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Alon Konchitsky, Chief Technology Officer

Alon KonchitskyChief Technology OfficerNoise Free, Inc. What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Marvell will win mobile business in China!

October 19, 2009

Will Marvell win the mobile business in China? | www.mobileburn.com

Top management at Marvell is focused directly to this objective.

Michael Schiff, Founder and Principal Analyst

Michael SchiffFounder and Principal AnalystMAS Strategies What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Oracle's Acquisitions Continue to Roll On

October 8, 2009

Oracle To Acquire HyperRoll | www.informationweek.com

o Oracle's acquisition of HyperRoll provides it with innovative technology that complements its Hyperion business intelligence offerings as well as the Oracle Database.o It increases the competitive appeal of Oracle's BI offerings in several markets including the installed base of some of its competitors. o It provides further evidence of Oracle's willingness to acquire niche technology that adds new functionality and/or improves the performance of its current offerings.

Howard Bruck, Chief Information Officer

Howard BruckChief Information OfficerHUDSON VALLEY BANK What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Bank Tech Companies - who will be left standing?

September 29, 2009

Mergers: Conflicts Becoming A Core Reality | www.banktechnews.com

7,000 US banks and credit unions represents a lot of customers for the banking technology companies. While banks may be hurting, their technology needs only increases. With so many recent mergers are there too few providers left? Who has the advantage banks or the providers?

Howard Bruck, Chief Information Officer

Howard BruckChief Information OfficerHUDSON VALLEY BANK What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Dell/Perot, HP/EDS what's the difference?

September 21, 2009

Dell to buy Perot Systems for $3.9 billion | money.cnn.com

Dell, buying into the notion that hardware is now a commodity and they have already optimized that business, believes they need to diversify. So they buy a large business/technology consulting firm. Do they now bring any more value to the Perot business?

Cliff Bell, Chief Information Officer

Cliff BellChief Information OfficerINFOGAIN CORPORATION What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Microsoft launches competition for Google Apps.????

September 20, 2009

Will You Use Microsoft's Office Web Apps? | www.microsoft-watch.com

1. Will Microsoft's launch of a web-based office suite undermine their current office products?2. Does Microsoft know how to deliver web applications?3. Can Google reach the enterprise?

Howard Bruck, Chief Information Officer

Howard BruckChief Information OfficerHUDSON VALLEY BANK What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Interesting niche software solutions find ways to sell even in this environment

September 16, 2009

SuccessFactors: Small cap, big plans | money.cnn.com

While core infrastructure, telecom, and enterprise system maintenance revenues have been relatively stable even in this market, discretionary tech spending is challenged.However, tech buying is strong with a few interesting technology solutions that can provide tangible short term benefits.

Ben Kwak, Principal Consultant

Ben KwakPrincipal ConsultantMobileSpace Consulting What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

SK Telecom is likely moving on with the sales of their Virgin Mobile shares.

August 5, 2009

Sprint Nextel-Virgin Mobile: What Does Sprint ‘Want to Be When It Grows Up?” | blogs.wsj.com

SK Telecom (SKT) is planning to sell all of its 15.3% shares of Virgin Mobiles USA for the pure investment purposes with Sprint acquiring Virgin Mobile USA. The 15.3% of shares are converted into a dismal 0.53% shares after Sprint's acquisition and this kills the South Korean global operator's strategic importance to Sprint. SK Telecom's future attempts to acquire any significant operator will definitely be on a hold for very long time with painful lessons learned from Helio MVNO.

Michael Schiff, Founder and Principal Analyst

Michael SchiffFounder and Principal AnalystMAS Strategies What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

IBM To Acquire SPSS and its Data Mining Capabilities

July 28, 2009

IBM Buys A Profitable Prophet | www.forbes.com

o IBM and SPSS are certainly not strangers and IBM's pending acquisition of SPSS will further enhance IBM's analytic capabilities.o SPSS has an OEM agreement with IBM Cognos' rival SAP BusinessObjects for the data mining component of the BusinessObjects XI platform. This partnership will likely now be tested.o The software industry continues to consolidate as giants acquire complementary technology. This trend will likely accelerate as the economy recovers.

Michael Schiff, Founder and Principal Analyst

Michael SchiffFounder and Principal AnalystMAS Strategies What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Microsoft - One Disappointing Quarter is Not a Disaster

July 28, 2009

Update: Microsoft Revenue Declines 17% in Fiscal Q4 | www.computerworld.com

o Microsoft's earnings disappointment was influenced by product release dates, in particular the Windows 7 operating system.o The pending release of Windows 7 caused the many PC and associated software sales to be delayed. o The home market will quickly respond once Windows 7 starts shipping with new PCs; businesses will remain cautious until PC software applications have proved to be compatible and Windows 7 tested in pilot implementations.

Howard Bruck, Chief Information Officer

Howard BruckChief Information OfficerHUDSON VALLEY BANK What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Missing the boat - deduplication is only one piece of the puzzle

July 27, 2009

EMC outlines where Data Domain will fit | blogs.zdnet.com

The hype around Data Domain that brought it $2.1 Billion, over-emphasized the role of deduplication. The technology is nice, but it is neither unique nor complete.

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