GLG News by Content Delivery Services Experts

Everett Thompson, President

Everett ThompsonPresidentWired Real Estate Group 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.

Utility Computing: Processing-On-Tap is a Reality

October 15, 2007

Web Hosting Utilites Firm, 3Tera, Upgrades Applications | www.websitehostdirectory.com

- Virtualization, Grid / Utility Computing are maturing rapidly. - New Offerings and technologies are multiplying. - Revenue is growing rapidly. - Offerings from HP (Opsware), Savvis, Navisite are the evidence.

Everett Thompson, President

Everett ThompsonPresidentWired Real Estate Group 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 Has Significant Power (TCO) Advantage

October 15, 2007

MAINFRAMES TROUNCE X86 SERVERS ON ENERGY EFFICIENCY | searchdatacenter.techtarget.com

- Power usage in data centers is a huge issue. - Data center users are highlighting power costs in TCO. - IBM will gain traction owing to power and space advantages.

Everett Thompson, President

Everett ThompsonPresidentWired Real Estate Group 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.

Keys to 3Q 2007 Equinix Conference Call

October 15, 2007

Equinix Conference Call for Third Quarter 2007 Results | www.equinix.com

- The supply of for data center real estate is growing - Investors should key on the competitive response of EQIX

Hans van Rietschote, Chief Executive Officer

Hans van RietschoteChief Executive OfficerMercury Swan Consulting LLC 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.

data-at-rest encryption: can it be a stand alone business?

October 10, 2007

McAfee to buy mobile data security company for $350M | www.bizjournals.com

Data-at-rest encryption is easy: anyone who has a computer science degree can create one or better still download a free encryption source program from some open source website. The REAL problem is key management!

Marty Shindler, Chief Executive Officer

Marty ShindlerChief Executive OfficerOculus3D 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.

But Will It Add More Subs and More Revenue?

September 27, 2007

DirecTV Expands HD Channels | www.twice.com

DirecTV has added 21 new HD Channels to their existing tier of 31 toward a goal of 100 by year end. This is great news for their subscribers and for those who understand and appreciate the big difference that viewing in HD can make. However, the question becomes whether this will add a significant number of new subscribers and/or cause existing customers to upgrade their service to the HD or premium packages. A Best Buy study released earlier this week notes that education is still required to insure that owners of HD TVs fully understand the need to add an HD service to their existing accounts from DirecTV, Dish, their local cable companies or even the nascent video delivery services from the telcos. The study released by Best Buy this week states that only 19% of HDTV owners indicate they fully understand HD. See http://www.tradingmarkets.com/.site/news/Stock%20News/650274/ for more information on the study.

Hans van Rietschote, Chief Executive Officer

Hans van RietschoteChief Executive OfficerMercury Swan Consulting LLC 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.

Google's gPhone and Apple's iPhone a preview of what is to come? The next PC revolution? How are enterprise data centers influenced by this consumer stuff?

September 20, 2007

Getting Inside Google's gPhone | www.businessweek.com

The Personal Computer (PC) created a revolution, but the new generation (our kids) will not be using it. Instead they will use a Personal Communicator (PC): part phone, part instant messenger, part computer. What will happen when the consumer desktops and laptops will be replaced by the next PC? Will this change the desktop as we use it at our work? Why is the Google phone and the iPhone so important?

Marty Shindler, Chief Executive Officer

Marty ShindlerChief Executive OfficerOculus3D 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 VOD Come In Under The Radar As The Next Gen Technology?

September 20, 2007

Time Warner Cable to Top 1B VOD Streams in 2007 | www.homemediamagazine.com

While the format wars in the next generation DVD systems continue to confuse customers clearly indicating that there is not going to be an obvious winner for some time, if at all, VOD may be sneaking under the radar. This is still a very nascent business. The studios in making their content available to Time Warner Cable and their counterparts for VOD, also must face the most important implication of all, angering some of their biggest customers, namely Wal Mart that accounts for ~ 40% of total home video sales. When Target, Best Buy, Amazon and a few others are added in, the total is well in excess of 50%.   And in allowing the cable companies to experiment with a day and date release on DVD and VOD, they must be careful not to shorten that time frame from theatrical release too much or they risk angering their other very large customers, the major exhibitors. In this arena, Regal, AMC and Cinemark comprise some 16 – 17,000 of the 39,000 screens in North America.

Hans van Rietschote, Chief Executive Officer

Hans van RietschoteChief Executive OfficerMercury Swan Consulting LLC 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.

VMware taking first steps into the land of managing virtual machines from other vendors

September 12, 2007

VMware Acquires Dunes Technologies | vmware.com

VMware acquired Dunes Technology, so now they have virtual machine management not just for their own platform but for all the virtualization solutions. Microsoft announced just recently they will support all the different flavors of virtualization as well. Is the race heating up?

Hans van Rietschote, Chief Executive Officer

Hans van RietschoteChief Executive OfficerMercury Swan Consulting LLC 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.

What if your computer is sending out SPAM: Is it bad for business? Is it a virus?

September 11, 2007

Zombie Pfizer Computers Spew Viagra Spam | www.wired.com

If your company computers are sending out SPAM then you should be very worried. If your personal computer is sending out SPAM then you probably don't know about it and you will not care about (or do you?). So does it have a virus? What kind of malware is there?

Hans van Rietschote, Chief Executive Officer

Hans van RietschoteChief Executive OfficerMercury Swan Consulting LLC 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.

Is Google's online software a first step to SaaS?

September 11, 2007

Google's online software gets boost in business world | www.cbc.ca

Why is Google providing online software like spreadsheets, word documents, emails and more? Are they competing with Microsoft office or what is going on? What are the advantages of the so called Google apps?

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