Mr. Paul Massie

Senior Director Operations & IT, YouSendIt Inc


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GLG News by Mr. Paul Massie, Senior Director Operations & IT

Analyses are solely the work of the authors and have not been edited or endorsed by GLG.

GLG News is now G+ Insights

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.

When Offshoring Works

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.

Microsoft's Linux Bombshell

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

Oracle Finds the Right Path

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!

A resurgent HP takes the lead

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

Dell: Comeback or Count out?

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.

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