GLG News by Microprocessor Experts

Paul MassieSenior Director Operations & ITYouSendIt Inc

Oracle + Sun = More Profits

April 21, 2009

Analysis of:Oracle Acquisition 'Transforms Market' | www.crn.com

Oracle has already stated their profit expectations from Sun.  They must have a clear plan to turn around Sun’s business.  Underestimating Oracle is a losing bargain!

Jim TurleyOwner and AnalystSilicon Insider

Do It - It's the Best Option for a Dwindling Sun

April 6, 2009

Analysis of:IBM Talks Teeter as Sun Board Splits | online.wsj.com

* Sun's value in the industry has been declining for years. It needs an exit strategy before all the value is gone. * The company no longer innovates in any meaningful way and it's lost its importance, becoming an undifferentiated provider of hardware by the pound. * IBM would benefit from Sun's market share, and perhaps some patents and other technology.

Jim TurleyOwner and AnalystSilicon Insider

No, they're both better off separate

April 3, 2009

Analysis of:Should Nvidia Merge with AMD? | www.rahulsood.com

Merging nVidia and AMD is a fair question. After all, there's a lot of consolidation happening in the industry, with more to come. But this particular combination won't work well. For starters, AMD already owns ATI, nVidia's major competitor. Acquiring nVidia as well would put both of the major formerly independant graphics companies under AMD's umbrella. Apart from antitrust concerns, it just just doesn't help AMD -- or nVidia -- very much. There's no synergy between ATI and nVidia technology, so there's no real gain to be had there. AMD would find itself with two very complelx and competing technologies and no good way to combine them. The whole would be worth exactly the sum of its parts. Second, the acquisition would be expensive. AMD's had a tough enough time swallowing the price of ATI, with little to show for it. Gobbling up nVidia too would be tough.   Finally, although it might take nVidia out of Intel's hands, Intel doesn't need nVidia, either.

Afarin BellisarioFounder and PresidentTranstrategy, Inc

Intel inside everything?

March 3, 2009

Analysis of:Intel vs. Qualcomm | www.businessweek.com

The partnership between Intel and TSMC will allow expanding Intel platform well beyond PC, notebooks and Net Books. Access to IP, will allow a set of customers who value customization consider Intel platform. In addition to access to IP and ASIC design capability, TSMC can offer Intel a lower cost manufacturing facility to compete more effectively.

Afarin BellisarioFounder and PresidentTranstrategy, Inc

One Step Forward, More to Go

March 3, 2009

Analysis of:Solar Power For $2 A Day | www.forbes.com

Designers in CA are using the current generation of solar technology to create smaller, easy to install and modular panels which are afforadble for younger people, even those living in rental housing. Using existing technology while eliminating large cost of installation is an mportant step to spread the utility of panels. This will allow people to experiment with solra power without haveing to lay out thousands of dollars. Solving safety and integration problems with the grid will be the next.  

Paul MassieSenior Director Operations & ITYouSendIt Inc

President Obama’s Impact on Offshoring

March 2, 2009

Analysis of:Can Obama reverse job offshoring? | blogs.computerworld.com

President Obama is following through on his campaign pledge to try to limit the movement of jobs overseas.  If approved, his proposals will have an impact on offshoring.  Perhaps the major result, however, will be changing the mind-set that India/China is a requirement for lean operations.

Paul MassieSenior Director Operations & ITYouSendIt Inc

Oracle Goes Social?

March 2, 2009

Analysis of:Oracle's Social Networking Plans? | www.informationweek.com

Oracle seems ready to dive into the social networking business.  Collaboration is one of the big directions major IT vendors are taking today.  Oracle has some experience in this area already, and seems ready to make a deep commitment.  A product of this type would fit perfectly with the upcoming Fusion Applications.

Paul MassieSenior Director Operations & ITYouSendIt Inc

Oracle Buys Everyone!

February 23, 2009

Analysis of: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.

Paul MassieSenior Director Operations & ITYouSendIt Inc

Who Will Cisco Buy?

February 17, 2009

Analysis of: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.

Paul MassieSenior Director Operations & ITYouSendIt Inc

Has Sun Destroyed MySQL?

February 9, 2009

Analysis of: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.

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