GLG News by Converged Voice/Data Services Purchasers

1.  Many corporations do not control cell phones by users 2.  If the iPhone lives up to the hype, it will be used by employees of corporations

The tech world is going to shift as new customers/users come online from other developing nations.

The real story is there is a huge market for service providers who value consumers, rather then overlook them... the first step is to value customers equally, they all need to use the same customer service portal, then all need to be able to use the same cellular phones, then need freedom of choice....

1.  The combination of a Strong sales tool plus the best online marketing engine could change business. 2.  This may be the best way for Google to get into enterprises.

1.  After the first rush of buyers of Apple iPhone, new applications and accessories will be needed. 2.  Microsoft, Palm, and RIM have a solid developer channel

1.  Novell made a successful transition from a PC maker to Netware. 2.  Open source software has promise as a service revenue. 3.  Ignoring Microsoft is bad business, just ask Novell about active Directory.4.  Current business is struggling.

1. You decide to virtualize to save money 2.  Tools to support virtualization are lagging 3. Industry leadership of VMware may give it the edge in surrounding services

Salesforce.com is the next Siebel, the next CRM has-been, the next low-priced software buyout opportunity, unless somehow the company gets sold before its stock begins to tank or it engineers a remarkable turnaround from its current moribund strategy SF.com doesn’t have a critical mass of customers...

Private Equity Funds and Buyout Funds renewed their interest in telecoms and media assets in recent month after losing interest in that type of operations in the early part of the decade due to the Internet bubble burst. We will see more bids for telecoms, cable and media company by these funds in the...

1. Salesforce must oc-exist with other applications and seemlessly integrate. 2. Salesforce "mashups" may be a better integration that currently provided by Microsoft, Oracle, and SAP 3. Since Salesforce has little choice, will they be the company that brings SOA mainstream?