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GLG News by Red Hat Enterprise Linux Series Experts

Paul Massie, Consultant
Self Employed
Analysis of: Cisco Won't Buy EMC, Will It? (www.informationweek.com)
Rumors abound that Cisco might purchase EMC, but that seems very unlikely given the cost involved and the lack of apparent synergy.  Cisco could, however, purchase VMWare.  Cisco has made virtualization a key strategic focus, and adding VMWare would instantly catapult them to the top of the...
Paul Massie, Consultant
Self Employed
Analysis of: Microsoft To Buy DATAllegro (www.informationweek.com)
Microsoft’s acquisition of DATAllegro should put to rest any skepticism on whether Microsoft is serious about the data warehouse and Business Intelligence (BI) market.  They have been progressively moving more into BI and data warehouses for several years, but have focused on the low-end BI user. ...
Paul Massie, Consultant
Self Employed
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...
Paul Massie, Consultant
Self Employed
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...
Paul Massie, Consultant
Self Employed
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.
Cliff Bell, Chief Information Officer
Cliff Bell, Chief Information Officer
Infogain Corporation
Analysis of: Data Centers Nearing Power-Usage, Cost Crisis (www.eweek.com)
1. Power consumes more than the cost of the PC. 2.  Virtualization of PC's can reduce the IT budget.
Paul Massie, Consultant
Self Employed
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...
Paul Massie, Consultant
Self Employed
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.
Cliff Bell, Chief Information Officer
Cliff Bell, Chief Information Officer
Infogain Corporation
Analysis of: HP to Join 'Data Dedupe' Crowd (www.eweek.com)
1.  Choosing one vendor that can give you data storage 2.  Completes the picture for servers and storage as well as desktops and laptops
Paul Massie, Consultant
Self Employed
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.

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