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August 26, 2008
No Recession For Computer Hardware
Analysis of: Computer Hardware: Recession-Proof? | www.businessweek.com
Author: Paul Massie, Sr. Director of IT and Facilities, Genesis Microchip Inc.
Both the server and PC markets seem to have held up very well during the past months, and barring a catastrophic collapse of the economy, likely will continue to do well.  Credit must go to the innovations in both technology and business processes achieved primarily by HP, Dell and Intel.
Chicke FitzgeraldAugust 25, 2008
Until we get to "intent-based, situationally relevant" search, there is no vision
Analysis of: Is Microsoft's Vision of Search Enough to Catch Google? | www.businessweek.com
Author: Chicke Fitzgerald, Founder and Chief Executive Officer, LeisureLogix, LLC
We are still in the world of Search 1.0 at best.  As long as search engines don't care what my intent is or what my current circumstances are, then I will still get 563,000 results when I enter Travel Tampa in a search bar.  Is there anyone out there that really thinks that this is effective...
August 21, 2008
Open Source vs. VMWare and Microsoft
Analysis of: Xen Community proposing the latest feature set for 3.3 | weblog.infoworld.com
Author: Paul Massie, Sr. Director of IT and Facilities, Genesis Microchip Inc.
The next evolution of Xen software puts further pressure on VMWare’s market share and margins.  This is a clear indication that VMWare’s business model will require a major overhaul sometime in the next year or two.  Microsoft will be less impacted since they have less today. 
August 18, 2008
Ex brings the dragon home
Analysis of: Westpac Gets Antitrust Approval for St. George Bid | www.bloomberg.com
Author: Harnath Sithamraju, Consultant, Harnath Sithamraju
1. For banks to stay ahead, more mergers in the Australian banking industry can be expected. 2. Australian banking industry is heading into a period of churning and consolidation.A fallout of the increasing interest rates and fears of recession.
Mark MariottiAugust 18, 2008
Localized Real Estate Recovery
Analysis of: Mortgage lending falls 32% as prices slump | business.timesonline.co.uk
Author: Mark Mariotti, CEO, Future Management Holdings Inc
The prior several years have definitely been a severe downturn (stating the obvious) in the destruction of existing housing prices. Bloated inventories, overextended borrowers, lack of decent funding, macro economics, lack of faith in the valuations have all contributed to this mess. But it...
Jason MaAugust 12, 2008
California's Public K-12 Education System Is Worsening
Analysis of: California at the Front of Education Trends | www.usnews.com
Author: Jason Ma, Board Advisor, Sr. Counselor and Former CEO, IvyMax, Inc.
1) The Calfornia public K-12 education system has been suffering from budget cuts for decades, is not at the forefront, and is these days among the bottom 10% of the states in terms of standards and results. 2) It used to produce higher-quality student results two decades ago but since...
Mark MariottiAugust 12, 2008
It's a cycle, stupid!
Analysis of: Will Tom McKillop resign from Royal Bank of Scotland? | business.timesonline.co.uk
Author: Mark Mariotti, CEO, Future Management Holdings Inc
Yes, it is a mess - I have seen about 3 or 4 cycles such as these over the last 30-years.  We have all seen this mess coming years ago. In 2004, a vast amount of mortgage originators were doing some very creative things to sell mortgages. HEOPA and high cost was in effect while these negative...
August 12, 2008
Intel’s Nehalem Drives Cloud Computing
Analysis of: Intel's Next Gen "Nehalem" to be Called Core i7 | www.dailytech.com
Author: Paul Massie, Sr. Director of IT and Facilities, Genesis Microchip Inc.
Intel’s next-gen Nehalem processor ups the performance bar, making it increasingly difficult for AMD.  Server manufacturers and software vendors will also be impacted, positively or negatively, by this generation of processors, which will also provide further impetus to cloud computing.
Jason MaAugust 12, 2008
New Oriental and China's For-Profit Education Space
Analysis of: China's Little Dragons | www.forbes.com
Author: Jason Ma, Board Advisor, Sr. Counselor and Former CEO, IvyMax, Inc.
1) Chinese parents in China spend a much higher amount of their annual income on their one child's education, as compared to parents in the U.S., and do almost anything to help their (sometimes spoiled) kids. 2) More and more yuppies in China are increasing their wealth and spend to get ahead in...
August 11, 2008
Enterprise IT is a long way from the cloud!
Analysis of: Cloud Computing: Anything as a Service | www.cioinsight.com
Author: GLG Expert Contributor
Cloud computing is simple in concept, but difficult in market adaptation. Current marketable solutions are niche capabilities, largely focused on B2B transaction capabilities. Adoption by corporate IT organizations will require (1) mission-critical capabilities, develop sophistication similar to enterprise...

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