GLG News by Server Purchasers

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

Microsoft's recent announcements in the virtualization arena prove that they are serious about their role in competing with VMware & Citrix: 1) Their new management tool for migrating Virtual Apps from one physical device to another (like VMware's VMotion) show that they continue to make progress...

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...

The move is important as Dell seeks to improve results. Is the location and ownership of factories important (as part of the supply chain management) for the company? Will Dell suffer product quality issues?

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...

SSD's (Solid State Drives) are still not viewed as a mature technology for critical or long-term data storage.  SSD's still have three major hurdles to overcome before they achieve mainstream acceptance; cost, write performance, and reliability/durability.  Hard Drive manufacturers are looking...

Instant application access will be in high demand to meet the ever-increasing needs of a very busy and more mobile workforce.  This technology will become a required feature once it hits the mainstream business market. Companies like Apple, HP, and IBM are all currently exploring this...

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.