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GLG News by Business Intelligence Software Experts

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October 29, 2008
Video Conferencing IS the Future!
Analysis of: Polycom ups telepresence ante | telephonyonline.com
Author: Paul Massie, Sr. Director of IT and Facilities, Genesis Microchip Inc.
Several factors are converging to make video conferencing more commonly used.  Improved technology, increased network bandwidth, and both the cost and effort/time invested in traveling are all factors.  Telepresence provides the “halo effect” for video conferencing, similar to the effect the...
October 16, 2008
End markets and price points for concentrating photovoltaics still need to be proven.
Analysis of: GE Gives Jolt to Solar Power Pioneer Soliant | www.businesswire.com
Author: Paul Fox, President, Corran Tuathail Inc.
Concentrating photovoltaics (CPV) are not quiet ready for primetime on commercial rooftops. (a) Commercial roof tops are highly dependent on financing via power purchase agreements (PPA). (b) Concentrating photovoltaics are an unproven technology in terms of performance, reliability, price and O&M...
October 13, 2008
Oracle’s Fusion Apps in 2010?
Analysis of: Oracle Fusion apps: Is 2010 delivery too little, too late? | www.networkworld.com
Author: Paul Massie, Sr. Director of IT and Facilities, Genesis Microchip Inc.
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...
October 7, 2008
Offshore Outsourcers Hurt by Financial Meltdown
Analysis of: Offshore Outsourcing: What Role Will the Recession Play? | www.cio.com
Author: Paul Massie, Sr. Director of IT and Facilities, Genesis Microchip Inc.
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...
October 7, 2008
Is Tech a Safe Haven Today?
Analysis of: What Should Investors Do Now? | online.wsj.com
Author: Paul Massie, Sr. Director of IT and Facilities, Genesis Microchip Inc.
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. ...
J. Bruce DaleyOctober 3, 2008
Looking for a Better Investment? Why You Should Consider the Enterprise Software Sector
Analysis of: What Should Investors Do Now? | online.wsj.com
Author: J. Bruce Daley, Founder and Chief Technology Officer, Test Common, Inc.
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...
October 1, 2008
Global Advertising Forecasts Drop: An Indicator for Uncertain Times
Analysis of: Gap Widens in Online Advertising | online.wsj.com
Author: James Meyers, Chief Executive Officer , Alpha Media
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,...
Al PappasSeptember 23, 2008
Gmail vs. Exchange
Analysis of: Google's Office Intrigue | www.forbes.com
Author: Al Pappas, Partner, The StrataFusion Group
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. 
Cliff BellSeptember 23, 2008
Oracle's future tied to integration and economy of Scale
Analysis of: Oracle Flies High Above Wall Street's Carnage | www.businessweek.com
Author: Cliff Bell, Chief Information Officer, Infogain Corporation
1.  Oracle received its major revenue from Maintenance. 2.  Greater efficiencies will be gained inisde of Oracle to improve operating margins
Michael SchiffSeptember 18, 2008
SAP: Would Acquiring Teradata Make Sense?
Analysis of: SAP: Are Thy Planning A Bid for Teradata? | blogs.barrons.com
Author: Michael Schiff, Founder and Principal Analyst, MAS Strategies
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...

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