GLG News by Semiconductor Experts in GLG Member Programs (California)

Virtualizing individual servers is not the future. The future of servers lies with modular computing elements virtualized into resource pools.

It may not be sexy, but the database is the heart of Oracle’s revenue stream. The new features are targeted directly at enterprise users. Upgrades won’t be quick, but a steady transition should occur over the next 2-4 years.

Eliminating the expensive AT&T contract makes the iPhone a real bargain, despite the high initial price. Not everyone is going to go the Skype route, but a lot of people will. Apple stands to sell a lot more iPhones than expected, but AT&T will make less than expected.

An IPO does not magically transform a money-losing business to a profitable one. It can be difficult to make a profit with the SAAS model, as NetSuite demonstrates. NetSuite is focused somewhat differently than Salesforce, although their markets overlap significantly.

Application limitations will be a short term issue.  AT&T being the controlling factor with slow EDGE data speed.  SKYPE for iPhone?

ShoreTel’s IPO is scheduled for the end of June. How good an investment it will be depends on whether ShoreTel can successfully compete with Cisco for VoIP customers.

Oracle’s acquisition strategy is clearly paying off. They are successfully integrating the pieces and executing to their published roadmap. This increases the pressure on their competition.

Plaxo would add an important component of social networking to Yahoo. Yahoo’s size and power might be just what Plaxo needs for growth.

IT managers have tried to stop innovation since there have been IT managers.  It causes them work and headaches that grow proportionally with the size of the operations.  I agree that if the CEO has one then the rest of the organization will follow.  There will also be renegades in the...

No big deal. Perhaps a little MACOSX envy?