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GLG News by this Author

The telephone is moving front and center for major technology companies...

June 26, 2009

Analysis of:Best Buy to Target 15% Cellphone Share | online.wsj.com

Best Buy is a major retailer with only 3% share of the phone market within the United States.  The announcement that they hope to capture 15% is a bold admission that they see the phone as a critical platform for future technologies and that they must move now or be left out of a major shift in changes to the consumer electronics landscape.

Kiss and Punch is the new game for advertisers and agencies

May 6, 2008

Analysis of:Kiss and Punch | www.forbes.com

The days of trust between the ad agency and the technology advertiser will be a thing of the past.  Gone will be those days when technology companies could give robust product roadmaps to their ad agencies trusting that they will not turn the table and use that information to negoatiate a better deal for themselves in use of that technology in order to compete with them, the technology company.

Betting against the house...at Google no less.

April 21, 2008

Analysis of:Google Profit Rose 30%, Quelling Investor Fears | online.wsj.com

This is a good reminder that buying advertising from Google is like betting against the house and that barriers to entry for competitors like Microsoft and Yahoo! continue to rise.  Google has great supply - but how much demand is in the market is the question.

Technology is an enabler of choice - but it does have limits

March 25, 2008

Analysis of:YouTube Unplugged | online.wsj.com

Google, Yahoo, Microsoft, Facebook, Bebo and many others that create platforms for free speech and the free distribution of content from anyone and everyone will limit new growth opportunities if they do not reconcile with the concept of "rights" within the borders of other nations like China, Thailand, Indonesia and others.

Amazon makes for a difficult benchmark

March 18, 2008

Analysis of:Amazon unveils plans to exploit Facebook for social shopping | www.ft.com

Software developers that provide ecommerce solutions for the "do-it-yourself" IT crowd will feel the mounting pressure of social networks. Outsourcing providers that need to match pace with "best in class" Internet merchants will feel the pressure to keep up with Amazon and others. Consumer technology continues to migrate into maintstream IT solutions.

Can Microsoft make the transition to a SaaS provider?

March 11, 2008

Analysis of:Microsoft software chief warns against rush to merge platforms | www.ft.com

The ability of traditional software vendors like Microsoft, IBM, SAP and Oracle to innovate and keep pace with the market will increasingly become difficult. Large ISVs will continue in their strategy of acquiring companies that have established traction in the marketplace. Corporate investment funds will be attractive sources of capital for early growth stage companies that strategically align themselves with the largest software vendors.

Microsoft is a behemoth that won't be ignored in SaaS offerings

March 3, 2008

Analysis of:Microsoft Expands Online Services | online.wsj.com

SaaS is stepping front and center in the software market. Subscription managment skills will become increasingly important. Managing customer relationships within software companies will replace license management as the preminent skill. Operational excellence for ISV's in the management of software subscriptions will change the way ISV's think about distribution.

It's only a matter of time before all major ISVs are in SaaS.

February 26, 2008

Analysis of:Salesforce.com - Ticking Time Bomb? | seekingalpha.com

Salesforce.com has built a great SaaS business but pressure will follow from major ISVs. SaaS is an announced strategy for several large software players.  Technology leadership for Salesforce.com will become increasingly difficult but when is the question.

Virtual reality becomes all too real...

January 11, 2008

Analysis of:Second Life bans unregulated banks | www.ft.com

Banks and payment processors need to develop expertise to identify and support virtual world transactions. Banks need to manage virtual risk because it involved real growth and real losses.

Don't be misled by the flap on Facebook Beacon - it can yet deliver many benefits.

December 17, 2007

Analysis of:Just How Much Do We Want to Share On Social Networks | online.wsj.com

Consumers, marketers and social networks will continue to rethink and evolve the notion of electronic connections. Advertising and marketing dollars will continue to move online to take advantage of electronically enabled relationships.

Customer performance analysis is the unifying factor in transforming payments services at big banks.

December 12, 2007

Analysis of:GoldenGate Updates Real-Time Data Integration Platform | www.intelligententerprise.com

Real-time data, when used in concert with customer performance analysis, can help banks accelerate migrating customers that use paper checks to electronic payment methods. Real-time data will strengthen banks ability to provide international payment offerings as part of a complete payments solution for corporate customers.

Equifax will lose focus if they continue to chase Business Process Managment (BPM)

November 29, 2007

Analysis of:Equifax Announces Paperless Lending Solution at BAI Retail Delivery Conference & Expo | www.equifax.com

This announcement suggests Equifax is moving away from providing information solutions and data and into a position of providing Business Process Management (BPM). A move into the BPM sector will cause them to lose focus and become distracted away from their core value of delivering data, advanced analysis and usage of data.

Contactless card readers can improve student and teacher security on school campuses

November 9, 2007

Analysis of:Blackboard, Sony to Offer Contactless Cards in U.S. Education Market | www.paymentsnews.com

Although contactless technology is interesting for commerce applications the real home run is in addressing security problems on the school campus. Education security firms will use contactless card reader technologies to secure the school campus in a seamless and virtually invisible manner. The notion of perimeter detection and network security layers will migrate from the protection of payment transactions and email inboxes to the protection of individuals, the classroom and the campus workplace. The notion of "big brother" will become more accepted and adopted as a benefit as it is redefined from being intrusive to inclusive in the fabric of safe relationships and human interactions.

Spectrum closure indicates the labor game in India has fundamentally changed...

November 2, 2007

Analysis of:Rising Re claims first BPO victim in Spectrum | www.business-standard.com

Key labor cost changes in India imply that other nations such as the Phillipines, Argentina, Cost Rica, and Puerto Rico will compete more favorably for international business. The increasing cost of talent and a constrained pool of talent will cause companies to hesitate when considering India as a long-term solution. The combination of these two fundamental changes will cause executives to look harder at outsourcing versus building the talent and solution "in-house". Executives at outsourcing providers such as TeleTech, Convergys, WiPro, IBM and Tata will look to other nations to continue to build capacity and find talent.

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