GLG News by Content Management Software Experts (North America)

Cliff BellChief Information OfficerINFOGAIN CORPORATION

iPad will provide another category of endpoint on the corporate network

March 9, 2010

Analysis of:Global CIO: Why Apple's iPad Will Be A Great Business Device | www.informationweek.com

1. A full screen note taking device with easy to use applications will expand computing use.2. Portability without the need of deskspace will be a difference maker.3. Software platform will open up applications we have yet to dream of.

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.

Jon PeddiePresidentJON PEDDIE RESEARCH

Nvidia leaps into supercomputers

October 5, 2009

Analysis of:Nvidia and "Starting the Next Age of Personal Computing" | www.tgdaily.com

Nvidia is in the test of its life with big stakes, big investments, and big risks – Fermi is a hail Mary pass if ever there was one. It’s not as reactionary or impulsive as some have suggested and a plan I think has been in the process for the past three years. Nvidia has been putting the pieces in place for the Fermi product through acquisition,  industry initiatives and setting up the platform. One of Jen Hsun Hung’s strengths is his long range vision and I think you can see it at work here.

Cliff BellChief Information OfficerINFOGAIN CORPORATION

Microsoft launches competition for Google Apps.????

September 20, 2009

Analysis of: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 FizzPrincipal AdvisorFCI Inc.

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

August 5, 2009

Analysis of: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.

Hakan AkbasPresident & FounderGlobal Dealings, LLC

Consolidation in the Enterprise Content Management Industry

August 2, 2009

Analysis of:The Akbas Post | hakanakbas.blogspot.com

This is a brief analysis and update on the latest consolidation trends in the Enterprise Content Management industry covering mainly Autonomy and Open Text as the two largest independent ECM vendors.

Jon PeddiePresidentJON PEDDIE RESEARCH

Pineview not delayed

July 30, 2009

Analysis of:Digitimes Insight: Intel Pine Trail launch to delay | www.digitimes.com

In a meeting yesterday with Intel excutives I learned that Pineview, Intel's Atom CPU intgrated with a graphics processor and memory manger, is not delayed as has been reported elsewhere.

Jon PeddiePresidentJON PEDDIE RESEARCH

Continued growth in all segements in computer graphics industry

July 28, 2009

Analysis of:The Compute Graphics market will have a CAGR of 8% to 2013 | www.jonpeddie.com

The computer graphics industry has enjoyed almost non-stop growth since it was established the late 1970s. Today,  computer graphics hardware and software (not counting services, maintenance and other aspects) are worth $68 billion – that’s a mind boggling average growth rate of 16.5% for 28 years!  (Charts available: email jon@jonpeddie.com)

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