GLG News by Red Hat Enterprise Linux Series Experts
Analysis of:
Oracle sheds light on its acquisition strategy (news.zdnet.co.uk)
Growing by acquisition at some level seems like an easy approach to taking over much of the market, yet repeated failures through the years in various businesses have clearly demonstrated it is a road laden with minefields. Oracle has figured out how to avoid those minefields and appears set to...
Analysis of:
Nearly Half Of U.S. Tech Companies Outsource Offshore (www.informationweek.com)
Many technology companies depend on cheap offshore labor to control their labor costs. As the dollar continues to weaken those costs are escalating. Similarly, offshoring companies depend on selling services in the US, and the weakening dollar makes those services more expensive and will...
Analysis of:
Elgan: Was Windows XP Microsoft's last good OS? (www.computerworld.com)
1. Microsoft is planning another operating system in a few years, so why upgrade. 2. Microsoft seems to have lost the operating system was on mobile devices to Apple
Analysis of:
Novell up on 2008 Outlook (www.forbes.com)
Novell’s last quarterly results show an impressive turnaround in their business, but the bulk of their revenues are still from legacy products. While SuSE is doing much better, largely due to the Microsoft deal, there’s still a long way to go for the new products to provide Novell’s overall g...
Analysis of:
Novell up on 2008 Outlook (www.forbes.com)
1. Microsoft continues to drive Novell's growth. 2. Novell buys more growth in the virtualization space. 3. Windows Server 2008 is a ripe opportunity for Novell.
Analysis of:
Oracle To Boost SaaS Efforts With Upgraded Siebel CRM On Demand (www.informationweek.com)
Oracle would like to be a leader both in SaaS and premises software. The latest release of Siebel CRM On Demand is their attempt to conquer both worlds and ensure their prized enterprise customers don’t defect to Salesforce.com. This release will likely have limited impact on Salesforce.com...
Analysis of:
Microsoft to Stop Making HD DVD Players for Xbox (www.nytimes.com)
With the demise of Toshiba's HD-DVD format, game makers will be looking for the consumer friendly format that supports vast amounts of data for today's games.
Analysis of:
Internet Access Updates: DSL (Roughly) Doubles Downstream (www.edn.com)
1. Faster bandwidth leads to more options for remote workers. 2. Support for remote workers give IT executives more flexibility.
Analysis of:
Citrix Beta Of XenServer 4.1 Targets March Production (www.informationweek.com)
VMWare has long dominated the virtualization market, but with Citrix’ purchase of XenSource it has the tools and the motivation to take a portion of that market. VMWare has excellent products, but is vulnerable on pricing. Citrix will be a strong competitor and will be putting pressure on...
Analysis of:
HP's 1Q Profit Rises 38 Percent (biz.yahoo.com)
HP’s good news story continues quarter after quarter. 2008 promises to be a year of increasing challenges to their good news, with Dell rebounding and the overall economic outlook gloomy. Some day HP’s growth via market share gains and cost cutting will end. Will that day be in 20...
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