GLG News by Microsoft Vista OS Experts
Analysis of:
Riverbed Shares Are Overvalued Says Goldman, S&P (blogs.barrons.com)
Riverbed jumped into the WAN optimization market with innovative technology and an effective business plan. Their success has justified the market, but they face an uphill battle against the big network vendors. Ongoing innovation gives them some hope, but their long-term viability is at...
Analysis of:
Windows 7 to use touch-screen interface; new OS due in late '09, Ballmer says (www.computerworld.com)
The release schedule for Windows 7 effectively means most enterprises will go directly from XP to 7. Windows 7 appears to be Vista done right, with problems addressed and some nice functionality added. If delivered as promised it should maintain Windows’ position in the market.
May 27, 2008
Can RIM's "iPhone killer" capture the hearts of their users or is it just matching features?
Analysis of:
RIM to launch ‘dual mode’ handset (www.ft.com)
Can RIM's "iPhone killer" capture the hearts of their users or is it just matching features?
1. The success of the iPhone is not its touch screen alone but rather the interface 2. Will the interface of a touch screen work with a blackberry?
Analysis of:
Craigslist sues eBay, alleges corporate spy plan (uk.reuters.com)
1. Lawsuits are a reflection that the market competition is very intense. 2. Craigslist needs to focus on product solutions
Analysis of:
Sun Still Clings to Java Dominance Pitch (seekingalpha.com)
Sun has tied its future to open source, but seems clueless on how to monetize open source. Worse yet, they don’t seem to care! Meanwhile their core revenue stream continues to dwindle. Future prospects don’t look good.
Analysis of:
Desktop Virtualization Drives Security, Not Just Dollar Savings (www.informationweek.com)
Desktop virtualization promises huge savings in TCO, improved security, good user experience, improved manageability, etc. Despite these advantages, it has many issues that have so far prevented widespread adoption, and likely will always limit adoption.
Analysis of:
Skype claims improved voice quality for version 3.8 software (www.networkworld.com)
1. Skype clarity has improved to where it is as good as cell phone 2. The feature of sharing information make it a low cost form of webex
Analysis of:
Facebook users willing to let employers see profiles (www.reuters.com)
1. Getting work done also involves knowing your fellow employees outside of work 2. Some companies are starting to use facebook as a way to connect employees
Analysis of:
Interop: Oracle Looks Beyond ERP (www.informationweek.com)
Oracle’s applications have both wide and deep functionality, but that’s not enough anymore. As younger users move into positions of influence intuitive interfaces and social networking features become increasingly important. The applications vendor that “gets” this will be in a commanding...
Analysis of:
The Mac in the Gray Flannel Suit (www.businessweek.com)
Apple cannot win the enterprise market for the Mac, but Microsoft can give it to them. When the resurgence of the Mac is combined with Microsoft’s continuing insistence on selling Vista to enterprises, the door is open to Apple gaining a solid presence in the enterprise market.
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