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GLG News by GLG Leaders in the Technology Council

Sharon Flank, Principal
Sharon Flank, Principal
DataStrategy LLC
Analysis of: Former Google engineers launch new search engine (www.bizjournals.com)
Google is a behemoth, but it rules because it delivers better search results than the competition.  That's how Google got ahead, and that's how they are maintaining their lead, against Microsoft, Yahoo!, and everybody else.  Does the Cuil team have the magic to beat them at their own game?...
Afarin Bellisario, DSc, MS, Founder and President
Transtrategy, Inc
Analysis of: Verizon Says iPhone Has Had Minimal Impact (www.ipodobserver.com)
Verizon business appears to be expanding as a result of strength in wireless and FiOS, and not be effected by iPhone.  This confirm the fundumentals of the market and trends.
Joe Weingarten, Executive Director
Joe Weingarten, Executive Director
Macintosh Reseller Association
Analysis of: Verizon Says iPhone Has Had Minimal Impact (www.ipodobserver.com)
Verizon reported for the last quarter nice results and made the statement that the iPhone has had minimal impact. But...
Jerald Kolansky, Worldwide VP of Sales
Plx Technology, Inc.
Analysis of: Osram Reports 155 lumen and 136 Lumens per watt R &D LED (www.ledsmagazine.com)
1. LED manufacturers such as Osram are pushing the envelope forward approaching light output level 3 times greater than were reported 2 years ago . 2. Light output level of greater than 100 lumens per LED ar enabling LED's to be used in applications that are replacing more traditonal lighting techn...
Paul Massie, Consultant
Self Employed
Analysis of: Microsoft To Buy DATAllegro (www.informationweek.com)
Microsoft’s acquisition of DATAllegro should put to rest any skepticism on whether Microsoft is serious about the data warehouse and Business Intelligence (BI) market.  They have been progressively moving more into BI and data warehouses for several years, but have focused on the low-end BI user. ...
Thomas Coughlin, President
Thomas Coughlin, President
Coughlin Associates
Analysis of: Micron and Seagate to Lead Solid State Drive Standardization Efforts at JEDEC (xbitlabs.com)
* JEDEC is a memory standards body that is very active and respected in the electronics industry  * JEDEC has formed a committee to develop standards for NAND flash solid state drives  * The JEDEC committee will be co-chaired by Micron and Seagate  * Seagate expects to announce their...
Edward Crowley, Senior Consultant
Analysis of: Inkjets expected to smear earnings (www.kentucky.com)
Lexmark's inkjet business is doomed to failure primarily because the brand is positioned to appeal to the 'cost concious' buyer who will not use enough cartridges for Lexmark to recoup the hardware loss from the initial sale.  There is a very strong correlation between usage (pages printed) and...
Sharon Flank, Principal
Sharon Flank, Principal
DataStrategy LLC
Analysis of: Flickr turns to Getty to sell amateur photos (www.usatoday.com)
Flickr photographers dream of the big break - and that big break is getting both attention and money for their images.  So Getty Images is giving substance to that dream.  Flickr was right to make the deal: it energizes their users and upgrades their offering with a new veneer of professional...
Robert Sethre, Chief Executive Officer
Robert Sethre, Chief Executive Officer
Woodford Group, LLC
Analysis of: Inkjets expected to smear earnings (www.kentucky.com)
Lexmark results might stabilize or improve as a direct result of their limitation of exposure in the inkjet business.  Their laser-based offerings and vertical / application-based solutions for corporate clients are excellent and those results have been masked by the inkjet problems. ...
Edward Crowley, Senior Consultant
Analysis of: Inkjets expected to smear earnings (www.kentucky.com)
Lexmark is facing a "perfect storm".  The unprofitable inkjet division continues to decline.  Should the firm let the ink jet product line continue to decline (and accept an eventual 'phase out' of the product segment), or drive product placements and accept the associated hardware losses?...

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