GLG News by Mr. Ralph Behar, Senior Director IT
Analyses are solely the work of the authors and have not been edited or endorsed by GLG.
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Windows on-going battle with intellectual property rights
November 8, 2007
Microsoft Makes Anti-Piracy Move | www.forbes.com
Microsoft has signed an agreement with Founder Technology Group to have its software pre-installed on PC's distributed for use in China. This move is hoped to combat widespread Chinese product piracy.
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Linux is in a world of its own
October 30, 2007
Is Linux really losing market share to Windows? | www.linux-watch.com
The actual number of Linux servers is increasing. What is decreasing is the rate of increase. The survey done is measuring new hardware sales, thus this measurement might be misguided.
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October 18, 2007
Answer to Vexing Question: Who's Not Watching Ads? | online.wsj.com
As much as 20% of the audience for television's most popular shows are skipping the commercial content. This high number is of great concern to the marketing group. This group is questioning the effectiveness of TV advertising. With the advent of digital video recorders, estimated to be in 20% of households, the practice of skipping commercials is on the rise.
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September 26, 2007
Steve Jobs Offers Rare Apology, Credit for iPhone | online.wsj.com
Mr. Steve Jobs apologized publicly and said Apple will offer a $100 credit at Apple stores to all iPhone users who paid the original price. This was occurred because Apple announced that is was cutting $200 off the price of its $599 iPhone. Mr. Jobs insisted the price cut was necessary to broaden the market for the product, but he acknowledged that Apple needed to assuage disappointed early purchasers.
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September 14, 2007
Apple's Fall Updates: New iPods and More | tech.yahoo.com
Apple announced the following: a)Ringtones Come to iPhone b)iPod Shuffle Available in New Colors c)Redesigned iPod Nano d)iPod "Classic" Gets Tweaked e)iTunes Goes Wi-Fi f)iPhone Price Cut
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iPhone Unlocked, it Was Only a Matter of Time
August 27, 2007
NJ Teen Unlocks IPhone From AT&T Network | enews.earthlink.net
George Hotz of Glen Rock, N.J., spent his last summer before college figuring out how to "unlock" the iPhone, freeing it from being restricted to a single carrier, AT&T Inc. The procedure, which the 17-year-old laid out on his blog, raises the possibility of a cottage industry springing up to buy iPhones, unlocking them and then selling them to people who don't want AT&T service or can't get it, particularly overseas. AT&T Inc. spokesman Mark Siegel and Apple spokeswoman Jennifer Bowcock said their companies had no comment. Hotz said the companies had not been in touch with him.
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Text Messages to Enter the 2008 Campaign
August 14, 2007
Campaigns Embrace Use of Text Messages | online.wsj.com
A new revenue stream for the wireless operators. Text messaging holds great promise. The leading Democratic campaigns have launched this door for two way communication.
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You Can't Keep a Good Amazon Down
July 26, 2007
The Loser in Amazon’s Results: EBay? | bits.blogs.nytimes.com
Amazon’s stock price is up more than 25 percent today after its second blockbuster quarterly earnings report in a row. eBay is losing market share to Amazon. This trend appears likely that it will continue.
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Verizon May Have Made an Error
July 16, 2007
Was Verizon Really Wrong To Pass On The iPhone? | telecom.seekingalpha.com
Source of revenue when seeling iPhones: revenue from device and revenue from plan/subscription. Both need one another. Newer devices garner attention while older devices reach end of life. Gaining control of the platform is the end issue.
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June 19, 2007
Tech's biggest trend: everywhere | money.cnn.com
The tech world is going to shift as new customers/users come online from other developing nations.
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CRM and the everchanging state of change
June 1, 2007
Siebel 2.0: The end of Salesforce.com | blogs.zdnet.com
Salesforce.com is the next Siebel, the next CRM has-been, the next low-priced software buyout opportunity, unless somehow the company gets sold before its stock begins to tank or it engineers a remarkable turnaround from its current moribund strategy SF.com doesn’t have a critical mass of customers doing deep integration, and competitors like SAP and Oracle, and now Microsoft too, are all offering deep integration to their respective software stacks in addition to coming out with on-demand CRM offerings. Deep integration can happen in the context of an on demand model for SAP, Microsoft, and Oracle customers, and therefore all of SF.com’s strategic differentiation has been lost.
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May 23, 2007
Microsoft To Acquire Online Marketing Firm aQuantive For $6 Billion | searchengineland.com
Microsoft announced plans buy digital ad firm aQuantive, which owns Atlas and Avenue A | Razorfish for $6 billion in cash. This is apparently the biggest acquisition in Microsoft's history. Microsoft won a competitive bidding situation
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Venezuelan government takes control of leading telecom firm
May 14, 2007
Venezuelan government takes control of leading telecom firm | www.caribbeannetnews.com
The Venezuelan state will own 86.21 percent of the shares of CANTV The transaction was expected to be finalized in an extraordinary meeting on May 21 Chavez announced his nationalization drive shortly after his landslide reelection in December.
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May 8, 2007
Big Money in Little Screens | www.nytimes.com
Google, Microsoft and Yahoo have all trained their sights on cellphones, which they see as the next great battleground in the Internet search wars.
Search services that pinpoint a phone’s location using the Global Positioning System or that accept voice commands are coming out of the labs. -
Web search giant is scoring early wins in wireless airwaves
May 4, 2007
Google Goes Wireless | www.businessweek.com
Google's growing interest in the wireless industry and the rising stakes in the battle for a crucial chunk of airwaves.
Goggle is working with EarthLink to provide a free Wi-Fi wireless broadband network in San Francisco.
Google is going to spread its mobile search application far and wide.
Google is developing its own wireless handset. -
April 27, 2007
Oracle earnings match warning | news.com.com
Tech spending for enterprise hardware and software remains very soft and doesn't yet appear to be improving
Oracle has blamed the lower-than-expected results on a slowdown in Asia
The company's sales in Asia fell 22 percent year over year, compared to 20 percent in the Americas. -
April 22, 2007
Google's DoubleClick Strategic Move | www.businessweek.com
Google announced that it would pay 3.1 billion for the ad outfit DoubleClick.
This is less of a function of the value but more about what it can provide Google (and what is could have done for Microsoft).
DoubleClick has something that Google doesn't have; a vibrant advertising business for banners/display ads -
April 12, 2007
More Power to Google | www.eweek.com
Environmental concerns are starting to become a bigger issue for data centers.
Today this impacts only the big users, but soon everyone will be affected.
Data Center Power consumption is on the rise. -
April 2, 2007
Dell Reports It Has Found ‘Misconduct’ | www.nytimes.com
Dell said its board’s audit committee had “identified a number of accounting errors, evidence of misconduct, and deficiencies in the financial control environment.”
Dell also said it was working with its independent auditors to determine whether it would have to revise financial statements.
Dell did not see the accounting problem as involving a significant amount of money. -
Motorola's Estimate Of Earnings
March 29, 2007
Motorola Cuts Its Estimate of Earnings | www.nytimes.com
Motorola makes a quarter of the world’s mobile phones but it has been plagued over the last six months by sluggish profits.
Motorola had tried to gain market share too aggressively, instead of focusing on better profit margins and innovative new features.
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