GLG News by GLG Leaders in the Technology Council

o  Although rumors are flying about the possible acquisition of Teradata by SAP, the fit is far from perfect. o  SAP executives have stated the need for advanced analytics and there are other vendors that SAP could acquire to fulfill this need. o  SAP might consider acquiring...

1. Since being spun out of Agilent the management has been focused on an IPO that would pay off the investors. 2. Avago has sold off business's such as storeage IC's, printer ASIC's, and Infrared components to help pay back initial private equity investors.  They have done a good job of cutting...

Microsoft's recent announcements in the virtualization arena prove that they are serious about their role in competing with VMware & Citrix: 1) Their new management tool for migrating Virtual Apps from one physical device to another (like VMware's VMotion) show that they continue to make progress...

The tremendous growth of IP traffic represents some exciting new revenue opportunities for service providers worldwide, but places significant capital and operational strains on networks carrying those services. As a result, many transport networks must transition from circuit- to packet-optimized architectures....

Google’s free consumer Gmail has gained a large and loyal following.  Google would like to leverage that to dethrone Microsoft Exchange in enterprises.  While Microsoft should be careful not to underestimate the threat, Google faces formidable challenges, not least of which is security.

With the skyrocketing cost for developing new processes more and more semiconductor companies are joining the IBM alliance the pre competitive process is getting less and less. NEC is just the last one from a parade of the companies that already joined the alliance. Looks like we are having only...

What most operators have been doing in the early phases of deploying EV-DO or HSDPA is to provision additional T1/E1s, either over their own microwave infrastructure or by spending more on leasing T1/E1 services from a wireline service provider. The last two to threeyears have seen most 3G operators...

The sales of iPods have been steady to slightly down in the USA, the rest of the world will follow in time. Did Apple fail to spark a new generation of sales?

If you have ever worked with Microsoft’s Virtualization you will then know there is a reason it is free. It does not work very well. VMWare is so far in front of them that it’s not even funny. As long as MS keeps their virtualization technology dependent on their OS I will be skeptical from the get...

MAXroam is providing a solution to one of today’s biggest problems in mobile phones – the cost of International roaming.  They are offering both data and voice Internationally at reasonable rates.  They are potentially the next Skype, with a similar value and impact on the carriers.