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.
-
Apple’s Good News is AT&T’s Bad News!
July 6, 2007
The Computer Of The Future | www.forbes.com
Eliminating the expensive AT&T contract makes the iPhone a real bargain, despite the high initial price. Not everyone is going to go the Skype route, but a lot of people will. Apple stands to sell a lot more iPhones than expected, but AT&T will make less than expected.
-
Will NetSuite’s IPO Allow Them to Beat SalesForce?
July 3, 2007
NetSuite wants to go head-to-head with Salesforce | thebrowser.blogs.fortune.com
An IPO does not magically transform a money-losing business to a profitable one. It can be difficult to make a profit with the SAAS model, as NetSuite demonstrates. NetSuite is focused somewhat differently than Salesforce, although their markets overlap significantly.
-
ShoreTel IPO; Can They Compete with Cisco for VoIP Customers?
June 28, 2007
Study Reveals Surprising Reasons For ShoreTel's Surge | www.voip-news.com
ShoreTel’s IPO is scheduled for the end of June. How good an investment it will be depends on whether ShoreTel can successfully compete with Cisco for VoIP customers.
-
Oracle is Executing Well, But Competitors Ready for a Mistake
June 28, 2007
Oracle's Profit Shows Acquisition Spree Is Paying Off | online.wsj.com
Oracle’s acquisition strategy is clearly paying off. They are successfully integrating the pieces and executing to their published roadmap. This increases the pressure on their competition.
-
June 26, 2007
Plaxo Reinvents Itself As 'Switzerland Of Personal Information' | www.informationweek.com
Plaxo would add an important component of social networking to Yahoo. Yahoo’s size and power might be just what Plaxo needs for growth.
-
Microsoft’s New ERP – Should Oracle and SAP Worry?
June 20, 2007
Microsoft Gives Dynamics Apps Office Makeover | www.eweek.com
Microsoft has the best user interface for the SMB market. Microsoft lacks the functionality offered by Oracle and SAP.
-
Tech’s Future as Defined by Microsoft, Intel and ???
June 19, 2007
Tech's biggest trend: everywhere | money.cnn.com
The tech world is about to undergo a dramatic shift as tens of millions of new users come online. Although the revenue per user may be low, the number of users is so high they will dominate.
-
VMWare, Virtual Iron, Microsoft - Virtualization Winners!
June 18, 2007
Microsoft Looks to Stop Internal Server Sprawl | www.computerworld.com
Virtual servers will rule the data center of 2012 Companies with strong virtualization tools today will benefit Server manufacturers will have to scramble to maintain revenues and margins.
-
Microsoft Welcomes Apple to the War Zone!
June 12, 2007
Safari 3.0 beta hit with six vulnerabilities within hours after launch | www.tgdaily.com
Apple is now getting the Microsoft treatment Safari is Apple’s way of introducing the Windows world to the Mac interface Apple has a lot riding on Safari’s success. Bad PR around security problems could potentially damage Safari’s long-term success.
-
HP Leverages its Technology to Gain More Market
June 11, 2007
Hewlett-Packard Fires Up New PC Blades | www.eweek.com
HP is leveraging its lead in both PCs and blade technology with this offering This unquestionably provides the most cost-effective solution for end-user computing. How many users will be happy with this solution?
-
June 7, 2007
HTC Touch launches; first impressions and thoughts as an iPhone rival | crave.cnet.com
Apple has again created a new market, this time for touch-only smartphones. Competitors will be numerous for the next few months, until the market clarifies. HTC has a lot of experience in the smartphone business, but the jury is still out on the Touch.
-
June 1, 2007
Novell’s Microsoft Ride | www.redherring.com
The Microsoft/Novell deal is clearly paying off for Novell. Ironically, the GPLv3 will provide a real marketing tool for Novell Red Hat still has a commanding lead, but Novell is looking much healthier.
-
Salesforce.com Faces Challenges
May 30, 2007
Siebel 2.0: The end of Salesforce.com | blogs.zdnet.com
It is premature to predict the demise of salesforce.com. But there are issues constraining future growth.
-
Dell and Ubuntu - A Giant Leap for Ubuntu
May 30, 2007
Dell Picks Ubuntu Linux for Some Desktops, Notebooks | www.newsfactor.com
Microsoft need not tremble as yet. Clearly Linux is making progress, however slowly. This is a giant leap for validating Ubuntu.
-
May 23, 2007
First Solar Shines | www.forbes.com
The solar industry is still very young in terms of technology. Today this is a technology-driven market. There will be a few winners, and a lot of losers.
-
May 23, 2007
SAP outlines CRM roadmap and vision | www.cbronline.com
SAP struggles to compete at the top of the CRM market. Success is defined by the UI in most cases. Microsoft is becoming more of a threat.
-
Indian IT Outsourcing Dynasty Risks
May 21, 2007
Dynasties Rule, ok? | ridingtheelephant.blogs.fortune.com
Dynasties are a mixed bag – sometimes they spawn great leaders and sometimes leadership disintegrates into power struggles. US investors are so steeped in the non-dynastic US corporate culture that it is frequently difficult to understand the risks of dynastic corporate leadership. A generational change in dynastic leadership can effectively destroy a company, something investors need to understand.
-
Microsoft's Cold War with Open Source
May 15, 2007
Microsoft takes on the free world | money.cnn.com
Microsft seems set to declare open war on open source. Nobody will win such a battle, and Microsoft is likely to be the biggest loser of all. Not even Microsoft can take on too many opponents and win!
-
May 14, 2007
Red Hat ratchets up co-opetition with IBM, HP | www.computerworld.com
Red Hat gains a new, although small, revenue stream The multitude of small open-source companies are now clearly at risk, since their revenue stream can be taken over by any larger vendor.
-
May 9, 2007
Dell Signs Up for Joint Microsoft-Novell Linux Licenses | www.foxnews.com
The rumors of Novell's death are greatly exaggerated
The Microsoft/Novell alliance is more than just a paper tiger
SuSE Linux isn't going to take over the world soon, but with Microsoft's help it is becoming a bigger player
- 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+.