GLG News by ERP Software Experts

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.

Roberto DolciChief Information Officer & Director Customer CareSYSTEM SPA

More interest in photovoltaic - building integrated

September 29, 2009

Analysis of:Solar Power, Without All Those Panels | www.nytimes.com

Traditionally, photovoltaic panels were only available as bulky installations on top of roofs, or mounted on the ground.Now, with growing demand for aesthetic fashion buildings, as well as the fact that more and more countries (ie France) are tuning feed-in-tariffs that prize building integrated installations, more and more companies are offering new solutions.Latest products on the market come in 13 different colors, thus allowing architects much more freedom in pattern design. 

Howard BruckChief Information OfficerHUDSON VALLEY BANK

Bank Tech Companies - who will be left standing?

September 29, 2009

Analysis of:Mergers: Conflicts Becoming A Core Reality | www.banktechnews.com

7,000 US banks and credit unions represents a lot of customers for the banking technology companies. While banks may be hurting, their technology needs only increases. With so many recent mergers are there too few providers left? Who has the advantage banks or the providers?

Howard BruckChief Information OfficerHUDSON VALLEY BANK

Dell/Perot, HP/EDS what's the difference?

September 21, 2009

Analysis of:Dell to buy Perot Systems for $3.9 billion | money.cnn.com

Dell, buying into the notion that hardware is now a commodity and they have already optimized that business, believes they need to diversify. So they buy a large business/technology consulting firm. Do they now bring any more value to the Perot business?

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?

Roberto DolciChief Information Officer & Director Customer CareSYSTEM SPA

Agility is still missing and will do so for a while

September 17, 2009

Analysis of:Grid Connectivity: Invest in Alternative Energy’s Missing Link | seekingalpha.com

Grid connectivity is hampered by low efficiency over long lines and "not-in-my-backyard" movements, two factors set to last for long time and also grow in importance.25-30% loss of energy over long cables has long been accepted as a fact, something that can easily be dealt with when few power stations (nuclear, gas, oil)  are in charge of putting in the highest chunk of energy. Medical and scientific evidence contribute greatly to NIMB movements throughout the world, and this is set to increase.

Howard BruckChief Information OfficerHUDSON VALLEY BANK

Interesting niche software solutions find ways to sell even in this environment

September 16, 2009

Analysis of:SuccessFactors: Small cap, big plans | money.cnn.com

While core infrastructure, telecom, and enterprise system maintenance revenues have been relatively stable even in this market, discretionary tech spending is challenged.However, tech buying is strong with a few interesting technology solutions that can provide tangible short term benefits.

Ben KwakChief Executive OfficerMobileSpace Consulting

SK Telecom is likely moving on with the sales of their Virgin Mobile shares.

August 5, 2009

Analysis of:Sprint Nextel-Virgin Mobile: What Does Sprint ‘Want to Be When It Grows Up?” | blogs.wsj.com

SK Telecom (SKT) is planning to sell all of its 15.3% shares of Virgin Mobiles USA for the pure investment purposes with Sprint acquiring Virgin Mobile USA. The 15.3% of shares are converted into a dismal 0.53% shares after Sprint's acquisition and this kills the South Korean global operator's strategic importance to Sprint. SK Telecom's future attempts to acquire any significant operator will definitely be on a hold for very long time with painful lessons learned from Helio MVNO.

Michael SchiffFounder and Principal AnalystMAS Strategies

IBM To Acquire SPSS and its Data Mining Capabilities

July 28, 2009

Analysis of: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 SchiffFounder and Principal AnalystMAS Strategies

Microsoft - One Disappointing Quarter is Not a Disaster

July 28, 2009

Analysis of: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.

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