GLG News by Security Software Sellers (North America)

VMware has first mover advantage, but they are not alone in this "new" space of server virtualization. When will Microsoft enter this space? And if they do how will it impact VMware? Is VMware doing enough to stay ahead of the game?

Data-at-rest encryption is easy: anyone who has a computer science degree can create one or better still download a free encryption source program from some open source website. The REAL problem is key management!

The most recent round of virtualization technology has been highlighted by the dynamic emergence of VMware as one of the hottest products around. Of course virtualization has been around a long time both on the mainframe (IBM) and the desktop (Citrix). But why has this latest round of products grabbed...

Microsoft wants to force users to use Vista. Turning over IT systems to Vista is not necessarily what end user consumers want. Microsoft, although duly invested in selling updates for profit can not force IT departments to max out their software budgets on a new operating system when the old one works...

When IHS bought Jane's earlier this year, many people focused on the synergies with IHS Engineering and CERA and if IHS could play its cost cutting magic on Jane's, but the bigger long term implication may be the relationship IHS is building with the Thomson family through their Woodbridge trust.

IHS' stock price has soared as the Energy division has been on a blistering growth pace this year, aided by a strong acquisition strategy.  Could it be that Wall Street is too hung up on Energy's growth and not being realistic in comparing IHS to its peer group?    

As I stated in a previous analysis, I worry about IHS if Energy were to slow down.  That slow down didn't come this quarter, but they are still hiding IHS Engineering.  What could this mean in the long term?    

SOA can be very useful if done correctly. SOA will be subjective. Vendor by Vendor SOA must be tied to policy.

iPhones were too expensive: Apple did not get the pricing correct at the beginning. Apple made a bad decision limiting the service to one carrier - A T and T. Apple is making poor marketing decisions which may not only cost the company sales in the short term but may have a negative impact on the...

Tthey are hoping that this credit and reduction in price will increase sales since retail session begins in fourth quarter.  They made a mistake in the pricing and now they are trying correct it.  I will be curious to see if the pricing drops again in December.  My opinion is that it...