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Everett ThompsonOctober 15, 2007
Keys to 3Q 2007 Equinix Conference Call
Analysis of: Equinix Conference Call for Third Quarter 2007 Results | www.equinix.com
Author: Everett Thompson, President, Wired Real Estate Group
- The supply of for data center real estate is growing - Investors should key on the competitive response of EQIX
Hans van RietschoteOctober 10, 2007
data-at-rest encryption: can it be a stand alone business?
Analysis of: McAfee to buy mobile data security company for $350M | www.bizjournals.com
Author: Hans van Rietschote, Senior Director, Symantec Corporation
Data-at-rest encryption is easy: anyone who has a computer science degree can create one or better still download a free encryption source program from some open source website. The REAL problem is key management!
Marty ShindlerSeptember 27, 2007
But Will It Add More Subs and More Revenue?
Analysis of: DirecTV Expands HD Channels | www.twice.com
Author: Marty Shindler, Chief Executive Officer , The Shindler Perspective, Inc.
DirecTV has added 21 new HD Channels to their existing tier of 31 toward a goal of 100 by year end. This is great news for their subscribers and for those who understand and appreciate the big difference that viewing in HD can make. However, the question becomes whether this will add a significant number...
September 26, 2007
A Business Apology
Analysis of: Steve Jobs Offers Rare Apology, Credit for iPhone | online.wsj.com
Author: Ralph Behar, Senior Director IT, OSI Systems, Inc.
Mr. Steve Jobs apologized publicly and said Apple will offer a $100 credit at Apple stores to all iPhone users who paid the original price. This was occurred because Apple announced that is was cutting $200 off the price of its $599 iPhone. Mr. Jobs insisted the price cut was necessary to broaden...
Hans van RietschoteSeptember 20, 2007
Google's gPhone and Apple's iPhone a preview of what is to come? The next PC revolution? How are enterprise data centers influenced by this consumer stuff?
Analysis of: Getting Inside Google's gPhone | www.businessweek.com
Author: Hans van Rietschote, Senior Director, Symantec Corporation
The Personal Computer (PC) created a revolution, but the new generation (our kids) will not be using it. Instead they will use a Personal Communicator (PC): part phone, part instant messenger, part computer. What will happen when the consumer desktops and laptops will be replaced by the next PC? Will...
Marty ShindlerSeptember 20, 2007
Will VOD Come In Under The Radar As The Next Gen Technology?
Analysis of: Time Warner Cable to Top 1B VOD Streams in 2007 | www.homemediamagazine.com
Author: Marty Shindler, Chief Executive Officer , The Shindler Perspective, Inc.
While the format wars in the next generation DVD systems continue to confuse customers clearly indicating that there is not going to be an obvious winner for some time, if at all, VOD may be sneaking under the radar. This is still a very nascent business. The studios in making their content available...
September 14, 2007
New Toys from Apple
Analysis of: Apple's Fall Updates: New iPods and More | tech.yahoo.com
Author: Ralph Behar, Senior Director IT, OSI Systems, Inc.
Apple announced the following:  a)Ringtones Come to iPhone  b)iPod Shuffle Available in New Colors  c)Redesigned iPod Nano  d)iPod "Classic" Gets Tweaked  e)iTunes Goes Wi-Fi  f)iPhone Price Cut
Hans van RietschoteSeptember 12, 2007
VMware taking first steps into the land of managing virtual machines from other vendors
Analysis of: VMware Acquires Dunes Technologies | vmware.com
Author: Hans van Rietschote, Senior Director, Symantec Corporation
VMware acquired Dunes Technology, so now they have virtual machine management not just for their own platform but for all the virtualization solutions. Microsoft announced just recently they will support all the different flavors of virtualization as well. Is the race heating up?
Hans van RietschoteSeptember 11, 2007
What if your computer is sending out SPAM: Is it bad for business? Is it a virus?
Analysis of: Zombie Pfizer Computers Spew Viagra Spam | www.wired.com
Author: Hans van Rietschote, Senior Director, Symantec Corporation
If your company computers are sending out SPAM then you should be very worried. If your personal computer is sending out SPAM then you probably don't know about it and you will not care about (or do you?). So does it have a virus? What kind of malware is there?
Hans van RietschoteSeptember 11, 2007
Is Google's online software a first step to SaaS?
Analysis of: Google's online software gets boost in business world | www.cbc.ca
Author: Hans van Rietschote, Senior Director, Symantec Corporation
Why is Google providing online software like spreadsheets, word documents, emails and more? Are they competing with Microsoft office or what is going on? What are the advantages of the so called Google apps?

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