GLG News by IT Consulting Market Experts

Howard BruckChief Information OfficerHUDSON VALLEY BANK

Missing the boat - deduplication is only one piece of the puzzle

July 27, 2009

Analysis of:EMC outlines where Data Domain will fit | blogs.zdnet.com

The hype around Data Domain that brought it $2.1 Billion, over-emphasized the role of deduplication. The technology is nice, but it is neither unique nor complete.

Paul MassieSenior Director Operations & ITYouSendIt Inc

Twitter's Problem With the Google Cloud

July 15, 2009

Analysis of:Lessons from Twitter's security breach | news.cnet.com

Regardless of how careful a cloud provider is with security, all it takes is one or two persons with weak passwords to lead critical information.  Although blameless, cloud computing in general and Google in particular are likely to suffer from this incident.

Paul MassieSenior Director Operations & ITYouSendIt Inc

A Killer App for Cloud Computing?

July 14, 2009

Analysis of:IBM's Data-Crunching Cloud Plan | www.forbes.com

Cloud computing is already successful in the consumer and SMB market, but still has not penetrated the enterprise market.  One or more killer apps could change that.  IBM’s move to tie business analytics to the cloud could have a major impact on the SME market.

Ronald GruiaProgram Leader-Emerging Communications SolutionsFROST & SULLIVAN, INC

Nortel Fire Sale Begins

June 22, 2009

Analysis of:Nortel selling wireless unit to Nokia Siemens | finance.yahoo.com

Wireless assets acquired by NSN from Nortel include the CDMA business and LTE IP (Intellectual Property).  NSN gets relationships with operators such as Bell Mobility, VerizonWireless, Sprint Nextel, KDDI, China Telecom. CDMA is still profitable and will have a long tail. NSN also expands its footprint in North America, which represents only ~ 5% of its revenues and this acquisiton will certainly better position the company to tackle one of its Achilles heels. NSN gets Nortel's IP on LTE including SON (Self-Organizing Networks) and ongoing LTE relationships (NT had won KDDI tender and was carrying out a trial at T-Mobile AG); 400/2,500 employees that NSN is getting from Nortel were working on LTE, other 2,100 on CDMA. Who will fill in the void in terms of R&D spend in Canada? NSN will open up a lab and there are rumors that Huawei will expand its presence, but look for more from other entrepreneurs such as Sir Terry Matthews. It will be tough to match Nortel's R&D budget.

Paul MassieSenior Director Operations & ITYouSendIt Inc

Cisco Gives Money to Brocade!

June 15, 2009

Analysis of:Brocade Crushing Cisco In High-End Storage Switches | blogs.barrons.com

The repercussions from Cisco’s foray into the server market may be happening somewhat sooner and possibly on a larger scale than anticipated.  It’s too soon to draw definite conclusions, but Brocade is taking market share from Cisco for some reason!

Paul MassieSenior Director Operations & ITYouSendIt Inc

Is There Security in the Cloud?

June 8, 2009

Analysis of:It's 6 O'Clock -- Do You Know Where Your Cloud's Data Center Is? | www.informationweek.com

One of the biggest hindrances to rapid adoption of cloud computing, particularly for enterprises, is the level of security available.  The question that inevitable arises is “Is my data safe?”  The answer appears to be “Sortof!”.

Paul MassieSenior Director Operations & ITYouSendIt Inc

Cloud Computing: Beyond the Hype

June 2, 2009

Analysis of:McKinsey Cloud Computing Report Conclusions Don't Add Up | www.cio.com

Cloud computing is here to stay, but isn’t likely to take over the IT world.  Every new technology seems to go through a hype cycle where it will allegedly solve all the problems in the IT world.  Then later it quietly settles into an appropriate niche.  Cloud computing seems likely to follow this same pattern.

Cliff BellChief Information OfficerINFOGAIN CORPORATION

Breakup of the Wintel alliance caused by Netbook

June 1, 2009

Analysis of:Intel goes after Windows 7 on netbooks with Linux | www.computerworld.com

1. Economy forces partners to go it alone.  2. Does Intel know software?

Ronald GruiaProgram Leader-Emerging Communications SolutionsFROST & SULLIVAN, INC

AT&T LTE Trial and Its Implications

May 7, 2009

Analysis of:Rumor Mill: Did AT&T pick Ericsson, Alca-Lu, Huawei for LTE trial? | www.fiercewireless.com

1- Details of the AT&T LTE buildout begin to emerge
2- Chinese NEVs such as Huawei and ZTE will become forces to be reckoned with in North America.
3- Ramifications to the other NEVs and LTE

Ronald GruiaProgram Leader-Emerging Communications SolutionsFROST & SULLIVAN, INC

NETC Q1 2009 Results & A Forward Look

May 4, 2009

Analysis of:Net Serviços: Resilient in a Tough Lat Am Macro Environment | finance.yahoo.com

Earlier this past week, NETC reported solid Q1 2009 results, which while expected by some, were met despite the worsening of macro conditions in Brazil.  In fact, from all Carlos Slim companies reporting this past week (i.e. AMX, TMX, NETC), NETC arguably had the strongest performance.  Issues going forward: Deteriorating macro environment and mitigating an unfavorable decision by the local regulator.

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