GLG News by Product Lifecycle Management Software Experts
Analysis of:
Freddie to Finance Jumbo Loans (online.wsj.com)
Freddie Mac (GSE - Government-Sponsored Enterprises) wastes no time and begins to finance $10 billion to $15 billion in jumbo mortgages from big lenders. This follows the actions of other GSE's to add liquidity into the real estate market. I sincerely believe that this effort will help to flatten...
Analysis of:
Mortgage applications up, FHA index climbs more (www.reuters.com)
Current 'so called' mortgage metrics are not necessarially useful now or in the future. Ratios and numbers can always leave room for interpretaion and misdiagnosis. Definately positive refi action is taking place for the strapped borrowers and principal committed investors; the GSE's should keep...
Analysis of:
WaMu Ditches the Wholesale Mortgage Biz (www.businessweek.com)
a) Ease investor anxiety NOW b) Secondary Mortgage Market Investors have been worried that recent data indicate a slowing economy, which would continue to cut into potential profit growth and actual principal at some of the nation's biggest mortgage companies, and portfolios.
Analysis of:
WaMu Ditches the Wholesale Mortgage Biz (www.businessweek.com)
a) it does appear that the independent mortgage broker is going the way of the independent insurance agent and the independent fee based financial planner
b) technlogy will be key in providing the independent mortgage broker, the acutal end-user (borrower) and actual owner-buyer-investor of...
Analysis of:
Study: subprime crisis spurs lawsuits (money.cnn.com)
a) existing federal, state amd municpal compliance check and balances exist
b) move Rating Agency solutions to subprime mortgage losses in the large secondary market traunces into the origination systems & procedures
Analysis of:
Google, Salesforce.com Integrate Apps (www.redherring.com)
The integration of Google Apps into Salesforce.com’s products can only help both companies, so it is certainly not going to help Microsoft. On the other hand, this level of integration has been available for quite a while between Microsoft’s Outlook and ERP solutions, so it’s not likely to have...
Analysis of:
Will Microsoft deliver Windows 7 next year? (www.infoworld.com)
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...
Analysis of:
Cisco Signals Trouble Ahead (money.cnn.com)
I will agree, that a collapse is overkill. But I see a softening of transactions and more projects help up at CFO level and because companies can't hire, and retain talent efficiently. This talent is the hold up of implementing new technologies, none the least is datacenter challenges around power. ...
Analysis of:
Cisco Signals Trouble Ahead (money.cnn.com)
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.
Analysis of:
Microsoft Gets Gartner's Business Intelligence Top Ranking (www.informationweek.com)
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.
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