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GLG News by Council Members with Knowledge of Epicor

March 2, 2007
Lowest common denominator
By a GLG Expert Contributor
Analysis of: 3GSM 2007 (www.gpspassion.com)
- More features, market demand- More bang for the buck- I'm sure people would like to know where they are going without investing in expensive GPS through the auto makers or aftermarket portable GPS's
Jeff Gould, CEO
Jeff Gould, CEO
Peerstone Research
November 8, 2006
Novell opens the kimono on Microsoft deal
Analysis of: Novell's SEC filing about Microsoft deal (www.sec.gov)
Microsoft is paying Novell $240 million to distribute its brand of Linux. This is equivalent to guaranteeing Novell's current Linux revenue run rate for the next five years. This suggests that the deal is not a PR ploy, but reflects certain market realities. In a nutshell, Microsoft is doing this...
Jeff Gould, CEO
Jeff Gould, CEO
Peerstone Research
November 7, 2006
Red Hat comes out swinging – will it be enough?
Analysis of: Red Hat: We will be here in one year, Novell will not (searchopensource.techtarget.com)
While Red Hat has been careful to measure its words when speaking in public about Oracle (still a valued partner, according to the "Unfakeable Linux" page on Red Hat's web site), it is in no mood to take any lip from pesky Linux competitor Novell. In a rare public interview, Red Hat's senior lawyer...
Jeff Gould, CEO
Jeff Gould, CEO
Peerstone Research
October 20, 2006
How Microsoft quantifies corporate IT culture to forecast Vista adoption
Analysis of: Running The Numbers On Vista (www.informationweek.com)
InformationWeek has an interesting story on some recent internal research at Microsoft that attempts to project Vista adoption on corporate desktops. Despite the delays, missteps and uncertainty that have cast a shadow on Microsoft's long march towards Vista, it would be wrong to assume the company...

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