GLG News by GLG Leaders in the Technology Council

Ken KalinoskiPresident and General Partner100 Hill Rock LLC

What do the cloud, collaboration and virtualization have in common?

January 27, 2012

With so much talk and buzz about cloud (computing, storage, application sharing) and Virtualization (server & desktop), it can seem as if though these two IT consolidation trends are trumping the Collaboration movement.  Service Providers across the map have readied themselves for cloud computing by partnering with infrastructure and networking providers.  Carrier clouds are all the rage: If you’re not selling cloud your customers are likely looking at alternatives.  Virtualization services have dramatically increased since the days of pervasive computing, the reawakening VMware anything (server appliances and server blades) and screen scraping data movers and mungers (aka Citrix).

Robert SethrePartner and Senior ConsultantPhotizo Group

HP without printing: What are they thinking?

September 1, 2011

Analysis of:HP could sell printing division within two years, reports claim | www.printweek.com

Spurred by recent surprising developments and announcements at HP, an M&A intelligence firm predicts that HP could consider divesting the entire printing division. While there may be some high-level reasons why such a move might seem plausible, I consider it unlikely. Taking a closer look at the business drivers of the imaging industry in general and HP/IPG in particular, my conclusion is that this scenario, while worth a quick look, makes little business sense.

Eric GakstatterPrincipalDISCOVERY MANAGEMENT GROUP, LLC

Will the FCC rule for LightSquared, the GPS Industry or neither?

August 22, 2011

In January 2011, the FCC granted a conditional waiver for LightSquared, a wireless broadband company, to proceed with rolling out its 4G LTE wireless wholesale business. Recently, LightSquared and the GPS industry exchanged taunts. LightSquared claimed that the GPS industry didn’t follow Department of Defense standards when designing GPS receivers and the GPS industry retorted that LightSquared is an incompatible spectrum neighbor. What happened?

Hakan AkbasPresident & FounderGlobal Dealings, LLC

Google to buy Motorola Mobility for $12.5B in cash, its largest ever deal

August 15, 2011

Analysis of:Google to buy Motorola Mobility for $12.5B in cash, its largest ever deal | bit.ly

Google to buy Motorola Mobility for $12.5B in cash, its largest ever deal. Next Microsoft should buy RIM and/or Nokia. Here's why: http://bit.ly/r8uV9ZNext we will share our comprehensive analysis of the implications of this acquisition.

Vijaya IswaraDirectorFastFix Inc.

Piracy a real threat to global trade

August 14, 2011

Analysis of:Study finds Somali piracy could cost global economy $12 billion | www.businessdailyafrica.com

Piracy off the coast of Somalia is causing serious issues to ship owners, cargo owners and governments alike. The new study estimates it can cost about $12billion to global and regional trade. Damage from piracy is across the industry segments ranging from fisheries to containers and bulk goods to oil tankers. The burden of legally stabilizing and containing the problem is weighing heavily on Kenya and Seychelles due to gaps in global legal options.

Hakan AkbasPresident & FounderGlobal Dealings, LLC

Open Text Q4 Results Disappoint - License Slippage, Weaker Margins

August 12, 2011

Analysis of:Open Text Q4 Results Disappoint - License Slippage, Weaker Margins | akbaspost.blogspot.com

Open Text (TM) Corporation (TSX: OTC), announced financialresults for its fourth quarter ended June 30, 2011. The company missed the Wall-Street estimates due to license slippage at Metastrom and weaker margins.

William StueberSenior PartnerTelecom Partners Group LLP

August 10 - Amazon Announces HTML5-Based Cloud Reader for Chrome & Safafi

August 10, 2011

Amazon announces a Kindle Cloud Reader based on HTML5 that runs on Google Chrome and Apple Safari - other browsers to follow. This signals the most effort to by-pass App Store purchases & In-App billing that Apple's revenue model demands a slice of.

William StueberSenior PartnerTelecom Partners Group LLP

HTML5 – Disruptive Technology or Next Evolution of the Web?

August 6, 2011

HTML5 refers to a broad group of proposed and new technologies that provide for significantly enhanced functionality, ubiquitous user experience across browser/handset/OS platforms,“app” functionality, improved browsing, local storage of app/user data and richer interactivity. Make no mistake - HTML5 is a game-changer for the wireless industry. · Does HTML5 replace mobile applications & App Stores?· Will Flash become obsolete?· What is the security risk of locally-stored data?

Jim HandyDirectorObjective Analysis

Major Shift in PC Memory Could Harm DRAM Makers

July 19, 2011

Analysis of:Could NAND Flash Kill DRAM in PCs? | www.cio.com

DRAM will soon have to compete against NAND flash in the PC.  Benchmarks have shown that, dollar-for-dollar, NAND provides more performance than does DRAM.This is bad enough news for Micron, Samsung, and Hynix, all of whom make both DRAM and NAND flash, but it is positively deadly for DRAM makers who do not have a strong NAND flash position: Elpida, Powerchip, ProMOS, and Nanya.SSDs will continue to lose out to HDDs in the PC, since a NAND layer gives SSD speeds at a HDD prices & capacities.

Donald RheaultFounderOurSalesRep

Intel technology opens way into smart phones and tablets.

July 19, 2011

Analysis of:Press Release: Intel Vies to Stave Off ARM Challenge with Low-Power Technology | www.intel.com

By the end of 2011 Intel will be producing a Tri-Gate 3-D transistor technology in 22nm. This is directly aimed at ARM and Marvel's dominance of the mobile device market. Intel devices will offer half of the power of existing devices with the same capabilities thereby extending battery life. It will also blunt ARM's attempt to enter the notebook market with the help of Microsoft.

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