GLG News by Microprocessor Experts

Paul MassieSenior Director Operations & ITYouSendIt Inc

Should Dell Enter the Smartphone Market?

February 3, 2009

Analysis of: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.

Paul MassieSenior Director Operations & ITYouSendIt Inc

Will Cisco Matter in the Server Market?

January 23, 2009

Analysis of: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.

Paul MassieSenior Director Operations & ITYouSendIt Inc

Is SaaS Recession-Proof?

January 15, 2009

Analysis of:In a down economy, SaaS revenues rise | www.computerworld.com

The SaaS business model provides an ongoing revenue stream through good times and bad.   Growth may slow during bad times, as customers become more reluctant to commit, but since no large capital costs are being incurred SaaS companies can do better than traditional license-based software companies during bad times.

Paul MassieSenior Director Operations & ITYouSendIt Inc

Windows 7 in August?

January 15, 2009

Analysis of:Vista trumped by its sequel, Windows 7 | weblog.infoworld.com

Several things point to Microsoft releasing Windows 7 somewhere around August or September of 2009, rather than later.  Releasing then will likely get Microsoft significant revenue during the holiday season, and may also have a positive impact on major PC manufacturers.  That good news is likely to extend through 2010.

Jin KimFounder and PresidentDisplayBlog

LED: The Next Source of Light for Flat Panel Displays

January 14, 2009

Analysis of:Surge in sales of LED-backlit notebook PCs | compoundsemiconductor.net

1. LED light sources allow for lower power consumption.2. LED is solid state technology and improves ruggedness.3. LED allows for improved front-screen performance.4. LED allows for ultra-thin LCD modules.

Paul MassieSenior Director Operations & ITYouSendIt Inc

Disaster for Indian Outsourcing Companies!

January 8, 2009

Analysis of:Satyam Chief Quits, Fraud Scandal Slams Shares | www.eweek.com

Satyam’s Enron-like revelation is probably the single worst thing that could have happened to the entire Indian outsourcing market.  Satyam itself has no viable future.  This latest bombshell has sealed their fate.  Existing clients will focus on escaping contracts as quickly as possible and it’s highly improbable any new clients will sign up.  The revelation of fraud on this scale raises questions about the state of corporate governance in all Indian outsourcing companies.

Paul MassieSenior Director Operations & ITYouSendIt Inc

Satyam Stumbles

January 5, 2009

Analysis of:No Heads Rolling at Satyam -- Yet | www.fool.com

In troubled times even large and healthy companies need to avoid major missteps, yet Satyam has just been guilty of one (possibly two) such missteps.  At best this will dent their growth.  At worst it could signal a company sale or dissolution.  The focus now has to be on retaining existing clients, rather than finding new clients.

Paul MassieSenior Director Operations & ITYouSendIt Inc

Recession – Tech Winners and Losers

December 16, 2008

Analysis of:Why It's Going to Get a Lot Worse | online.barrons.com

Recessions have a winnowing effect on companies.  Once the bad times are past those who survived without major damage are stronger, largely at the expense of the others.  Keys to survival include cash (lots of it!), a solid market position and competitive products.

Paul MassieSenior Director Operations & ITYouSendIt Inc

Web 2.0 and Enterprise IT

December 11, 2008

Analysis of:Selling Web 2.0 To IT | www.forbes.com

Web 2.0 will most likely become a key technology for enterprise IT, but adoption is slow for many reasons.  Security, functionality, ROI are all areas that have generally not yet been fully addressed, along with finding time for IT people to become comfortable with the technology.

Afarin BellisarioFounder and PresidentTranstrategy, Inc

LED Displays are Here to Stay

December 5, 2008

Analysis of:Surge in sales of LED-backlit notebook PCs | compoundsemiconductor.net

The sales of PC's with LED based displayes have surged 63% in the most recent quarter and are expected to reach 2.1 million units in 2008, capturing a 5.4% market share. The trand is expceted to continue.

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