GLG News by Business Intelligence Software Experts

Sun has tied its future to open source, but seems clueless on how to monetize open source.  Worse yet, they don’t seem to care!  Meanwhile their core revenue stream continues to dwindle.  Future prospects don’t look good.

Desktop virtualization has always been an enticing proposition, but it was never able to overcome the practical limitations, and more importantly never gained acceptance from the user base.  However, the proliferation and acceptance of browser based applications, proliferation of...

Desktop virtualization promises huge savings in TCO, improved security, good user experience, improved manageability, etc.  Despite these advantages, it has many issues that have so far prevented widespread adoption, and likely will always limit adoption. 

1. Skype clarity has improved to where it is as good as cell phone 2. The feature of sharing information make it a low cost form of webex

1.  Getting work done also involves knowing your fellow employees outside of work 2.  Some companies are starting to use facebook as a way to connect employees

Oracle’s applications have both wide and deep functionality, but that’s not enough anymore.  As younger users move into positions of influence intuitive interfaces and social networking features become increasingly important.  The applications vendor that “gets” this will be in a commanding...

o While Teradata has been slow to acknowledge that data warehouse appliances were more than a niche market, Teradata may actually have been the original data warehouse appliance vendor. o Data warehouse appliances do not necessarily replace traditional data warehouses; rather they complement them and...

Apple cannot win the enterprise market for the Mac, but Microsoft can give it to them.  When the resurgence of the Mac is combined with Microsoft’s continuing insistence on selling Vista to enterprises, the door is open to Apple gaining a solid presence in the enterprise market.

The different drivers for Enterprise and Consumer will remain stable and more dynamic on the consumer side. HDD vendors will grow constantly as data and units growth is exceeding growth by tech and price decline. New stars on storage to come up and might drive interesting aquisitions.

1.  A downturn is the US alone can has less impact on web-based companies. 2.  US is the leader in the online community