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GLG News by Computer Hardware Distributors

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April 29, 2008
Storage Bottom Up
Analysis of: Storage Earnings Going Nowhere but Up, Up and Away | blogs.eweek.com
Author: GLG Expert Contributor
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.
April 25, 2008
SoHo Consumer NAS trends and EMCs role
Analysis of: Iomega Announces Termination of Share Purchase Agreement with ExcelStor Entities | www.freshnews.com
Author: GLG Expert Contributor
Soho / consumer NAS will show stable growth in high 2digits over the next years. While the competition environement has become more close over the last 2 years, this segment is still in the beginning. Iomega offers a well known brand and market awareness for the low end segment.
April 15, 2008
High End NAS, the web and ISPs
Analysis of: Hitachi Data Systems and Ciena Sign Global Partnership Agreement | biz.yahoo.com
Author: GLG Expert Contributor
In depth partnership between Ciena and Hitachi Data Systems will suggest both companies are targeting the ISP / Telecommunication market and are expecting further changes in regulations how (long) critical data in the www has to be stored tomorrow.
Michael Horsch FizzApril 11, 2008
There are lucrative sweet spots.
Analysis of: Cisco Signals Trouble Ahead | money.cnn.com
Author: Michael Horsch Fizz, Senior Advisor, FCI Inc.
1) Due diligence is expected and the news of tightening belts was predicted. 2) In the last quarter we have found all verticals are experiencing some level of conservative spending. 3) However, we have also seen increased spending with some vendors and/or specific vendor products and solutions. ...
Cliff McElroyApril 2, 2008
Economic slowdown for network vendors
Analysis of: Cisco Signals Trouble Ahead | money.cnn.com
Author: Cliff McElroy, President, Datec, Inc.
I will agree, that a collapse is overkill. But I see a softening of transactions and more projects help up at CFO level and because companies can't hire, and retain talent efficiently. This talent is the hold up of implementing new technologies, none the least is datacenter challenges around power. ...
September 21, 2007
Credit for IPhone
Analysis of: Steve Jobs Offers Rare Apology, Credit for iPhone | online.wsj.com
Author: Lisa Prichard, Sales Executive, WORLD WIDE TECHNOLOGY, INC
Tthey are hoping that this credit and reduction in price will increase sales since retail session begins in fourth quarter.  They made a mistake in the pricing and now they are trying correct it.  I will be curious to see if the pricing drops again in December.  My opinion is that it...
Howard BergmanJune 26, 2007
Virtualization - Desktops - Servers - Storage
Analysis of: Embracing the World of Virtualization | www.minyanville.com
Author: Howard Bergman, Vice President, Derive Technologies LLC
Virtualization is rapidly gaining ground in medium and large firms.  Many have deployed VMWare which enables many Operating Systems to reside on a single Server.  This technology is being installed every day in more and more date centers. Maximizing CPU utilization is a mainstream topic....
Howard BergmanJune 14, 2007
Disk to Disk Trends and DR Planning
Analysis of: Opinion: And tape walked quietly from the spotlight | www.computerworld.com
Author: Howard Bergman, Vice President, Derive Technologies LLC
We have also seen our clients planning for data recovery under varying scenarios. As a Systems Integration Firm, we address backup and DR challenges from SMB and Enterpise clients. Data is growing rapidly and clients need ways to backup without impacting production and DR solutions that work and dont'...
May 31, 2007
Dell + Wal Mart = A Bad Channel Strategy
Analysis of: Dell to sell computers through Wal-Mart | www.ft.com
Author: Zeke Margolis, Senior Account Manager, Key Code Media, Inc
1. Dell needs to move into the indirect channel to remain competitive with HP and IBM. 2. Wal Mart is not the right partner. 3. Entry level desktops are not the way to gain market share and profitability.
May 29, 2007
3D Projection - Feature Film Exhibitors Silver Bullet?
Analysis of: U2 performs 'Streets' on Croisette | www.hollywoodreporter.com
Author: Zeke Margolis, Senior Account Manager, Key Code Media, Inc
1. Exhibitors Need to Find New Ways to Differentiate in the Marketplace 2. The Movie Going Publics expectations of exhibitors is increasing 3. CGI and Live Action content is enhanced by 3D Projection Technology

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