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

HP maintains worldwide leadership, but Dell is staging a comeback.  HP may be able to leverage their wide array of products for an advantage.  The second-tier vendors will continue to do well in places but seem to have little chance of unseating either Dell or HP.  Apple is a dark horse...

At a market cap of $7-8B and $2+B in the bank, along with healthy free cash flow, Sun is starting to look ripe for an acquisition.  It’s becoming increasingly clear that Sun’s current business model isn’t working, but their IP, customer base, brand recognition and employee base makes them attr...

VMWare is doing great, so how could they be in trouble?  By having both Microsoft and open source invade their market.  Their easy growth is in the past, and now the question becomes whether they can thrive in a highly competitive environment.

1. Power consumes more than the cost of the PC. 2.  Virtualization of PC's can reduce the IT budget.

According to the media and several prominent individuals, SaaS is the future of the software business.  The “old-fashioned” licensed software model is doomed.  Yet the most profitable and biggest software companies have only a limited presence in SaaS.  Does this mean they are out of...

Motorola’s new camera phone won’t be enough to resuscitate their ailing handset business, but it does show that some innovation still lives within Motorola.  This is not the second coming of the RAZR, but is a good beginning if they can follow with other innovative products.

Typically the macro economy does not have immediate effect to the healthcare market.  As the current US economy struggles from the rising cost of fuel and burst of the housing and mortgage bubble the effect is beginning to be realized in various areas that impact the healthcare marke...

This article hits the mark on the financial aspect of EHR adoption. The other challenge is realizing the value of electronic over traditional paper in bridging the gap of the techno phobia that inhibits adoption.

1.  Choosing one vendor that can give you data storage 2.  Completes the picture for servers and storage as well as desktops and laptops

The move from rotating disks to Solid State Disks (SSD) is happening faster than most predicted.  Rotating disk vendors such as Seagate will likely see margins erode as they lose the high-end disk business to SSD.