GLG News by Content Management Software Users

The evidence continues to mount that Vista is not going to be successful any time soon. Despite the high numbers Microsoft is proud to announce, the reality (at least for enterprises) just gets uglier with time. Could this be the first Windows that is completely skipped by enterprises?

Nothing will inspire support for net neutrality like potential censorship. It seems likely that public pressure will prevent AT&T, Verizon and others from actually enforcing widespread censorship, but the threat is chilling. Small-scale censorship will likely continue absent publicity for each event....

Red Hat’s Linux business continues to grow and thrive. Novell’s SuSE Linux business is also growing well, albeit from a much smaller base. This shows the Linux business model is successful, despite moves from Microsoft and Oracle.

Razr2 is a nice update to the aging Razr, but Motorola needs a lot more than that for salvation. Nokia and Samsung are moving ahead of Motorola, and this will be only a brief respite unless Motorola changes their business model.

The evidence continues to mount that Google is serious about attacking the wireless market. The gPhone won’t be a “me-too” product, but Google’s attempt to change the wireless business model. The real losers are likely to be the carriers.

The consolidating BI market today is no place for a lone player, even one as big as Business Objects.  SAP needs Business Objects to offset Oracle’s purchase of Hyperion, but it could turn into a bidding war if other large firms get in the game.

The marriage of two ailing companies does not magically create one healthy company. A merger of this size needs at least 18-36 months to settle, and the competition will not wait that long.

Putting Windows on Sun servers probably won’t make much difference in Microsoft’s revenue stream, but it could significantly improve Sun’s revenue. This doesn’t sound the death knell for Solaris, but does indicate Solaris is increasingly a niche player.

Google’s alliance with Capgemini adds credibility to their move into enterprises. Google still has a long way to go to become a serious competitor to Microsoft for enterprise applications, but this gets them one step closer.

Citrix will get a share of the virtualization market, but not enough to threaten VMWare’s domination.  Citrix “may” see a reasonable ROI on their $500M investment in XenSource, but it’s not likely to be comparable to EMC’s investment in VMWare.