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GLG News by Design/Engineering Software Experts

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Eric GakstatterJune 11, 2008
High-end GPS equipment (approx. 250,000 receivers) will become obsolete.
Analysis of: Codeless and Semi-Codeless Access to the Global Positioning | edocket.access.gpo.gov
Author: Eric Gakstatter, Principal, Discovery Management Group, Llc
The DoD's proposal would essentially obsolete legacy high-end GPS receivers after Dec. 31, 2020. The DoD estimates there are approximately 250,000 of these in use today. The replacement cost of each receiver is $10-20,000 each.  This action introduces uncertainty into the high-precision GPS...
May 15, 2008
Vacancies are irrelevant -- watch the jobs report -- working people buy homes
Analysis of: Vacancies Increase--not rentals...there are 2.3M empty homes | www.detnews.com
Author: GLG Expert Contributor
1) All real estate is local -- National stats are a photo, not an x-ray.  2) Jobs are a better indicator of real estate trends.  When people work, they want to find a way to afford a home.  3) Homeowners removed $620B from their home equity in 2006 -- that ATM is out of...
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.
Anand DasSeptember 24, 2007
Investors looking for double digit growth in SOA vendors are likely to be disappointed.
Analysis of: SOA Market Forecasted at $15.4B by 2013 | www.gridtoday.com
Author: Anand Das, President, Commerce Events
SOA is not a revolutionary market.  The key SOA concepts have been around for more than 20 years and tools that implements these concepts have been in the marketplace for more than 10 years.  This is an evolutionary market that will benefit system integration companies and not the product...
Anand DasSeptember 17, 2007
Sale of BEA Systems
Analysis of: Icahn calls for a sale of BEA Systems | www.news.com
Author: Anand Das, President, Commerce Events
BEA is a company with sticky products, satisfied customers and its employees are among the brightest in the computer industry.  Perhaps, due to the value it brings to a wide range of industry segments, the company is best off staying independent.
May 18, 2007
Greate News for Agile Customers and the PLM Market
Analysis of: Oracle to buy Agile for $495 million | www.computerworld.com
Author: GLG Expert Contributor
Oracle's acquisition announcement of Agile Software is great news for Agile customers as Oracle will provide the stable and strong financial backing needed for future Agile business viability as well as continued access to technology and applications ensuring continued product development and innovation....
February 20, 2007
Very Smart Cell - but It´s a Samsung
Analysis of: 3GSM 2007 - Introduces the new Samsung’s Ultra Smart F700 | mobizone.wordpress.com
Author: GLG Expert Contributor
*Great combination of features, design... and maybe usability*It´s the wrong brand to see a blockbuster*Availability of Samsung could hurt iphone sales in the beginning
February 16, 2007
Focusing Value Added Distribution in Europe
Analysis of: Ingram Micro Posts Record Sales For 2006 | www.crn.com
Author: GLG Expert Contributor
*Competing with Tech Data´s Azlan in the VAD segment for more profitability*Worldwide Expansion and focus on eastern Europe

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