GLG News by Microprocessor Experts

Paul MassieSenior Director Operations & ITYouSendIt Inc

Google’s Gmail Threat to Excchange

September 15, 2008

Analysis of:Google's Office Intrigue | www.forbes.com

Google’s free consumer Gmail has gained a large and loyal following.  Google would like to leverage that to dethrone Microsoft Exchange in enterprises.  While Microsoft should be careful not to underestimate the threat, Google faces formidable challenges, not least of which is security.

Paul MassieSenior Director Operations & ITYouSendIt Inc

MAXroam is the New Skype!

September 9, 2008

Analysis of:Having Fully Shattered Global Voice Roaming Fees, MaxRoam To Whack At Data Next | www.informationweek.com

MAXroam is providing a solution to one of today’s biggest problems in mobile phones – the cost of International roaming.  They are offering both data and voice Internationally at reasonable rates.  They are potentially the next Skype, with a similar value and impact on the carriers.

Paul MassieSenior Director Operations & ITYouSendIt Inc

Microsoft Seals VMWare’s Fate?

September 9, 2008

Analysis of:Microsoft Virtualization Products Due In Thirty Days | www.informationweek.com

Microsoft’s latest virtualization announcements are another nail in VMWare’s coffin  The key fact is not so much that Microsoft is offering this capability, since everyone knew it was coming.  The key fact is how soon and how cheaply it is available.   “Free” is always a compelling price!  The migration capability was not generally expected for several more months.

Paul MassieSenior Director Operations & ITYouSendIt Inc

Red Hat Focuses on Virtualization

September 5, 2008

Analysis of:Red Hat buys virtualization company for $107M | triangle.bizjournals.com

Red Hat’s acquisition of Qumranet will strengthen their virtualization offerings, thus providing more competition for VMWare and Microsoft.  Qumranet’s technology will move Red Hat significantly forward, particularly on desktop virtualization.  This is starting to raise the question of whether virtualization will be able to survive long-term as an independent product.

Paul MassieSenior Director Operations & ITYouSendIt Inc

No Recession For Computer Hardware

August 26, 2008

Analysis of:Computer Hardware: Recession-Proof? | www.businessweek.com

Both the server and PC markets seem to have held up very well during the past months, and barring a catastrophic collapse of the economy, likely will continue to do well.  Credit must go to the innovations in both technology and business processes achieved primarily by HP, Dell and Intel.

Paul MassieSenior Director Operations & ITYouSendIt Inc

Open Source vs. VMWare and Microsoft

August 21, 2008

Analysis of:Xen Community proposing the latest feature set for 3.3 | weblog.infoworld.com

The next evolution of Xen software puts further pressure on VMWare’s market share and margins.  This is a clear indication that VMWare’s business model will require a major overhaul sometime in the next year or two.  Microsoft will be less impacted since they have less today. 

Paul MassieSenior Director Operations & ITYouSendIt Inc

Intel’s Nehalem Drives Cloud Computing

August 12, 2008

Analysis of:Intel's Next Gen "Nehalem" to be Called Core i7 | www.dailytech.com

Intel’s next-gen Nehalem processor ups the performance bar, making it increasingly difficult for AMD.  Server manufacturers and software vendors will also be impacted, positively or negatively, by this generation of processors, which will also provide further impetus to cloud computing.

Afarin BellisarioFounder and PresidentTranstrategy, Inc

Games as

August 6, 2008

Analysis of:No Recession for Game Console Makers | www.ecommercetimes.com

Enteratinment has always been one industry thrieving during a recession.  Today, games are the dominant form of entertainment, especially for young people.  With the sales of both hardware and software (content) at record levels, the article speculates that the expenditure on the games will be dominated by tried and true, well known titles. 

Paul MassieSenior Director Operations & ITYouSendIt Inc

Cisco + EMC or Cisco + VMWare?

August 1, 2008

Analysis of:Cisco Won't Buy EMC, Will It? | www.informationweek.com

Rumors abound that Cisco might purchase EMC, but that seems very unlikely given the cost involved and the lack of apparent synergy.  Cisco could, however, purchase VMWare.  Cisco has made virtualization a key strategic focus, and adding VMWare would instantly catapult them to the top of the virtualization rankings.

Afarin BellisarioFounder and PresidentTranstrategy, Inc

iPhone is really not a big deal

July 30, 2008

Analysis of:Verizon Says iPhone Has Had Minimal Impact | www.ipodobserver.com

Verizon business appears to be expanding as a result of strength in wireless and FiOS, and not be effected by iPhone.  This confirm the fundumentals of the market and trends.

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