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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April 30, 2007
Made in India PC for just about 100 dollars | www.deccanherald.com
In a few years computing will be available to every person worldwide.
The computer and system that gets distributed in huge numbers to the world's masses may very well set the standard for the next generation.
This represents a paradigm shift in personal computing that will have massive repercussions on PC vendors. -
April 29, 2007
Microsoft to roll out business security | news.zdnet.co.uk
Microsoft appears to finally be getting their act together in the security world.
Symantec and the other independents may not be hurting much immediately, but this is certainly bad news for them longer-term.
Microsoft's Forefront and System Center have the potential to be another Office. -
April 27, 2007
Intel Profits From Cost Cuts; Forecast Lags | www.smartmoney.com
Both Intel and AMD are suffering from their ongoing war at the moment.
The odds of winning long-term seem to be heavily in Intel's favor, although AMD should remain a solid competitor to keep Intel honest. -
April 26, 2007
Going with the (Freshwater) Flow | www.redherring.com
Oil today fuels the world's economy, but in coming years that position will likely be taken by water.
The most probable direct impact of global warming will be a shortage of potable water
Desalinization today is horribly expensive in terms of energy
The company that can develop a commercially viable, energy-saving solution for desalinization will make a fortune. -
Can PE Money Generate More Profits?
April 24, 2007
IT Services: Ripe for Buyouts | www.businessweek.com
LBO money needs to find a home somewhere
IT services firms have great cash-flow and (generally) solid long-term contracts.
The big question is whether going private can improve efficiencies. -
April 17, 2007
Behind the Fall of Imus, A Digital Brush Fire | online.wsj.com
Be careful what you say - somebody WILL be watching!
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April 11, 2007
More Power to Google | www.eweek.com
Environmental concerns are starting to become a bigger issue for data centers
Today this impacts only the big users, but soon it will impact everyone.
Power and cooling may become bigger issues than raw computational power. -
April 11, 2007
Is the 'Web OS' just a geek's dream? | news.com.com
Moving the OS to the Web isn't as easy as it sounds.
Most of what is being touted as Web OS is more accurately Web applications.
It's not impossible, but the challenges are daunting and the reward very unclear. -
April 9, 2007
Rackable Systems Sets 52-Week Low After Lowering 1st-Quarter Outlook | biz.yahoo.com
Rackable has innovative products
The server business is increasingly becoming a commodity business
Margins are low today and getting lower -
March 29, 2007
Oracle sues SAP over SAP's TomorrowNow unit | fscavo.blogspot.com
Of all the things SAP could do in their ongoing fight with Oracle, this is perhaps the worst!
The best case for SAP will be a legal victory following a lot of expense, distraction and bad publicity.
The worst case is simply catastrophic on all fronts. -
March 27, 2007
Openwave Up For Sale | www.telecoms.com
Openwave finally gives up the fight.
Now it's just a question of how to divide the estate - the patient is dead. -
March 26, 2007
California leaders join call for global climate change | biz.yahoo.com
Large server farms contribute heavily to global warming.
Regulations are likely that will impose penalties.
Manufacturers stand to gain if they can address this issue now -
March 23, 2007
Sassing Back at SaaS | www.redherring.com
SaaS works for some companies, some of the time.
Traditional licensed software is the right answer for many companies, much of the time.
There is no cookie-cutter answer - analysis of specific requirements is required to determine the right answer for any particular company. -
Is Microsoft Really a Threat in ERP?
March 16, 2007
Microsoft Takes on SAP, Oracle and Salesforce.com with Dynamics | www.eweek.com
Microsoft turns up the heat on the major ERP vendors.
Probably the one most affected in the near term will be Salesforce.com.
The big players probably don't need to worry in the next year or two, but they should realize the Microsoft threat is growing. -
Red Hat's Future Gets Brighter
March 9, 2007
Red Hat Enterprise Linux 5 is almost here | www.linux-watch.com
Red Hat Enterprise Linux 5 represents a huge step forward for Red Hat, both the company and the system.
This could be the version of Linux that is finally able to achieve full IT acceptance
Red Hat (the company) has had a lot of challenges recently, but this positions them well for future growth. -
March 2, 2007
Oracle Buys Hyperion for $3.3B | www.redherring.com
Another major move by Oracle further tightens the noose on SAP.
This could spell the end of independence for Cognos and Business Objects -
February 23, 2007
Coming Up: Vonage Wireless? | www.businessweek.com
Vonage is getting squeezed where they are.
Wireless offers a potential escape from the squeeze, but even that has some risks. -
Telecommuting, 21st Century Style
February 21, 2007
The 21st Century Meeting | www.businessweek.com
Today's curiosity, $300K immersion systems, are the forerunner of cheaper, ubiquitous solutions.
At some point in the near future, video conferencing will become generally acceptable, the prices will drop and the market will move from a "few" installations to everywhere.
When that happens, the size of the market will grow exponentially, and the companies best positioned to take advantage of that growth will be those focused on it, Cisco, HP and Polycom. -
February 19, 2007
Vista Sales Perhaps Not as Dire as Feared | www.betanews.com
While initial sales to enterprises may look healthy, it's extremely unlikely that Vista will see any significant penetration into the enterprises this year - and possibly not much next year either.
Consumers are also having some issues with buying Vista, which doesn't leave much of a market.
Anticipated tag-along sales of hardware and software will be similarly impacted if Vista does not make much of an impression. -
The Battle for the Mobile Professional
February 15, 2007
HP Repackages the iPaq | www.businessweek.com
The battle for the mobile professional is shifting into high gear with the recent announcements.
Converged products are finally starting to move beyond niche status and may soon begin penetrating the massive cell phone market.
Price and complexity may limit adoption for some time yet.
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