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J. Bruce Daley, Principal

J. Bruce DaleyPrincipalGreat Divide Research What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Microsoft Protects its Flanks to Save It's Ass

November 18, 2009

Microsoft, Taiwan to develop cloud computing technology | www.totaltele.com

* Microsoft is making a defensive alliance to complete its stack* Fortunes will be made and lost developing cloud offerings* Despite the hype Cloud Computing is a real long term trend

J. Bruce Daley, Principal

J. Bruce DaleyPrincipalGreat Divide Research What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

What You Don't Know Can Hurt You

November 4, 2009

A trip into the secret, online 'cloud' | edition.cnn.com

* In the cloud where data is located is not as important as how it is managed* As people become more dependant on the cloud legal and political issues will arise* Cloud companies have new revenue streams based on how they manage the cloud and resolve these issues

Cliff Bell, Chief Information Officer

Cliff BellChief Information OfficerINFOGAIN CORPORATION What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Microsoft launches competition for Google Apps.????

September 20, 2009

Will You Use Microsoft's Office Web Apps? | www.microsoft-watch.com

1. Will Microsoft's launch of a web-based office suite undermine their current office products?2. Does Microsoft know how to deliver web applications?3. Can Google reach the enterprise?

James MeyersChief Executive Officer Alpha Media What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Coinstar’s Redbox Expands Relationships with Studios

August 31, 2009

Redbox Sues Studio Over Access to Films | online.wsj.com

Redbox’s future will ultimately be affected by a number of variables, starting with whether or not the Universal (NYSE: GE), Fox and Warner Brothers studios succeed in their struggle to create a kiosk release window.

Michael Bonfils, President and Worldwide Director

Michael BonfilsPresident and Worldwide DirectorSEM International What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Baidu - Tough times ahead? Probably NOT.

August 28, 2009

Baidu -- A Sleeping Giant Awakens | searchenginewatch.com

The article  emphasizes the issue's advertisers are having as they change from an old legacy system of Baidu  to a new interface that almost mirrors Google. Will this ultimately be a positive or a negative for the Chinese Search engine? How will it affect Google's position in China?  In my analysis, I explore some more details left out of the original article.

James MeyersChief Executive Officer Alpha Media What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

With Financing in Place, DreamWorks to Produce Six Movies a Year

August 20, 2009

Spielberg Gets Funds to Start Up New Studio | online.wsj.com

DreamWorks is able to achieve what many Hollywood producers have been unable to do: secure new sources of film funding in financially difficult times.

James MeyersChief Executive Officer Alpha Media What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Sony Pictures Signs Multiyear Agreement with Redbox

July 24, 2009

Studios Rethink Redbox | online.wsj.com

1. Sony Pictures (NYSE: SNE) has signed a multiyear deal to supply Redbox's (NASDAQ: CSTR) video rental kiosks. 2. Deal minimizes sell-thru of used Sony DVDs, while maximizing Sony non-theatrical titles.

Cliff Bell, Chief Information Officer

Cliff BellChief Information OfficerINFOGAIN CORPORATION What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Breakup of the Wintel alliance caused by Netbook

June 1, 2009

Intel goes after Windows 7 on netbooks with Linux | www.computerworld.com

1. Economy forces partners to go it alone.  2. Does Intel know software?

James MeyersChief Executive Officer Alpha Media What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Hulu’s Traction Causing Friction with Multichannel Operators

May 14, 2009

Disney Teams Up With Other Networks Online, Buying Stake in Hulu Site | online.wsj.com

1. As online viewership grows, Pay TV companies reconsider sharing their content for free     2. Multichannel companies such as Comcast (CMCSA), Time Warner Cable (TWC) and DIRECTV (DTV) pay cable networks billions of dollars each year to carry programming

Cliff Bell, Chief Information Officer

Cliff BellChief Information OfficerINFOGAIN CORPORATION What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Will Netbooks be the place where Microsoft stumbles?

April 27, 2009

Maker: First Android netbook to cost about $250 | www.computerworld.com

1. Low price competition with good enough computing environment means Microsoft must get it right with System 7. 2. If a netbook costs less than a Ipod touch, will the number of netbooks increase beyond the number of Ipods?

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