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Ralph BeharSenior Director ITOSI SYSTEMS, INC. What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Tech Spending Remains Soft

April 27, 2007

Oracle earnings match warning | news.com.com

Tech spending for enterprise hardware and software remains very soft and doesn't yet appear to be improving

Oracle has blamed the lower-than-expected results on a slowdown in Asia

The company's sales in Asia fell 22 percent year over year, compared to 20 percent in the Americas.

Ralph BeharSenior Director ITOSI SYSTEMS, INC. What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Double Click Move

April 22, 2007

Google's DoubleClick Strategic Move | www.businessweek.com

Google announced that it would pay 3.1 billion for the ad outfit DoubleClick.
This is less of a function of the value but more about what it can provide Google (and what is could have done for Microsoft).
DoubleClick has something that Google doesn't have; a vibrant advertising business for banners/display ads

Ralph BeharSenior Director ITOSI SYSTEMS, INC. What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

More Power To Google

April 12, 2007

More Power to Google | www.eweek.com

Environmental concerns are starting to become a bigger issue for data centers.

Today this impacts only the big users, but soon everyone will be affected.

Data Center Power consumption is on the rise.


Ralph BeharSenior Director ITOSI SYSTEMS, INC. What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

We need accountants!

April 2, 2007

Dell Reports It Has Found ‘Misconduct’ | www.nytimes.com

Dell said its board’s audit committee had “identified a number of accounting errors, evidence of misconduct, and deficiencies in the financial control environment.”

Dell also said it was working with its independent auditors to determine whether it would have to revise financial statements.

Dell did not see the accounting problem as involving a significant amount of money.

Ralph BeharSenior Director ITOSI SYSTEMS, INC. What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Motorola's Estimate Of Earnings

March 29, 2007

Motorola Cuts Its Estimate of Earnings | www.nytimes.com

Motorola makes a quarter of the world’s mobile phones but it has been plagued over the last six months by sluggish profits.

Motorola had tried to gain market share too aggressively, instead of focusing on better profit margins and innovative new features.

Howard Bruck, Chief Information Officer

Howard BruckChief Information OfficerHUDSON VALLEY BANK What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Intuit's financial services focus expands

March 16, 2007

Intuit Launches Online Banking Products | www.banknet360.com

Intuit's recent purchase of Digital Insight, immediately made them a player in the online banking vendor space.

In this fast growing area, there are about a dozen significant competitors, without clear leaders.

For online banking services, large corporates are served by the major banks like Mellon and Bank of America.  On the consumer side, banks offer online banking for competitive reasons and to drive customers to use less costly transactions.

There is a large under-served market with small and medium business (SMB) that represent a very profitable area for banks to gain valuable deposits transaction fees.  Combining Intuit's expertise and name recognition with SMBs, with Digital Insight's online banking base, could help them become a leader in this under-served market.

Ralph BeharSenior Director ITOSI SYSTEMS, INC. What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Exclusive Content

March 16, 2007

Carriers Locked in Content Land Grab | www.brandweek.com

The wireless communications giants have long depended on minutes packages, broad coverage and trendy phones.

Looking to help retain and attract customers, each of the major players is avidly inking exclusive content deals with sports and entertainment properties.

The biggest issue for all the wireless carriers is churn.

Ralph BeharSenior Director ITOSI SYSTEMS, INC. What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Oracle buys Hyperion

March 9, 2007

Oracle Buys Hyperion for $3.3B | www.redherring.com

Deal makes strategic sense
Oracle will be successful at being the lens through which SAP most important customers view and analyze data

Ralph BeharSenior Director ITOSI SYSTEMS, INC. What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Vista Sales

February 23, 2007

Vista Sales Perhaps Not as Dire as Feared | www.betanews.com

NPD marketing manager David Riley offered to clear up some potential discrepancies with regard to how previous NPD launch week data for Windows operating systems has been reported.

Some retailers surveyed provided NPD with monthly sales data rather than weekly. As a result, NPD decided to no longer extrapolate weekly volume numbers, though for comparison's sake, the company continues to calculate weekly trend numbers, which is what NPD reported yesterday.

Ralph BeharSenior Director ITOSI SYSTEMS, INC. What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

The Future is So Bright, I Need to Wear Shades

February 15, 2007

Bill Gates' Vision for Vista | www.businessweek.com

Bill Gates discusses the new operating system, Zune and his future.
Discussion also included computing capabilities, Linux and the $100 laptop.
Finally discussion points included Steve Jobs.

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