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GLG News by Business Intelligence Software Market Experts

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Michael SchiffMay 6, 2008
Teradata - New Platforms for Competing Against Data Warehouse Applicances
Analysis of: Teradata Unveils Entry to Enterprise-Level Data Warehouse Appliance | www.informationweek.com
Author: Michael Schiff, Founder and Principal Analyst, MAS Strategies
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...
April 21, 2008
Betting against the house...at Google no less.
Analysis of: Google Profit Rose 30%, Quelling Investor Fears | online.wsj.com
Author: GLG Expert Contributor
This is a good reminder that buying advertising from Google is like betting against the house and that barriers to entry for competitors like Microsoft and Yahoo! continue to rise.  Google has great supply - but how much demand is in the market is the question.
March 25, 2008
Technology is an enabler of choice - but it does have limits
Analysis of: YouTube Unplugged | online.wsj.com
Author: GLG Expert Contributor
Google, Yahoo, Microsoft, Facebook, Bebo and many others that create platforms for free speech and the free distribution of content from anyone and everyone will limit new growth opportunities if they do not reconcile with the concept of "rights" within the borders...
March 18, 2008
Amazon makes for a difficult benchmark
Analysis of: Amazon unveils plans to exploit Facebook for social shopping | www.ft.com
Author: GLG Expert Contributor
Software developers that provide ecommerce solutions for the "do-it-yourself" IT crowd will feel the mounting pressure of social networks. Outsourcing providers that need to match pace with "best in class" Internet merchants will feel the pressure to keep up with Amazon and others. Consumer technology...
March 11, 2008
Can Microsoft make the transition to a SaaS provider?
Analysis of: Microsoft software chief warns against rush to merge platforms | www.ft.com
Author: GLG Expert Contributor
The ability of traditional software vendors like Microsoft, IBM, SAP and Oracle to innovate and keep pace with the market will increasingly become difficult. Large ISVs will continue in their strategy of acquiring companies that have established traction in the marketplace. Corporate investment...
March 3, 2008
Microsoft is a behemoth that won't be ignored in SaaS offerings
Analysis of: Microsoft Expands Online Services | online.wsj.com
Author: GLG Expert Contributor
SaaS is stepping front and center in the software market. Subscription managment skills will become increasingly important. Managing customer relationships within software companies will replace license management as the preminent skill. Operational excellence for ISV's in the management of software...
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...
February 26, 2008
It's only a matter of time before all major ISVs are in SaaS.
Analysis of: Salesforce.com - Ticking Time Bomb? | seekingalpha.com
Author: GLG Expert Contributor
Salesforce.com has built a great SaaS business but pressure will follow from major ISVs. SaaS is an announced strategy for several large software players.  Technology leadership for Salesforce.com will become increasingly difficult but when is the question.
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....
John PirontiFebruary 1, 2008
Business Continuance Becomes a Top Of Mind Issue
Analysis of: Internet failure hits two continents | www.cnn.com
Author: John Pironti, Chief Information Risk Strategist, CompuCom
Business continuance will now become a top of mind issue, especially in global outsourced solutions.

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