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GLG News by Business Intelligence Software Experts

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March 7, 2008
Outsourcing and Technology Companies at Risk!
Analysis of: Nearly Half Of U.S. Tech Companies Outsource Offshore | www.informationweek.com
Author: Paul Massie, Sr. Director of IT and Facilities, Genesis Microchip Inc.
Many technology companies depend on cheap offshore labor to control their labor costs.  As the dollar continues to weaken those costs are escalating.  Similarly, offshoring companies depend on selling services in the US, and the weakening dollar makes those services more expensive and will...
Cliff BellMarch 4, 2008
Should we wait for the Next OS from Microsoft and skip Vista?
Analysis of: Elgan: Was Windows XP Microsoft's last good OS? | www.computerworld.com
Author: Cliff Bell, Chief Information Officer, Infogain Corporation
1.  Microsoft is planning another operating system in a few years, so why upgrade. 2.  Microsoft seems to have lost the operating system was on mobile devices to Apple
March 4, 2008
Novell Still Has a Mountain to Climb
Analysis of: Novell up on 2008 Outlook | www.forbes.com
Author: Paul Massie, Sr. Director of IT and Facilities, Genesis Microchip Inc.
Novell’s last quarterly results show an impressive turnaround in their business, but the bulk of their revenues are still from legacy products.  While SuSE is doing much better, largely due to the Microsoft deal, there’s still a long way to go for the new products to provide Novell’s overall g...
February 27, 2008
Oracle’s Latest Shot at Salesforce.com
Analysis of: Oracle To Boost SaaS Efforts With Upgraded Siebel CRM On Demand | www.informationweek.com
Author: Paul Massie, Sr. Director of IT and Facilities, Genesis Microchip Inc.
Oracle would like to be a leader both in SaaS and premises software.  The latest release of Siebel CRM On Demand is their attempt to conquer both worlds and ensure their prized enterprise customers don’t defect to Salesforce.com.  This release will likely have limited impact on Salesforce.com...
Michael SchiffFebruary 26, 2008
Spyware Problems - Users Are Only Partially To Blame
Analysis of: Spyware forum: Computer users often to blame for problems | www.computerworld.com
Author: Michael Schiff, Founder and Principal Analyst, MAS Strategies
● In a perfect world all users would immediately install any patches or upgrades that would enhance the security of their systems.  ● However, many users, especially in home or home office environments, are reluctant to change something that seems to work.  ● Of course, in a perfect world...
Cliff BellFebruary 25, 2008
CIO's support of the remote worker getting a boost
Analysis of: Internet Access Updates: DSL (Roughly) Doubles Downstream | www.edn.com
Author: Cliff Bell, Chief Information Officer, Infogain Corporation
1.  Faster bandwidth leads to more options for remote workers.  2. Support for remote workers give IT executives more flexibility.
February 20, 2008
Citrix Closing in on VMWare
Analysis of: Citrix Beta Of XenServer 4.1 Targets March Production | www.informationweek.com
Author: Paul Massie, Sr. Director of IT and Facilities, Genesis Microchip Inc.
VMWare has long dominated the virtualization market, but with Citrix’ purchase of XenSource it has the tools and the motivation to take a portion of that market.  VMWare has excellent products, but is vulnerable on pricing.  Citrix will be a strong competitor and will be putting pressure on...
February 20, 2008
Can HP Sustain Its Momentum?
Analysis of: HP's 1Q Profit Rises 38 Percent | biz.yahoo.com
Author: Paul Massie, Sr. Director of IT and Facilities, Genesis Microchip Inc.
HP’s good news story continues quarter after quarter.  2008 promises to be a year of increasing challenges to their good news, with Dell rebounding and the overall economic outlook gloomy.  Some day HP’s growth via market share gains and cost cutting will end.  Will that day be in 20...
February 15, 2008
SAP Wins a Big One – Maybe!
Analysis of: Judge Orders Oracle Vs. SAP To Mediation | www.informationweek.com
Author: Paul Massie, Sr. Director of IT and Facilities, Genesis Microchip Inc.
This suit was always about corporate image, rather than specific damages.  The longer and bigger that Oracle can make the suit, the more adverse publicity SAP gets.  Mediation is therefore a big win for SAP, unless Oracle is able to dig up more dirt.
J. Bruce DaleyFebruary 12, 2008
Fears Oracle Will Drop Product Support Unjustified
Analysis of: Users fear Oracle will drop acquired products | www.computerworld.com
Author: J. Bruce Daley, Founder and Chief Technology Officer, Test Common, Inc.
* 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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