GLG News by Software Sellers who are GLG Leaders and Scholars
Analysis of:
Office 2.0: The future of applications (blogs.zdnet.com)
What are the advantages of Office 2.0 (also knows as Software as a Service)? Why is everyone talking about it? What impact could it have on the software industry? What are the challenges for this new everything-online world? Will Office 2.0 work on the iPhone or the iPod Touch?
Analysis of:
Office 2.0: The future of applications (blogs.zdnet.com)
SaaS continue to grow at a staggering 30% CAGR, but will remain to be a small drip in the worldwide software market.Pure-play SaaS will be limited to a few segments of the software spectrum and the collective share of that will be less than 5% of the overall software market in next five yearsEvolution...
Analysis of:
Microsoft Is Rebuffed by Standards Body (www.nytimes.com)
Industry standards are meant to be universally accepted concepts, formats, structures, and/or capabilities which are commonly accepted amongst all users and vendors as the most appropriate way to do something. When a vendor like Microsoft attempts to create a standard the question that has to be asked...
Analysis of:
Does Citrix Stand A Chance Against VMware In Virtualization? (seekingalpha.com)
Citrix now owns Xen. Microsoft owns Connectix and VMware has the first mover advantage in server virtualization. How will this play out? Why is server virtualization so important? My prediction: management of virtual machines will be the next hot thing!
September 7, 2007
Apple is making their iTunes program an all Apple platform available on ALL desktops
Analysis of:
Apple Flaunts New iStuff (www.washingtonpost.com)
Apple is making their iTunes program an all Apple platform available on ALL desktops
What most people do not realize is that iTunes is turning into a complete Apple software platform that runs on iPhones, iPod touch, Macs (of course) as well as any Windows PC so basically anywhere. iTunes can control your photo's, your music, your video's, your ring tones, allows you to activate your...
Analysis of:
Does Citrix Stand A Chance Against VMware In Virtualization? (seekingalpha.com)
Sun Solaris 10 containers and LDOMS offer similar capabilities in the UNIX space. No other UNIX provider owns the chip the way Sun does SPARC. Virtualization may be a crowded space soon.
Analysis of:
Novell Climbs As 3Q Loss Narrows (www.forbes.com)
1. Novell has turned the corner
2. Netware revenue is not declining as quickly as we thought.
3. Linux revenue is increasing substantially.
4. The Microsoft deal seems to given Novell ( Linux revenue ) some life.
Analysis of:
NCR Sets Details of Teradata Spinoff (online.wsj.com)
With the stiff competition and the large number of players present in the data analysis and business intelligence software market, it appears highly unlikely that Teradata will have a bright future as a stand-alone software vendor in this market space. Perhaps it would have been wiser for...
Analysis of:
Oracle Buys Online Identity Theft and Fraud Detection Leader Bharosa (www.oracle.com)
Oracle's purchase of Bharosa is a key step to improve the capability of its multilayered enterprize software suite to effectively support today's global supply chain and business processes. It provides the possibility for controlled and seamless internal and external user authentication...
Analysis of:
IBM, Novell Team to Tap Open Source App Servers (opensourcepbx.tmcnet.com)
Sun has a viable alternative to IBM, Oracle, BEA, and JBoss. Sun's position in the market is unclear. SOA may slow sales of product for everyone.
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