GLG News by Business Intelligence Software Experts

Michael SchiffFounder and Principal AnalystMAS Strategies

IBM's Acquisition of Guardium Augments its Information Management Portfolio

December 10, 2009

Analysis of:IBM buys database security firm Guardium | www.reuters.com

o With its acquisition of Guardium, IBM obtains augments its already strong information management technology portfolio. o Guardium's technology is used for protection and real-time monitoring of database access; it is useful for security and compliance purposes.o The acquisition provides further evidence of the on-going industry consolidation as well as IBM's willingness to acquire companies in order to obtain technology that complements its own information management capabilities.

James MeyersChief Executive Officer Alpha Media

NBC Universal: Comcast’s Bargain Deal

December 3, 2009

Analysis of:Comcast, GE form new NBCU joint venture | www.telecompaper.com

The NBC U deal moves Comcast into the group of top 5 cable channel owners, alongside The Walt Disney Company, News Corporation, Time Warner and Viacom. The NBC broadcast network and its 10 owned and operated stations contribute a mere 10% of the new NBC U JV's pro-forma annual cash flow.

Michael SchiffFounder and Principal AnalystMAS Strategies

Oracle's Acquisitions Continue to Roll On

October 8, 2009

Analysis of:Oracle To Acquire HyperRoll | www.informationweek.com

o Oracle's acquisition of HyperRoll provides it with innovative technology that complements its Hyperion business intelligence offerings as well as the Oracle Database.o It increases the competitive appeal of Oracle's BI offerings in several markets including the installed base of some of its competitors. o It provides further evidence of Oracle's willingness to acquire niche technology that adds new functionality and/or improves the performance of its current offerings.

Howard BruckChief Information OfficerHUDSON VALLEY BANK

Bank Tech Companies - who will be left standing?

September 29, 2009

Analysis of:Mergers: Conflicts Becoming A Core Reality | www.banktechnews.com

7,000 US banks and credit unions represents a lot of customers for the banking technology companies. While banks may be hurting, their technology needs only increases. With so many recent mergers are there too few providers left? Who has the advantage banks or the providers?

Howard BruckChief Information OfficerHUDSON VALLEY BANK

Dell/Perot, HP/EDS what's the difference?

September 21, 2009

Analysis of:Dell to buy Perot Systems for $3.9 billion | money.cnn.com

Dell, buying into the notion that hardware is now a commodity and they have already optimized that business, believes they need to diversify. So they buy a large business/technology consulting firm. Do they now bring any more value to the Perot business?

Cliff BellChief Information OfficerINFOGAIN CORPORATION

Microsoft launches competition for Google Apps.????

September 20, 2009

Analysis of:Will You Use Microsoft's Office Web Apps? | www.microsoft-watch.com

1. Will Microsoft's launch of a web-based office suite undermine their current office products?2. Does Microsoft know how to deliver web applications?3. Can Google reach the enterprise?

Howard BruckChief Information OfficerHUDSON VALLEY BANK

Interesting niche software solutions find ways to sell even in this environment

September 16, 2009

Analysis of:SuccessFactors: Small cap, big plans | money.cnn.com

While core infrastructure, telecom, and enterprise system maintenance revenues have been relatively stable even in this market, discretionary tech spending is challenged.However, tech buying is strong with a few interesting technology solutions that can provide tangible short term benefits.

James MeyersChief Executive Officer Alpha Media

Coinstar’s Redbox Expands Relationships with Studios

August 31, 2009

Analysis of:Redbox Sues Studio Over Access to Films | online.wsj.com

Redbox’s future will ultimately be affected by a number of variables, starting with whether or not the Universal (NYSE: GE), Fox and Warner Brothers studios succeed in their struggle to create a kiosk release window.

James MeyersChief Executive Officer Alpha Media

With Financing in Place, DreamWorks to Produce Six Movies a Year

August 20, 2009

Analysis of:Spielberg Gets Funds to Start Up New Studio | online.wsj.com

DreamWorks is able to achieve what many Hollywood producers have been unable to do: secure new sources of film funding in financially difficult times.

Michael Horsch FizzPrincipal AdvisorFCI Inc.

Cisco's advantages and challenges. Comparisons to Juniper, ProCurve, Brocade.

August 5, 2009

Analysis of:Cisco’s Sales Will Drop as Much as 17%, Chambers Says | www.bloomberg.com

Cisco's strengths and challenges for their first fiscal quarter and beyond can be further defined when we compare them to their competition.  Juniper, HP ProCurve, Avaya, Brocade (Foundry), Nortel, 3COM are vendors that can help us define and understand Cisco. Cisco's success may very well be due to the weakness of their competition versus the strengths of Cisco.  In addition, with $30 plus billion of cash they are better positioned than most.

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