GLG News by Microprocessor Experts

Paul MassieSenior Director Operations & ITYouSendIt Inc What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Riverbed vs. Cisco, Sometimes Goliath Wins!

June 5, 2008

Riverbed Shares Are Overvalued Says Goldman, S&P | blogs.barrons.com

Riverbed jumped into the WAN optimization market with innovative technology and an effective business plan.  Their success has justified the market, but they face an uphill battle against the big network vendors.  Ongoing innovation gives them some hope, but their long-term viability is at risk.

Paul MassieSenior Director Operations & ITYouSendIt Inc What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Windows 7 Eliminates Need for Vista!

May 30, 2008

Windows 7 to use touch-screen interface; new OS due in late '09, Ballmer says | www.computerworld.com

The release schedule for Windows 7 effectively means most enterprises will go directly from XP to 7.  Windows 7 appears to be Vista done right, with problems addressed and some nice functionality added.  If delivered as promised it should maintain Windows’ position in the market.

Paul MassieSenior Director Operations & ITYouSendIt Inc What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Can Sun Microsystems be Profitable?

May 14, 2008

Sun Still Clings to Java Dominance Pitch | seekingalpha.com

Sun has tied its future to open source, but seems clueless on how to monetize open source.  Worse yet, they don’t seem to care!  Meanwhile their core revenue stream continues to dwindle.  Future prospects don’t look good.

Paul MassieSenior Director Operations & ITYouSendIt Inc What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Why Not Desktop Virtualization?

May 13, 2008

Desktop Virtualization Drives Security, Not Just Dollar Savings | www.informationweek.com

Desktop virtualization promises huge savings in TCO, improved security, good user experience, improved manageability, etc.  Despite these advantages, it has many issues that have so far prevented widespread adoption, and likely will always limit adoption. 

Afarin BellisarioFounder and PresidentTranstrategy, Inc What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Entertainment Create Fortunes in Japan, Will it last?

May 12, 2008

Nintendo Wii makes Yamauchi Japan's richest: Forbes | www.reuters.com

- Gaming and entertainment is big business in Japan these days as a number of gaming and social networking related entrepreneurs ranked by Forbes, as the richest in Japan based on the value of their companies.  The list includes founders of Nintendo, Pachinko gambling machine maker Sankyo, and  new comer creator of Mixi social networking site. - Number one on the list is Nintendo's former CEO and a major shareholder (105 of total), Hiroshi Yamauchi, whose fortune have been tripled as a result of run away success of Nintendo Wii - Numebr 3 is another gaming/gambling pioneer, Kunio Busijima, founder of pachinko gambling machine maker Sankyo - The newest arrivalis Kenji Kasahara, founder of social networking site Mixi 

Paul MassieSenior Director Operations & ITYouSendIt Inc What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Oracle’s Next Focus - Web 2.0 Apps

May 8, 2008

Interop: Oracle Looks Beyond ERP | www.informationweek.com

Oracle’s applications have both wide and deep functionality, but that’s not enough anymore.  As younger users move into positions of influence intuitive interfaces and social networking features become increasingly important.  The applications vendor that “gets” this will be in a commanding position.

James "Jim" Cantore, President & Chief Analyst

James "Jim" CantorePresident & Chief AnalystJLC Associates LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

If We Build It, A 450 mm Wafer Fab, Will Customers Come?

May 7, 2008

Will industry build 450-mm fabs? | www.eetimes.com

1. New Markets will be created, enabled by the 450mm revolution. 2. Opportunity is there for new equipment strategic alliances with major chip players. 3. Smarter, simpler electronics projects need very intelligent, very large 450mm wafer-based chips.

Paul MassieSenior Director Operations & ITYouSendIt Inc What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Microsoft Beware, Apple is Knocking!

May 5, 2008

The Mac in the Gray Flannel Suit | www.businessweek.com

Apple cannot win the enterprise market for the Mac, but Microsoft can give it to them.  When the resurgence of the Mac is combined with Microsoft’s continuing insistence on selling Vista to enterprises, the door is open to Apple gaining a solid presence in the enterprise market.

Paul MassieSenior Director Operations & ITYouSendIt Inc What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Nokia Versus Apple’s iPhone

April 21, 2008

Nokia Shares Slammed in Wake of Miss | www.smartmoney.com

In terms of volume the iPhone is indeed a “niche product” for Nokia.  However, the impact the iPhone is having on the handset market is much greater than its market share might indicate.  Nokia needs to address their steadily dropping US market share, although the iPhone is only one small piece of that problem.

Paul MassieSenior Director Operations & ITYouSendIt Inc What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Google + Salesforce – Should Microsoft Worry?

April 16, 2008

Google, Salesforce.com Integrate Apps | www.redherring.com

The integration of Google Apps into Salesforce.com’s products can only help both companies, so it is certainly not going to help Microsoft.  On the other hand, this level of integration has been available for quite a while between Microsoft’s Outlook and ERP solutions, so it’s not likely to have any dramatic impact on Microsoft.

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