GLG News by Product Lifecycle Management Software Experts
Analysis of:
PC shipments grew faster than expected in 2Q (biz.yahoo.com)
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...
Analysis of:
Shrinking Sun under the gun (www.theregister.co.uk)
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...
Analysis of:
Microsoft vs. VMware: Rumble in the virtual world (www.infoworld.com)
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.
Analysis of:
Oracle Will Keep Shopping, Just Not in the SaaS Aisle (finance.yahoo.com)
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...
Analysis of:
Motorola Impresses With 5-Megapixel Camera Phone (www.informationweek.com)
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.
Analysis of:
HP to Acquire EDS for $13.9 Billion (www.hp.com)
HP is a long time solid provider of computer hardware, and EDS (founded the information technology out-sourcing industry more than 45 years ago) is a longtime provider of system services. The Plan of Merger, dated as of May 13, 2008, by and among EDS, Hewlett-Packard Company and Hawk Merger...
Analysis of:
HP adding solid-state memory to its servers (www.infoworld.com)
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.
Analysis of:
HOME INVENTORY INCREASES IN MAY (www.lvrj.com)
With 45 percent of contingent sales identified as "short sales," or sales in which the lender will be required to accept less than the principal balance owed, we can't expect investor demand to grow. Investors currently have other more liquid and stable securities to place their bets, and...
Analysis of:
Enterprise 2.0: Oracle Plans New Business Apps, With A Social Twist (www.informationweek.com)
Oracle is getting close to delivering on their promises about Fusion. If the final suite of products can match the early previews, they have achieved a “game-changer” in enterprise applications.
Analysis of:
Riverbed Shares Are Overvalued Says Goldman, S&P (blogs.barrons.com)
Riverbed jumped into the WAN optimization market with innovative technology and an effective business plan. Their success has justified the market, but they face an uphill battle against the big network vendors. Ongoing innovation gives them some hope, but their long-term viability is at...
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Expert Analyses | Source Article
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