Mr. Steve Brannon

GLG News by Mr. Steve Brannon, President

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.

The Death of Novell.... exaggerated or reality?

December 4, 2008

Analysis of:Open Source: The Model is Broken | www.businessweek.com

1.  The value of open source and collaboration has been over-valued and lacks a long term revenue plan.  This strikes at the heart of Novell's model. 2.  Novell’s top-line revenue and bottom-line profits remain problematic.

Novell continues to move forward

March 3, 2008

Analysis of:Novell up on 2008 Outlook | www.forbes.com

1.  Microsoft continues to drive Novell's growth. 2.  Novell buys more growth in the virtualization space. 3.  Windows Server 2008 is a ripe opportunity for Novell.

Novell changes sales model again...

November 12, 2007

Analysis of:Novell overhauls channel program | www.crn.com

1.  Worried about margins, Novell reduces direct sales resources to focus on channel. 2.  What is the short-term and long-term effect on this move? 3.  Why will channel sales bring Novell more revenue?

Oracle & BEA - Is IBM or SAP Jumping In?

October 12, 2007

Analysis of:Oracle Makes bid for BEA | money.cnn.com

1.  Oracle purchasing BEA makes good buisness. 2.  Oracle's Fusion delays may be a contributing factor 3.  IBM and SAP are probably not interested in bidding.

Linux Desktop Ready for Enterprise Primetime?

October 10, 2007

Analysis of:Linux still doesn't make it on desktop | www.pcworld.com

1.  Linux is not ready for Enterprise Primetime - It's all about integration 2.  Primary factors are collaboration and hidden costs

Novell is not dead yet... Red Hat beware!

September 3, 2007

Analysis of:Novell Climbs As 3Q Loss Narrows | www.forbes.com

1.  Novell has turned the corner 2.  Netware revenue is not declining as quickly as we thought. 3.  Linux revenue is increasing substantially. 4.  The Microsoft deal seems to given Novell ( Linux revenue ) some life.

Novell at Linux World wants more....

August 10, 2007

Analysis of:Novell CEO: We need to standardize Linux | www.internetnews.com

1.  Hovsepian clearly is pushing the envelope and trying to build bridges. 2.  Novell is shipping GPLv3

Ballmer bold in new vision for Microsoft - BEWARE Google?

July 12, 2007

Analysis of:Ballmer Urges Partners to Embrace SAAS | www.eweek.com

1.  Microsoft makes the clear turn from a desktop company to a enterprise and web services organization. 2.  Software + services will lead a new Microsoft

Why is Microsoft rushing to the Linux alter?

June 21, 2007

Analysis of:Mandriva says no to Microsoft Linux deal | www.techworld.com

1.  There is a deadline under the GPL 3 to consider 2.  Microsoft is primarily focused on the US markets. 3.  Microsoft might make an example of someone.

Breakup Novell...CapGemini... what's next for Novell?

June 6, 2007

Analysis of:Novell's Dilemma | www.forbes.com

1.  This article is not off based and has been floated for a reason. 2.  How would a potential break-up actually look?  3.  Who would be potential suitors?

Microsoft must swing the big stick!

May 17, 2007

Analysis of:Microsoft takes on the free world | money.cnn.com

1. Microsoft feels a real threat from the Linux community.
2. Microsoft could be in violation of patents itself, they should walk carefully here.
3. Microsoft is losing focus on developing new and innovative products.

Behind the Vista numbers... Beware!!

April 27, 2007

Analysis of:Microsoft Profit Boosted by Vista, Office | www.smartmoney.com

1.  Although you can't argue with the numbers posted by Microsoft there are some critical details that were not released.

2.  Why have DRAM and CPU manufacturers not shown an uptick in Sales based on Vista?

3.  Did the change in accounting by Microsoft influence this quarter's numbers? 

Red Hat, Oracle and Novell - Who has momentuem?

March 21, 2007

Analysis of:Re Hat, Oracle: Cross Currents in the Linux Maket | software.seekingalpha.com

1.  How should we determine if Oracle is gaining market share in the Linux space?

2.  In 2007 - would you bet on Red Hat gaining market share, Oracle gaining market share or Novell gaining market share?

3.  Novell introduces a thin client that has positive implications.

Vista will lag... Bank on it!

March 1, 2007

Analysis of:Vista Sales Perhaps Not as Dire as Feared | www.betanews.com

1.  Look for Microsoft to rally behind Vista by providing more marketing and support.

2.  View the purchase of Vista from a CFO perspective and then tell me why you would make the plunge this early?

Wal-Mart Sites IP Issues in Novell/Microsoft Deal

January 31, 2007

Analysis of:Wal-Mart eyes Microsoft for web build-out | news.zdnet.com

1.  This is now the fourth major deal announced between Novell and Microsoft - giving momentum to this relationship.

2.  Wal-Mart points out that Microsoft and Novell will have to make this deal work.

3.  IP issues were sited in making this decision away from RedHat.

Virtualization - Novell, VMware and Microsoft

January 11, 2007

Analysis of:Next Generation Data Center | www.wwpi.com

1.  Novell is promoting ZenWorks for the management of virtual machines in enterprise environments.

2.  EMC is still the king of the hill when it comes to virtualization.

3.  How will the recent Microsoft / Novell deal help / hurt ZenWorks new push to market for desktop to datacenter?

Microsoft's Vista is Not Ready for Primetime.

December 21, 2006

Analysis of:Vista flaw could haunt Microsoft | money.cnn.com

1.  The news indicates that Vista was rushed to market.

2.  Oracle / IBM are waiting to pounce on Microsoft

3.  Trust is a huge factor for customers and this does not help.

Novell's Ray of Light

December 6, 2006

Analysis of:Novell posts a profit but outlook disappoints | www.washingtonpost.com

1.  Novell news was disappointing based on earlier projections.

2.  There is a ray of light in Novell's report to shareholders.

3.  Hovsepian's aggressiveness gives Novell added Hope.

Balmer tells you what you don't want to hear!

November 17, 2006

Analysis of:Balmer on Novell, Linux and Patents. | blog.seattlepi.nwsource.com

1.  Balmer tells you exactly what you don't want to hear or believe - the customer drives the vision of Microsoft.

2.  Listening to your customers will always allow you to win.

Linux Fragmented?

November 10, 2006

Analysis of:Novell outlines agreement with Microsoft | www.novell.com

1.  The move recently by Microsoft and Oracle may cause a fragmented Linux market.

2.  How will Linux pricing be affected with recent agreements.

3.  Is this good for Novell longterm?  Did they really have a choice?

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