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GLG News by Software Sellers who are GLG Leaders and Scholars

Christopher Boone, President and Chief Executive Officer
AppCentral, Inc.
Analysis of: Apple Faces Challenges In Driving iPhone Adoption By Business (www.informationweek.com)
Security issues + poor keyboard form factor + lack of Exchange 2003 compatibility + high cost all equate to lack of adoption by businesses as RIM replacement.
Steve Brannon, President
7Consulting
Analysis of: Novell up on 2008 Outlook (www.forbes.com)
1.  Microsoft continues to drive Novell's growth. 2.  Novell buys more growth in the virtualization space. 3.  Windows Server 2008 is a ripe opportunity for Novell.
Hans van Rietschote, Senior Director
Hans van Rietschote, Senior Director
Symantec Corporation
Analysis of: http://www.infoworld.com/article/08/02/07/Google-Apps-edition-bypasses-IT-department_1.html?source=NLC-DAILY&cgd=2008-02-07 (www.infoworld.com)
Google's team edition of Google apps seems like an IT worst nightmare: all the company documents on a public server. But is it really that bad? What about having all your sales leads on a public server, wouldn't that be even worse? Oh wait isn't that what salesforce.com is all about? Completely outsourced...
Scott Holcomb, Chief Executive Officer
Scott Holcomb, Chief Executive Officer
HOLCOMB ENTERPRISES
February 5, 2008
Got it dead wrong
Analysis of: Spyware forum: Computer users often to blame for problems (www.computerworld.com)
Virus is not spyware; To much money to prevent malware.
Scott Holcomb, Chief Executive Officer
Scott Holcomb, Chief Executive Officer
HOLCOMB ENTERPRISES
Analysis of: Wall Street scores VMware's Q4 results an error (www.computerworld.com)
Virtualization is here; Squeamish brokers only control short term markets; VMware has strong and stable product offerings.
John Pironti, President
John Pironti, President
IP Architects LLC
Analysis of: Internet failure hits two continents (www.cnn.com)
Business continuance will now become a top of mind issue, especially in global outsourced solutions.
January 28, 2008
Good news for AMD!
Analysis of: AMD: Is The Worst Over? (seekingalpha.com)
While the more or less $600 million foreign investment may not be enough to save AMD, the news yesterday of IBM's interest is.  While it is still open whether IBM is simply going to partner with AMD or to purchase the chip manufacturer, it is all good news. 
Hans van Rietschote, Senior Director
Hans van Rietschote, Senior Director
Symantec Corporation
Analysis of: MySpace Bug Leaks 'Private' Teen Photos to Voyeurs (www.wired.com)
So if even a MySpace has bugs that exposes private data of their users to anyone on the web, then what about all the other web sites where we enter our private data? How do we know that the banking web site or the credit card web site doesn't have the same kinds of "bugs"? Consumers are trusting more...
Scott Holcomb, Chief Executive Officer
Scott Holcomb, Chief Executive Officer
HOLCOMB ENTERPRISES
January 17, 2008
Of Course - Why Not
Analysis of: Sun Microsystems Announces Agreement to Acquire MySQL, Developer of the World's Most Popular Open Source Database (www.sun.com)
LAMP is the future of the Internet; MySQL has a toe hold with good partners; Consolidation, in this case, is good.
Hans van Rietschote, Senior Director
Hans van Rietschote, Senior Director
Symantec Corporation
Analysis of: Sun Microsystems Announces Agreement to Acquire MySQL, Developer of the World's Most Popular Open Source Database (www.sun.com)
Sun is buying MySQL for almost a billion dollars. This looks like a big gamble. Why are they doing this? Is MySQL worth that much?

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