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October 23, 2008Drybulk demand worries
Analysis of: Sector Snap: Drybulk shares sink on demand worries | biz.yahoo.com
Author: Vijaya Iswara, President & Chief Executive Officer, Deep Sea Logistics, Inc.
The credit crisis and impact of global banking rescue measures may not be fully factored into shipping demand through 2Q 2009.With the result, health of "period charter rate" environment is threatened. Shipping share prices may settle down at subdued levels if both dividends and charter rates take a...
August 13, 2008
Oracle and SaaS
Analysis of: Oracle Will Keep Shopping, Just Not in the SaaS Aisle | finance.yahoo.com
Author: GLG Expert Contributor
Analysis of: Oracle Will Keep Shopping, Just Not in the SaaS Aisle | finance.yahoo.com
Author: GLG Expert Contributor
Oracle in not in a rush to purchase SaaS vendors at the moment or adopt that Model. - Oracle is trying to compete or beat SAP(This is the applications space) - SaaS is great for SMB, but in the Enterprise Space is it weighed in the balances and wanting... - SaaS has a slow maturity process and...
August 13, 2008
Sprint wants to stop the "Hemorrhaging"
Analysis of: Sprint eyes sale of Nextel's iDen network | news.yahoo.com
Author: GLG Expert Contributor
Analysis of: Sprint eyes sale of Nextel's iDen network | news.yahoo.com
Author: GLG Expert Contributor
At this point, Sprint needs to just cut its loses and sell Nextel. They will never be able to merge the technologies and will continue to have massive churn on both networks until they sell. Why selling Nextel(iDen) is a good move: -It will drastically reduce the churn on the Nextel Phones(iDen)...
July 30, 2008
Sprint is paying the bills
Analysis of: Sprint to Sell Cellphone Towers, Use Money to Pay Down Debt | online.wsj.com
Author: GLG Expert Contributor
Analysis of: Sprint to Sell Cellphone Towers, Use Money to Pay Down Debt | online.wsj.com
Author: GLG Expert Contributor
Sprint selling some of its Towers is a smart move! They need to keep paying there bills as well as keep debt low for their credit. Here are a few reasons this is a good move. 1)Additional Operating capital to fund more lucrative projects 2)Less money will be spent on the maintenance of the towers 3)Smart...
July 17, 2008
Sprint increasing cash flow
Analysis of: Sprint and SK Telecom discuss partnership | iht.com
Author: GLG Expert Contributor
Analysis of: Sprint and SK Telecom discuss partnership | iht.com
Author: GLG Expert Contributor
I believe that Sprint is viewing this venture to induce a quick cash flow and possibly move into some new markets. - They definitely need to increase there international coverage to compete with Verizon and AT&T in the respective markets - This would also give them additional cash against the current...
May 14, 2008
Window Vista Adoption
Analysis of: Closing the Door to Microsoft Vista | www.businessweek.com
Author: GLG Expert Contributor
Analysis of: Closing the Door to Microsoft Vista | www.businessweek.com
Author: GLG Expert Contributor
1) This article is great because it exposes many of Vista's short comings for large enterprises. 2) If readers take heed to this article, they could potentially save there organizations vast amounts of money and time by waiting for the next release of windows 3)I liked this article because I am experiencing...
March 31, 2008
WAN Optimization Not A Luxury Technology
Analysis of: Riverbed Shares Jump on Upbeat Note | biz.yahoo.com
Author: Bill Yassinger, Networking and Security Solutions Manager , Incentra Solutions, Inc.
WAN Optimization Not A Luxury Technology
Analysis of: Riverbed Shares Jump on Upbeat Note | biz.yahoo.com
Author: Bill Yassinger, Networking and Security Solutions Manager , Incentra Solutions, Inc.
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...
March 3, 2008
Novell continues to move forward
Analysis of: Novell up on 2008 Outlook | www.forbes.com
Author: GLG Expert Contributor
Analysis of: Novell up on 2008 Outlook | www.forbes.com
Author: GLG Expert Contributor
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.
February 26, 2008
Drawback for Microsoft xBox Sales
Analysis of: Microsoft to Stop Making HD DVD Players for Xbox | www.nytimes.com
Author: Luca Sorbello, Consultant, independent consultant-Luca Sorbello
Drawback for Microsoft xBox Sales
Analysis of: Microsoft to Stop Making HD DVD Players for Xbox | www.nytimes.com
Author: Luca Sorbello, Consultant, independent consultant-Luca Sorbello
Embedding the HD DVD in the Xbox will definetely reduce sales An description of the main drives that will reduce sales is provided within possible way out strategies
January 29, 2008Baltic Indices and the direction of freight markets
Analysis of: The fall of a shipping index portends trouble | www.economist.com
Author: Vijaya Iswara, President & Chief Executive Officer, Deep Sea Logistics, Inc.
The Baltic Exchange was in operation since the colonial times for well over 250 years. The core thinking at the exchange has not changed much till date. The freight markets are very close markets and have remained so for better part of 20th century. The exchange had successful period of being able to...
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