GLG News by Network Infrastructure and Services Outsourcing 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. 

Sharon FlankPrincipalDataStrategy LLC

Citizen Photographers: Flickr's Opportunity with Getty Images

July 23, 2008

Analysis of:Flickr turns to Getty to sell amateur photos | www.usatoday.com

Flickr photographers dream of the big break - and that big break is getting both attention and money for their images.  So Getty Images is giving substance to that dream.  Flickr was right to make the deal: it energizes their users and upgrades their offering with a new veneer of professional viability.  Flickr is not the same as Getty's microstock arm, iStockphoto.  Flickr covers a broad range of personal tastes and agendas, while iStockphoto is calculated to sell popular images enough times for the fees to add up.  On iStockphoto expect lots of happy couples, cute children, and business metaphors.  Flickr users take pictures when something interesting happens, and post the good ones.  There is overlap, of course, but the aims are different, and so are the results.

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.

Everett ThompsonPresidentWired Real Estate Group

Data Center Pre-Earnings Market Update

July 16, 2008

Analysis of:Data Center Expansions Booming, Study Shows | searchdatacenter.techtarget.com

While the US macro economic fundamentals are weakening, the market for data centers remains strong.  Further, the restriction in access to finance is limiting supply growth significantly.  The benefits of this environment will be reaped by the established players.

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.

Sharon FlankPrincipalDataStrategy LLC

Powerset: Can Microsoft Use Semantic Search to Its Advantage? Is Google Ready?

July 9, 2008

Analysis of:Powerset Grab Shows Microsoft's Commitment To Search | www.informationweek.com

Microsoft's acquisition of Powerset shows that they have not given up their quest to wrest search control away from Google.  Google dominates because its search capability is better, and their powerful R&D effort promises to keep on improving their offerings.  But Powerset could put Microsoft back in the game.

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.

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