IS slowing
Slowing doesn't mean stopping! We'll still be spending, just perhaps a little less.
Who's winning the AMD vs. Intel battle?
September 28, 2006
Intel slide not over yet says AMD sales chief | blogs.zdnet.com
AMD is in a much stronger position now than 3-4 years ago.
Intel is fighting back on all fronts. AMD needs to be VERY nervous - it's not going to get any easier!
Linux desktops - not that easy!
September 26, 2006
Munich fires up Linux at last | news.zdnet.com
Mass transitions of desktop's away from Windows are difficult.
Cost savings may be rather elusive
The pain threshold is probably higher than CIO's can tolerate
Governance vs. Innovation - who wins?
September 19, 2006
HP: The Showdown in Silicon Valley | www.businessweek.com
Governance vs. Innovation is a continual battle that must remain in balance for the economy to succeed.
Whenever one side wins, we all lose! Right now governance seems to be winning, and that has disturbing long-term implications.
The Future of Voice Conferencing
September 11, 2006
Yahoo to Do Conference Calls | www.redherring.com
Voice conferencing as a business has a limited future
High-end voice conferencing business seems secure
September 7, 2006
'This has been a wake-up call for us' | money.cnn.com
Dell has been having a string of publicity problems recently - does this mean they're going down?
Openwave: The meltdown continues
September 1, 2006
Openwave cuts 65 jobs, including COO | biz.yahoo.com
One more managment shake-up, one more lay-off. How many of these can Openwave survive?
Is there any future for Openwave as an indenpendent company?
Salesforce - The enterprise eBay?
August 24, 2006
Salesforce Dives Into the Mash Pit | yahoo.businessweek.com
Salesforce is moving well beyond their original focus.
They have a stated desire to develop an eBay-like envoronment with their AppExchange platform.
In a few years Saleforce could potentially grow so far beyond their CRM roots that it's just another line of business.
SOPA and the wisdom of Yogi Berra
January 19, 2012
Larger wafers present a growth opportunity for LEDs
January 6, 2012
Smartphones threaten digital camera industry
December 1, 2011
Google music launches: The end of the end for the music industry
November 22, 2011
The move to the cloud will impact multiple industries
November 17, 2011