GLG News by GLG Leaders in the Technology Council

Thomas CoughlinPresidentCoughlin Associates

Seagate Mobile Storage for the iPad and other Apple Mobile OS devices

May 16, 2011

Seagate Technology introduced its GoFlex Satellite Mobile Wireless Storage device offering 500 GB storage capacity through a WiFi connection. The battery powered external hard drive allows users to take up to 500 GB of content with them and access it from their iPad, iPhone or other wireless iOS device. The product release is planned for July 2011. Technology originally developed for DAVE several years ago finally finds a market where it fills a need.

Thomas CoughlinPresidentCoughlin Associates

SanDisk Acquires Pliant in Continuation of Record Storage Acquisition Season

May 16, 2011

Sandisk agreed to acquire Pliant Technology for about $327M. SanDisk is most known for its consumer products although the company has offered several SSD products over the last decade. Pliant is a startup company founded by HDD industry veterans and has made a name for itself in the enterprise SSD space. The acquisition continues the trend of storage company mergers that have changed the landscape of the industry in the last 3 months.

William StueberSenior PartnerTelecom Partners Group LLP

Research in Motion Recalls Playbook - Deja Vu

May 16, 2011

Research in Motion announced a recall of roughly 1000 16GB Playbooks today that apparently had been shipped to Staples stores.  The tablets in question are not able to properly load  the initial operating system files. The severity and extent of the problem is unknown as most of the units remain in either distribution or storage. This is not the first time a RIM product launch met with initial disaster, as both Bold and Storm each suffered similar issues.

Hakan AkbasPresident & FounderGlobal Dealings, LLC

Microsoft to Roll Dice with $8.5 Billion Skype Deal

May 10, 2011

Analysis of:Microsoft to Roll Dice with $8.5 Billion Skype Deal | bit.ly

In an unprecedented move, Microsoft Corp. agreed to buy Internet phone company Skype Technologies SA for $8.5 billion in cash—the most aggressive move yet by Microsoft to play in the increasingly converged worlds of communication, information and entertainment.

Ken KalinoskiPresident and General Partner100 Hill Rock LLC

Microsoft Purchases Skype and Why this Makes Perfect Business Sense

May 10, 2011

Analysis of:Microsoft to Buy Skype for $8.5 Billion in Catch-Up Bid | www.bloomberg.com

As a UC Collaboration expert, and one experienced in the field of video acquistions, the announcement of Microsoft's $8.5B all cash deal certainly looks RICH on the surface, but fills a HUGE product void for the company. This software giant recognizes the world is getting flatter and smaller because the planet is increasingly MORE CONNECTED. At the core of consumer and enterprise connections is Unified Communication and Collaboration which will allow the greatest number of human touch points.

Cliff BellChief Information OfficerINFOGAIN CORPORATION

People do not pay for Radio, TV, or digital newspapers

May 7, 2011

Analysis of:8 in 10 Won’t Pay for Online Daily Newspaper | www.marketingcharts.com

There are plenty of business models where the content is given away. If digital newspapers attract enough readers, then they will also attract enough advertizers.

William StueberSenior PartnerTelecom Partners Group LLP

More Bad News Ahead for RIMM

May 5, 2011

Research in Motion (NASDAQ:RIMM)'s business model is in trouble and the underlying problems extend well beyond selling less handsets at lower prices. Their handset/service model will come under continued pressure, forcing sales, margins and ultimately enterprise value to decline.

Ken KalinoskiPresident and General Partner100 Hill Rock LLC

RPX Corporation - Fast Track IPO for NPE Insurance Policy Writer Circa 1999?

May 4, 2011

Analysis of:IPO Pick of the Week: RPX Corporation | seekingalpha.com

RPX Corporation is the self proclaimed NPE Fighter that 'reduces patent litigation costs'. This fledgling company, with little more than 2 years of full operating income, is poised to IPO as fast as many 'internet boom and bust' startups. Will RPX be different? Is RPX's business model sustainable? Can RPX Corp turn patent licensing, a traditionally 'lumpy' revenue model, into a smooth predictable quarter on quarter performance? How big is the market?

Cliff BellChief Information OfficerINFOGAIN CORPORATION

Ma Bell to AT&T, "the consumer rules the new economy".

April 30, 2011

Analysis of:Ma Bell Stifled Innovation, AT&T May Do the Same | uk.ibtimes.com

When Ma Bell ruled the phone lines, most products were developed for businesses first and only later small versions were done for consumers. Today, it is the opposite. Products are built for consumers first and only later developed for businesses. This change is so significant that it will be difficult for even AT&T to stifle creativity.

William StueberSenior PartnerTelecom Partners Group LLP

RIM - Only the beginning of bad news

April 29, 2011

Analysis of:RIM Revises Gloomy Q1 Guidance, Shares Plummet | www.wirelessweek.com

Research in Motion's business model is in trouble and the underlying problems extend well beyond selling less handsets at lower prices. Their handset/service model will come under continued pressure, forcing sales, margins and ultimately enterprise value to decline.

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