GLG News by Mr. Paul Massie, Senior Director Operations & IT
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.
-
How Deep Are VMWare’s Troubles?
July 10, 2008
Microsoft vs. VMware: Rumble in the virtual world | www.infoworld.com
VMWare is doing great, so how could they be in trouble? By having both Microsoft and open source invade their market. Their easy growth is in the past, and now the question becomes whether they can thrive in a highly competitive environment.
-
Oracle Not Enthusiastic About SaaS
July 1, 2008
Oracle Will Keep Shopping, Just Not in the SaaS Aisle | finance.yahoo.com
According to the media and several prominent individuals, SaaS is the future of the software business. The “old-fashioned” licensed software model is doomed. Yet the most profitable and biggest software companies have only a limited presence in SaaS. Does this mean they are out of step with the future, or do they actually know something?
-
June 24, 2008
Motorola Impresses With 5-Megapixel Camera Phone | www.informationweek.com
Motorola’s new camera phone won’t be enough to resuscitate their ailing handset business, but it does show that some innovation still lives within Motorola. This is not the second coming of the RAZR, but is a good beginning if they can follow with other innovative products.
-
June 19, 2008
HP adding solid-state memory to its servers | www.infoworld.com
The move from rotating disks to Solid State Disks (SSD) is happening faster than most predicted. Rotating disk vendors such as Seagate will likely see margins erode as they lose the high-end disk business to SSD.
-
Oracle Shows First “Real” Fusion Apps
June 12, 2008
Enterprise 2.0: Oracle Plans New Business Apps, With A Social Twist | www.informationweek.com
Oracle is getting close to delivering on their promises about Fusion. If the final suite of products can match the early previews, they have achieved a “game-changer” in enterprise applications.
-
Riverbed vs. Cisco, Sometimes Goliath Wins!
June 5, 2008
Riverbed Shares Are Overvalued Says Goldman, S&P | blogs.barrons.com
Riverbed jumped into the WAN optimization market with innovative technology and an effective business plan. Their success has justified the market, but they face an uphill battle against the big network vendors. Ongoing innovation gives them some hope, but their long-term viability is at risk.
-
Windows 7 Eliminates Need for Vista!
May 30, 2008
Windows 7 to use touch-screen interface; new OS due in late '09, Ballmer says | www.computerworld.com
The release schedule for Windows 7 effectively means most enterprises will go directly from XP to 7. Windows 7 appears to be Vista done right, with problems addressed and some nice functionality added. If delivered as promised it should maintain Windows’ position in the market.
-
Can Sun Microsystems be Profitable?
May 14, 2008
Sun Still Clings to Java Dominance Pitch | seekingalpha.com
Sun has tied its future to open source, but seems clueless on how to monetize open source. Worse yet, they don’t seem to care! Meanwhile their core revenue stream continues to dwindle. Future prospects don’t look good.
-
Why Not Desktop Virtualization?
May 13, 2008
Desktop Virtualization Drives Security, Not Just Dollar Savings | www.informationweek.com
Desktop virtualization promises huge savings in TCO, improved security, good user experience, improved manageability, etc. Despite these advantages, it has many issues that have so far prevented widespread adoption, and likely will always limit adoption.
-
Oracle’s Next Focus - Web 2.0 Apps
May 8, 2008
Interop: Oracle Looks Beyond ERP | www.informationweek.com
Oracle’s applications have both wide and deep functionality, but that’s not enough anymore. As younger users move into positions of influence intuitive interfaces and social networking features become increasingly important. The applications vendor that “gets” this will be in a commanding position.
-
Microsoft Beware, Apple is Knocking!
May 5, 2008
The Mac in the Gray Flannel Suit | www.businessweek.com
Apple cannot win the enterprise market for the Mac, but Microsoft can give it to them. When the resurgence of the Mac is combined with Microsoft’s continuing insistence on selling Vista to enterprises, the door is open to Apple gaining a solid presence in the enterprise market.
-
April 21, 2008
Nokia Shares Slammed in Wake of Miss | www.smartmoney.com
In terms of volume the iPhone is indeed a “niche product” for Nokia. However, the impact the iPhone is having on the handset market is much greater than its market share might indicate. Nokia needs to address their steadily dropping US market share, although the iPhone is only one small piece of that problem.
-
Google + Salesforce – Should Microsoft Worry?
April 16, 2008
Google, Salesforce.com Integrate Apps | www.redherring.com
The integration of Google Apps into Salesforce.com’s products can only help both companies, so it is certainly not going to help Microsoft. On the other hand, this level of integration has been available for quite a while between Microsoft’s Outlook and ERP solutions, so it’s not likely to have any dramatic impact on Microsoft.
-
April 8, 2008
Will Microsoft deliver Windows 7 next year? | www.infoworld.com
The best course for Microsoft is to release the next OS ahead of schedule and write Vista off as an interim step. If Microsoft can get a solid Windows 7 released in the middle of 2009 they will retain their hold on the desktop market. If not, they risk losing a large percentage of that market.
-
A Tech Slowdown is Not a Tech Collapse!
April 2, 2008
Cisco Signals Trouble Ahead | money.cnn.com
With the overall state of the economy a general slowdown in technology companies is inevitable. That does not equate to a collapse akin to 2001 or the current Financial Services sector. Unless something changes only the weak companies will be hurt severely.
-
Microsoft a Leader in Business Intelligence
March 26, 2008
Microsoft Gets Gartner's Business Intelligence Top Ranking | www.informationweek.com
Microsoft has made surprising progress in the last 2-3 years to get into Gartner’s leaders magic quadrant. The recent massive consolidation in the BI market gives Microsoft a window of opportunity to win market share at the expense of the well-known vendors.
-
Seagate and Western Digital Should Worry About Flash!
March 18, 2008
Flash vs. hard drive battle heats up | bigtech.blogs.fortune.cnn.com
The only thing preventing flash memory from taking over the notebook market is price. With prices on flash currently in free-fall, that barrier is likely to be reduced or removed in the next few months. Seagate and Western Digital’s patents are not likely to protect their market share.
-
Will Enterprises Embrace the iPhone?
March 11, 2008
Apple Faces Challenges In Driving iPhone Adoption By Business | www.informationweek.com
The iPhone has such a wide following among consumers, many of whom hold influential positions in enterprises, that some penetration into enterprises will happen quickly. Once that early stage is past, however, future growth promises to be more difficult. RIM is a formidable competitor!
-
Oracle Has Perfected the Art of the Acquisition
March 10, 2008
Oracle sheds light on its acquisition strategy | news.zdnet.co.uk
Growing by acquisition at some level seems like an easy approach to taking over much of the market, yet repeated failures through the years in various businesses have clearly demonstrated it is a road laden with minefields. Oracle has figured out how to avoid those minefields and appears set to become THE dominating force in enterprise software.
-
Outsourcing and Technology Companies at Risk!
March 7, 2008
Nearly Half Of U.S. Tech Companies Outsource Offshore | www.informationweek.com
Many technology companies depend on cheap offshore labor to control their labor costs. As the dollar continues to weaken those costs are escalating. Similarly, offshoring companies depend on selling services in the US, and the weakening dollar makes those services more expensive and will inevitably limit their revenue.
- Subscribe to Updates
-
Leading institutions connect with Paul Massie through GLG
Most Popular Technology, Media & Telecom News
-
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
Gerson Lehrman Group, Inc. connects communities with knowledge through two distinct, yet complementary offerings: GLG Research and G+.