Bank Tech Companies - who will be left standing?
September 29, 2009
Mergers: Conflicts Becoming A Core Reality | www.banktechnews.com
7,000 US banks and credit unions represents a lot of customers for the banking technology companies. While banks may be hurting, their technology needs only increases. With so many recent mergers are there too few providers left? Who has the advantage banks or the providers?
Dell/Perot, HP/EDS what's the difference?
September 21, 2009
Dell to buy Perot Systems for $3.9 billion | money.cnn.com
Dell, buying into the notion that hardware is now a commodity and they have already optimized that business, believes they need to diversify. So they buy a large business/technology consulting firm. Do they now bring any more value to the Perot business?
Microsoft launches competition for Google Apps.????
September 20, 2009
Will You Use Microsoft's Office Web Apps? | www.microsoft-watch.com
1. Will Microsoft's launch of a web-based office suite undermine their current office products?2. Does Microsoft know how to deliver web applications?3. Can Google reach the enterprise?
Interesting niche software solutions find ways to sell even in this environment
September 16, 2009
SuccessFactors: Small cap, big plans | money.cnn.com
While core infrastructure, telecom, and enterprise system maintenance revenues have been relatively stable even in this market, discretionary tech spending is challenged.However, tech buying is strong with a few interesting technology solutions that can provide tangible short term benefits.
August 14, 2009
Is Ericsson the Hope for Nortel's MEN? | www.lightreading.com
As Nortel disposes of its business units, gaining market share via acquisition will be an way for vendors in the optical space to give the top two players (Huawei and Alcatel-Lucent) ar run for the money. This article examines the potential suitors for the Nortel MEN unit and their likelihood to bid on these assets, in addition to key considerations for each vendor. The list includes Ciena, Cisco, Ericsson, Fujitsu, Huawei, Infinera, Juniper, Nokia Siemens Networks (NSN) and Tellabs.
Misleading Equinix (Data Center) Statistics
July 28, 2009
Upward Trend in Colo Revenue: Equinix Making $200 More Per Cabinet | www.datacenterknowledge.com
Revenue growth at Equinix and in the data center business is strong, but are you sure it's not just increasing power and cooling consumption? How do you know?
Missing the boat - deduplication is only one piece of the puzzle
July 27, 2009
EMC outlines where Data Domain will fit | blogs.zdnet.com
The hype around Data Domain that brought it $2.1 Billion, over-emphasized the role of deduplication. The technology is nice, but it is neither unique nor complete.
Twitter's Problem With the Google Cloud
July 15, 2009
Lessons from Twitter's security breach | news.cnet.com
Regardless of how careful a cloud provider is with security, all it takes is one or two persons with weak passwords to lead critical information. Although blameless, cloud computing in general and Google in particular are likely to suffer from this incident.
A Killer App for Cloud Computing?
July 14, 2009
IBM's Data-Crunching Cloud Plan | www.forbes.com
Cloud computing is already successful in the consumer and SMB market, but still has not penetrated the enterprise market. One or more killer apps could change that. IBM’s move to tie business analytics to the cloud could have a major impact on the SME market.
June 22, 2009
Nortel selling wireless unit to Nokia Siemens | finance.yahoo.com
Wireless assets acquired by NSN from Nortel include the CDMA business and LTE IP (Intellectual Property). NSN gets relationships with operators such as Bell Mobility, VerizonWireless, Sprint Nextel, KDDI, China Telecom. CDMA is still profitable and will have a long tail. NSN also expands its footprint in North America, which represents only ~ 5% of its revenues and this acquisiton will certainly better position the company to tackle one of its Achilles heels. NSN gets Nortel's IP on LTE including SON (Self-Organizing Networks) and ongoing LTE relationships (NT had won KDDI tender and was carrying out a trial at T-Mobile AG); 400/2,500 employees that NSN is getting from Nortel were working on LTE, other 2,100 on CDMA. Who will fill in the void in terms of R&D spend in Canada? NSN will open up a lab and there are rumors that Huawei will expand its presence, but look for more from other entrepreneurs such as Sir Terry Matthews. It will be tough to match Nortel's R&D budget.
Switzerland sues Google over Street View privacy concerns
November 13, 2009
Here Come the Droids! A brief review of Verizon Wireless' new Droid line-up.
November 11, 2009
October 30, 2009
Vodafone Orange Iphone Deal Ends Two Years Exclusivity Of O2 In UK
October 5, 2009
IPhone Coma Mode puts Apple in the ICU
September 19, 2009