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July 14, 2008
The Vultures Are Gathering Around Sun
Analysis of: Shrinking Sun under the gun | www.theregister.co.uk
Author: Paul Massie, Sr. Director of IT and Facilities, Genesis Microchip Inc.
At a market cap of $7-8B and $2+B in the bank, along with healthy free cash flow, Sun is starting to look ripe for an acquisition.  It’s becoming increasingly clear that Sun’s current business model isn’t working, but their IP, customer base, brand recognition and employee base makes them attr...
July 10, 2008
How Deep Are VMWare’s Troubles?
Analysis of: Microsoft vs. VMware: Rumble in the virtual world | www.infoworld.com
Author: Paul Massie, Sr. Director of IT and Facilities, Genesis Microchip Inc.
VMWare is doing great, so how could they be in trouble?  By having both Microsoft and open source invade their market.  Their easy growth is in the past, and now the question becomes whether they can thrive in a highly competitive environment.
Cliff BellJuly 1, 2008
Cut IT Spending by virtualizing the desktop and reduce Power consumption
Analysis of: Data Centers Nearing Power-Usage, Cost Crisis | www.eweek.com
Author: Cliff Bell, Chief Information Officer, Infogain Corporation
1. Power consumes more than the cost of the PC. 2.  Virtualization of PC's can reduce the IT budget.
July 1, 2008
Oracle Not Enthusiastic About SaaS
Analysis of: Oracle Will Keep Shopping, Just Not in the SaaS Aisle | finance.yahoo.com
Author: Paul Massie, Sr. Director of IT and Facilities, Genesis Microchip Inc.
According to the media and several prominent individuals, SaaS is the future of the software business.  The “old-fashioned” licensed software model is doomed.  Yet the most profitable and biggest software companies have only a limited presence in SaaS.  Does this mean they are out of...
June 24, 2008
Motorola Shows Signs of Life
Analysis of: Motorola Impresses With 5-Megapixel Camera Phone | www.informationweek.com
Author: Paul Massie, Sr. Director of IT and Facilities, Genesis Microchip Inc.
Motorola’s new camera phone won’t be enough to resuscitate their ailing handset business, but it does show that some innovation still lives within Motorola.  This is not the second coming of the RAZR, but is a good beginning if they can follow with other innovative products.
Shawn BurgessJune 24, 2008
The economy's impact in Healthcare
Analysis of: Health Care in a Lousy Economy | www.hhnmag.com
Author: Shawn Burgess, Vice President & Chief Information Officer, Abrazo Health System
Typically the macro economy does not have immediate effect to the healthcare market.  As the current US economy struggles from the rising cost of fuel and burst of the housing and mortgage bubble the effect is beginning to be realized in various areas that impact the healthcare marke...
Shawn BurgessJune 23, 2008
Paradigm shift - Physician adoption of EHR
Analysis of: Most Doctors Aren’t Using Electronic Health Records | www.nytimes.com
Author: Shawn Burgess, Vice President & Chief Information Officer, Abrazo Health System
This article hits the mark on the financial aspect of EHR adoption. The other challenge is realizing the value of electronic over traditional paper in bridging the gap of the techno phobia that inhibits adoption.
Cliff BellJune 23, 2008
A single source for your data solutions
Analysis of: HP to Join 'Data Dedupe' Crowd | www.eweek.com
Author: Cliff Bell, Chief Information Officer, Infogain Corporation
1.  Choosing one vendor that can give you data storage 2.  Completes the picture for servers and storage as well as desktops and laptops
Mark MariottiJune 19, 2008
Hardware & Software Duality
Analysis of: HP to Acquire EDS for $13.9 Billion | www.hp.com
Author: Mark Mariotti, CEO, Future Management Holdings Inc
HP is a long time solid provider of computer hardware, and EDS (founded the information technology out-sourcing industry more than 45 years ago) is a longtime provider of system services. The Plan of Merger, dated as of May 13, 2008, by and among EDS, Hewlett-Packard Company and Hawk Merger...
June 19, 2008
HP, Sun and EMC Push SSD
Analysis of: HP adding solid-state memory to its servers | www.infoworld.com
Author: Paul Massie, Sr. Director of IT and Facilities, Genesis Microchip Inc.
The move from rotating disks to Solid State Disks (SSD) is happening faster than most predicted.  Rotating disk vendors such as Seagate will likely see margins erode as they lose the high-end disk business to SSD.

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