GLG News by Business Intelligence Software Market Experts

Howard BruckChief Information OfficerHUDSON VALLEY BANK

S1 and Fundtech, The Latest Bank Tech Consolidation

July 14, 2011

Analysis of:CORRECT: Fundtech Agrees To S1 Merger In Deal That Values Co At $318 Million | online.wsj.com

Clearly, bigger is an advantage for bank tech providers. With Fiserv and FIS as the two 800 pound gorillas, the small and mid-tier players need to successfully consolidate to thrive. There is probably room for a third gorilla, and not many good reasons for keeping around the small chimps.

Howard BruckChief Information OfficerHUDSON VALLEY BANK

Data: Information Technology's Next Greatest Challenge

March 9, 2011

Analysis of:2011 State Of Storage Survey | www.informationweek.com

The amount of data generated continues to grow at 20% or more each year. While new storage hardware can adequately record all this information, we are losing control of the data itself. The current solution of simply adding more storage capacity perpetuates the issue. The better long term answer is to understand and control our information. Some solutions like de-duplication from EMC, Symantec, and Falconstor provide some relief, but not nearly enough to overcome this issue.

Howard BruckChief Information OfficerHUDSON VALLEY BANK

Paperless by 2020

October 26, 2010

Analysis of:Paperless office? In your reams | www.independent.co.uk

The “paperless office” is among the most over-promised and under-delivered concepts of the information age. The generation that started the information age still loves paper. However, three necessary components; viable technology, a supportive legal framework, and clear economic incentives, will make this decade the one in which we finally realize significant decreases in paper and printing utilization.

Howard BruckChief Information OfficerHUDSON VALLEY BANK

Delivering Cloud Based Solutions to the Mid-Market

October 13, 2010

Analysis of:Six Cloud Computing Benefits For SMBs | www.informationweek.com

The mid-market is an overlooked and under-served area in Technology. Many mid-market firms, especially in verticals like financial services, health care, and municipal government, require comprehensive technical solutions like large enterprises, but have a fraction of their budget. These firms need sophisticated, but smaller scale solutions with like sized price tags. Traditional tech suppliers have been ineffective in this market, but cloud computing may be the opportunity to reach this market.

Michael SchiffFounder and Principal AnalystMAS Strategies

The Industry Impact of IBM's Pending Netezza Acquisition

September 23, 2010

Analysis of:IBM to Acquire Netezza | www-03.ibm.com

o Netezza is a logical acquisition target for IBM.o Netezza's appliances utilize IBM hardware components and Netezza has partnerships with IBM for several of its software products. o Many of Netezza's strong business intelligence and data integration partners also compete with IBM. Some of these partnerships may be at risk.o With IBM's resources and backing, other data warehouse appliance vendors will now find Netezza an even stronger competitor.

Michael SchiffFounder and Principal AnalystMAS Strategies

SAP Will Acquire Database and Mobile Software Vendor Sybase

May 17, 2010

Analysis of:SAP to Acquire Sybase, Inc. | www.sap.com

o SAP's pending acquisition of Sybase provides SAP with strong mobile and database software technology.o The acquisition will have a negative effect on Oracle whose database currently supports the plurality of SAP implementations. o The acquisition will strain SAP's relationship with database vendor partners including Microsoft and IBM.o In general, it makes SAP a stronger software vendor and continues the company's product evolution.

Michael SchiffFounder and Principal AnalystMAS Strategies

Sales of New PCs will Fuel Intel's Continued Growth

January 22, 2010

Analysis of:Intel Stuns Wall Street With Nine-fold Increase In Profits | www.itproportal.com

o The October 2009 release of Microsoft Windows 7 will drive PC growth. o The majority of PCs are powered by Intel processors. o Intel will almost certainly benefit from the pent-up demand for both business PC refreshments and home computer demands.

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.

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?

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