GLG News by Mr. Paul Massie, Director of Operations
Analyses are solely the work of the authors and have not been edited or endorsed by GLG.
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Twitter's Problem With the Google Cloud
July 15, 2009
Lessons from Twitter's security breach | news.cnet.com
Regardless of how careful a cloud provider is with security, all it takes is one or two persons with weak passwords to lead critical information. Although blameless, cloud computing in general and Google in particular are likely to suffer from this incident.
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A Killer App for Cloud Computing?
July 14, 2009
IBM's Data-Crunching Cloud Plan | www.forbes.com
Cloud computing is already successful in the consumer and SMB market, but still has not penetrated the enterprise market. One or more killer apps could change that. IBM’s move to tie business analytics to the cloud could have a major impact on the SME market.
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June 15, 2009
Brocade Crushing Cisco In High-End Storage Switches | blogs.barrons.com
The repercussions from Cisco’s foray into the server market may be happening somewhat sooner and possibly on a larger scale than anticipated. It’s too soon to draw definite conclusions, but Brocade is taking market share from Cisco for some reason!
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Is There Security in the Cloud?
June 8, 2009
It's 6 O'Clock -- Do You Know Where Your Cloud's Data Center Is? | www.informationweek.com
One of the biggest hindrances to rapid adoption of cloud computing, particularly for enterprises, is the level of security available. The question that inevitable arises is “Is my data safe?” The answer appears to be “Sortof!”.
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Cloud Computing: Beyond the Hype
June 2, 2009
McKinsey Cloud Computing Report Conclusions Don't Add Up | www.cio.com
Cloud computing is here to stay, but isn’t likely to take over the IT world. Every new technology seems to go through a hype cycle where it will allegedly solve all the problems in the IT world. Then later it quietly settles into an appropriate niche. Cloud computing seems likely to follow this same pattern.
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April 21, 2009
Oracle Acquisition 'Transforms Market' | www.crn.com
Oracle has already stated their profit expectations from Sun. They must have a clear plan to turn around Sun’s business. Underestimating Oracle is a losing bargain!
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President Obama’s Impact on Offshoring
March 2, 2009
Can Obama reverse job offshoring? | blogs.computerworld.com
President Obama is following through on his campaign pledge to try to limit the movement of jobs overseas. If approved, his proposals will have an impact on offshoring. Perhaps the major result, however, will be changing the mind-set that India/China is a requirement for lean operations.
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March 2, 2009
Oracle's Social Networking Plans? | www.informationweek.com
Oracle seems ready to dive into the social networking business. Collaboration is one of the big directions major IT vendors are taking today. Oracle has some experience in this area already, and seems ready to make a deep commitment. A product of this type would fit perfectly with the upcoming Fusion Applications.
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February 23, 2009
Oracle: Prescient Purchases | seekingalpha.com
Oracle is one of the few companies with both the cash and the prescience to take advantage of the current economy by snapping up dozens of undervalued companies. When the downturn is over Oracle will emerge even stronger than before. Their direction is to cover the broad market as well as every small niche.
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February 17, 2009
Cisco eyes acquisition to spur growth | www.iht.com
Prospects of an acquisition by Cisco will drive up any company’s market cap. The people who know Cisco’s intentions can’t talk, so the whole topic becomes a guessing game. The game continues because investors are desperate for good news, and an acquisition by Cisco in many cases is the only near-term hope.
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February 9, 2009
Open Source Advocates Alarmed By Mickos's Sun Exit | www.informationweek.com
Is this the death knell for an open source icon? Or does it mean Sun will finally justify MySQL’s purchase price? The recent departure of key leaders from MySQL raises questions about whether MySQL will be able to maintain its direction and customer base.
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Should Dell Enter the Smartphone Market?
February 3, 2009
Dell Prepares To Dial Into Smartphone Marketplace | online.wsj.com
If Dell is planning to dominate the market they should only enter if they have a revolutionary product. If they merely want a solid percentage of the enterprise market and can provide a competitive product, their chances look good.
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Will Cisco Matter in the Server Market?
January 23, 2009
ComiCisco to sell servers with virtualization-NY Times | www.reuters.com
Cisco has the ear of CIOs and enterprise IT equipment buyers. If Cisco offers a server product they will have an audience to listen to their pitch. Listening and buying are very different things, however, and Cisco will have an uphill battle making significant sales. Maintaining profit margins will be even more difficult. Nobody should count Cisco out, but at the same time this seems very much a long shot.
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January 15, 2009
In a down economy, SaaS revenues rise | www.computerworld.com
The SaaS business model provides an ongoing revenue stream through good times and bad. Growth may slow during bad times, as customers become more reluctant to commit, but since no large capital costs are being incurred SaaS companies can do better than traditional license-based software companies during bad times.
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January 15, 2009
Vista trumped by its sequel, Windows 7 | weblog.infoworld.com
Several things point to Microsoft releasing Windows 7 somewhere around August or September of 2009, rather than later. Releasing then will likely get Microsoft significant revenue during the holiday season, and may also have a positive impact on major PC manufacturers. That good news is likely to extend through 2010.
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Disaster for Indian Outsourcing Companies!
January 8, 2009
Satyam Chief Quits, Fraud Scandal Slams Shares | www.eweek.com
Satyam’s Enron-like revelation is probably the single worst thing that could have happened to the entire Indian outsourcing market. Satyam itself has no viable future. This latest bombshell has sealed their fate. Existing clients will focus on escaping contracts as quickly as possible and it’s highly improbable any new clients will sign up. The revelation of fraud on this scale raises questions about the state of corporate governance in all Indian outsourcing companies.
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January 5, 2009
No Heads Rolling at Satyam -- Yet | www.fool.com
In troubled times even large and healthy companies need to avoid major missteps, yet Satyam has just been guilty of one (possibly two) such missteps. At best this will dent their growth. At worst it could signal a company sale or dissolution. The focus now has to be on retaining existing clients, rather than finding new clients.
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Recession – Tech Winners and Losers
December 16, 2008
Why It's Going to Get a Lot Worse | online.barrons.com
Recessions have a winnowing effect on companies. Once the bad times are past those who survived without major damage are stronger, largely at the expense of the others. Keys to survival include cash (lots of it!), a solid market position and competitive products.
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December 11, 2008
Selling Web 2.0 To IT | www.forbes.com
Web 2.0 will most likely become a key technology for enterprise IT, but adoption is slow for many reasons. Security, functionality, ROI are all areas that have generally not yet been fully addressed, along with finding time for IT people to become comfortable with the technology.
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Will Mumbai Attacks Slow Outsourcing?
December 3, 2008
Fear of More Attacks Could Hurt Business in India | www.cio.com
The recent terror attacks in Mumbai are bringing into question the safety and stability of the Indian environment. American companies may be reluctant to move more of their business to India if they perceive the environment as unsafe or unstable. Such reluctance could have a chilling effect on growth for India’s outsourcing companies.
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