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GLG News by IT Infrastructure Software Experts

Paul Massie, Consultant
Self Employed
Analysis of: Will Microsoft roll out a PC soon? (www.marketwatch.com)
A Microsoft branded PC would increase Microsoft’s revenue significantly. It would also create tension between Microsoft and PC manufacturers. Can Microsoft make such a strategy work economically?
K. Venu Venugopal, Vice President - Product Management
K. Venu Venugopal, Vice President - Product Management
Ca, Inc.
Analysis of: Google to buy Web security company (www.cnn.com)
- An awakening call for security software vendors who ignored or misunderstood Software-as-a-Service in their marketplace - A boost for SMB market which has been looking for integrated IT services to come from a  centralized delivery model - Managed service providers will be forced to rethink what...
Cliff Bell, Chief Information Officer
Cliff Bell, Chief Information Officer
Infogain Corporation
Analysis of: Intel Buys Stake in EMC’s VMware (www.nytimes.com)
1.  Integrated virtualizaiton in silicon could lead to strategic advantage for Intel over AMD 2.  The integration of the hardware could reduce or eliminate today's reliance on BIOS firmware
Paul Massie, Consultant
Self Employed
Analysis of: 6 Months Later, a Report Card on Vista (biz.yahoo.com)
Everyone agrees Vista is the operating system of the future. The big question is – when is the “future”? And the answer is – “Not soon!”
Cliff Bell, Chief Information Officer
Cliff Bell, Chief Information Officer
Infogain Corporation
Analysis of: Larry Ellison's Investment In NetSuite: Conflict of Interest? (software.seekingalpha.com)
1. Some of the companies that former Oracle people started are now part of Oracle. 2. Larry was an investor in Salesforce and NetSuite.
Ralph Behar, Senior Director IT
OSI Systems, Inc.
Analysis of: Was Verizon Really Wrong To Pass On The iPhone? (telecom.seekingalpha.com)
Source of revenue when seeling iPhones:  revenue from device and revenue from plan/subscription.  Both need one another.  Newer devices garner attention while older devices reach end of life. Gaining control of the platform is the end issue.
Steve Brannon, President
7Consulting
Analysis of: Ballmer Urges Partners to Embrace SAAS (www.eweek.com)
1.  Microsoft makes the clear turn from a desktop company to a enterprise and web services organization. 2.  Software + services will lead a new Microsoft
Cliff Bell, Chief Information Officer
Cliff Bell, Chief Information Officer
Infogain Corporation
Analysis of: The Strange Economics of Paid Search Advertising (internet.seekingalpha.com)
1.  It is getting easier to create ad keywords so more people can create ads. 2.  The expense of optimizing your keywords is more expensive that just paying Google
Paul Massie, Consultant
Self Employed
Analysis of: Microsoft Prepares for Salesforce.com Skirmish (www.thestreet.com)
The “easy life” for Salesforce is now over. The ultimate winner of this war won’t be determined for several years. Regardless of whether Microsoft wins, Salesforce will lose something.
Paul Massie, Consultant
Self Employed
Analysis of: Embracing the World of Virtualization (www.minyanville.com)
Virtualizing individual servers is not the future. The future of servers lies with modular computing elements virtualized into resource pools.

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