GLG News by Performance Management Software Experts (North America)

The best course for Microsoft is to release the next OS ahead of schedule and write Vista off as an interim step.  If Microsoft can get a solid Windows 7 released in the middle of 2009 they will retain their hold on the desktop market.  If not, they risk losing a large percentage of...

With the overall state of the economy a general slowdown in technology companies is inevitable.  That does not equate to a collapse akin to 2001 or the current Financial Services sector.  Unless something changes only the weak companies will be hurt severely.

Microsoft has made surprising progress in the last 2-3 years to get into Gartner’s leaders magic quadrant.  The recent massive consolidation in the BI market gives Microsoft a window of opportunity to win market share at the expense of the well-known vendors. 

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.

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!

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...

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...

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...

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...

VMWare has long dominated the virtualization market, but with Citrix’ purchase of XenSource it has the tools and the motivation to take a portion of that market.  VMWare has excellent products, but is vulnerable on pricing.  Citrix will be a strong competitor and will be putting pressure on...