GLG News by Media Buyers

The ability of traditional software vendors like Microsoft, IBM, SAP and Oracle to innovate and keep pace with the market will increasingly become difficult. Large ISVs will continue in their strategy of acquiring companies that have established traction in the marketplace. Corporate investment...

Microsoft is in the middle of a tremendous browser battle.  Their share has been eroding, and the web masses are getting restless.  Internet Explorer 8 is an attempt to fight back Firefox and Safari, but it also appears to be a change in approach for Microsoft.

Google Gears delivers interactive applications that run offline to a place where these applications will certainly excel, on a mobile device.  However, the users most likely to use it, iPhone users, aren’t on the list and neither are Nokia users.  Are they just seeding for the Android launch?...

With the decreasing value of voice through both mobile and landline phones, Verizon, AT&T, Sprint, and T-Mobile are all entering into a price war that places a decreasing value on voice.  They are also adding data onto their plans, and services such as Sprint TV, in the hopes of getting consumers...

SaaS is stepping front and center in the software market. Subscription managment skills will become increasingly important. Managing customer relationships within software companies will replace license management as the preminent skill. Operational excellence for ISV's in the management of software...

Zale cuts employees and operating expenses again for the 2nd time in as many quarters, but with top line sales declining, hedge fund tactics may once again fail to drive profitability at Americas second largest jewelry retailer. 

Google, Inc. (GOOG) this week announced a pilot project with at the Cleveland Clinic to store the information of up to 10,000 patients in a new online electronic health records storage service. Google is not the sole player in the online medical records storage field.  Microsoft (MSFT) launched...

With fewer analysts looking at commercial radio, the industry begins to fall off investors' radar screens.

Salesforce.com has built a great SaaS business but pressure will follow from major ISVs. SaaS is an announced strategy for several large software players.  Technology leadership for Salesforce.com will become increasingly difficult but when is the question.

Dismal results, inexperienced management team, and pecuniary strategy points to a quick exit by hostile hedge funds.