GLG News by GLG Leaders in the Technology Council
Analysis of:
Online office apps get real: Google Docs vs. ThinkFree vs. Zoho (www.computerworld.com)
1. Using on-line apps as an experiment is possible 2. When will we see massive adoption?
Analysis of:
Steve Jobs on MobileMe: the full e-mail (arstechnica.com)
Apple is having massive problems with the launch of the their new Mobile Me service. Resulting in them having to give months of free service for the errors. Is this a bigger problem?
Analysis of:
No Recession for Game Console Makers (www.ecommercetimes.com)
Enteratinment has always been one industry thrieving during a recession. Today, games are the dominant form of entertainment, especially for young people. With the sales of both hardware and software (content) at record levels, the article speculates that the expenditure on the games...
Analysis of:
4G or Not 4G (www.unstrung.com)
Both WiMAX and LTE are stepping stones to the "real" mobile broadband marketplace where ubiquitous, high bandwidth, quality services are available on a device independent basis. The ITU has set in motion the next step to 4G by announcing the preliminary specifications for a 4G technology solution for...
Analysis of:
Cisco Won't Buy EMC, Will It? (www.informationweek.com)
I believe that both Cisco and EMC are expanding their base technologies to translate Data into meaningful Information. They both have capabilities to analyze and direct Data into predetermined and structured storage and processing domains. The translation of Data into meaningful Information for...
Analysis of:
Texas Size Savings, United Supermarkets USes GE Illumination LED Refrigerator Display LIghting to slash costs (www.ledjournal.com)
1. LED LIghting due to it's eneergy saving and reduced maintainance costs is beginning to be implemented in commercial applications. 2. The payback period for implementing the initially more expensive LED lighting is in the range of 2-3 years. 3. Company's such as Anthony Door who is a major supplier...
Analysis of:
Cisco Won't Buy EMC, Will It? (www.informationweek.com)
Rumors abound that Cisco might purchase EMC, but that seems very unlikely given the cost involved and the lack of apparent synergy. Cisco could, however, purchase VMWare. Cisco has made virtualization a key strategic focus, and adding VMWare would instantly catapult them to the top of the...
Analysis of:
Apple: Out of Touch With Server Room Needs (www.internetnews.com)
Apple wants to move into the business and enterprize market to have real growth, can they, are they capable, do they have the resources? If not are they a toy company as stated in this article?
Analysis of:
Rumor Mill Has Apple Slicing and Dicing Intel Chipsets (www.technewsworld.com)
By moving to a specialize chipset Apple may be trying to do something outside of what is obvious.
Analysis of:
Avago Technology Names New CFO (news.moneycentral.msn.com)
1. Avago has become more profitable by selling off business's such as printer ASIC to Marvell, storeage IC to PMC Sierra, CMOS sensors to Micron, and camera modules to Micron. 2. KKR/Silverlake have been buildinbg up profitability by shedding workers in R&D, marketing, and sales leaving a profitable...
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