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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.
June 19, 2008
Why Akamai Should Buy Limelight
Analysis of: Rumor: Akamai Tried To Buy Limelight During Trial (AKAM, LLNW) | www.alleyinsider.com
Author: Neal Goldman, Director, ELUMA
As recent quarter’s results show, Akamai’s core business is strong, traffic is growing and their largest revenue customers are secure. Limelight, on the other hand, isn’t executing as well as anticipated, has lost a patent lawsuit and finds itself squeezed between Akamai and smaller, low-cost competitors....
Cliff BellJune 18, 2008
Will Google finally gain access to enterprise computing by becoming the datacenter?
Analysis of: Is Google your next data center? | www.computerworld.com
Author: Cliff Bell, Chief Information Officer, Infogain Corporation
1.  Commodity computing is here and managing servers is not core to the business. 2.  Focus IT on solving business problems.
Mark MariottiJune 17, 2008
Las Vegas Housing Parabola
Analysis of: HOME INVENTORY INCREASES IN MAY | www.lvrj.com
Author: Mark Mariotti, CEO, Future Management Holdings Inc
With 45 percent of contingent sales identified as "short sales," or sales in which the lender will be required to accept less than the principal balance owed, we can't expect investor demand to grow. Investors currently have other more liquid and stable securities to place their bets, and...
June 12, 2008
Oracle Shows First “Real” Fusion Apps
Analysis of: Enterprise 2.0: Oracle Plans New Business Apps, With A Social Twist | www.informationweek.com
Author: Paul Massie, Sr. Director of IT and Facilities, Genesis Microchip Inc.
Oracle is getting close to delivering on their promises about Fusion.  If the final suite of products can match the early previews, they have achieved a “game-changer” in enterprise applications.
Shawn BurgessJune 9, 2008
Virtual competition
Analysis of: Wall Street scores VMware's Q4 results an error | www.computerworld.com
Author: Shawn Burgess, Vice President & Chief Information Officer, Abrazo Health System
Other OEMs are developing business strategy on VMWare's innovations? As a consequence the expanding competition landscape is threat to VMWare's market share?
Cliff BellJune 9, 2008
The Kindle is a key to the next user interface
Analysis of: Thin, flexible, low-power digital paper is just around the corner. Will your next book or newspaper be 'e'? | www.computerworld.com
Author: Cliff Bell, Chief Information Officer, Infogain Corporation
1. Paper and Pen are a natural for people when it comes to ideas and creativity 2. Simplicity is important when it comes to design
June 5, 2008
Riverbed vs. Cisco, Sometimes Goliath Wins!
Analysis of: Riverbed Shares Are Overvalued Says Goldman, S&P | blogs.barrons.com
Author: Paul Massie, Sr. Director of IT and Facilities, Genesis Microchip Inc.
Riverbed jumped into the WAN optimization market with innovative technology and an effective business plan.  Their success has justified the market, but they face an uphill battle against the big network vendors.  Ongoing innovation gives them some hope, but their long-term viability is at...
May 30, 2008
Windows 7 Eliminates Need for Vista!
Analysis of: Windows 7 to use touch-screen interface; new OS due in late '09, Ballmer says | www.computerworld.com
Author: Paul Massie, Sr. Director of IT and Facilities, Genesis Microchip Inc.
The release schedule for Windows 7 effectively means most enterprises will go directly from XP to 7.  Windows 7 appears to be Vista done right, with problems addressed and some nice functionality added.  If delivered as promised it should maintain Windows’ position in the market.

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