
Principal, Great Divide Research
Member of the Technology Council
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)
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
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
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
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
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
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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