GLG News by IT Infrastructure Software Experts

With excess cash from the seperation, what are the possible acquisition opportunities for Metavante.

Symantec has recently made a key aquisition in Vontu which helps it transform from technology focus to a data focus for security.

If Marvell’s chips perform as advertised, this is a killer product. Anything that can deliver a 50% reduction in power consumption will be universally adopted. Data center managers are becoming desperate to reduce power consumption by even 10%, and will embrace a 50% reduction as a gift from the gods....

Google is going to war in the mobile space as part of a wide coalition, rather than attempting to single-handedly take on the entrenched players. This virtually guarantees they will succeed at some level, and possibly achieve huge success.

1.  Cell phone network costs could drop dramatically. 2.  Will consumers really accept commercials on their cell phones?

Now that “everyone” is outsourcing to India, the next big thing is outsourcing to China. The first rule is China is not the same as India. Chinese outsourcing can be necessary for survival, or it can be a money-pit for the unwary.

Cisco’s growth and profitability make it the envy of most corporations. While many high-tech companies sustained permanent damage in the dot-com crash, Cisco rolled with the punches and rebounded stronger than ever. Consequently, when they showcase their Telepresence system as the wave of the future,...

The actual number of Linux servers is increasing. What is decreasing is the rate of increase.  The survey done is measuring new hardware sales, thus this measurement might be misguided.

Microsoft’s Windows Server is growing rapidly. At the same time, Linux (particularly Red Hat) is displacing Sun Microsystems’s Solaris, IBM’s AIX and HP’s HP-UX. Windows is not displacing Linux.

• VoIP sucks ... (wait, let me put my asbestos suit on) • The Vonage concept is appealing, but execution is poor • They can't survive several large settlements with such low ARPU