GLG News by Technology Council Members in Member Programs

Robert SethrePartner and Senior ConsultantPhotizo Group

HP without printing: What are they thinking?

September 1, 2011

Analysis of:HP could sell printing division within two years, reports claim | www.printweek.com

Spurred by recent surprising developments and announcements at HP, an M&A intelligence firm predicts that HP could consider divesting the entire printing division. While there may be some high-level reasons why such a move might seem plausible, I consider it unlikely. Taking a closer look at the business drivers of the imaging industry in general and HP/IPG in particular, my conclusion is that this scenario, while worth a quick look, makes little business sense.

Eric GakstatterPrincipalDISCOVERY MANAGEMENT GROUP, LLC

Will the FCC rule for LightSquared, the GPS Industry or neither?

August 22, 2011

In January 2011, the FCC granted a conditional waiver for LightSquared, a wireless broadband company, to proceed with rolling out its 4G LTE wireless wholesale business. Recently, LightSquared and the GPS industry exchanged taunts. LightSquared claimed that the GPS industry didn’t follow Department of Defense standards when designing GPS receivers and the GPS industry retorted that LightSquared is an incompatible spectrum neighbor. What happened?

Hakan AkbasPresident & FounderGlobal Dealings, LLC

Google to buy Motorola Mobility for $12.5B in cash, its largest ever deal

August 15, 2011

Analysis of:Google to buy Motorola Mobility for $12.5B in cash, its largest ever deal | bit.ly

Google to buy Motorola Mobility for $12.5B in cash, its largest ever deal. Next Microsoft should buy RIM and/or Nokia. Here's why: http://bit.ly/r8uV9ZNext we will share our comprehensive analysis of the implications of this acquisition.

Hakan AkbasPresident & FounderGlobal Dealings, LLC

Open Text Q4 Results Disappoint - License Slippage, Weaker Margins

August 12, 2011

Analysis of:Open Text Q4 Results Disappoint - License Slippage, Weaker Margins | akbaspost.blogspot.com

Open Text (TM) Corporation (TSX: OTC), announced financialresults for its fourth quarter ended June 30, 2011. The company missed the Wall-Street estimates due to license slippage at Metastrom and weaker margins.

Jim HandyDirectorObjective Analysis

Major Shift in PC Memory Could Harm DRAM Makers

July 19, 2011

Analysis of:Could NAND Flash Kill DRAM in PCs? | www.cio.com

DRAM will soon have to compete against NAND flash in the PC.  Benchmarks have shown that, dollar-for-dollar, NAND provides more performance than does DRAM.This is bad enough news for Micron, Samsung, and Hynix, all of whom make both DRAM and NAND flash, but it is positively deadly for DRAM makers who do not have a strong NAND flash position: Elpida, Powerchip, ProMOS, and Nanya.SSDs will continue to lose out to HDDs in the PC, since a NAND layer gives SSD speeds at a HDD prices & capacities.

Donald RheaultFounderOurSalesRep

Intel technology opens way into smart phones and tablets.

July 19, 2011

Analysis of:Press Release: Intel Vies to Stave Off ARM Challenge with Low-Power Technology | www.intel.com

By the end of 2011 Intel will be producing a Tri-Gate 3-D transistor technology in 22nm. This is directly aimed at ARM and Marvel's dominance of the mobile device market. Intel devices will offer half of the power of existing devices with the same capabilities thereby extending battery life. It will also blunt ARM's attempt to enter the notebook market with the help of Microsoft.

Hakan AkbasPresident & FounderGlobal Dealings, LLC

Open Text to Buy Global 360 for $260 million

July 18, 2011

Analysis of:Open Text to Buy Global 360 for $260 million | opentext.com

OpenText has acquired Global 360, a US software vendor specialising in case management for $260 million

Howard BruckChief Information OfficerHUDSON VALLEY BANK

S1 and Fundtech, The Latest Bank Tech Consolidation

July 14, 2011

Analysis of:CORRECT: Fundtech Agrees To S1 Merger In Deal That Values Co At $318 Million | online.wsj.com

Clearly, bigger is an advantage for bank tech providers. With Fiserv and FIS as the two 800 pound gorillas, the small and mid-tier players need to successfully consolidate to thrive. There is probably room for a third gorilla, and not many good reasons for keeping around the small chimps.

Gerry ChristensenFounder and CEOWireless Waypoint

A Google Acquisition of Hulu would Leverage User Generated Content Programming

July 7, 2011

Analysis of:Netflix Shouldn’t Fear a Google or Microsoft Buyout of Hulu | www.investorplace.com

Google is the most likely acquirer to successfully realize synergies and it is a future threat to Netflix. Google could create various UGC viewing channels that people could subscribe to share mutual content on either a closed and/or open basis for broadcast.

Rathi DasguptaManaging PartnerThe Strategic Sourcing Group

Feb 2011 - Cognizant is positioned as India's No. 3 IT services vendor

June 30, 2011

Analysis of:Cognizant Reports Fourth Quarter and Full Year 2010 Results | news.cognizant.com

Cognizant Technology Solutions Corporation (Nasdaq: CTSH), a leading provider of information technology, consulting, and business process outsourcing services, today announced its fourth quarter and full year 2010 financial results.Highlights – Fourth Quarter 2010Quarterly revenue rose to $1.31 billion, up 45.2% from the year-ago quarter and 7.7% sequentially.Quarterly diluted EPS on a non-GAAP basis, which excludes stock-based compensation expense, was $0.70, compared to $0.50 in the year-ago

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