GLG News by Red Hat Enterprise Linux Series Experts

1.  Oracle received its major revenue from Maintenance. 2.  Greater efficiencies will be gained inisde of Oracle to improve operating margins

Google’s free consumer Gmail has gained a large and loyal following.  Google would like to leverage that to dethrone Microsoft Exchange in enterprises.  While Microsoft should be careful not to underestimate the threat, Google faces formidable challenges, not least of which is security.

MAXroam is providing a solution to one of today’s biggest problems in mobile phones – the cost of International roaming.  They are offering both data and voice Internationally at reasonable rates.  They are potentially the next Skype, with a similar value and impact on the carriers.

Microsoft’s latest virtualization announcements are another nail in VMWare’s coffin  The key fact is not so much that Microsoft is offering this capability, since everyone knew it was coming.  The key fact is how soon and how cheaply it is available.   “Free” is always a compelling...

Talk about "hair on fire."

Red Hat’s acquisition of Qumranet will strengthen their virtualization offerings, thus providing more competition for VMWare and Microsoft.  Qumranet’s technology will move Red Hat significantly forward, particularly on desktop virtualization.  This is starting to raise the question of whether...

Both the server and PC markets seem to have held up very well during the past months, and barring a catastrophic collapse of the economy, likely will continue to do well.  Credit must go to the innovations in both technology and business processes achieved primarily by HP, Dell and Intel.

The next evolution of Xen software puts further pressure on VMWare’s market share and margins.  This is a clear indication that VMWare’s business model will require a major overhaul sometime in the next year or two.  Microsoft will be less impacted since they have less today. 

Intel’s next-gen Nehalem processor ups the performance bar, making it increasingly difficult for AMD.  Server manufacturers and software vendors will also be impacted, positively or negatively, by this generation of processors, which will also provide further impetus to cloud computing.

1. Using on-line apps as an experiment is possible 2. When will we see massive adoption?