All GLG News Analyses Filed Under: Software

- Virtualization, Grid / Utility Computing are maturing rapidly. - New Offerings and technologies are multiplying. - Revenue is growing rapidly. - Offerings from HP (Opsware), