All GLG News Analyses Filed Under: Software

1.  Providing services to a customer is the way to grow revenue.  2.  The IT industry continues to consolidate.

Microsoft may never be able to catch up with VMWare’s lead in technology, but if they can produce the “Office” of virtualization they may not have to win the technology war to win the business war.  Providing an all-encompassing suite of virtualization tools at low prices will make a compelling...

The time required to cutover new H-S access services such as FiOS is causing the telcos to slow down growth of h-s accesses. This slow down will give the cable companies a window to gain the 'missed' telco customers.

LAMP is the future of the Internet; MySQL has a toe hold with good partners; Consolidation, in this case, is good.

Sun is buying MySQL for almost a billion dollars. This looks like a big gamble. Why are they doing this? Is MySQL worth that much?

- Widespread usage in current and next-generation systems. The database is widely deployed across all major operating systems, hardware vendors, geographies, industries, and application types. As part of the LAMP acronym, it is a big part of Web 2.0, SaaS applications, and many embedded OEM applications....

Requiring existing customers to completely re-write all existing Oracle applications customizations is a massive barrier to adoption. “Exponential” database growth and reduced performance will be just the icing on the cake, not to mention the inevitable bugs in a totally new software release. ...

The “success” of Vista seems largely tied to the fact it is the default OS on new PCs, particularly for consumers.  Enterprise users have not generally adopted Vista and at this point one must question whether Vista will ever be adopted by enterprises.  Unless Microsoft provides an enterprise-friendly...

● The release of a Windows Update patch that potentially crashes Internet Explorer 6 is a major faux pas for Microsoft.  ● As with all software, IT organizations need to thoroughly test any Microsoft patches prior to allowing them to be installed on users' PCs.  ● Microsoft should have reacted...

NetSuite is in a market where gaining and keeping customers is expensive, and likely to become more so as the competition intensifies.  While NetSuite has shown good growth, and the market is big enough them to grow further, profitable growth will be a considerable challenge.