GLG News by Performance Management Software Experts

Citrix will get a share of the virtualization market, but not enough to threaten VMWare’s domination.  Citrix “may” see a reasonable ROI on their $500M investment in XenSource, but it’s not likely to be comparable to EMC’s investment in VMWare.

Microsoft failed to get the ISO to recognize their Office Open XML as an ISO standard. They still have chances to change that vote, but the prospects don’t look promising for them.

The big will continue to get bigger; there is very little doubt about that trend continuing. The question will be who does it better? Financial institutions prefer to buy technology from large established providers. The SOX requirements to demonstrate a significant effort on vendor management drives...

Virtualization is moving from servers to desktops, but in a fragmented and disorganized fashion. The ubiquitous PC will not go away, but there remains plenty of room for a variety of desktop virtualization solutions.

SAP needs to make this case go away. Oracle wants to milk it as long as possible. The longer the case drags on and the bigger it gets, the worse the effects on SAP.

Now that Microsoft has saturated the OS and office productivity markets, they are attempting to move upstream into higher-margin businesses. There is vast untapped potential for BI, and Microsoft is well positioned to take a big chunk of that new business.

Every time AMD releases new technology, Intel follows up with their own release that trumps AMD. AMD has competitive offerings in the server and low-end consumer space, but they don’t have the resources to survive a long war.

The virtualization market is now big enough to be interesting, and the next few months are likely to provoke something of a feeding frenzy as the players get sorted out.

This deal will help Novell gain more credibility and a more complete product set. It also increases the pressure on BEA, making a sale just that much more likely.

Sun’s T2 chip is designed for specific purposes, and works very well for those purposes. It also has limitations that will prevent it from being a game-winner for Sun.