GLG News by Content Delivery Services Experts

Hans van RietschoteChief Executive OfficerMercury Swan Consulting LLC

Google Wave is not another FaceBook

June 8, 2009

Analysis of:Google's New Wave | www.reuters.com

Google Wave is designed to replace email, IM, wikis and bogs. It is not designed to be another Facebook, although it will take away some "eyeball marketshare" from the likes of FaceBook.

Hans van RietschoteChief Executive OfficerMercury Swan Consulting LLC

Does being aware of the dangers on the Internet make you safe?

June 8, 2009

Analysis of:DutchNews.nl - Dutch 'most naive' about internet security | www.dutchnews.nl

From a study done by PayPal one may conclude that the Dutch are the most naive about internet security, only 23% of the Dutch worry about loosing their digital identity versus 90% of Americans. But does being aware really make you safe enough on the Internet?

Hans van RietschoteChief Executive OfficerMercury Swan Consulting LLC

Yes Google will become Big Brother, because users don't care

June 4, 2009

Analysis of:Internet and Personal Security | notes2self.net

In order to be competitive Google needs to collect personal information about its users so they can better target their ads. Without proper targeting, the ads will become annoying to the user and a waste of money to the advertiser. So the race is on to collect as much information as legally allowed.

George KaadiVP & Chief Information OfficerSOMPO JAPAN INSURANCE COMPANY OF AMERICA

Oracle/SUN Competitive Edge

April 20, 2009

Analysis of:Oracle Acquisition 'Transforms Market' | www.crn.com

The acquisition of Sun MicroSystems will allow Oracle to expand their Software portfolio in many different areas and create a tremendous challenge for other software vendors. On the software side, it makes sense.  Especially in business mobility and applications for smart phones, where Oracle does not exist and SUN/JAVA is the preferred language shared by most application developers in this sector.   Also, SUN "FREE" Open Office applications which is similar to Microsoft Office Suite.   It has been a long time since we heard from Redwood vs Redmond while the focus was shifted to SAP and other ERP providers.   This is a great opportunity to put Oracle back in saddle competing with Microsoft in the smart phone apps-market.  Also, creating noise for free Open-Office and JAVA.  In addition, let's not forget JAVA role with Oracle family of applications. On the Hardware side, it is a different matter.   Sun has been struggling without any success to revive this sector.   

Marty ShindlerChief Executive OfficerOculus3D Corporation

3D Naysayers have faded away

April 6, 2009

Analysis of: 'Monsters vs. Aliens' in 3-D: Taking filmmaking to another dimension | www.latimes.com

Even though the average box office for 3D movies is 2 – 3 times the 2D version, failure to gain the necessary new digital and 3D theaters could result in fewer 3D movies being made and in turn could cause a continued drop in home entertainment revenues. This must be solved in the next 3 – 6 months in order to have an adequate base of theaters for the numerous projects that ar

Michael Horsch FizzPrincipal AdvisorFCI Inc.

Balancing a Load

February 27, 2009

Analysis of:Alteon deal worth just $17.65M, Nortel says | www.ottawacitizen.com

-May be enough to finally give Radware a push into profitability;  -Nortel (Alteon) clients win;  -Radware may increase their market reach.  -Competition is already going after existing Nortel clients.

Everett ThompsonPresidentWired Real Estate Group

Data Center Pre-Earnings Market Update

July 16, 2008

Analysis of:Data Center Expansions Booming, Study Shows | searchdatacenter.techtarget.com

While the US macro economic fundamentals are weakening, the market for data centers remains strong.  Further, the restriction in access to finance is limiting supply growth significantly.  The benefits of this environment will be reaped by the established players.

Neal GoldmanFormer Vice President of Marketing and Product ManagementGRYPHON NETWORKS CORP.

Why Akamai Should Buy Limelight

June 19, 2008

Analysis of:Rumor: Akamai Tried To Buy Limelight During Trial (AKAM, LLNW) | www.alleyinsider.com

As recent quarter’s results show, Akamai’s core business is strong, traffic is growing and their largest revenue customers are secure. Limelight, on the other hand, isn’t executing as well as anticipated, has lost a patent lawsuit and finds itself squeezed between Akamai and smaller, low-cost competitors. Patent overhang and continued losses make Limelight unattractive to companies like Level3 or AT&T. Akamai would gain significant synergies by buying Limelight in ways that other CDN competitors could not.

Kevin LeeCEOPowerProfiles.com

Not so fast for mission critical apps.

June 18, 2008

Analysis of:Is Google your next data center? | www.computerworld.com

Some things will be cloud based, MSFT, GOOG and AMZN are all betting on it.  for middle market companies having computing in the cloud may make sense. But it comes with risk

Everett ThompsonPresidentWired Real Estate Group

Equinix Earnings Analysis

April 29, 2008

Analysis of:Equinix Posts Quarterly Profit | www.reuters.com

Equinix momentum continues, backed by a strong balance sheet and aggressive growth plans.  While pricing growth in the Americas has fallen to inflation levels, the well diversified company will continue to see strong revenue growth.  G&A growth is their one weakness.

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