GLG News by Software Sellers who are GLG Leaders and Scholars

If Apple does indeed allow for their MacOS to run inside a Virtual Machine then people will no longer have to buy Apple computers to run MacOS.  This could open the way for Apple's MacOS to be used inside corporations who normally do not want to spend too much money on "computers that look pretty"....

VMware has first mover advantage, but they are not alone in this "new" space of server virtualization. When will Microsoft enter this space? And if they do how will it impact VMware? Is VMware doing enough to stay ahead of the game?

1.  Oracle purchasing BEA makes good buisness. 2.  Oracle's Fusion delays may be a contributing factor 3.  IBM and SAP are probably not interested in bidding.

Data-at-rest encryption is easy: anyone who has a computer science degree can create one or better still download a free encryption source program from some open source website. The REAL problem is key management!

1.  Linux is not ready for Enterprise Primetime - It's all about integration 2.  Primary factors are collaboration and hidden costs

Is Sony preparing to launch a lower cost PS3 alternative in the US? How will a lower price point affect the current hardware market? Why will the consumer care?

Microsoft gets serious about e-commerce with acquisition of Jellyfish, an innovative community-based shopping service that offers great deals to shoppers, and makes merchants happy, too.

When IHS bought Jane's earlier this year, many people focused on the synergies with IHS Engineering and CERA and if IHS could play its cost cutting magic on Jane's, but the bigger long term implication may be the relationship IHS is building with the Thomson family through their Woodbridge trust.

IHS' stock price has soared as the Energy division has been on a blistering growth pace this year, aided by a strong acquisition strategy.  Could it be that Wall Street is too hung up on Energy's growth and not being realistic in comparing IHS to its peer group?    

As I stated in a previous analysis, I worry about IHS if Energy were to slow down.  That slow down didn't come this quarter, but they are still hiding IHS Engineering.  What could this mean in the long term?