GLG News by IT Services and Business Process Outsourcing Experts (North America)

Verizon’s move represents the first major chink in the stone wall of locked mobile phones in the US. It seems unlikely that Verizon is really going to be totally open in the near future, but just the announcement represents a major step in that direction. Other carriers will be forced to follow, and...

1.  There are no compelling reasons to upgrade to Vista 2.  Security within email has improved causing less upgrade needs

With the recent acquisitions, traditional BI seems to be moving to the big companies (IBM, Oracle, SAP). Smaller, pure-play BI vendors must innovate and find new market niches to survive. “Operational” BI and better usability could buy a few years of success for them.

1. Competition is heating up in the virtualization space 2. Buyers are the big winners

1. Oracle has bought a lot of companies recently which has raised integration concerns. 2. Will Oracle be able to integrate all of the applications to sustain a competitve edge?

Comcast is having a PR nightmare that is likely to continue for months. Every ISP is now going to face questions about whether they throttle traffic in any way, with lawsuits likely for any that answer yes. Legislation may be forthcoming to monitor ISPs.

The EqualLogic acquisition is another small but critical step in Dell’s resurgence. Dell has a partnership with EMC that has benefited both companies and continues, but this allows Dell better margins on low-end storage. EMC is unlikely to suffer major damage.

VMWare dominates the virtualization market today, but their position is being assailed from several angles. Citrix and XenSource make a formidable competitor, and Microsoft’s Viridian is an ever-present threat. It’s not going to be as easy for VMWare as it might appear.

Although contactless technology is interesting for commerce applications the real home run is in addressing security problems on the school campus. Education security firms will use contactless card reader technologies to secure the school campus in a seamless and virtually invisible manner....

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....