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February 20, 2008
Citrix Closing in on VMWare
Analysis of: Citrix Beta Of XenServer 4.1 Targets March Production | www.informationweek.com
Author: Paul Massie, Sr. Director of IT and Facilities, Genesis Microchip Inc.
VMWare has long dominated the virtualization market, but with Citrix’ purchase of XenSource it has the tools and the motivation to take a portion of that market.  VMWare has excellent products, but is vulnerable on pricing.  Citrix will be a strong competitor and will be putting pressure on...
February 20, 2008
Can HP Sustain Its Momentum?
Analysis of: HP's 1Q Profit Rises 38 Percent | biz.yahoo.com
Author: Paul Massie, Sr. Director of IT and Facilities, Genesis Microchip Inc.
HP’s good news story continues quarter after quarter.  2008 promises to be a year of increasing challenges to their good news, with Dell rebounding and the overall economic outlook gloomy.  Some day HP’s growth via market share gains and cost cutting will end.  Will that day be in 20...
February 15, 2008
SAP Wins a Big One – Maybe!
Analysis of: Judge Orders Oracle Vs. SAP To Mediation | www.informationweek.com
Author: Paul Massie, Sr. Director of IT and Facilities, Genesis Microchip Inc.
This suit was always about corporate image, rather than specific damages.  The longer and bigger that Oracle can make the suit, the more adverse publicity SAP gets.  Mediation is therefore a big win for SAP, unless Oracle is able to dig up more dirt.
J. Bruce DaleyFebruary 12, 2008
Fears Oracle Will Drop Product Support Unjustified
Analysis of: Users fear Oracle will drop acquired products | www.computerworld.com
Author: J. Bruce Daley, Founder and Chief Technology Officer, Test Common, Inc.
* No one can be forced to migrate * Oracle is a business and so long as it can make money supporting products it will do so which is good news for investors. * As the industry consolidates into an oligopoly the amount it will charge for support will increase which is better news for investors....
Cliff BellFebruary 11, 2008
Recession planning 101 for CIO's
Analysis of: How Your Boss Is Preparing for a Recession | www.eweek.com
Author: Cliff Bell, Chief Information Officer, Infogain Corporation
1. Proactive strategies for cost reductions are better than reactive. 2. Communication about the current realities is critical to your staff
February 7, 2008
What Does the Future Hold For Oracle’s Acquisitions?
Analysis of: Users fear Oracle will drop acquired products | www.computerworld.com
Author: Paul Massie, Sr. Director of IT and Facilities, Genesis Microchip Inc.
Software does evolve over time.  Every user of software, whether it’s a home version of Windows or an enterprise version of SAP, must at some point decide to upgrade.  Upgrades are usually expensive and painful.  As long as Oracle provides a reasonable upgrade path users should not be...
Cliff BellFebruary 4, 2008
Microsoft and Yahoo create Synergy or culture clash
Analysis of: Google's new headache | money.cnn.com
Author: Cliff Bell, Chief Information Officer, Infogain Corporation
1. Yahoo and Microsoft together are not as big as Google in search 2. Will the culture clash of two companies outweigh the search market share gains?
February 4, 2008
“Offshoring Means Cheap” Needs to Change!
Analysis of: Internet failure hits two continents | www.cnn.com
Author: Paul Massie, Sr. Director of IT and Facilities, Genesis Microchip Inc.
“You can have it fast, cheap or good:  pick any two!”  In too many cases fast and cheap has won over good.  The primary driver behind offshoring has been cost savings, not quality.  Network redundancy is an insurance policy which many executives have chosen not to buy.  Sadly,...
Cliff BellFebruary 4, 2008
Microsoft to release Vista Service Pack 1 - But will users upgrade? I am not in a Hurry
Analysis of: Vista SP1 to debut Monday, reports say | www.computerworld.com
Author: Cliff Bell, Chief Information Officer, Infogain Corporation
1. Vista Service Pack 1 could increase Microsoft Revenues 2. IT organizations may still be reluctant
Shawn BurgessJanuary 30, 2008
The iPhone Strangles the Free Market
Analysis of: Millions of iPhones Go AWOL | www.businessweek.com
Author: Shawn Burgess, Vice President & Chief Information Officer, Abrazo Health System
Apple's effort to limit and restrict iPhone users to subscribe solely to AT&T's wireless phone service backfires.

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