GLG News by Business Intelligence Software Experts

Oracle’s Fusion Apps have the potential to be a “game-changer” in the ERP market.  Although Fusion likely won’t be delivered when initially expected, and will instead trickle out into the marketplace in pieces during 2009 and 2010, that is soon enough.  Details on schedule and content are...

As the economy contracted many thought that would actually help offshore outsourcing, as the effort to reduce costs would drive more business their way.  Judging from early returns, that doesn’t appear to be the case.  On the contrary, this may well be the beginning of a sea change in the...

No segment of the market is completely safe from economic woes, but key tech players are as well positioned as any to weather the storm.  This is the time to choose carefully among investments, but the tech arena today boasts solid investment choices among both large and small companies. ...

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...

1. Zenith Optimedia, Universal McCann, WPP, BMO Capital Markets, Oppenheimer, Lehman Brothers and eMarket all have announced downward revision of overall Ad spend for 2008           2. Nielsen Monitor-Plus: first-half U.S. ad spend declined 1.4 percent,...

I agree with Paul's analysis and associated conclusions.  I would also add that when Google reaches the level of reliability attained by other SaaS like suppliers (SalesForce.com, etc.) then their gmail offering will become acceptable to the enterprise businesses. 

1.  Oracle received its major revenue from Maintenance. 2.  Greater efficiencies will be gained inisde of Oracle to improve operating margins

o  Although rumors are flying about the possible acquisition of Teradata by SAP, the fit is far from perfect. o  SAP executives have stated the need for advanced analytics and there are other vendors that SAP could acquire to fulfill this need. o  SAP might consider acquiring...

Microsoft's recent announcements in the virtualization arena prove that they are serious about their role in competing with VMware & Citrix: 1) Their new management tool for migrating Virtual Apps from one physical device to another (like VMware's VMotion) show that they continue to make progress...

Google’s free consumer Gmail has gained a large and loyal following.  Google would like to leverage that to dethrone Microsoft Exchange in enterprises.  While Microsoft should be careful not to underestimate the threat, Google faces formidable challenges, not least of which is security.