GLG News by GLG Leaders in the Technology Council

Cliff BellChief Information OfficerINFOGAIN CORPORATION

My intellectual property creation is not manageable

April 18, 2011

With all of the recent new applications being developed for the tablet (iPad is my case), the ability to track company Intellectual property is getting more difficult and protecting these assets is nearly impossible. Yet IT is challenged with maintaining corporate assets with regards to digital information.

Cliff BellChief Information OfficerINFOGAIN CORPORATION

Social Media - A Terabyte of Knowledge or Noise each day

April 10, 2011

The amount of data that can be gathered by companies on Facebook, twitter, and the many other sources of social media can add up to a terabyte of data a day (and increasing) for companies with even a meager amount of brand recognition. We finally have a source of new information that is like drinking from a fire hose – literally. There is so much information becoming available that all companies are racing to understand and manage this new source of market feedback.

Jack KernManaging DirectorKern Investment Research

AVB Drops Out of the Race and Becomes a "B" Company?

April 8, 2011

There have been a number of reports highlighting Avalon Bay's newest strategy of seeking to grow through acquisition of B class assets. There is a good likelihood the strategy will be misunderstood, especially given their "mysterious new research effort." The reality is AVB may be abandoning their previously successful core strategy in an effort to become a clone of EQR. Anyone following EQR knows the mix isn't always magic.

Thomas CoughlinPresidentCoughlin Associates

Japanese HDD Companies Experience Component Supply Problems Due to Earthquakes

April 8, 2011

Hitachi GST and Toshiba have indicated that due to electrical part shortages they will be constrained on their ability to ship HDDs. Hitachi has reported that this impacts all their desktop supply lines and it may impact their notebook drives as well. Toshiba is also experiencing critical HDD IC shortages that will limit their ability to build HDDs in the short term. Continuing earthquakes and power issues could make the supply of these components questionable for some time.

William StueberSenior PartnerTelecom Partners Group LLP

Latest Smartphone Metrics Signal Growth Direction

April 6, 2011

Analysis of:U.S. Data Traffic Doubles; Smartphones Up 57%, says CTIA | www.wirelessweek.com

The semi-annual CTIA study, conducted since 1985, is perhaps the most accurate picture of wireless industry trends as its data comes from companies serving 95.5% of US subscribers The report cited 226.5 billion megabytes of data were transmitted over US wireless networks during the second half of 2010, twice the 107.8B megabyte figure from 2009 2010 ARPU declined to $47.21 from $48.16 in 2009 Total revenues grew 5% to $159.9B and mobile data to $50.1B to early one third of revs

William StueberSenior PartnerTelecom Partners Group LLP

LightSquared - Form over Function?

April 1, 2011

The wireless industry has undergone a tremendous amount of change over the past couple of years. We've seen a lot of unexpected functionality, and hype, turn into reality - and quite profitably. Although many players in the wireless echo system have changed, network has been the most resistant. LightSquared appears to be bypassing the requisite checklist for building out a nationwide network. Is this another wave of industry change or just a short-sighted business plan running ahead of itself?

Jack KernManaging DirectorKern Investment Research

Season Opener - RealPage 1, Yardi 1

April 1, 2011

Analysis of:RealPage Countersues Yardi | multifamilyexecutive.com

RealPage has filed a counterclaim against Yardi, alleging among other things that Yardi engaged in anti-competitive practices and mis-appropriated trade secrets. This latest round of litigation among property services giants seems to be getting more complex with each individual filing. There are some allegations that a former chief information officer took certain intellectual property secrets with him when he joined Yardi. The game begins...

Donald RheaultFounderOurSalesRep

Great chance for some semicondutor companies to gain market share.

April 1, 2011

Because of the earthquake and Tsunami in Japan there are spot shortages developing in the semiconductor supply chain. For the last several years large OEMs have made it very difficult to qualify a new vendor because there was no real part shortage' and many of these companies laid off their component engineers who did these qualifications, leaving only a few for end of quarter emergencies.

Michael DobsonPresidentTeleMapics, LLC

TomTom - TeleAtlas Not an Acquisition Target

March 25, 2011

Analysis of:TomTom says mapping unit not up for sale | ca.reuters.com

This morning TomTom denied that it was it was in discussions to sell Tele Atlas, a publisher of navigable map databases that it acquired in 2008.  It is unlikely the TomTom is seeking an aquirer for Tele Atlas, but it may be shopping the entire company.

Cliff BellChief Information OfficerINFOGAIN CORPORATION

Virtualization to include Cloud Applications

March 19, 2011

Desktop virtualization is beginning to be more than a virtualized version of Microsoft office and file storage. It is also becoming a standard virtual set of cloud applications. I attended my monthly CIO meeting last night and the topic was virtualization.

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