GLG News by Software Sellers who are GLG Leaders and Scholars
Analysis of:
Red Hat buys virtualization company for $107M (triangle.bizjournals.com)
Talk about "hair on fire."
Analysis of:
Cloud Computing: Anything as a Service (www.cioinsight.com)
Cloud computing will increase productivity, reduce technology burdens, and improve cash flows as monthly subscriptions/utility services. While we are at the forefront of a new technology generation, SaaS/cloud computing will evolve and as it does, client installed software, locally stored data...
Analysis of:
Cisco Won't Buy EMC, Will It? (www.informationweek.com)
I believe that both Cisco and EMC are expanding their base technologies to translate Data into meaningful Information. They both have capabilities to analyze and direct Data into predetermined and structured storage and processing domains. The translation of Data into meaningful Information for...
Analysis of:
Storage Earnings Going Nowhere but Up, Up and Away (blogs.eweek.com)
The different drivers for Enterprise and Consumer will remain stable and more dynamic on the consumer side. HDD vendors will grow constantly as data and units growth is exceeding growth by tech and price decline. New stars on storage to come up and might drive interesting aquisitions.
Analysis of:
Iomega Announces Termination of Share Purchase Agreement with ExcelStor Entities (www.freshnews.com)
Soho / consumer NAS will show stable growth in high 2digits over the next years. While the competition environement has become more close over the last 2 years, this segment is still in the beginning. Iomega offers a well known brand and market awareness for the low end segment.
Analysis of:
Congress Told Home Buyer Tax Credit Would Help Rally Economy (www.lawnandlandscape.com)
No one noticed the stimulus for hell and now we get a new one.
Analysis of:
Hitachi Data Systems and Ciena Sign Global Partnership Agreement (biz.yahoo.com)
In depth partnership between Ciena and Hitachi Data Systems will suggest both companies are targeting the ISP / Telecommunication market and are expecting further changes in regulations how (long) critical data in the www has to be stored tomorrow.
Analysis of:
Cisco Signals Trouble Ahead (money.cnn.com)
1) Due diligence is expected and the news of tightening belts was predicted.
2) In the last quarter we have found all verticals are experiencing some level of conservative spending.
3) However, we have also seen increased spending with some vendors and/or specific vendor products and solutions. ...
Analysis of:
Cisco Signals Trouble Ahead (money.cnn.com)
I will agree, that a collapse is overkill. But I see a softening of transactions and more projects help up at CFO level and because companies can't hire, and retain talent efficiently. This talent is the hold up of implementing new technologies, none the least is datacenter challenges around power. ...
Analysis of:
Riverbed Shares Jump on Upbeat Note (biz.yahoo.com)
WAN optimization may not be considered a luxury when customers have no choice but to add it to their infrastructure when bandwidth options are limited and response times have eroded. Adding more bandwidth or server power does not solve all latency and performance issues, and optimization...
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