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

MAXroam is providing a solution to one of today’s biggest problems in mobile phones – the cost of International roaming.  They are offering both data and voice Internationally at reasonable rates.  They are potentially the next Skype, with a similar value and impact on the carriers.

Microsoft’s latest virtualization announcements are another nail in VMWare’s coffin  The key fact is not so much that Microsoft is offering this capability, since everyone knew it was coming.  The key fact is how soon and how cheaply it is available.   “Free” is always a compelling...

Red Hat’s acquisition of Qumranet will strengthen their virtualization offerings, thus providing more competition for VMWare and Microsoft.  Qumranet’s technology will move Red Hat significantly forward, particularly on desktop virtualization.  This is starting to raise the question of whether...

Both the server and PC markets seem to have held up very well during the past months, and barring a catastrophic collapse of the economy, likely will continue to do well.  Credit must go to the innovations in both technology and business processes achieved primarily by HP, Dell and Intel.

The next evolution of Xen software puts further pressure on VMWare’s market share and margins.  This is a clear indication that VMWare’s business model will require a major overhaul sometime in the next year or two.  Microsoft will be less impacted since they have less today. 

Intel’s next-gen Nehalem processor ups the performance bar, making it increasingly difficult for AMD.  Server manufacturers and software vendors will also be impacted, positively or negatively, by this generation of processors, which will also provide further impetus to cloud computing.

1. Using on-line apps as an experiment is possible 2. When will we see massive adoption?

I believe that both Cisco and EMC are expanding their base technologies to translate Data into meaningful Information.  They both have capabilities to analyze and direct Data into predetermined and structured storage and processing domains. The translation of Data into meaningful Information for...

Rumors abound that Cisco might purchase EMC, but that seems very unlikely given the cost involved and the lack of apparent synergy.  Cisco could, however, purchase VMWare.  Cisco has made virtualization a key strategic focus, and adding VMWare would instantly catapult them to the top of the...

Microsoft’s acquisition of DATAllegro should put to rest any skepticism on whether Microsoft is serious about the data warehouse and Business Intelligence (BI) market.  They have been progressively moving more into BI and data warehouses for several years, but have focused on the low-end BI user. ...