GLG News by Server Purchasers

1.  Commodity computing is here and managing servers is not core to the business. 2.  Focus IT on solving business problems.

Oracle is getting close to delivering on their promises about Fusion.  If the final suite of products can match the early previews, they have achieved a “game-changer” in enterprise applications.

Other OEMs are developing business strategy on VMWare's innovations? As a consequence the expanding competition landscape is threat to VMWare's market share?

1. Paper and Pen are a natural for people when it comes to ideas and creativity 2. Simplicity is important when it comes to design

Riverbed jumped into the WAN optimization market with innovative technology and an effective business plan.  Their success has justified the market, but they face an uphill battle against the big network vendors.  Ongoing innovation gives them some hope, but their long-term viability is at...

The release schedule for Windows 7 effectively means most enterprises will go directly from XP to 7.  Windows 7 appears to be Vista done right, with problems addressed and some nice functionality added.  If delivered as promised it should maintain Windows’ position in the market.

1.  The success of the iPhone is not its touch screen alone but rather the interface 2.  Will the interface of a touch screen work with a blackberry?

1.  Lawsuits are a reflection that the market competition is very intense. 2.  Craigslist needs to focus on product solutions

Difficulty in turning the potential opportunity into sales     

Sun has tied its future to open source, but seems clueless on how to monetize open source.  Worse yet, they don’t seem to care!  Meanwhile their core revenue stream continues to dwindle.  Future prospects don’t look good.