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.
April 8, 2008
Will Microsoft deliver Windows 7 next year? | www.infoworld.com
The best course for Microsoft is to release the next OS ahead of schedule and write Vista off as an interim step. If Microsoft can get a solid Windows 7 released in the middle of 2009 they will retain their hold on the desktop market. If not, they risk losing a large percentage of that market.
A Tech Slowdown is Not a Tech Collapse!
April 2, 2008
Cisco Signals Trouble Ahead | money.cnn.com
With the overall state of the economy a general slowdown in technology companies is inevitable. That does not equate to a collapse akin to 2001 or the current Financial Services sector. Unless something changes only the weak companies will be hurt severely.
Microsoft a Leader in Business Intelligence
March 26, 2008
Microsoft Gets Gartner's Business Intelligence Top Ranking | www.informationweek.com
Microsoft has made surprising progress in the last 2-3 years to get into Gartner’s leaders magic quadrant. The recent massive consolidation in the BI market gives Microsoft a window of opportunity to win market share at the expense of the well-known vendors.
Seagate and Western Digital Should Worry About Flash!
March 18, 2008
Flash vs. hard drive battle heats up | bigtech.blogs.fortune.cnn.com
The only thing preventing flash memory from taking over the notebook market is price. With prices on flash currently in free-fall, that barrier is likely to be reduced or removed in the next few months. Seagate and Western Digital’s patents are not likely to protect their market share.
Will Enterprises Embrace the iPhone?
March 11, 2008
Apple Faces Challenges In Driving iPhone Adoption By Business | www.informationweek.com
The iPhone has such a wide following among consumers, many of whom hold influential positions in enterprises, that some penetration into enterprises will happen quickly. Once that early stage is past, however, future growth promises to be more difficult. RIM is a formidable competitor!
Oracle Has Perfected the Art of the Acquisition
March 10, 2008
Oracle sheds light on its acquisition strategy | news.zdnet.co.uk
Growing by acquisition at some level seems like an easy approach to taking over much of the market, yet repeated failures through the years in various businesses have clearly demonstrated it is a road laden with minefields. Oracle has figured out how to avoid those minefields and appears set to become THE dominating force in enterprise software.
Outsourcing and Technology Companies at Risk!
March 7, 2008
Nearly Half Of U.S. Tech Companies Outsource Offshore | www.informationweek.com
Many technology companies depend on cheap offshore labor to control their labor costs. As the dollar continues to weaken those costs are escalating. Similarly, offshoring companies depend on selling services in the US, and the weakening dollar makes those services more expensive and will inevitably limit their revenue.
Novell Still Has a Mountain to Climb
March 4, 2008
Novell up on 2008 Outlook | www.forbes.com
Novell’s last quarterly results show an impressive turnaround in their business, but the bulk of their revenues are still from legacy products. While SuSE is doing much better, largely due to the Microsoft deal, there’s still a long way to go for the new products to provide Novell’s overall growth.
Novell continues to move forward
March 3, 2008
Novell up on 2008 Outlook | www.forbes.com
1. Microsoft continues to drive Novell's growth. 2. Novell buys more growth in the virtualization space. 3. Windows Server 2008 is a ripe opportunity for Novell.
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