February 23, 2009
Oracle: Prescient Purchases | seekingalpha.com
Oracle is one of the few companies with both the cash and the prescience to take advantage of the current economy by snapping up dozens of undervalued companies. When the downturn is over Oracle will emerge even stronger than before. Their direction is to cover the broad market as well as every small niche.
February 17, 2009
Cisco eyes acquisition to spur growth | www.iht.com
Prospects of an acquisition by Cisco will drive up any company’s market cap. The people who know Cisco’s intentions can’t talk, so the whole topic becomes a guessing game. The game continues because investors are desperate for good news, and an acquisition by Cisco in many cases is the only near-term hope.
CIO Business skills Can made a difference to your company in this downturn
February 16, 2009
Tech execs get sexy | money.cnn.com
1. Personal productivity tools have expanded over the last decade. 2. CIO's are best positioned to provide guidance on how to use these tools to move the company forward.
February 9, 2009
Open Source Advocates Alarmed By Mickos's Sun Exit | www.informationweek.com
Is this the death knell for an open source icon? Or does it mean Sun will finally justify MySQL’s purchase price? The recent departure of key leaders from MySQL raises questions about whether MySQL will be able to maintain its direction and customer base.
Microsoft needs to leverage its "copy-cat" strategy to win online
February 9, 2009
Why can't Microsoft make money online? | money.cnn.com
1. Microsoft has always been good at mimicking a product and becoming the biggest seller. 2. The web browser is a good example of the ability that Microsoft has to successfully copy ideas and win in the market.
Should Dell Enter the Smartphone Market?
February 3, 2009
Dell Prepares To Dial Into Smartphone Marketplace | online.wsj.com
If Dell is planning to dominate the market they should only enter if they have a revolutionary product. If they merely want a solid percentage of the enterprise market and can provide a competitive product, their chances look good.
We have to burst the Healthcare Bubble
February 2, 2009
Facts on Healthcare | www.nchc.org
We have the world's most expensive healthcare system costing $2.4 trillion per Year 4.3 times more than we spend on national defense, 20% of GDP. It is also one of the world's worst systems ranked 37th by the World Health Organization. Costs are escalating at 7%, at least twice the rate of inflation. Our Healthcare System is the most inefficient and wasteful among leading industrial countries. Other countries with some regulation, provide Universal Healthcare for about half of the cost of our system, which does not. We can support economic recovery through healthcare reform. About 46% of the US population is receiving government provided healthcare at a cost of $1 trillion. This includes politicians, prisoners, armed forces, federal and state employees and Medicaide and Medicare recipients. There is little central purchasing power leverage and billions of our tax dollars are being wasted along with billions of dollars of philanthropic, employer, employee and individuals monies.
Netbooks will be the next computer on your network and could expand your company's business
February 2, 2009
Netbooks could be the next hit cell phones | money.cnn.com
1. IT will need to support another technology. 2. New uses for computing may be found. 3. Challenges to the network security will need to be addressed.
Work connections now have a Face(book)
January 26, 2009
In battle for Friends, Facebook now twice as popular as MySpace | www.computerworld.com
1. Facebook becoming the new "water cooler". 2. Communication to employees can be managed thru Facebook
Will Cisco Matter in the Server Market?
January 23, 2009
ComiCisco to sell servers with virtualization-NY Times | www.reuters.com
Cisco has the ear of CIOs and enterprise IT equipment buyers. If Cisco offers a server product they will have an audience to listen to their pitch. Listening and buying are very different things, however, and Cisco will have an uphill battle making significant sales. Maintaining profit margins will be even more difficult. Nobody should count Cisco out, but at the same time this seems very much a long shot.
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