GLG News by Radio Frequency Identification Experts
Analysis of:
Chipset vendors jostle for position in WiMAX handsets (www.wimaxtrends.com)
1. There is a lot of noise about WiMax being 4G technology for mobile devices including cellular phones. While this is probably true Wimax standard is not finalized yet and this fact makes the technology developers a risky companies to invest in. 2. NextWave is spending huge amount of money...
September 24, 2007
Investors looking for double digit growth in SOA vendors are likely to be disappointed.
Analysis of:
SOA Market Forecasted at $15.4B by 2013 (www.gridtoday.com)
Investors looking for double digit growth in SOA vendors are likely to be disappointed.
SOA is not a revolutionary market. The key SOA concepts have been around for more than 20 years and tools that implements these concepts have been in the marketplace for more than 10 years. This is an evolutionary market that will benefit system integration companies and not the product...
September 20, 2007
Despite Microsoft's setback, there is a far bigger question at hand: What might this mean for other major software players? Oracle... SAP...
Analysis of:
Microsoft's Big European Defeat: What Now? (www.businessweek.com)
Despite Microsoft's setback, there is a far bigger question at hand: What might this mean for other major software players? Oracle... SAP...
Intuitively, perhaps naively, I regard intellectual property/capital as sacrosanct of the creator of the property. Here is a case where the owner of such intellectual capital/property has no rights and, in my view, this is wrong.
Analysis of:
Apple Sets iPhone Price at $399 for this Holiday Season (www.apple.com)
BOM and Cost of Typical Cell Phone Bill Of Materials (BOM) for cell phone is constantly falling. This is especially true for gsm/gprs/edge phones built in high volumes. I summarize the BOM cost of typical and mature phone based on Nokia 7820. Nokia 7820 is the mid/high end phone that has been introduced...
September 18, 2007
Integrated Threat Management: Enterprise Security Software Market is at Crossroads
Analysis of:
Zombie Pfizer Computers Spew Viagra Spam (www.wired.com)
Integrated Threat Management: Enterprise Security Software Market is at Crossroads
Building an integrated threat and vulnerability management framework is essential to meet today’s enterprise security needs. Layered defense, the centuries old security mantra, is more applicable than ever to ensure security of enterprise IT assets, whether they are computing devises, network elements,...
Analysis of:
Banks Ready First Data Loan Sale (online.wsj.com)
From an equity holder standpoint a lot can go wrong with the payment processor’s LBO and enterprise value creation. However, for debt holders near-term risks are modest.
Analysis of:
Icahn calls for a sale of BEA Systems (www.news.com)
BEA is a company with sticky products, satisfied customers and its employees are among the brightest in the computer industry. Perhaps, due to the value it brings to a wide range of industry segments, the company is best off staying independent.
September 11, 2007
The advent of a new era in trying to find out who is allied to whom and for why...
Analysis of:
Google's online software gets boost in business world (www.cbc.ca)
The advent of a new era in trying to find out who is allied to whom and for why...
Capgemini intends to start promoting Google software to it's client base. It is all but certain every other consultancy will jump on the badwagon - they do so much tend to follow each other around.... The question is.... How will Microsoft react?
Analysis of:
Office 2.0: The future of applications (blogs.zdnet.com)
SaaS continue to grow at a staggering 30% CAGR, but will remain to be a small drip in the worldwide software market.Pure-play SaaS will be limited to a few segments of the software spectrum and the collective share of that will be less than 5% of the overall software market in next five yearsEvolution...
Analysis of:
Microsoft Is Rebuffed by Standards Body (www.nytimes.com)
Industry standards are meant to be universally accepted concepts, formats, structures, and/or capabilities which are commonly accepted amongst all users and vendors as the most appropriate way to do something. When a vendor like Microsoft attempts to create a standard the question that has to be asked...
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