GLG News by Bull Server Market Experts

Jeff GouldCEOPEERSTONE RESEARCH

Oracle to Red Hat: It’s Not Your Father’s Linux Market Anymore

October 19, 2010

Oracle is having a new go at Red Hat. But this time, instead of a RHEL clone, it’s offering an improved version of Linux designed to optimize the performance of its own hardware and software. Although it won’t deal a knockout blow to Red Hat, Oracle’s Linux will certainly take share in the large Oracle database, middleware and application installed bases (and may further marginalize Suse). Like Google’s Android, it suggests that Linux is beginning to fragment in the same way that Unix did.

John PirontiPresidentIP Architects LLC

Security Technology Vendors, Too Little Too Late?

March 30, 2009

Analysis of:Cyber crime profits running into trillions of dollars | www.itnews.com.au

Information security technology vendors have been trying to catch up with the hacker community with little success in the last couple years.  Most of their tools are out of date the day that they are released for sophisticated attacks.  The hacker community has become more organized and focused on their goal to quietly make money through the use of malicious software and social engineering without advertising their capabilities.  The vendor community needs to change the fundamental ways the design and produce technology or at a minimum reset expectations on the value proposition of their capabilities if they are to continue to drive value and not become commoditized in enterprise information technology environments.

John PirontiPresidentIP Architects LLC

Business Continuance Becomes a Top Of Mind Issue

February 1, 2008

Analysis of:Internet failure hits two continents | www.cnn.com

Business continuance will now become a top of mind issue, especially in global outsourced solutions.

John PirontiPresidentIP Architects LLC

New Technology and Capability Bring New Security Challenges

November 14, 2007

Analysis of:Looming Online Security Threats in 2008 | www.businessweek.com

The implmentation of new technologies such as virtualization, social networking, cryptography, web 2.0 tools and services, and authentiation technologies bring new security challenges.  Data leakage is still top of mind with CISO and CIO. 

John PirontiPresidentIP Architects LLC

Symantec is Well Positioned

November 7, 2007

Analysis of:Symantec to Extend Its Leadership in Information-Centric Security | money.cnn.com

Symantec has recently made a key aquisition in Vontu which helps it transform from technology focus to a data focus for security.

John PirontiPresidentIP Architects LLC

Can Microsoft Create Industry Standards?

September 7, 2007

Analysis of:Microsoft Is Rebuffed by Standards Body | www.nytimes.com

Industry standards are meant to be universally accepted concepts, formats, structures, and/or capabilities which are commonly accepted amongst all users and vendors as the most appropriate way to do something. When a vendor like Microsoft attempts to create a standard the question that has to be asked is whether or not the community at large agrees with their point of view.

Jeff GouldCEOPEERSTONE RESEARCH

Novell opens the kimono on Microsoft deal

November 8, 2006

Analysis of:Novell's SEC filing about Microsoft deal | www.sec.gov

Microsoft is paying Novell $240 million to distribute its brand of Linux. This is equivalent to guaranteeing Novell's current Linux revenue run rate for the next five years. This suggests that the deal is not a PR ploy, but reflects certain market realities.

In a nutshell, Microsoft is doing this because it knows many of its customers will insist on keeping Linux in their datacenters alongside the future Longhorn Server, but it wants to contain the rival OS by getting users to run it on the planned Longhorn virtualization layer (aka Viridian).

The mutual patent covenant part of the deal, which will lead to a net Microsoft payment to Novell of approximately $68 million, seems essentially unrelated to the virtualization angle.

Jeff GouldCEOPEERSTONE RESEARCH

Red Hat comes out swinging – will it be enough?

November 7, 2006

Analysis of:Red Hat: We will be here in one year, Novell will not | searchopensource.techtarget.com

While Red Hat has been careful to measure its words when speaking in public about Oracle (still a valued partner, according to the "Unfakeable Linux" page on Red Hat's web site), it is in no mood to take any lip from pesky Linux competitor Novell. In a rare public interview, Red Hat's senior lawyer slams Novell and goes so far as to predict that its rival will be out of the Linux business a year from now.

Red Hat management's line is that neither the Oracle announcement nor the Microsoft-Novell deal affect the fundamentals of its business, and that its rivals are merely engaging in empty theatrics with the purpose of driving down the price of RHAT stock.

John PirontiPresidentIP Architects LLC

Who Should Secure The Operating System?

October 25, 2006

Analysis of:Security firms skeptical about Vista shift | news.zdnet.com

- Security vendors are worried for their own product growth and capabilities and not necessarily concerned for their customers well being. 

- Security vendors need to develop new capabilities which will compliment VISTA instead of depending on current soon to be commoditized services.

Jeff GouldCEOPEERSTONE RESEARCH

How Microsoft quantifies corporate IT culture to forecast Vista adoption

October 20, 2006

Analysis of:Running The Numbers On Vista | www.informationweek.com

InformationWeek has an interesting story on some recent internal research at Microsoft that attempts to project Vista adoption on corporate desktops.

Despite the delays, missteps and uncertainty that have cast a shadow on Microsoft's long march towards Vista, it would be wrong to assume the company doesn't have a detailed plan for taking the product to the all-important corporate desktop. In typical Microsoft fashion, they have an extremely precise quantitative forecast of who will adopt Vista, when, and why. Their numbers might be wrong, but it's instructive to follow their reasoning.

In a nutshell, based on its surveys of Vista beta testers and its experience with previous big Windows releases (e.g. XP), Microsoft expects that somewhere in the low double digits of companies will convert to Vista desktops in the first year following release, probably 12% to 16%. The takeaway from this is not the number itself (whether you think it is low or high), but the implication that Windows client revenue in FY07 is not as vulnerable to unexpected delays in Vista uptake as one might imagine.

By an interesting analogy, because Vista adoption will be driven partly by the degree to which corporate cultures are ready for high levels of IT automation, the analysis also has implications for the adoption of SOA.

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