GLG News by Firewall Sellers

The different drivers for Enterprise and Consumer will remain stable and more dynamic on the consumer side. HDD vendors will grow constantly as data and units growth is exceeding growth by tech and price decline. New stars on storage to come up and might drive interesting aquisitions.

Soho / consumer NAS will show stable growth in high 2digits over the next years. While the competition environement has become more close over the last 2 years, this segment is still in the beginning. Iomega offers a well known brand and market awareness for the low end segment.

In depth partnership between Ciena and Hitachi Data Systems will suggest both companies are targeting the ISP / Telecommunication market and are expecting further changes in regulations how (long) critical data in the www has to be stored tomorrow.

1) Due diligence is expected and the news of tightening belts was predicted. 2) In the last quarter we have found all verticals are experiencing some level of conservative spending. 3) However, we have also seen increased spending with some vendors and/or specific vendor products and solutions. ...

Business continuance will now become a top of mind issue, especially in global outsourced solutions.

The implmentation of new technologies such as virtualization, social networking, cryptography, web 2.0 tools and services, and authentiation technologies bring new security challenges.  Data leakage is still top of mind with CISO and CIO. 

VmWare must grow via the channel. VmWare must support their current customers. VmWare must continue to innovate to stay ahead of the competition.

Symantec has recently made a key aquisition in Vontu which helps it transform from technology focus to a data focus for security.

When IHS bought Jane's earlier this year, many people focused on the synergies with IHS Engineering and CERA and if IHS could play its cost cutting magic on Jane's, but the bigger long term implication may be the relationship IHS is building with the Thomson family through their Woodbridge trust.

IHS' stock price has soared as the Energy division has been on a blistering growth pace this year, aided by a strong acquisition strategy.  Could it be that Wall Street is too hung up on Energy's growth and not being realistic in comparing IHS to its peer group?