Forecasting Data Center Supply & Demand
January 22, 2008
$137 B Investment Required by 2010 to Close Gap between Demand and Broadband Access Capacity | www.networkworld.com
1) Telecom and data center assets are highly specific infrastruture. 2) Both require significant investment and lead times to deploy. 3) For data center forecasts, the starting point is real estate.
Microsoft’s Virtual Strategy Becomes Visible
January 22, 2008
Microsoft Takes Virtual Step Forward | biz.yahoo.com
Microsoft may never be able to catch up with VMWare’s lead in technology, but if they can produce the “Office” of virtualization they may not have to win the technology war to win the business war. Providing an all-encompassing suite of virtualization tools at low prices will make a compelling story.
Oracle’s Fusion Apps Opens an Opportunity for SAP
January 14, 2008
Full Oracle Fusion due 2009, beta 2008 | www.regdeveloper.co.uk
Requiring existing customers to completely re-write all existing Oracle applications customizations is a massive barrier to adoption. “Exponential” database growth and reduced performance will be just the icing on the cake, not to mention the inevitable bugs in a totally new software release. SAP may be able to steal some Oracle customers!
Microsoft Opens The Door to Linux?
January 9, 2008
Majority Of New PCs Ship Without Windows Vista, Gates (Unintentionally) Reveals | www.informationweek.com
The “success” of Vista seems largely tied to the fact it is the default OS on new PCs, particularly for consumers. Enterprise users have not generally adopted Vista and at this point one must question whether Vista will ever be adopted by enterprises. Unless Microsoft provides an enterprise-friendly OS in the next year or so, they may start losing the desktop market.
CIO’s Should be Technology Leaders, Not Followers!
January 7, 2008
Tech’s caucus season | bigtech.blogs.fortune.cnn.com
New gadgets provide an opportunity for CIOs to show leadership, or not. While executive toys may seem a trivial distraction to CIOs focused on enterprise-altering projects, they can be critical to the perception of IT within the executive ranks. Working together with an executive to test the latest gadget is a great way to forge a relationship and gracefully handle what otherwise could be an ongoing issue.
January 3, 2008
Sweet Debut For NetSuite | www.forbes.com
NetSuite is in a market where gaining and keeping customers is expensive, and likely to become more so as the competition intensifies. While NetSuite has shown good growth, and the market is big enough them to grow further, profitable growth will be a considerable challenge.
Microsoft’s New Killer App – Training!
December 27, 2007
Microsoft's Games Get Serious | www.businessweek.com
Simulations are a proven way of providing better training at lower costs. Today’s simulations, to be effective, are prohibitively expensive for the average enterprise to adopt. Microsoft’s ESP could potentially provide a platform for a wide array of simulation training at a price anyone can afford.
Microsoft and Oracle’s Different View of Open Source
December 21, 2007
Why Larry loves Linux (and he’s not alone) | bigtech.blogs.fortune.cnn.com
Open source is great when it’s bringing in revenue. It’s “socialism” or “cancer” when it’s taking revenue away. Those software CEO’s who today are lauding open source as such as great advance will be singing a very different tune if/when their products start hurting!
Microsft vs. VMWare for the Virtualization Crown
December 14, 2007
VMware Retorts to Microsoft Hyper-V Advent | www.eweek.com
Microsoft has long been considered the most credible threat to VMWare’s continued reign in the virtualization space. Microsoft has been very late to this game and has a challenge of overcoming VMWare’s lead, while VMWare should rightly fear Microsoft’s size and power. With the beta release of their hypervisor Microsoft has fired the first salvo in what promises to be an ongoing war.
Cisco Benefits as Video Drives Internet Growth
December 12, 2007
Cisco Views Video as Future Internet Killer App | www.eweek.com
Video, in one form or another, seems to be the primary driver of the next wave of Internet growth. Facebook, MySpace and others are driving this in the consumer space, and high-quality video conferencing seems poised to do the same to the enterprise space.
February 7, 2012
SOPA and the wisdom of Yogi Berra
January 19, 2012
Larger wafers present a growth opportunity for LEDs
January 6, 2012
Smartphones threaten digital camera industry
December 1, 2011
Google music launches: The end of the end for the music industry
November 22, 2011