All GLG News Analyses Filed Under: Software

Ryan BottDirector of Channel/OEM DevelopmentFusion-io

Salesforce's Benioff Delivers at Dreamforce. Revenue Builders or Social Fodder?

November 19, 2009

Analysis of:  Salesforce.com Announces new Social Applications | www.thestandard.com

Salesforce.com announced major initiatives with Computer Associates,Facebook and Twitter all around their new Chatter feature which Mark Benioff calls the greatest changes since Dreamforce.com began 8 yrs ago. But are these additions social fodder or new streams of revenue for the CRM giant?

Does Limelight have a cost advantage over Akamai ?

November 19, 2009

Analysis by:GLG Expert Contributor

Analysis of:  Is Limelight Networks really a more efficient at CDN delivery than Akamai? | reports.rrgroupllc.com

Limelight networks entered the CDN scene in 2006. Limelight’s claim to fame is that it has built a next generation CDN that can deliver Media CDN services at a lower cost due to its “newer” technology.  Despite it’s claims of “newer” technology Limelight network has been embattled in a nasty IP patent...

Microsoft thrown out of court in an IPR lawsuit in China

November 18, 2009

Analysis by:GLG Expert Contributor

Analysis of:  Chinese court rules against Microsoft | edition.cnn.com

China's reputation among the leading suppliers/global players like Microsoft , Motorola Inc. and Apple does not carry much credence with respect to numerous IPR battles taking place locally. In spite of high level representations by diplomats,trade/commerce officials and leading politicians, China...

J. Bruce DaleyPrincipalGreat Divide Research

Microsoft Protects its Flanks to Save It's Ass

November 18, 2009

Analysis of:  Microsoft, Taiwan to develop cloud computing technology | www.totaltele.com

* Microsoft is making a defensive alliance to complete its stack* Fortunes will be made and lost developing cloud offerings* Despite the hype Cloud Computing is a real long term trend

Microsoft investing in Cloud Computing or a Server and PDA line of Computers?

November 18, 2009

Analysis by:GLG Expert Contributor

Analysis of:  Microsoft, Taiwan to develop cloud computing technology | www.totaltele.com

Is Microsoft's investment in Taiwan to develop cloud computing technology or build its own line of PDA/laptops and Servers to function within "Cloud Computing"?Development of New Software always drives the need for improved and updated Computer hardware as the perfect combination for solving the ease...

L. Stephen WolfeChief Executive OfficerCAD/CAM Publishing, Inc.

Was Autodesk a bubble stock?

November 18, 2009

Analysis of:  Autodesk Increases Profitability in Third Quarter Fiscal 2010 | www.businesswire.com

Today Autodesk became the last of the large publicly traded engineering software companies to announce its earnings. Whereas Autodesk had been a sales and profit leader during the run-up to the financial bubble that burst in 2008, its sales have fallen faster than its peers in the past 12 months. What's...

Google enters web acceleration space with new SPDY project

November 17, 2009

Analysis by:GLG Expert Contributor

Analysis of:  Google's need for Speed | dev.chromium.org

Google announced “a new experimental protocol for a faster web” called “SPDY” (pronounced SPeeDY) this would seem to, at first glance,  put Google head to head with the major CDN providers out there like Akamai and Limelight.

Microsoft Azure Should be about New Technologies And New Business Models

November 11, 2009

Analysis by:GLG Expert Contributor

Analysis of:  Microsoft, Taiwan to develop cloud computing technology | www.totaltele.com

Microsoft so far is behaving as Microsoft, moving into new areas with heavy $ investments. However, while cloud computing requires R&D and equipment investments, it is also about a different business model and attitude to developers. Will Microsoft embrace this side too?

JDA and i2 acquisition - second attempt

November 9, 2009

Analysis by:GLG Expert Contributor

Analysis of:  JDA Software Group to Acquire i2 Technologies | www.jda.com

November 5, 2009 - JDA announced it will acquire Supply Chain solutions competitor i2 for $396m. In August 2008 JDA first announced its intention to acquire i2 for $346m. JDA called that deal off in December 2008 paying a $20m termination fee. Should this second attempt acquisition go through, it will...

Cloud computing offers financial benefits but opens huge new vulnerabilities

November 6, 2009

Analysis by:GLG Expert Contributor

Analysis of:  Microsoft, Taiwan to develop cloud computing technology | www.totaltele.com

Clouds are being pushed as a money saving technology.   When they work properly, this can be true.   However, there are a number of serious new security vulnerabilities which exist in clouds which the vendors are keeping silent about and cyber security laws make it extremely difficult to even do the...

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