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April 22, 2007
Double Click Move
Analysis of: Google's DoubleClick Strategic Move | www.businessweek.com
Author: Ralph Behar, Senior Director IT, OSI Systems, Inc.
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...
April 12, 2007
More Power To Google
Analysis of: More Power to Google | www.eweek.com
Author: Ralph Behar, Senior Director IT, OSI Systems, Inc.
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
We need accountants!
Analysis of: Dell Reports It Has Found ‘Misconduct’ | www.nytimes.com
Author: Ralph Behar, Senior Director IT, OSI Systems, Inc.
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...
March 29, 2007
Motorola's Estimate Of Earnings
Analysis of: Motorola Cuts Its Estimate of Earnings | www.nytimes.com
Author: Ralph Behar, Senior Director IT, OSI Systems, Inc.
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.
March 16, 2007
Exclusive Content
Analysis of: Carriers Locked in Content Land Grab | www.brandweek.com
Author: Ralph Behar, Senior Director IT, OSI Systems, Inc.
The wireless communications giants have long depended on minutes packages, broad coverage and trendy phones.Looking to help retain and attract customers, each of the major players is avidly inking exclusive content deals with sports and entertainment properties.The biggest issue for all the wireless...
March 9, 2007
Oracle buys Hyperion
Analysis of: Oracle Buys Hyperion for $3.3B | www.redherring.com
Author: Ralph Behar, Senior Director IT, OSI Systems, Inc.
Deal makes strategic senseOracle will be successful at being the lens through which SAP most important customers view and analyze data
February 23, 2007
Vista Sales
Analysis of: Vista Sales Perhaps Not as Dire as Feared | www.betanews.com
Author: Ralph Behar, Senior Director IT, OSI Systems, Inc.
NPD marketing manager David Riley offered to clear up some potential discrepancies with regard to how previous NPD launch week data for Windows operating systems has been reported.Some retailers surveyed provided NPD with monthly sales data rather than weekly. As a result, NPD decided to no longer extrapolate...
February 15, 2007
The Future is So Bright, I Need to Wear Shades
Analysis of: Bill Gates' Vision for Vista | www.businessweek.com
Author: Ralph Behar, Senior Director IT, OSI Systems, Inc.
Bill Gates discusses the new operating system, Zune and his future.Discussion also included computing capabilities, Linux and the $100 laptop.Finally discussion points included Steve Jobs.
February 7, 2007
Better Prices for Memory on the Horizon
Analysis of: Weaker Prices Smack SanDisk | www.businessweek.com
Author: Ralph Behar, Senior Director IT, OSI Systems, Inc.
1. SanDisk is warning of declining margins2. More competitive landscape as the price per megabyte sold has declined 62% over the past year
January 29, 2007
Hardware Margins Overlook the Real Profit Opportunity of iPhone
Analysis of: Apple to rake in 50% margin on iPhone | www.telecoms.com
Author: Zeke Margolis, Senior Account Manager, Key Code Media, Inc
1. Apple and AT&T will earn more after the sale than on it2. The cost of making the phone is not the cost of goods to providers

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