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

Every time AMD releases new technology, Intel follows up with their own release that trumps AMD. AMD has competitive offerings in the server and low-end consumer space, but they don’t have the resources to survive a long war.

The virtualization market is now big enough to be interesting, and the next few months are likely to provoke something of a feeding frenzy as the players get sorted out.

1.  Technology advantages are short term in nature.  2. Technology and business leadership are the keys to future business growth regardless of the location.

This deal will help Novell gain more credibility and a more complete product set. It also increases the pressure on BEA, making a sale just that much more likely.

1.  Social networking driven by computer savvy adults drives bandwidth 2.  Digital driven business trends drive growth

1. Computers sell like consumer electronics, not becuase of features 2. If Apple could show overall support cost were lower, then perhaps the Macintosh could make it into corporations or at least for remote workers.

Sun’s T2 chip is designed for specific purposes, and works very well for those purposes. It also has limitations that will prevent it from being a game-winner for Sun.

Network Appliance (NetApp) would like the world to believe their problems lie with the market, but the data does not seem to support that position. Maintaining market position will be increasingly difficult for them unless something changes.

Open source is not likely to ever dominate the enterprise software market, but it will change the market permanently. The competition with open source is forcing proprietary software vendors to change or die.

More details continue to leak out about the long-anticipated Google phone. Google still has a lot of hurdles to cross to make a successful business from this, but it’s going to change the business for the carriers regardless.