Mr. J. Bruce Daley

Principal, Great Divide Research

Member of the Technology Council

Council Member Biography

J. Bruce Daley is a Co-Founder of The Siebel Observer, a publication; eCommerce Update, a radio business; The Enterprise Software Summit; Great Divide Research, a consulting business; Rabbit Ears Capital Advisors, a boutique advisory services firm and Test Common, a company that attempted to bring together testers and programmers into a single community to speed the software development process and resells Cloud Computing services. Mr. Daley is a recognized authority in software, and has been quoted in The Wall Street Journal, The New York Times, The Financial Times, The San Jose Mercury News, The San Francisco Chronicle, CBS/MarketWatch, The Street.com, The Denver Post, The Rocky Mountain News, Computerland Sweden, The Deal and CNet. He has been a key note speaker at industry events. He has over 29 years of experience in software and as a Programmer, Project Manager, Sales and Marketing Executive, Analyst, and Consultant. (This is me - Update Profile)

Employment History

2008 - Unspecified: Principal, Great Divide Research
2006 - Unspecified: Founder and Chief Technology Officer, Test Common, Inc.
2005 - 2009: Founder and Senior Editor, The Enterprise Software Observer

GLG News^SM Analyses by J. Bruce Daley(?)

Opinions and analyses expressed in GLG News are solely those of the author. See the Terms of Use for details.

Microsoft Protects its Flanks to Save It's Ass

November 18, 2009

Analysis of:Microsoft, Taiwan to develop cloud computing technology | www.totaltele.com

* Microsoft is making a defensive alliance to complete its stack* Fortunes will be made and lost developing cloud offerings* Despite the hype Cloud Computing is a real long term trend

What You Don't Know Can Hurt You

November 4, 2009

Analysis of:A trip into the secret, online 'cloud' | edition.cnn.com

* In the cloud where data is located is not as important as how it is managed* As people become more dependant on the cloud legal and political issues will arise* Cloud companies have new revenue streams based on how they manage the cloud and resolve these issues

Oracle buys Sun: Another Step in the March Towards Vertical Integration in the Software Industry

April 22, 2009

Analysis of:Oracle to buy Sun Micro for $7.4 bn | www.business-standard.com

* This move was predictable and predicted * The acquisition makes sense from a financial perspective but the driving force are market trends * This likely to trigger some other mergers that seem unlikely now

Looking for a Better Investment? Why You Should Consider the Enterprise Software Sector

October 3, 2008

Analysis of:What Should Investors Do Now? | online.wsj.com

1. In percentage terms this is not biggest loss in my memory much less history 2. Enterprise Software behaves differently than most markets 3. Enterprise Software tends to follows its own cycle and lag behind the economic so short term there are still some good days ahead for the investors in this sector.

Fears Oracle Will Drop Product Support Unjustified

February 12, 2008

Analysis of:Users fear Oracle will drop acquired products | www.computerworld.com

* No one can be forced to migrate * Oracle is a business and so long as it can make money supporting products it will do so which is good news for investors. * As the industry consolidates into an oligopoly the amount it will charge for support will increase which is better news for investors.

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GLG Study Groups with J. Bruce Daley(?)

Study Group Name	No. Members
TMT Council Members in Member Programs	16437
Technology Council Members in Member Programs	8640
Customer Relationship Management Software Experts	306
Business Intelligence Software Experts	298
Customer Relationship Management Software Experts (North America)	263