Mr. Paul Massie

Senior Director Operations & IT, YouSendIt Inc


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GLG News by Mr. Paul Massie, Senior Director Operations & IT

Analyses are solely the work of the authors and have not been edited or endorsed by GLG.

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.

Intel Goes Beyond the Applications

February 15, 2007

Intel Builds the Fastest Chip Ever | www.businessweek.com

This represents a huge advance in computing power, which can potentially revolutionize how people live day-to-day.

All this power will be wasted until applications catch up.

Virtualization Market Set for Major Growth

February 12, 2007

VMware IPO planned, but EMC to keep control | biz.yahoo.com

This move allows direct investment in VMWare, which is probably the fastest growing piece of EMC.

The virtualization market, and VMWare in particular, are set to take advantage of the latest advances in server technology

The next 3-5 years could see almost exponential growth in this market.

Oracle Really Does Support Open Source

February 2, 2007

Oracle does the right thing with open source acquisition | fscavo.blogspot.com

Oracle listens to the market.

The market has clearly endorsed open source, so Oracle is supporting it.

Oracle also has a less cynical motive - there is strong support for open source within Oracle.

BI is Necessary, but Not Easy

February 2, 2007

IT Struggles to Show BI Value | www.computerworld.com

Large DW/BI projects are becoming increasingly difficult to justify.

This puts margin pressure on the vendors.

At the same time companies such as Oracle and SAP are nibbling at this market.

Synergy at Last!

January 31, 2007

Symantec's Deal to Secure Its Future | www.businessweek.com

Unlike Veritas, there really ARE synergies between Symantec and Altiris!

This deal is a lot smaller than Veritas, and thus easier to integrate.

Altiris is probably in better shape than was Veritas.

Vista: The Consumer Operating System

January 30, 2007

It's Quite Possible That Vista Is Going to Be Just Another Victim of Bad Timing | blogs.eweek.com

Vista, as it is known today, may not have a future in the enterprise.

By the time enterprises are ready to adopt it, something new will be close.

Consumers, on the other hand, will likely immediately start using it, which is probably the right approach, since many of the features seem better suited to the consumers than the enterprise.

Executives Don't Buy It!

January 24, 2007

Telecommute. Kill a career? | www.networkworld.com

Telecommuting still attracts strong resistance from many executives.

Managers follow in the footsteps of the executives above them.

While technically a great solution, general acceptance requires overcoming major psychological barriers.

Sun Looks Brighter

January 24, 2007

Sun, Intel reported near chip deal | www.marketwatch.com

Good news for Sun -they get a viable long-term processor

Good news for Intel - they get a big marquee customer

Bad news for AMD

Probably not good news for Linux, although not a big issue

Can the PE Boom Continue?

January 18, 2007

Private equity in 2007 | money.cnn.com

Private equity is currently the best, and sometimes only strategy to cash-out investors.

Sarbanes-Oxley is making it much less desirable to be a public company.

There is too much money in PE today chasing too few good prospects.

A Lot Riding on Office Redesign

January 9, 2007

Microsoft's four-letter #&!? Word | money.cnn.com

Microsoft has a lot riding on the success of Office 2007.

Office 2007 is a total redesign from the ground up.

The new user interface "could" have been a huge improvement, instead it's likely a disaster for most users.

It's hard to imagine Microsoft getting much revenue from this with the current state of the user interface.

The Next Google?

January 3, 2007

Crowd Wisdom vs. Google's Genius | www.businessweek.com

Google is king today, but can they maintain that position?

Whatever company or model does finally supplant Google as leader will likely need to incorporate some new approach, since Google has probably maximized the current model.

Wikipedia has grown from nowhere to become a trusted resource, perhaps that model can conquer the search engine world.

Is This The Face of the Next PC?

January 3, 2007

Novel software drives '$100 laptop' | www.cnn.com

New technology paradigms frequently come from unexpected places, rather than through orderly corporate development.

Seeding a few million laptops with children is an excellent way of changing how the world views computers in a few years.

The current face of computing hasn't changed much for many years.  Is it time for a change?

Is the Microsoft/Novell Linux Deal Already Bearing Fruit?

December 21, 2006

Microsoft Hands Out 16,000 SUSE Linux Subscriptions | www.eweek.com

This was a relatively easy win, since SuSE already has a significant presence in Europe.

Nonetheless, any wins by the Microsoft/Novell alliance spell trouble for the Red Hat camp.

The disaffection of many of the free software adherents further divides the Linux world and ultimately works to Microsoft's benefit.

Microsoft Moves Further Into Security

December 12, 2006

Microsoft Ships Forefront Security for Exchange '07 | www.eweek.com

Now the security companies DO need to worry!

This won't kill the bigger antivirus and anti-spam companies, but it will be a major dent in their revenues.

It may kill some of the smaller, more focused security companies.

It's Probably Worse Than Stated!

December 12, 2006

More than half of North American businesses ill-prepared to run Vista | www.echannelline.com

Vista hardware requirements are quite high, both for memory and graphics.

Few PCs today are ready to meet those requirements.

Few enterprises are going to be willing to do a mass hardware upgrade to support Vista.

Microsoft Windows Vista Deployment in Enterprises

December 8, 2006

Preparing for Windows Vista | www.tgdaily.com

Windows Vista is very attractive visually and people will want it once they see it.

A LOT of things don't yet work on Vista.

Vista's hardware requirements are very high.

Intel's Lead Widening

November 30, 2006

Rumor: AMD is having trouble with 65nm processor voltages | www.legitreviews.com

Intel's mistake gave AMD an opening

Intel leads in fab technology

Intel leads in processor technology

AMD's window of opportunity is rapidly closing

Microsoft/Novell deal not affected by GPL

November 29, 2006

Stallman says Novell/Microsoft deal does not violate GPLv2 | www.cbronline.com

The Microsoft/Novell deal does not violate the current GPLv2 license.

The FSF and Stallman will specifically modify the new GPLv3 license to prohibit such deals.

The FSF is rapidly marginalizing itself and is likely to become increasingly irrelevant as its positions become increasingly extreme.

Microsoft Wins Again!!

November 21, 2006

Strange bedfellows: Microsoft and Novell in Linux deal | fscavo.blogspot.com

Whatever else happens, this is a win for Microsoft

This smacks of desperation on Novell's part, but it's still effective.

One more blow to Red Hat - just what they don't need!

What about Cisco?

November 21, 2006

Riverbed goes with the flow | www.techworld.com

Riverbed has great technology

Cisco is coming on strong, as are Juniper and Citrix

The other players may face an uphill battle

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