Study Group: Council Members with Knowledge of Epicor
Council Members in this Study Group: 41
This study group may include experts knowledgeable on topics such as IT Services, consumer electronics, wireless devices, software, hardware, information technology, semiconductors, media, cable, satellite, internet, broadband, global positioning systems, advertising, online media, telecommunications, networking, wireless, and data storage, among others.
Contact Gerson Lehrman Group to survey or consult with members of this Study Group
Leading institutions connect with members of this Study Group through GLG
Leading Experts in this Study Group
John CaltagironeVice President of Supply Chain
THE REVERE GROUP LIMITED
John Caltagirone is a Principal and Vice President and Global Practice Leader of Supply Chain Strategy at The Revere Group. He specializes in supply chain management; warehouse and transportation management; advanced planning systems; as well as distribution...
Jeff GouldCEO
PEERSTONE RESEARCHJeff Gould is Chief Executive Officer and Research Director at Peerstone Research. He provides technology consulting and conducts market research focused on all layers of the enterprise software stack, including applications such as ERP and CRM, database...
GLG NewsSM Analyses by this Study Group's Leading Experts(?)
Opinions and analyses expressed in GLG News are solely those of the author. See the Terms of Use for details.
-
Novell opens the kimono on Microsoft deal
November 8, 2006
Analysis by: Jeff Gould, CEO,Novell's SEC filing about Microsoft deal | www.sec.gov
Microsoft is paying Novell $240 million to distribute its brand of Linux. This is equivalent to guaranteeing Novell's current Linux revenue run rate for the next five years. This suggests that the deal is not a PR ploy, but reflects certain market realities.
In a nutshell, Microsoft is doing this because it knows many of its customers will insist on keeping Linux in their datacenters alongside the future Longhorn Server, but it wants to contain the rival OS by getting users to run it on the planned Longhorn virtualization layer (aka Viridian).
The mutual patent covenant part of the deal, which will lead to a net Microsoft payment to Novell of approximately $68 million, seems essentially unrelated to the virtualization angle.
-
Red Hat comes out swinging – will it be enough?
November 7, 2006
Analysis by: Jeff Gould, CEO,Red Hat: We will be here in one year, Novell will not | searchopensource.techtarget.com
While Red Hat has been careful to measure its words when speaking in public about Oracle (still a valued partner, according to the "Unfakeable Linux" page on Red Hat's web site), it is in no mood to take any lip from pesky Linux competitor Novell. In a rare public interview, Red Hat's senior lawyer slams Novell and goes so far as to predict that its rival will be out of the Linux business a year from now.
Red Hat management's line is that neither the Oracle announcement nor the Microsoft-Novell deal affect the fundamentals of its business, and that its rivals are merely engaging in empty theatrics with the purpose of driving down the price of RHAT stock.
-
How Microsoft quantifies corporate IT culture to forecast Vista adoption
October 20, 2006
Analysis by: Jeff Gould, CEO,Running The Numbers On Vista | www.informationweek.com
InformationWeek has an interesting story on some recent internal research at Microsoft that attempts to project Vista adoption on corporate desktops.
Despite the delays, missteps and uncertainty that have cast a shadow on Microsoft's long march towards Vista, it would be wrong to assume the company doesn't have a detailed plan for taking the product to the all-important corporate desktop. In typical Microsoft fashion, they have an extremely precise quantitative forecast of who will adopt Vista, when, and why. Their numbers might be wrong, but it's instructive to follow their reasoning.
In a nutshell, based on its surveys of Vista beta testers and its experience with previous big Windows releases (e.g. XP), Microsoft expects that somewhere in the low double digits of companies will convert to Vista desktops in the first year following release, probably 12% to 16%. The takeaway from this is not the number itself (whether you think it is low or high), but the implication that Windows client revenue in FY07 is not as vulnerable to unexpected delays in Vista uptake as one might imagine.
By an interesting analogy, because Vista adoption will be driven partly by the degree to which corporate cultures are ready for high levels of IT automation, the analysis also has implications for the adoption of SOA.
-
The SCM Software Arena Just Got Smaller
April 27, 2006
JDA Acquires Manugistics | www.mbtmag.com
Another key SCM software provider is gobbled up by a solution provider. What does this mean in the big scheme of things? Higher prices? Less choices in software providers?
-
April 10, 2006
Neglected Infrastructure "Shocking" | www.logisticstoday.com
This article again should open the eyes of all business professionals of the importance of the global supply chain and the port situation.
Members in this Study Group include these company types:
- ERP Software
- Strategic Management
- Market Research Company*
- Value Added Reseller (VAR)
- Individual/Small Consultancy
- Medical Device Manufacturer
- Aerospace Component Manufacturer (ei)
Members in this Study Group often have these job titles:
- Chief Executive Officer
- Principal
- Director
- Consultant
- President
- Regional Sales Manager
Related Study Groups
GLG Live Meetings with this Study Group's Leading Experts (?)
February 18, 2009 | New York
GLG Seminar: (NYC) Software M&A PredictionsFebruary 17, 2009 | Boston
GLG Seminar: (BOS) Software M&A PredictionsJuly 16, 2008 | New York
GLG Seminar: ERP Software in the Mid-marketGLG Webcasts & Teleconferences
Leading Experts in Council Members with Knowledge of Epicor have not participated in any GLG webcasts.
View All GLG Webcasts & Teleconferences in Technology, Media & Telecom