GLG News by Microprocessor Experts

Paul MassieSenior Director Operations & ITYouSendIt Inc

Microsoft Gets Serious About Business Intelligence

July 28, 2008

Analysis of:Microsoft To Buy DATAllegro | www.informationweek.com

Microsoft’s acquisition of DATAllegro should put to rest any skepticism on whether Microsoft is serious about the data warehouse and Business Intelligence (BI) market.  They have been progressively moving more into BI and data warehouses for several years, but have focused on the low-end BI user.  Now they’re going after the high-end market as well via an appliance. 

Paul MassieSenior Director Operations & ITYouSendIt Inc

Dell, HP and the PC Wars

July 22, 2008

Analysis of:PC shipments grew faster than expected in 2Q | biz.yahoo.com

HP maintains worldwide leadership, but Dell is staging a comeback.  HP may be able to leverage their wide array of products for an advantage.  The second-tier vendors will continue to do well in places but seem to have little chance of unseating either Dell or HP.  Apple is a dark horse poised to improve in this market.

Paul MassieSenior Director Operations & ITYouSendIt Inc

The Vultures Are Gathering Around Sun

July 14, 2008

Analysis of:Shrinking Sun under the gun | www.theregister.co.uk

At a market cap of $7-8B and $2+B in the bank, along with healthy free cash flow, Sun is starting to look ripe for an acquisition.  It’s becoming increasingly clear that Sun’s current business model isn’t working, but their IP, customer base, brand recognition and employee base makes them attractive.

Paul MassieSenior Director Operations & ITYouSendIt Inc

How Deep Are VMWare’s Troubles?

July 10, 2008

Analysis of:Microsoft vs. VMware: Rumble in the virtual world | www.infoworld.com

VMWare is doing great, so how could they be in trouble?  By having both Microsoft and open source invade their market.  Their easy growth is in the past, and now the question becomes whether they can thrive in a highly competitive environment.

John BergChief Technology Officer AMERICAN SEMICONDUCTOR, INC.

When will Phase Change Memory make an Impact in the IC business?

July 1, 2008

Analysis of:Spansion: Numonyx' PCM is 'marketing fluff' | www.eetimes.com

Bertrand Cambou, CEO of Spansion, has an opinion on Numonyx' push into phase-change memories: "Phase-change memory is pure marketing fluff." Although Cambou is correct that existing Numonyx phase change memories are not ready for prime time, the situation will be quite different below 32nm, which is a technology node that Spansion may never reach, if it continues to hemorrhage cash as it is. Below 32nm, the issues surrounding FLASH will require an architectural change in order to scale products to the 22nm node and below. Phase change memory is a leading contender to replace the traditional double poly FLASH cell. Samsung, Hynix, and Numonyx are actively pursuing this technology. Mr. Cambou's company is behind the curve, as a failure to plan for the future in high tech is a plan for failure.

Paul MassieSenior Director Operations & ITYouSendIt Inc

Oracle Not Enthusiastic About SaaS

July 1, 2008

Analysis of:Oracle Will Keep Shopping, Just Not in the SaaS Aisle | finance.yahoo.com

According to the media and several prominent individuals, SaaS is the future of the software business.  The “old-fashioned” licensed software model is doomed.  Yet the most profitable and biggest software companies have only a limited presence in SaaS.  Does this mean they are out of step with the future, or do they actually know something?

Paul MassieSenior Director Operations & ITYouSendIt Inc

Motorola Shows Signs of Life

June 24, 2008

Analysis of:Motorola Impresses With 5-Megapixel Camera Phone | www.informationweek.com

Motorola’s new camera phone won’t be enough to resuscitate their ailing handset business, but it does show that some innovation still lives within Motorola.  This is not the second coming of the RAZR, but is a good beginning if they can follow with other innovative products.

Paul MassieSenior Director Operations & ITYouSendIt Inc

HP, Sun and EMC Push SSD

June 19, 2008

Analysis of: HP adding solid-state memory to its servers | www.infoworld.com

The move from rotating disks to Solid State Disks (SSD) is happening faster than most predicted.  Rotating disk vendors such as Seagate will likely see margins erode as they lose the high-end disk business to SSD.

Paul MassieSenior Director Operations & ITYouSendIt Inc

Oracle Shows First “Real” Fusion Apps

June 12, 2008

Analysis of:Enterprise 2.0: Oracle Plans New Business Apps, With A Social Twist | www.informationweek.com

Oracle is getting close to delivering on their promises about Fusion.  If the final suite of products can match the early previews, they have achieved a “game-changer” in enterprise applications.

Jin KimFounder and PresidentDisplayBlog

iPhone 2.0 Prices: $250, $350, $450 with Subsidies

June 9, 2008

Analysis of:iPhone 2.0 Prices: $250, $350, $450 with Subsidies | www.displayblog.com

Apple's iPhone 2.0 sales will achieve incredible sales due to subsidized prices from mobile operators in the US and Europe. Currently the 16GB model has a retail price of $499; I am expecting a subsidized price of just $349.99. The 8GB model, if continued, will have a $249.99 subsidized price while the top-of-the-line 32GB model will be subsidized at just $449.99.

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