All GLG News Analyses Filed Under: Software

    It seems to me that NRG is relying too much on a static view of the internet and future implications. The growth of the internet since moving into the commercial sector has been phenomenal and yet, Internet infrastructure companies have been able to stay ahead of the demand with...

1. Since the onset of the World Wide Web, this has been a topic of constant discussion. 2. There is no doubt that the demand for internet access is increasing by leaps and bounds. 3. However, companies providing the access points are constantly monitoring this growth and have and will respond to...

The last mile is NOT the problem, and even 6 Mbps DSL lines can find some web sites as slow as 768 Kbps lines. 'Slowdown' is NOT a generic problem across the entire Internet, but is, and will be, a more and more site/domain specific issue. The rapid pace of technology innovation with more...

Simulations are a proven way of providing better training at lower costs.  Today’s simulations, to be effective, are prohibitively expensive for the average enterprise to adopt.  Microsoft’s ESP could potentially provide a platform for a wide array of simulation training at a price anyone...

The free market should suffice if left unencumbered by excessive regulation. Sprint and others are building out WiMax, which will help to provide "retail" broadband connectivity as needed. Vendors are buying and lighting up dark fiber, some of which is in the "last mile".

1.  Current economic trends are for the significant revenue growth to occur at the content and service providers. 2.  The counter trend is toward lower pricing coupled with higher "value" (service levels) in the delivery channel.  Can't last without service level atrophy in the delivery...

The Internet as we know it is changing every day, and developers like our group see this happening in two areas. Replacement of wired copper systems with fiber and the wireless industry moving in move and more to consume the market as they add high speed to the cellular network, adding new spectrum...

Open source is great when it’s bringing in revenue.  It’s “socialism” or “cancer” when it’s taking revenue away.   Those software CEO’s who today are lauding open source as such as great advance will be singing a very different tune if/when their products start hurting!

- Though not perfect, a number of bandwidth and technology options are available to the businesses on access to the Internet, backed by end-to-end SLAs - Access network constraints will affect the consumer Internet market, but they wont necessarily affect On Demand software or Software-as-a-Service market ...

To follow Adobe just follow Apple's computer sales.