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GLG News by this Author

Analyses are solely the work of the authors and have not been edited or endorsed by GLG.

Statistics Don't Tell the Real Story

September 30, 2009

Twitter users twice as receptive to advertising | www.totaltele.com

1) Twitter users are mega interactive 2) Click-through traffic is not necessarily a phenomenon of Twitter, but rather the confidence in certain Twitter users 3) Jury is still out on monetization strategy

5 Strategies for Globalizing in a Downturn

June 3, 2009

A Snip at the Price: The recession gives parsimonious innovators a chance to go global | www.economist.com

Downturns provide significant opportunities for calculated growth by smart and aggressive firms.  Global expansion, to be successful, must be calculated, targeted, and backed by willingness to persist.  

CloudPrint Vindicates HP Labs While Increasing Cloud Computing Profile

May 5, 2009

HP's CloudPrint Heads into BlackBerrys | www.businessweek.com

CloudPrint proves HP Labs has once again demonstrated vision and relevance.  While enabling mobile users greatly increased flexibility in printing solutions, CloudPrint will need to resolve multiple technical and user interface concerns.  Ultimately, CloudPrint will prove the continued adotpion of cloud computing.

Oracle’s Sun Acquisition Reshapes the Technology Industry

May 4, 2009

Oracle to buy Sun for $7.4B after IBM dropped bid | news.yahoo.com

Oracle now makes the technology industry a three-horse race between itself, IBM, and HP.  This move will drive additional consolidation in the industry as HP and IBM will step up acquisitions.  Oracle will likely emerge as the leader in cloud technology.  Pressure will  be placed on Microsoft for the corporate operating system space.  Oracle may have trouble executing on the go-to-market, leading to a talent acquisition binge.  In order to fully leverage the Sun acquisition, Oracle will have to increase its Professional Services portfolio.

Oracle's Short-Term Approach Flawed, But Long Term Strategy May Prevail

May 1, 2009

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

Oracle still views the world through a traditional software development lens.  The SaaS arena does not blend seamlessly with Oracle's culture and will provide execution challenges. Long term approach will likely prevail.

Obstacles to EHR Adoption Lie in Small Group Practices

April 28, 2009

Big Challenges Await Health-Records Transition | online.wsj.com

The promise of Electronic Health Records (EHRs) can only be realized if the industry addresses several significant concerns from the 75% of physicans in small group practices.  Current approaches do not adequately articulate that strategy.

SAP Answers the Oracle Challenge

April 28, 2009

Teradata, SAP Forge Enemy-of-an-Enemy Alliance | www.intelligententerprise.com

1. The SAP/Teradata announcement aligns both companies with an 80% overlap in their customer bases 2. Tighter integration will potentially redraw the high-performance database market 3. Additional pressure will be placed on both Oracle and IBM to increase their enterprise high-performance data management and data analysis capabilities

Oracle’s Sun Acquisition Reshapes the Technology Industry

April 27, 2009

Oracle To Buy Sun, Putting Java Under New Management | voices.washingtonpost.com

1. Oracle now makes the technology industry a three-horse race between itself, IBM, and HP  2. This move will drive additional consolidation in the industry as HP and IBM will step up acquisitions 3. Oracle will likely emerge as the leader in cloud technology 4. Pressure will  be placed on Microsoft for the corporate operating system space 5. Oracle may have trouble executing on the go-to-market, leading to a talent acquisition binge 6. In order to fully leverage the Sun acquisition, Oracle will have to increase its Professional Services portfolio

Social Networking Enters Mainstream B2B / B2C Marketing

April 9, 2009

Seattle Company Builds Revenues and Client Contact Through Social Networking | www.prnewswire.com

Companies seeking to take personalized, 1x1 marketing efforts to the next level are harnessing the power of "engagement marketing" to build a personalized rapport with their customers.  With enhanced metrics and reporting on campaign results, more firms will include Social Media in their branding efforts.  The result may be a redefinition of online marketing and advertising.

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This author consults with leading institutions through GLG