GLG News by Software Sellers who are GLG Leaders and Scholars
Analysis of:
Analyst: iPhone security concerns exaggerated (news.yahoo.com)
Any mobile device, in general, is a headache to corporate information security organizations. The security issues reported on iPhones are not different from that on other smart phones or even (mobile) laptops getting connected to a corporate network.
Analysis of:
Novell CEO: We need to standardize Linux (www.internetnews.com)
1. Hovsepian clearly is pushing the envelope and trying to build bridges. 2. Novell is shipping GPLv3
Analysis of:
Dell to Pay $340 Million (online.wsj.com)
The acquisition's primary intent is to bolster Dell's IT total life cycle managed service offering for corporate customers by including software asset management capabilities into the portfolio. However Dell's approach to this topic remains largely a piecemeal; other major providers are...
Analysis of:
Open source joins the mainstream (www.infoworld.com)
Open source has established itself today as a platform of choice in the enterprize software market, its share is likely to continue to grow for the foreseeable future. However although the amount and quality of professional support available nowadays for open...
Analysis of:
Dell to Pay $340 Million (online.wsj.com)
Huge opportunity for both of us.
Analysis of:
IHS Has Energy, Needs Engineering (www.fool.com)
Tom Taulli expressed concers with the Engineering side of IHS in his March 2007 Motley Fool column. Today we will look back and see if anything has changed and should he feel better.
Analysis of:
Thomson Reports Second Quarter Results (biz.yahoo.com)
A combined Thomson Scientific and IHS would become the clear leader in the Science and Technology market and have the strongest customr position in the market. If the could make this work you would have a $1.2B player with strong profits.
Analysis of:
The Strange Economics of Paid Search Advertising (internet.seekingalpha.com)
1. SEO almost always leads to better (ie more precise and targeted) results for the user searching than clicking on paid ads - except maybe for the most common items (but then for those there is ebay...) 2. It is an illusion than paid ads are a cheap shortcut to achieve similar...
Analysis of:
Lexmark's Malfunction: This Is Not A Misprint (www.forbes.com)
With Lexmark's stock price plummeting and it's continued slashing of margins, their business model seems hopeless. While corporate America embraces Lexmark for their low price corporate workgroup offerings, buying "throw away" printers is not a sustainable market. They have a tough road ahead of them,...
Analysis of:
What Next for IHS? (www.ihs.com)
While IHS is at all time highs a lot of questions still remain unanswered: -What will happen to IHS if the Energy unit slows down? -Who is going to follow Jerre Stead as CEO? -Can IHS take advantage of "synergies" at Janes to turn a slow growth low margin publisher into a strong asset? Only time will...
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