GLG News by Content Management Software Evaluators

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.   

Zeke MargolisSenior Account ManagerKEY CODE MEDIA, INC.

Dell + Wal Mart = A Bad Channel Strategy

May 31, 2007

Analysis of:Dell to sell computers through Wal-Mart | www.ft.com

1. Dell needs to move into the indirect channel to remain competitive with HP and IBM. 2. Wal Mart is not the right partner. 3. Entry level desktops are not the way to gain market share and profitability.

Zeke MargolisSenior Account ManagerKEY CODE MEDIA, INC.

3D Projection - Feature Film Exhibitors Silver Bullet?

May 29, 2007

Analysis of:U2 performs 'Streets' on Croisette | www.hollywoodreporter.com

1. Exhibitors Need to Find New Ways to Differentiate in the Marketplace 2. The Movie Going Publics expectations of exhibitors is increasing 3. CGI and Live Action content is enhanced by 3D Projection Technology

Zeke MargolisSenior Account ManagerKEY CODE MEDIA, INC.

Hardware Margins Overlook the Real Profit Opportunity of iPhone

January 29, 2007

Analysis of:Apple to rake in 50% margin on iPhone | www.telecoms.com

1. Apple and AT&T will earn more after the sale than on it
2. The cost of making the phone is not the cost of goods to providers

Zeke MargolisSenior Account ManagerKEY CODE MEDIA, INC.

More Choices = More Costs for Consumers

January 29, 2007

Analysis of:Will 'unlocked' cellphones free consumers? | www.usatoday.com

1. Without carrier subsidies, consumers will pay more for phones
2. Too many choices will confuse consumers
3. Quality of service experience may suffer
4. Carriers will find ways to recoup the lost revenue

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