GLG News by Mr. Paul Massie, Senior Director Operations & IT
GLG News is now G+ Insights
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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.
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December 3, 2008
Ubuntu Remains Best Linux Distribution for Desktops | www.eweek.com
Linux is now a viable alternative for a desktop operating system. It works cleanly with most modern and not so modern hardware. It comes pre-packaged so someone less than a genius can install it. Why hasn’t it taken the world by storm? Largely because there isn’t a sufficient driver.
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Apple’s iPhone, RIM’s Blackberry, and Windows Mobile
November 24, 2008
BlackBerry maker battles back | money.cnn.com
Smartphones are increasingly capable, attractive and usable. While they still represent a minority market share in the cell phone market, their popularity is growing. Apple gets most of the publicity, but RIM, Nokia and others are not sitting still.
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Will It Be a Cold Christmas for PC Vendors?
November 11, 2008
Holiday shoppers like Apple and Dell | apple20.blogs.fortune.cnn.com
The short answer is – yes! Both enterprises and consumers seem unlikely to spend much on PCs this holiday season. Nonetheless, bad times can work to the long-term advantage of vendors if they are properly positioned going in.
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Negative Publicity May Dampen Offshore Outsourcing
November 7, 2008
Pfizer Accused of Using U.S. Workers to Train Foreign Replacements | www.eweek.com
There is an increasing backlash in the US to offshore outsourcing, particularly the large deals typically outsourced to large Indian providers. The new political climate may embolden displaced US workers to complain more loudly, and Washington to listen more. Even if little concrete action is taken the negative publicity could impact deals.
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November 3, 2008
Windows 7 Upgrade Chaos Looms | www.informationweek.com
It appears Microsoft has listened to the complaints about Vista and is addressing them with a more-compatible, leaner and easier-to-use Vista/Windows 7. Windows 7 looks like it could also be named Vista SP3. This is exactly what enterprises are waiting for and if Microsoft delivers it in late 2009 as expected the adoption rate among enterprises should be very high.
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Video Conferencing IS the Future!
October 29, 2008
Polycom ups telepresence ante | telephonyonline.com
Several factors are converging to make video conferencing more commonly used. Improved technology, increased network bandwidth, and both the cost and effort/time invested in traveling are all factors. Telepresence provides the “halo effect” for video conferencing, similar to the effect the Corvette has for the overall Chevrolet product line.
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October 13, 2008
Oracle Fusion apps: Is 2010 delivery too little, too late? | www.networkworld.com
Oracle’s Fusion Apps have the potential to be a “game-changer” in the ERP market. Although Fusion likely won’t be delivered when initially expected, and will instead trickle out into the marketplace in pieces during 2009 and 2010, that is soon enough. Details on schedule and content are vague or non-existent, but early indications suggest competitors should be concerned.
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Offshore Outsourcers Hurt by Financial Meltdown
October 7, 2008
Offshore Outsourcing: What Role Will the Recession Play? | www.cio.com
As the economy contracted many thought that would actually help offshore outsourcing, as the effort to reduce costs would drive more business their way. Judging from early returns, that doesn’t appear to be the case. On the contrary, this may well be the beginning of a sea change in the overall offshore outsourcing market.
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October 7, 2008
What Should Investors Do Now? | online.wsj.com
No segment of the market is completely safe from economic woes, but key tech players are as well positioned as any to weather the storm. This is the time to choose carefully among investments, but the tech arena today boasts solid investment choices among both large and small companies. However, due diligence today needs to be “more diligent” than usual!
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Google’s Gmail Threat to Excchange
September 15, 2008
Google's Office Intrigue | www.forbes.com
Google’s free consumer Gmail has gained a large and loyal following. Google would like to leverage that to dethrone Microsoft Exchange in enterprises. While Microsoft should be careful not to underestimate the threat, Google faces formidable challenges, not least of which is security.
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September 9, 2008
Having Fully Shattered Global Voice Roaming Fees, MaxRoam To Whack At Data Next | www.informationweek.com
MAXroam is providing a solution to one of today’s biggest problems in mobile phones – the cost of International roaming. They are offering both data and voice Internationally at reasonable rates. They are potentially the next Skype, with a similar value and impact on the carriers.
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Microsoft Seals VMWare’s Fate?
September 9, 2008
Microsoft Virtualization Products Due In Thirty Days | www.informationweek.com
Microsoft’s latest virtualization announcements are another nail in VMWare’s coffin The key fact is not so much that Microsoft is offering this capability, since everyone knew it was coming. The key fact is how soon and how cheaply it is available. “Free” is always a compelling price! The migration capability was not generally expected for several more months.
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Red Hat Focuses on Virtualization
September 5, 2008
Red Hat buys virtualization company for $107M | triangle.bizjournals.com
Red Hat’s acquisition of Qumranet will strengthen their virtualization offerings, thus providing more competition for VMWare and Microsoft. Qumranet’s technology will move Red Hat significantly forward, particularly on desktop virtualization. This is starting to raise the question of whether virtualization will be able to survive long-term as an independent product.
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No Recession For Computer Hardware
August 26, 2008
Computer Hardware: Recession-Proof? | www.businessweek.com
Both the server and PC markets seem to have held up very well during the past months, and barring a catastrophic collapse of the economy, likely will continue to do well. Credit must go to the innovations in both technology and business processes achieved primarily by HP, Dell and Intel.
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Open Source vs. VMWare and Microsoft
August 21, 2008
Xen Community proposing the latest feature set for 3.3 | weblog.infoworld.com
The next evolution of Xen software puts further pressure on VMWare’s market share and margins. This is a clear indication that VMWare’s business model will require a major overhaul sometime in the next year or two. Microsoft will be less impacted since they have less today.
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Intel’s Nehalem Drives Cloud Computing
August 12, 2008
Intel's Next Gen "Nehalem" to be Called Core i7 | www.dailytech.com
Intel’s next-gen Nehalem processor ups the performance bar, making it increasingly difficult for AMD. Server manufacturers and software vendors will also be impacted, positively or negatively, by this generation of processors, which will also provide further impetus to cloud computing.
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Cisco + EMC or Cisco + VMWare?
August 1, 2008
Cisco Won't Buy EMC, Will It? | www.informationweek.com
Rumors abound that Cisco might purchase EMC, but that seems very unlikely given the cost involved and the lack of apparent synergy. Cisco could, however, purchase VMWare. Cisco has made virtualization a key strategic focus, and adding VMWare would instantly catapult them to the top of the virtualization rankings.
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Microsoft Gets Serious About Business Intelligence
July 28, 2008
Microsoft To Buy DATAllegro | www.informationweek.com
Microsoft’s acquisition of DATAllegro should put to rest any skepticism on whether Microsoft is serious about the data warehouse and Business Intelligence (BI) market. They have been progressively moving more into BI and data warehouses for several years, but have focused on the low-end BI user. Now they’re going after the high-end market as well via an appliance.
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July 22, 2008
PC shipments grew faster than expected in 2Q | biz.yahoo.com
HP maintains worldwide leadership, but Dell is staging a comeback. HP may be able to leverage their wide array of products for an advantage. The second-tier vendors will continue to do well in places but seem to have little chance of unseating either Dell or HP. Apple is a dark horse poised to improve in this market.
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The Vultures Are Gathering Around Sun
July 14, 2008
Shrinking Sun under the gun | www.theregister.co.uk
At a market cap of $7-8B and $2+B in the bank, along with healthy free cash flow, Sun is starting to look ripe for an acquisition. It’s becoming increasingly clear that Sun’s current business model isn’t working, but their IP, customer base, brand recognition and employee base makes them attractive.
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