GLG News by Network Infrastructure and Services Outsourcing 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.

Oracle Shows First “Real” Fusion Apps

June 12, 2008

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.

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.

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.

Image Thumbnails in Your Search Results? Pay VueStar a License Fee.

June 2, 2008

S'pore firm claims patent to image search | www.zdnetasia.com

VueStar, a Singapore firm, is requesting license fees from a large number of companies, claiming they have a patent on image search.  They have patents, but they are narrower and relate to how results are displayed.  Companies often panic at infringement claims, and send off a check "just in case," so a little sober analysis is in order.

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. 

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.

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.

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 Earnings Analysis

April 29, 2008

Equinix Posts Quarterly Profit | www.reuters.com

Equinix momentum continues, backed by a strong balance sheet and aggressive growth plans.  While pricing growth in the Americas has fallen to inflation levels, the well diversified company will continue to see strong revenue growth.  G&A growth is their one weakness.

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.

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