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December 1, 2008The virtualization hangover - What to do once the savings have been realized?
Analysis of: Virtualization's Pain Points | www.forbes.com
Author: Cliff Bell, Chief Information Officer, Infogain Corporation
1. Virtualization strategies can make management complex. 2. New applications require experience before proper placement of the virtualized application.
November 24, 2008Software Maintenance - A Necessary Expense for Enterprise Software
Analysis of: Enterprise Software Vendors Now Vulnerable to Maintenance Payment Reduction | seekingalpha.com
Author: Michael Schiff, Founder and Principal Analyst, MAS Strategies
o The current economic conditions are causing organizations to take cost cutting measures such as deferring capital expenditures and reducing IT costs. o While companies will be looking for ways to reduce IT costs, eliminating maintenance on mission-critical enterprise applications is not a realistic...
November 13, 2008
CPV: Devil Is In The Detail
Analysis of: "The technology that will save humanity" | www.salon.com
Author: Paul Fox, President, Corran Tuathail Inc.
CPV: Devil Is In The Detail
Analysis of: "The technology that will save humanity" | www.salon.com
Author: Paul Fox, President, Corran Tuathail Inc.
In assessing a CPV or CST technology you need to consider both the target applications and the completeness of their design concept for that application - does the team have the expertise to make it work?
November 4, 2008Microsoft Azure: A Cloudy, But Blue, Sky Ahead?
Analysis of: Azure: Can Microsoft Meld Windows with the Web? | www.businessweek.com
Author: Michael Schiff, Founder and Principal Analyst, MAS Strategies
o Recognizing the potential of off-premises hosted computing, Microsoft is moving to establish its place in the cloud. o Despite any drawbacks, the desktop landscape is still dominated by Microsoft Windows; Azure will allow Microsoft to leverage the pervasiveness of Windows to integrate its desktop...
October 29, 2008Solid High tech companies to gain technology advantage during recession
Analysis of: Big tech goes bargain hunting | money.cnn.com
Author: Cliff Bell, Chief Information Officer, Infogain Corporation
1. Strong Technology companies like Cisco, Oracle, Apple, and Amazon will gain new technology in Recession. 2. Will we see anoher I-POD like device?
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.
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 3, 2008Looking 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...
September 23, 2008Oracle'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
September 18, 2008SAP: 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...
August 11, 2008Microsoft (MSFT) to Acquire Datallegro
Analysis of: Microsoft To Buy DATAllegro | www.informationweek.com
Author: Michael Schiff, Founder and Principal Analyst, MAS Strategies
- Microsoft's pending acquisition of Datallegro should allow Microsoft to better compete in very large database environments. - As Microsoft will stop selling Datallegro's data warehouse appliances to new customer until they are integrated with Microsoft SQL Server, it may take a while to...
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