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

Razr2 is a nice update to the aging Razr, but Motorola needs a lot more than that for salvation. Nokia and Samsung are moving ahead of Motorola, and this will be only a brief respite unless Motorola changes their business model.

The evidence continues to mount that Google is serious about attacking the wireless market. The gPhone won’t be a “me-too” product, but Google’s attempt to change the wireless business model. The real losers are likely to be the carriers.

The consolidating BI market today is no place for a lone player, even one as big as Business Objects.  SAP needs Business Objects to offset Oracle’s purchase of Hyperion, but it could turn into a bidding war if other large firms get in the game.

The marriage of two ailing companies does not magically create one healthy company. A merger of this size needs at least 18-36 months to settle, and the competition will not wait that long.

1.  There will be a large cultural shift inside Sun to support Windows. 2.  How will SUN differentiate its Windows offering? Or any offering?

Putting Windows on Sun servers probably won’t make much difference in Microsoft’s revenue stream, but it could significantly improve Sun’s revenue. This doesn’t sound the death knell for Solaris, but does indicate Solaris is increasingly a niche player.

Google’s alliance with Capgemini adds credibility to their move into enterprises. Google still has a long way to go to become a serious competitor to Microsoft for enterprise applications, but this gets them one step closer.

Few other disclosures give as much visibility into the integrity of a company’s reported results like the SEC’s Schedule II – Valuation and Qualifying Accounts. Unfortunately, despite such schedule being required of most public companies, few companies seemingly fully comply. The absence of otherwise...

1. If you have the Unix choice, there is very little if any advantage that IBM AIX and SUN solaris can provide. 2. IT talent has been flocking to Redhat and Windows for a decade now. 3. The Addition of JBOSS gives Redhat another tool to sell to existing customers

1.  Mixing the culture of a Open source company with a for profit company is a challenge. 2.  VMware lead is not in technology, but in the ecosystem and adoption.