GLG News by Teradata Professional Services Data Warehousing Experts

Michael SchiffFounder and Principal AnalystMAS Strategies

The Industry Impact of IBM's Pending Netezza Acquisition

September 23, 2010

Analysis of:IBM to Acquire Netezza | www-03.ibm.com

o Netezza is a logical acquisition target for IBM.o Netezza's appliances utilize IBM hardware components and Netezza has partnerships with IBM for several of its software products. o Many of Netezza's strong business intelligence and data integration partners also compete with IBM. Some of these partnerships may be at risk.o With IBM's resources and backing, other data warehouse appliance vendors will now find Netezza an even stronger competitor.

Michael SchiffFounder and Principal AnalystMAS Strategies

SAP Will Acquire Database and Mobile Software Vendor Sybase

May 17, 2010

Analysis of:SAP to Acquire Sybase, Inc. | www.sap.com

o SAP's pending acquisition of Sybase provides SAP with strong mobile and database software technology.o The acquisition will have a negative effect on Oracle whose database currently supports the plurality of SAP implementations. o The acquisition will strain SAP's relationship with database vendor partners including Microsoft and IBM.o In general, it makes SAP a stronger software vendor and continues the company's product evolution.

Michael SchiffFounder and Principal AnalystMAS Strategies

Sales of New PCs will Fuel Intel's Continued Growth

January 22, 2010

Analysis of:Intel Stuns Wall Street With Nine-fold Increase In Profits | www.itproportal.com

o The October 2009 release of Microsoft Windows 7 will drive PC growth. o The majority of PCs are powered by Intel processors. o Intel will almost certainly benefit from the pent-up demand for both business PC refreshments and home computer demands.

Michael SchiffFounder and Principal AnalystMAS Strategies

IBM's Acquisition of Guardium Augments its Information Management Portfolio

December 10, 2009

Analysis of:IBM buys database security firm Guardium | www.reuters.com

o With its acquisition of Guardium, IBM obtains augments its already strong information management technology portfolio. o Guardium's technology is used for protection and real-time monitoring of database access; it is useful for security and compliance purposes.o The acquisition provides further evidence of the on-going industry consolidation as well as IBM's willingness to acquire companies in order to obtain technology that complements its own information management capabilities.

Michael SchiffFounder and Principal AnalystMAS Strategies

Oracle's Acquisitions Continue to Roll On

October 8, 2009

Analysis of:Oracle To Acquire HyperRoll | www.informationweek.com

o Oracle's acquisition of HyperRoll provides it with innovative technology that complements its Hyperion business intelligence offerings as well as the Oracle Database.o It increases the competitive appeal of Oracle's BI offerings in several markets including the installed base of some of its competitors. o It provides further evidence of Oracle's willingness to acquire niche technology that adds new functionality and/or improves the performance of its current offerings.

Michael SchiffFounder and Principal AnalystMAS Strategies

IBM To Acquire SPSS and its Data Mining Capabilities

July 28, 2009

Analysis of:IBM Buys A Profitable Prophet | www.forbes.com

o IBM and SPSS are certainly not strangers and IBM's pending acquisition of SPSS will further enhance IBM's analytic capabilities.o SPSS has an OEM agreement with IBM Cognos' rival SAP BusinessObjects for the data mining component of the BusinessObjects XI platform. This partnership will likely now be tested.o The software industry continues to consolidate as giants acquire complementary technology. This trend will likely accelerate as the economy recovers.

Michael SchiffFounder and Principal AnalystMAS Strategies

Microsoft - One Disappointing Quarter is Not a Disaster

July 28, 2009

Analysis of:Update: Microsoft Revenue Declines 17% in Fiscal Q4 | www.computerworld.com

o Microsoft's earnings disappointment was influenced by product release dates, in particular the Windows 7 operating system.o The pending release of Windows 7 caused the many PC and associated software sales to be delayed. o The home market will quickly respond once Windows 7 starts shipping with new PCs; businesses will remain cautious until PC software applications have proved to be compatible and Windows 7 tested in pilot implementations.

Michael SchiffFounder and Principal AnalystMAS Strategies

Cloud Computing: Providing Both Hardware and Software On-Demand Services

June 2, 2009

Analysis of:McKinsey Cloud Computing Report Conclusions Don't Add Up | www.cio.com

o Cloud computing can encompasses both hardware and software services. o Cloud computing is not a passing fad, nor is it a new concept. o Cloud computing can benefit organizations both large and small.

Michael SchiffFounder and Principal AnalystMAS Strategies

Oracle (ORCL) Expanding its Software-as-a-Service Presence

May 4, 2009

Analysis of:Oracle to expand Web-based software offerings-source | www.reuters.com

o  Oracle is no stranger to on-demand computing but has, with a few exceptions, focused its efforts on providing a database and middleware platform upon which third party software vendors could build on-demand applications. o  Oracle's pending acquisition of Sun Microsystems will allow Oracle to greatly expand its cloud computing capabilities. o Oracle's new on-demand software will allow it to better compete against pureplay SaaS vendors such as Salesforce.com while also countering efforts of SAP and its BusinessByDesign SMB-focused SaaS initiative. o Oracle is hedging its bets and positioning itself in both the on-premise and on-demand world.

George KaadiVP & Chief Information OfficerSOMPO JAPAN INSURANCE COMPANY OF AMERICA

Oracle/SUN Competitive Edge

April 20, 2009

Analysis of:Oracle Acquisition 'Transforms Market' | www.crn.com

The acquisition of Sun MicroSystems will allow Oracle to expand their Software portfolio in many different areas and create a tremendous challenge for other software vendors. On the software side, it makes sense.  Especially in business mobility and applications for smart phones, where Oracle does not exist and SUN/JAVA is the preferred language shared by most application developers in this sector.   Also, SUN "FREE" Open Office applications which is similar to Microsoft Office Suite.   It has been a long time since we heard from Redwood vs Redmond while the focus was shifted to SAP and other ERP providers.   This is a great opportunity to put Oracle back in saddle competing with Microsoft in the smart phone apps-market.  Also, creating noise for free Open-Office and JAVA.  In addition, let's not forget JAVA role with Oracle family of applications. On the Hardware side, it is a different matter.   Sun has been struggling without any success to revive this sector.   

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