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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Can Independent BI Vendors Survive?
November 20, 2007
Pure-play BI vendors strike back | weblog.infoworld.com
With the recent acquisitions, traditional BI seems to be moving to the big companies (IBM, Oracle, SAP). Smaller, pure-play BI vendors must innovate and find new market niches to survive. “Operational” BI and better usability could buy a few years of success for them.
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Comcast’s Traffic Shaping Mess Gets Worse
November 16, 2007
Comcast Nailed with P2P Traffic Shaping and Throttling Class Action | www.dailytech.com
Comcast is having a PR nightmare that is likely to continue for months. Every ISP is now going to face questions about whether they throttle traffic in any way, with lawsuits likely for any that answer yes. Legislation may be forthcoming to monitor ISPs.
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Is EMC Threatened by Dell’s Acquisition of EqualLogic?
November 15, 2007
Dell and EqualLogic: So Happy Together | www.forbes.com
The EqualLogic acquisition is another small but critical step in Dell’s resurgence. Dell has a partnership with EMC that has benefited both companies and continues, but this allows Dell better margins on low-end storage. EMC is unlikely to suffer major damage.
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November 9, 2007
VMware's Dominance Questioned | www.thestreet.com
VMWare dominates the virtualization market today, but their position is being assailed from several angles. Citrix and XenSource make a formidable competitor, and Microsoft’s Viridian is an ever-present threat. It’s not going to be as easy for VMWare as it might appear.
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Does Marvell Have a Solution to Data Center Power Issues?
November 7, 2007
Green power supplies could dwarf all other power saving efforts | www.tgdaily.com
If Marvell’s chips perform as advertised, this is a killer product. Anything that can deliver a 50% reduction in power consumption will be universally adopted. Data center managers are becoming desperate to reduce power consumption by even 10%, and will embrace a 50% reduction as a gift from the gods.
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November 6, 2007
Google to Put an End to Pesky Gphone Rumors | www.technewsworld.com
Google is going to war in the mobile space as part of a wide coalition, rather than attempting to single-handedly take on the entrenched players. This virtually guarantees they will succeed at some level, and possibly achieve huge success.
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Outsourcing in China, Only for the Strong!
November 5, 2007
In Offshore Outsourcing, China's A Different Ball Game | www.informationweek.com
Now that “everyone” is outsourcing to India, the next big thing is outsourcing to China. The first rule is China is not the same as India. Chinese outsourcing can be necessary for survival, or it can be a money-pit for the unwary.
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November 2, 2007
Cisco's display of strength | money.cnn.com
Cisco’s growth and profitability make it the envy of most corporations. While many high-tech companies sustained permanent damage in the dot-com crash, Cisco rolled with the punches and rebounded stronger than ever. Consequently, when they showcase their Telepresence system as the wave of the future, everyone should take notice.
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Windows Server Hype, Sun’s Problem
October 30, 2007
Is Linux really losing market share to Windows? | www.linux-watch.com
Microsoft’s Windows Server is growing rapidly. At the same time, Linux (particularly Red Hat) is displacing Sun Microsystems’s Solaris, IBM’s AIX and HP’s HP-UX. Windows is not displacing Linux.
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VMWare’s Data Center Operating System
October 22, 2007
VMware, Cisco say data center OS is on its way | www.computerworld.com
Virtualization, together with advances in hardware, will dramatically change the face of the data center. Change will come slowly, but it will come. “The data center is the computer” will be the operating paradigm eventually.
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October 18, 2007
Skype Goes Mobile | www.businessweek.com
Mobile service, and particularly International mobile service, is a hugely profitable market for mobile carriers. Consequently they are fighting hard to prevent VoIP from entering that market. If Skype can finally get into this market it will be the first movement in a landslide.
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Microsoft and Cisco Battle for Unified Communications Crown
October 17, 2007
Microsoft Links Phone, Video to Office | www.newsvine.com
Microsoft’s latest offering sounds the death knell for traditional PBX’s. Unified (audio, video, email, IM) communications will be normal in 3-5 years. Microsoft may not dominate this market, but they will have a huge impact.
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Microsoft’s Latest Threat Against Linux
October 10, 2007
Microsoft Wants Red Hat Linux Users To Pay Up | www.informationweek.com
Microsoft’s executives continue to test the waters to see if they can scare people away from Red Hat Linux. Whether or not they ever attempt to make good on these threats will likely depend on the reaction they get. If they ever believe they can get away with it, they will certainly sue someone.
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Does Microsoft’s Vista Have a Future in the Enterprise?
October 7, 2007
Vista: None for All? | www.microsoft-watch.com
The evidence continues to mount that Vista is not going to be successful any time soon. Despite the high numbers Microsoft is proud to announce, the reality (at least for enterprises) just gets uglier with time. Could this be the first Windows that is completely skipped by enterprises?
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Net Neutrality Gets a Big Boost from AT&T and Verizon
October 1, 2007
AT&T Won't Abide Criticism | blogs.eweek.com
Nothing will inspire support for net neutrality like potential censorship. It seems likely that public pressure will prevent AT&T, Verizon and others from actually enforcing widespread censorship, but the threat is chilling. Small-scale censorship will likely continue absent publicity for each event.
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Novell and Red Hat Both Win With Linux
September 27, 2007
Novell's Linux business climbs since its deal with Microsoft | www.computerworld.com
Red Hat’s Linux business continues to grow and thrive. Novell’s SuSE Linux business is also growing well, albeit from a much smaller base. This shows the Linux business model is successful, despite moves from Microsoft and Oracle.
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September 24, 2007
Motorola Back On Track | www.forbes.com
Razr2 is a nice update to the aging Razr, but Motorola needs a lot more than that for salvation. Nokia and Samsung are moving ahead of Motorola, and this will be only a brief respite unless Motorola changes their business model.
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Winners and Losers if (When) Google Introduces the gPhone
September 20, 2007
Getting Inside Google's gPhone | www.businessweek.com
The evidence continues to mount that Google is serious about attacking the wireless market. The gPhone won’t be a “me-too” product, but Google’s attempt to change the wireless business model. The real losers are likely to be the carriers.
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September 18, 2007
Business Objects is looking for a buyer | biz.yahoo.com
The consolidating BI market today is no place for a lone player, even one as big as Business Objects. SAP needs Business Objects to offset Oracle’s purchase of Hyperion, but it could turn into a bidding war if other large firms get in the game.
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Alcatel-Lucent Merger Problems Continue
September 17, 2007
Analysts Lay Into AlcaLu | www.lightreading.com
The marriage of two ailing companies does not magically create one healthy company. A merger of this size needs at least 18-36 months to settle, and the competition will not wait that long.
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