Mr. Paul Massie

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.

Novell Still Has a Mountain to Climb

March 4, 2008

Analysis of:Novell up on 2008 Outlook | www.forbes.com

Novell’s last quarterly results show an impressive turnaround in their business, but the bulk of their revenues are still from legacy products.  While SuSE is doing much better, largely due to the Microsoft deal, there’s still a long way to go for the new products to provide Novell’s overall growth.

Oracle’s Latest Shot at Salesforce.com

February 27, 2008

Analysis of:Oracle To Boost SaaS Efforts With Upgraded Siebel CRM On Demand | www.informationweek.com

Oracle would like to be a leader both in SaaS and premises software.  The latest release of Siebel CRM On Demand is their attempt to conquer both worlds and ensure their prized enterprise customers don’t defect to Salesforce.com.  This release will likely have limited impact on Salesforce.com today, since Oracle is focused more on larger customers, but it will inevitably have some impact on Salesforce.com’s future growth.

Citrix Closing in on VMWare

February 20, 2008

Analysis of:Citrix Beta Of XenServer 4.1 Targets March Production | www.informationweek.com

VMWare has long dominated the virtualization market, but with Citrix’ purchase of XenSource it has the tools and the motivation to take a portion of that market.  VMWare has excellent products, but is vulnerable on pricing.  Citrix will be a strong competitor and will be putting pressure on VMWare.

Can HP Sustain Its Momentum?

February 20, 2008

Analysis of:HP's 1Q Profit Rises 38 Percent | biz.yahoo.com

HP’s good news story continues quarter after quarter.  2008 promises to be a year of increasing challenges to their good news, with Dell rebounding and the overall economic outlook gloomy.  Some day HP’s growth via market share gains and cost cutting will end.  Will that day be in 2008?

SAP Wins a Big One – Maybe!

February 15, 2008

Analysis of:Judge Orders Oracle Vs. SAP To Mediation | www.informationweek.com

This suit was always about corporate image, rather than specific damages.  The longer and bigger that Oracle can make the suit, the more adverse publicity SAP gets.  Mediation is therefore a big win for SAP, unless Oracle is able to dig up more dirt.

What Does the Future Hold For Oracle’s Acquisitions?

February 7, 2008

Analysis of:Users fear Oracle will drop acquired products | www.computerworld.com

Software does evolve over time.  Every user of software, whether it’s a home version of Windows or an enterprise version of SAP, must at some point decide to upgrade.  Upgrades are usually expensive and painful.  As long as Oracle provides a reasonable upgrade path users should not be too unhappy.

“Offshoring Means Cheap” Needs to Change!

February 4, 2008

Analysis of:Internet failure hits two continents | www.cnn.com

“You can have it fast, cheap or good:  pick any two!”  In too many cases fast and cheap has won over good.  The primary driver behind offshoring has been cost savings, not quality.  Network redundancy is an insurance policy which many executives have chosen not to buy.  Sadly, this incident alone probably won’t change that.

Can Motorola Stay in the Handset Business?

January 29, 2008

Analysis of:What Can Brown Do for Motorola? | www.businessweek.com

Motorola is struggling in the handset business, while at the same time Nokia is going from strength to strength.  Motorola’s new CEO, Greg Brown, has very limited time to rescue the handset business.  Motorola needs to be able to make a profit on low-cost cell phones.  Barring that, they may not have a future in the handset business.

Will Google’s Android Fulfill the Hype?

January 23, 2008

Analysis of:A Warm Welcome for Android | www.businessweek.com

Google’s Android mobile platform has the potential of revolutionizing the mobile computer market.  It could become a standard platform for tens of millions of devices.  A lot of work remains, however, to translate potential into reality.

Microsoft’s Virtual Strategy Becomes Visible

January 22, 2008

Analysis of:Microsoft Takes Virtual Step Forward | biz.yahoo.com

Microsoft may never be able to catch up with VMWare’s lead in technology, but if they can produce the “Office” of virtualization they may not have to win the technology war to win the business war.  Providing an all-encompassing suite of virtualization tools at low prices will make a compelling story.

