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August 13, 2008
Oracle and SaaS
Analysis of: Oracle Will Keep Shopping, Just Not in the SaaS Aisle | finance.yahoo.com
Author: GLG Expert Contributor
Oracle in not in a rush to purchase SaaS vendors at the moment or adopt that Model. - Oracle is trying to compete or beat SAP(This is the applications space) - SaaS is great for SMB, but in the Enterprise Space is it weighed in the balances and wanting... - SaaS has a slow maturity process and...
August 13, 2008
Sprint wants to stop the "Hemorrhaging"
Analysis of: Sprint eyes sale of Nextel's iDen network | news.yahoo.com
Author: GLG Expert Contributor
At this point, Sprint needs to just cut its loses and sell Nextel. They will never be able to merge the technologies and will continue to have massive churn on both networks until they sell. Why selling Nextel(iDen) is a good move: -It will drastically reduce the churn on the Nextel Phones(iDen)...
Mark MariottiAugust 12, 2008
It's a cycle, stupid!
Analysis of: Will Tom McKillop resign from Royal Bank of Scotland? | business.timesonline.co.uk
Author: Mark Mariotti, CEO, Future Management Holdings Inc
Yes, it is a mess - I have seen about 3 or 4 cycles such as these over the last 30-years.  We have all seen this mess coming years ago. In 2004, a vast amount of mortgage originators were doing some very creative things to sell mortgages. HEOPA and high cost was in effect while these negative...
August 12, 2008
Intel’s Nehalem Drives Cloud Computing
Analysis of: Intel's Next Gen "Nehalem" to be Called Core i7 | www.dailytech.com
Author: Paul Massie, Sr. Director of IT and Facilities, Genesis Microchip Inc.
Intel’s next-gen Nehalem processor ups the performance bar, making it increasingly difficult for AMD.  Server manufacturers and software vendors will also be impacted, positively or negatively, by this generation of processors, which will also provide further impetus to cloud computing.
Mark MariottiAugust 8, 2008
Writedown low is a floor, cycles continue...
Analysis of: Wall Street braced for further $11bn writedown at Citigroup | business.timesonline.co.uk
Author: Mark Mariotti, CEO, Future Management Holdings Inc
a) markets self correct b) yes all sorts of pain occurs c) the cycle continues... lows become floors and investors flood in
Mark MariottiAugust 8, 2008
The US refined petrolium gasoline consumer must now smell the coffee
Analysis of: Chrysler Offers Gas Deal To Jolt Sales | online.wsj.com
Author: Mark Mariotti, CEO, Future Management Holdings Inc
For many decades, the world's refined petrolium gasoline consumer  have not had such a plentiful and affordable stream of energy. Finally, the US refined petrolium gasoline consumer has experienced a history of $.27 a gallon in the sixties to $4.50 a gallon today. Price, will eventually CHANGE...
Cliff BellAugust 7, 2008
On-line Apps ... Show me some customers
Analysis of: Online office apps get real: Google Docs vs. ThinkFree vs. Zoho | www.computerworld.com
Author: Cliff Bell, Chief Information Officer, Infogain Corporation
1. Using on-line apps as an experiment is possible 2. When will we see massive adoption?
August 1, 2008
Cisco + EMC or Cisco + VMWare?
Analysis of: Cisco Won't Buy EMC, Will It? | www.informationweek.com
Author: Paul Massie, Sr. Director of IT and Facilities, Genesis Microchip Inc.
Rumors abound that Cisco might purchase EMC, but that seems very unlikely given the cost involved and the lack of apparent synergy.  Cisco could, however, purchase VMWare.  Cisco has made virtualization a key strategic focus, and adding VMWare would instantly catapult them to the top of the...
July 30, 2008
Sprint is paying the bills
Analysis of: Sprint to Sell Cellphone Towers, Use Money to Pay Down Debt | online.wsj.com
Author: GLG Expert Contributor
Sprint selling some of its Towers is a smart move! They need to keep paying there bills as well as keep debt low for their credit. Here are a few reasons this is a good move. 1)Additional Operating capital to fund more lucrative projects 2)Less money will be spent on the maintenance of the towers 3)Smart...
July 28, 2008
Microsoft Gets Serious About Business Intelligence
Analysis of: Microsoft To Buy DATAllegro | www.informationweek.com
Author: Paul Massie, Sr. Director of IT and Facilities, Genesis Microchip Inc.
Microsoft’s acquisition of DATAllegro should put to rest any skepticism on whether Microsoft is serious about the data warehouse and Business Intelligence (BI) market.  They have been progressively moving more into BI and data warehouses for several years, but have focused on the low-end BI user. ...

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