GLG News by Technology Council Members in Member Programs

In the last few weeks I have seen the word "monopoly" used several times in different articles about Apple. Most of it stems from the App store related to the iPhone. But does this run deeper?

TiVO has unveiled a CableCARD-compatible set-top with a huge storage capacity (1 Terabyte).  This is an obvious effort to break into the cable market via retail, but the approach has some profound limitations.  TiVO is also trying other ways to break into Cable.

o  Although rumors are flying about the possible acquisition of Teradata by SAP, the fit is far from perfect. o  SAP executives have stated the need for advanced analytics and there are other vendors that SAP could acquire to fulfill this need. o  SAP might consider acquiring...

1. Since being spun out of Agilent the management has been focused on an IPO that would pay off the investors. 2. Avago has sold off business's such as storeage IC's, printer ASIC's, and Infrared components to help pay back initial private equity investors.  They have done a good job of cutting...

Microsoft's recent announcements in the virtualization arena prove that they are serious about their role in competing with VMware & Citrix: 1) Their new management tool for migrating Virtual Apps from one physical device to another (like VMware's VMotion) show that they continue to make progress...

From simple "boot-strapping" BIOS seems to be getting richer in functionalities. The trend could continue for a while till the BIOS gets very heavy and counter trend to offer cheaper, high-performing software catches up. 

The tremendous growth of IP traffic represents some exciting new revenue opportunities for service providers worldwide, but places significant capital and operational strains on networks carrying those services. As a result, many transport networks must transition from circuit- to packet-optimized architectures....

Solid-state disk drive (SSD) makers are trying to break into small-capacity markets such as small laptops and enterprise servers.  There are too many manufacturers and they face significant issues to complete with magnetic hard disk drives (HDDs).

Besides consolidating the flash-memory industry, the merger will also help Samsung's foray into solid-state disk storage.

Google’s free consumer Gmail has gained a large and loyal following.  Google would like to leverage that to dethrone Microsoft Exchange in enterprises.  While Microsoft should be careful not to underestimate the threat, Google faces formidable challenges, not least of which is security.