Oracle’s Fusion Apps Opens an Opportunity for SAP

January 14, 2008

Analysis of:Full Oracle Fusion due 2009, beta 2008 | www.regdeveloper.co.uk

Requiring existing customers to completely re-write all existing Oracle applications customizations is a massive barrier to adoption. “Exponential” database growth and reduced performance will be just the icing on the cake, not to mention the inevitable bugs in a totally new software release.  SAP may be able to steal some Oracle customers!

Microsoft Opens The Door to Linux?

January 9, 2008

Analysis of:Majority Of New PCs Ship Without Windows Vista, Gates (Unintentionally) Reveals | www.informationweek.com

The “success” of Vista seems largely tied to the fact it is the default OS on new PCs, particularly for consumers.  Enterprise users have not generally adopted Vista and at this point one must question whether Vista will ever be adopted by enterprises.  Unless Microsoft provides an enterprise-friendly OS in the next year or so, they may start losing the desktop market.

CIO’s Should be Technology Leaders, Not Followers!

January 7, 2008

Analysis of:Tech’s caucus season | bigtech.blogs.fortune.cnn.com

New gadgets provide an opportunity for CIOs to show leadership, or not.  While executive toys may seem a trivial distraction to CIOs focused on enterprise-altering projects, they can be critical to the perception of IT within the executive ranks.  Working together with an executive to test the latest gadget is a great way to forge a relationship and gracefully handle what otherwise could be an ongoing issue.

NetSuite and ERP for SMB/SME

January 3, 2008

Analysis of:Sweet Debut For NetSuite | www.forbes.com

NetSuite is in a market where gaining and keeping customers is expensive, and likely to become more so as the competition intensifies.  While NetSuite has shown good growth, and the market is big enough them to grow further, profitable growth will be a considerable challenge.

Microsoft’s New Killer App – Training!

December 27, 2007

Analysis of:Microsoft's Games Get Serious | www.businessweek.com

Simulations are a proven way of providing better training at lower costs.  Today’s simulations, to be effective, are prohibitively expensive for the average enterprise to adopt.  Microsoft’s ESP could potentially provide a platform for a wide array of simulation training at a price anyone can afford. 

Microsoft and Oracle’s Different View of Open Source

December 21, 2007

Analysis of:Why Larry loves Linux (and he’s not alone) | bigtech.blogs.fortune.cnn.com

Open source is great when it’s bringing in revenue.  It’s “socialism” or “cancer” when it’s taking revenue away.   Those software CEO’s who today are lauding open source as such as great advance will be singing a very different tune if/when their products start hurting!

Microsft vs. VMWare for the Virtualization Crown

December 14, 2007

Analysis of:VMware Retorts to Microsoft Hyper-V Advent | www.eweek.com

Microsoft has long been considered the most credible threat to VMWare’s continued reign in the virtualization space. Microsoft has been very late to this game and has a challenge of overcoming VMWare’s lead, while VMWare should rightly fear Microsoft’s size and power. With the beta release of their hypervisor Microsoft has fired the first salvo in what promises to be an ongoing war.

Cisco Benefits as Video Drives Internet Growth

December 12, 2007

Analysis of:Cisco Views Video as Future Internet Killer App | www.eweek.com

Video, in one form or another, seems to be the primary driver of the next wave of Internet growth. Facebook, MySpace and others are driving this in the consumer space, and high-quality video conferencing seems poised to do the same to the enterprise space.

Nokia Upends Mobile Music Market

December 4, 2007

Analysis of:Nokia to Offer Unlimited Universal Music | www.redherring.com

Nokia’s move represents a paradigm shift in the mobile music market, and potentially in the overall market. This may represent the beginning of the end for pay services such as Apple’s iTunes, and could be an entirely new way of acquiring music. Good-bye, CDs?

Verizon Unlocks US Mobile Market

November 28, 2007

Analysis of:Verizon's Open Move Hastens Wireless Market Transformation | www.informationweek.com

Verizon’s move represents the first major chink in the stone wall of locked mobile phones in the US. It seems unlikely that Verizon is really going to be totally open in the near future, but just the announcement represents a major step in that direction. Other carriers will be forced to follow, and over time all will really become open.

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