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GLG News by Network Management IT Infrastructure Software Evaluators (North America)

Paul Massie, Consultant
Self Employed
Analysis of: Flash vs. hard drive battle heats up (bigtech.blogs.fortune.cnn.com)
The only thing preventing flash memory from taking over the notebook market is price.  With prices on flash currently in free-fall, that barrier is likely to be reduced or removed in the next few months.  Seagate and Western Digital’s patents are not likely to protect their market share.
Cliff Bell, Chief Information Officer
Cliff Bell, Chief Information Officer
Infogain Corporation
Analysis of: One-third of Asus Eee PC users to run Linux (desktoplinux.com)
1. Saving money in areas where basic computing is sufficient will increase in the coming years. 2. Linux is in the server room making support a possibility.
Paul Massie, Consultant
Self Employed
Analysis of: Apple Faces Challenges In Driving iPhone Adoption By Business (www.informationweek.com)
The iPhone has such a wide following among consumers, many of whom hold influential positions in enterprises, that some penetration into enterprises will happen quickly.  Once that early stage is past, however, future growth promises to be more difficult.  RIM is a formidable competitor!
Paul Massie, Consultant
Self Employed
Analysis of: Oracle sheds light on its acquisition strategy (news.zdnet.co.uk)
Growing by acquisition at some level seems like an easy approach to taking over much of the market, yet repeated failures through the years in various businesses have clearly demonstrated it is a road laden with minefields.  Oracle has figured out how to avoid those minefields and appears set to...
Paul Massie, Consultant
Self Employed
Analysis of: Nearly Half Of U.S. Tech Companies Outsource Offshore (www.informationweek.com)
Many technology companies depend on cheap offshore labor to control their labor costs.  As the dollar continues to weaken those costs are escalating.  Similarly, offshoring companies depend on selling services in the US, and the weakening dollar makes those services more expensive and will...
Cliff Bell, Chief Information Officer
Cliff Bell, Chief Information Officer
Infogain Corporation
Analysis of: Elgan: Was Windows XP Microsoft's last good OS? (www.computerworld.com)
1.  Microsoft is planning another operating system in a few years, so why upgrade. 2.  Microsoft seems to have lost the operating system was on mobile devices to Apple
Paul Massie, Consultant
Self Employed
Analysis of: Novell up on 2008 Outlook (www.forbes.com)
Novell’s last quarterly results show an impressive turnaround in their business, but the bulk of their revenues are still from legacy products.  While SuSE is doing much better, largely due to the Microsoft deal, there’s still a long way to go for the new products to provide Novell’s overall g...
Steve Brannon, President
7Consulting
Analysis of: Novell up on 2008 Outlook (www.forbes.com)
1.  Microsoft continues to drive Novell's growth. 2.  Novell buys more growth in the virtualization space. 3.  Windows Server 2008 is a ripe opportunity for Novell.
Paul Massie, Consultant
Self Employed
Analysis of: Oracle To Boost SaaS Efforts With Upgraded Siebel CRM On Demand (www.informationweek.com)
Oracle would like to be a leader both in SaaS and premises software.  The latest release of Siebel CRM On Demand is their attempt to conquer both worlds and ensure their prized enterprise customers don’t defect to Salesforce.com.  This release will likely have limited impact on Salesforce.com...
Analysis of: Microsoft to Stop Making HD DVD Players for Xbox (www.nytimes.com)
With the demise of Toshiba's HD-DVD format, game makers will be looking for the consumer friendly format that supports vast amounts of data for today's games.

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