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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September 13, 2007
Sun Streams Through Windows | www.forbes.com
Putting Windows on Sun servers probably won’t make much difference in Microsoft’s revenue stream, but it could significantly improve Sun’s revenue. This doesn’t sound the death knell for Solaris, but does indicate Solaris is increasingly a niche player.
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Google Apps Nibbles at Microsoft’s Office Market
September 11, 2007
Google boosts enterprise Apps with IT support from Capgemini | www.computerworld.com
Google’s alliance with Capgemini adds credibility to their move into enterprises. Google still has a long way to go to become a serious competitor to Microsoft for enterprise applications, but this gets them one step closer.
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September 5, 2007
Does Citrix Stand A Chance Against VMware In Virtualization? | seekingalpha.com
Citrix will get a share of the virtualization market, but not enough to threaten VMWare’s domination. Citrix “may” see a reasonable ROI on their $500M investment in XenSource, but it’s not likely to be comparable to EMC’s investment in VMWare.
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Microsoft’s Office Open XML (OOXML) Lost ISO Vote!
September 5, 2007
Microsoft loses vote on "open" document format | www.reuters.com
Microsoft failed to get the ISO to recognize their Office Open XML as an ISO standard. They still have chances to change that vote, but the prospects don’t look promising for them.
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The Future of Desktop Virtualization
September 4, 2007
Pano Logic virtual desktops run without software | www.infoworld.com
Virtualization is moving from servers to desktops, but in a fragmented and disorganized fashion. The ubiquitous PC will not go away, but there remains plenty of room for a variety of desktop virtualization solutions.
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August 30, 2007
SAP pushes for settlement talks with Oracle | www.computerworld.com
SAP needs to make this case go away. Oracle wants to milk it as long as possible. The longer the case drags on and the bigger it gets, the worse the effects on SAP.
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Microsoft’s Business Intelligence (CPM) Move
August 23, 2007
Microsoft PerformancePoint Server 2007 Due in September | www.eweek.com
Now that Microsoft has saturated the OS and office productivity markets, they are attempting to move upstream into higher-margin businesses. There is vast untapped potential for BI, and Microsoft is well positioned to take a big chunk of that new business.
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Can AMD Survive the Intel War?
August 22, 2007
Intel Works Its Quads | www.forbes.com
Every time AMD releases new technology, Intel follows up with their own release that trumps AMD. AMD has competitive offerings in the server and low-end consumer space, but they don’t have the resources to survive a long war.
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Microsoft, Citrix and Other Alliances
August 20, 2007
Will Microsoft Buy the New Citrix? | www.eweek.com
The virtualization market is now big enough to be interesting, and the next few months are likely to provoke something of a feeding frenzy as the players get sorted out.
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August 14, 2007
IBM, Novell Team to Tap Open Source App Servers | opensourcepbx.tmcnet.com
This deal will help Novell gain more credibility and a more complete product set. It also increases the pressure on BEA, making a sale just that much more likely.
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August 8, 2007
Sun Microsystems Announces Faster Chip | www.nytimes.com
Sun’s T2 chip is designed for specific purposes, and works very well for those purposes. It also has limitations that will prevent it from being a game-winner for Sun.
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Network Appliance Suffers Alone
August 6, 2007
Network Appliance Taken Apart | www.thestreet.com
Network Appliance (NetApp) would like the world to believe their problems lie with the market, but the data does not seem to support that position. Maintaining market position will be increasingly difficult for them unless something changes.
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Open Source is Forcing Darwinian Evolution for Software
August 6, 2007
Open source joins the mainstream | www.infoworld.com
Open source is not likely to ever dominate the enterprise software market, but it will change the market permanently. The competition with open source is forcing proprietary software vendors to change or die.
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August 6, 2007
Report: Google shows phone prototype to manufacturers | www.infoworld.com
More details continue to leak out about the long-anticipated Google phone. Google still has a lot of hurdles to cross to make a successful business from this, but it’s going to change the business for the carriers regardless.
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Oracle’s Latest Salvo at Salesforce
July 25, 2007
Oracle Announces Availability of Siebel CRM On Demand Release 14 | biz.yahoo.com
Oracle may be late to the SaaS game, but they’re moving fast to catch up. The latest Siebel On Demand product is easier to use and has excellent functionality. Salesforce is still strong, but each time they take a hit it has to hurt.
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Can Microsoft Compete With Dell and HP?
July 25, 2007
Will Microsoft roll out a PC soon? | www.marketwatch.com
A Microsoft branded PC would increase Microsoft’s revenue significantly. It would also create tension between Microsoft and PC manufacturers. Can Microsoft make such a strategy work economically?
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Enterprises Will Upgrade to Microsoft’s Vista – Someday!!
July 17, 2007
6 Months Later, a Report Card on Vista | biz.yahoo.com
Everyone agrees Vista is the operating system of the future. The big question is – when is the “future”? And the answer is – “Not soon!”
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Microsoft Takes Aim at Salesforce
July 11, 2007
Microsoft Prepares for Salesforce.com Skirmish | www.thestreet.com
The “easy life” for Salesforce is now over. The ultimate winner of this war won’t be determined for several years. Regardless of whether Microsoft wins, Salesforce will lose something.
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Server Management in 2010 and Beyond
July 11, 2007
Embracing the World of Virtualization | www.minyanville.com
Virtualizing individual servers is not the future. The future of servers lies with modular computing elements virtualized into resource pools.
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Oracle’s 11g Database Does Matter!
July 9, 2007
Will Oracle Database 11g lead to a customer stampede? | www.computerworld.com
It may not be sexy, but the database is the heart of Oracle’s revenue stream. The new features are targeted directly at enterprise users. Upgrades won’t be quick, but a steady transition should occur over the next 2-4 years.
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