GLG News by Network Infrastructure and Services Outsourcing Experts

Everett Thompson, President

Everett ThompsonPresidentWired Real Estate Group 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.

Equinix and Data Center Earnings Kickoff

February 9, 2011

Investors should find a modest return to growth this year and going forward. There will be laggards, but Equinix and Digital Realty Trust will be leading the pack. We expect a great call today.

Everett Thompson, President

Everett ThompsonPresidentWired Real Estate Group 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.

There's no Bust, but Data Center Market is in not Booming

July 1, 2010

Analysts: Demand Still Outpacing Supply | www.datacenterknowledge.com

It's difficult for anyone to get a good read between supply and demand in the data center industry. However, when you look at the facts, the story for unending demand and increasingly limited supply doesn't hold water.

Everett Thompson, President

Everett ThompsonPresidentWired Real Estate Group 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.

Cloud, Colocation & Data Center Real Estate Growing Strong

December 14, 2009

Economy Boosts Colo but... | www.datacenterknowledge.com

The cloud, colocation and data center segment is here to stay and growing strong. The Gartner survey highlights a common preference among IT managers for control. The stats suggest strong growth for the segment overall.

Ryan Bott, Director of Sales and OEM Development

Ryan BottDirector of Sales and OEM DevelopmentFusion-io 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.

Salesforce's Benioff Delivers at Dreamforce. Revenue Builders or Social Fodder?

November 19, 2009

Salesforce.com Announces new Social Applications | www.thestandard.com

Salesforce.com announced major initiatives with Computer Associates,Facebook and Twitter all around their new Chatter feature which Mark Benioff calls the greatest changes since Dreamforce.com began 8 yrs ago. But are these additions social fodder or new streams of revenue for the CRM giant?

Sharon Flank, Principal

Sharon FlankPrincipalDataStrategy 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.

Bing Challenges Google Again? Don't Hold Your Breath.

October 7, 2009

Google refines search results to counter Microsoft | www.businessweek.com

Microsoft continues to roll out features for its Bing search engine, and Google seems to be able to leapfrog them without a second thought. 

Everett Thompson, President

Everett ThompsonPresidentWired Real Estate Group 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.

Misleading Equinix (Data Center) Statistics

July 28, 2009

Upward Trend in Colo Revenue: Equinix Making $200 More Per Cabinet | www.datacenterknowledge.com

Revenue growth at Equinix and in the data center business is strong, but are you sure it's not just increasing power and cooling consumption? How do you know?

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.

Twitter's Problem With the Google Cloud

July 15, 2009

Lessons from Twitter's security breach | news.cnet.com

Regardless of how careful a cloud provider is with security, all it takes is one or two persons with weak passwords to lead critical information.  Although blameless, cloud computing in general and Google in particular are likely to suffer from this incident.

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.

A Killer App for Cloud Computing?

July 14, 2009

IBM's Data-Crunching Cloud Plan | www.forbes.com

Cloud computing is already successful in the consumer and SMB market, but still has not penetrated the enterprise market.  One or more killer apps could change that.  IBM’s move to tie business analytics to the cloud could have a major impact on the SME market.

Sharon Flank, Principal

Sharon FlankPrincipalDataStrategy 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.

Nuance Speech Capabilities Can Fend off Microsoft, Google

July 13, 2009

Nuance Communications Acquisition Facing U.S. Probe | www.bloomberg.com

Nuance can expect to continue to grow by acquisition.  With Philips, Dragon, and IBM's speech capabilities, they already control a significant swath of language technology.  Plenty of acquisition opportunities remain in the application space, however, and there are no antitrust reasons to stand in their way, especially in light of the fact that Google and Microsoft remain potential competitors in everything they do.

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.

Cisco Gives Money to Brocade!

June 15, 2009

Brocade Crushing Cisco In High-End Storage Switches | blogs.barrons.com

The repercussions from Cisco’s foray into the server market may be happening somewhat sooner and possibly on a larger scale than anticipated.  It’s too soon to draw definite conclusions, but Brocade is taking market share from Cisco for some reason!

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