GLG News by Business Intelligence Solution Sellers: GLG Educators, Scholars or Leaders

Michael Schiff, Founder and Principal Analyst

Michael SchiffFounder and Principal AnalystMAS Strategies What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Oracle's Acquisitions Continue to Roll On

October 8, 2009

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.

Cliff Bell, Chief Information Officer

Cliff BellChief Information OfficerINFOGAIN CORPORATION What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Microsoft launches competition for Google Apps.????

September 20, 2009

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?

Michael Horsch Fizz, Principal Advisor

Michael Horsch FizzPrincipal AdvisorFCI Inc. What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

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

August 5, 2009

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.

Michael Schiff, Founder and Principal Analyst

Michael SchiffFounder and Principal AnalystMAS Strategies What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

IBM To Acquire SPSS and its Data Mining Capabilities

July 28, 2009

IBM Buys A Profitable Prophet | www.forbes.com

o IBM and SPSS are certainly not strangers and IBM's pending acquisition of SPSS will further enhance IBM's analytic capabilities.o SPSS has an OEM agreement with IBM Cognos' rival SAP BusinessObjects for the data mining component of the BusinessObjects XI platform. This partnership will likely now be tested.o The software industry continues to consolidate as giants acquire complementary technology. This trend will likely accelerate as the economy recovers.

Michael Schiff, Founder and Principal Analyst

Michael SchiffFounder and Principal AnalystMAS Strategies What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Microsoft - One Disappointing Quarter is Not a Disaster

July 28, 2009

Update: Microsoft Revenue Declines 17% in Fiscal Q4 | www.computerworld.com

o Microsoft's earnings disappointment was influenced by product release dates, in particular the Windows 7 operating system.o The pending release of Windows 7 caused the many PC and associated software sales to be delayed. o The home market will quickly respond once Windows 7 starts shipping with new PCs; businesses will remain cautious until PC software applications have proved to be compatible and Windows 7 tested in pilot implementations.

Michael Schiff, Founder and Principal Analyst

Michael SchiffFounder and Principal AnalystMAS Strategies What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Cloud Computing: Providing Both Hardware and Software On-Demand Services

June 2, 2009

McKinsey Cloud Computing Report Conclusions Don't Add Up | www.cio.com

o Cloud computing can encompasses both hardware and software services. o Cloud computing is not a passing fad, nor is it a new concept. o Cloud computing can benefit organizations both large and small.

Cliff Bell, Chief Information Officer

Cliff BellChief Information OfficerINFOGAIN CORPORATION What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Breakup of the Wintel alliance caused by Netbook

June 1, 2009

Intel goes after Windows 7 on netbooks with Linux | www.computerworld.com

1. Economy forces partners to go it alone.  2. Does Intel know software?

Michael Schiff, Founder and Principal Analyst

Michael SchiffFounder and Principal AnalystMAS Strategies What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Oracle (ORCL) Expanding its Software-as-a-Service Presence

May 4, 2009

Oracle to expand Web-based software offerings-source | www.reuters.com

o  Oracle is no stranger to on-demand computing but has, with a few exceptions, focused its efforts on providing a database and middleware platform upon which third party software vendors could build on-demand applications. o  Oracle's pending acquisition of Sun Microsystems will allow Oracle to greatly expand its cloud computing capabilities. o Oracle's new on-demand software will allow it to better compete against pureplay SaaS vendors such as Salesforce.com while also countering efforts of SAP and its BusinessByDesign SMB-focused SaaS initiative. o Oracle is hedging its bets and positioning itself in both the on-premise and on-demand world.

Cliff Bell, Chief Information Officer

Cliff BellChief Information OfficerINFOGAIN CORPORATION What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Will Netbooks be the place where Microsoft stumbles?

April 27, 2009

Maker: First Android netbook to cost about $250 | www.computerworld.com

1. Low price competition with good enough computing environment means Microsoft must get it right with System 7. 2. If a netbook costs less than a Ipod touch, will the number of netbooks increase beyond the number of Ipods?

Cliff Bell, Chief Information Officer

Cliff BellChief Information OfficerINFOGAIN CORPORATION What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Finding a win win strategy for Microsoft and Yahoo is the challenge

April 13, 2009

After a year of bad blood, Microsoft, Yahoo talking again | www.computerworld.com

1. Both Microsoft and Yahoo need to gain from any alliance 2. Yahoo is an early pioneer on the internet and Microsoft is the pioneer of the PC, but can they take on the upstart Google?

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