GLG News by Technology Council Members in Member Programs

The next evolution of Xen software puts further pressure on VMWare’s market share and margins.  This is a clear indication that VMWare’s business model will require a major overhaul sometime in the next year or two.  Microsoft will be less impacted since they have less today. 

AT&T will not lose out on its mobile revenue to any significant degree, as the growth in traffic will far outstrip any flow to VoIP-over-Wi-Fi. In fact it helps carriers like AT&T deal with backhaul capacity issues in their networks, while offering their users a good service. The Wi-Fi market...

* Nintendo and InPhase are apparently doing some joint work on holographic storage  * InPhase has been pursuing a holographic storage system (primarily for write once archive applications) for several years  * Any holographic storage product likely will not be in a Nintendo game system for...

* SanDisk recently revealed a proposal for creating a single metric representing the expected lifetime of a solid state drive  * The SanDisk metric is called “Longterm Data Endurance” or LDE  * The SanDisk proposal comes at a time that several organizations such as IDEMA and JEDEC are discussing...

Cisco need not take on either of these companies.  In fact the more web apps appear the more Cisco infrastructure need be bought.  Cisco has thrived by connecting the world and over the last few years by providing endpoints.  The cultures of Google or Microsoft are totally orthogonal...

Certainly the potential is there. However there are some real limits as to just how successful this venture will be. It really harkins back to the mainframe and minicomputer days. The PC afforded individuals and companies the freedom to break free of IT control and this movement seems to bring us back...

1) The Calfornia public K-12 education system has been suffering from budget cuts for decades, is not at the forefront, and is these days among the bottom 10% of the states in terms of standards and results. 2) It used to produce higher-quality student results two decades ago but since...

The GM Volt will be a winner IF it is price competitive and has reasonable performance and economy.  Despite the so called "quality" issue that saddles GM previous well thought out and executed GM vehicles have sold well.

Sprint's recent quarterly report said that the "Silver Lining" in their loss of market share is the rate is decreasing.  Investors will buy into companies loosing money if they show growth.  Funding a stock sale with the latest numbers would have greatly depressed the stock price. None of...

Intel’s next-gen Nehalem processor ups the performance bar, making it increasingly difficult for AMD.  Server manufacturers and software vendors will also be impacted, positively or negatively, by this generation of processors, which will also provide further impetus to cloud computing.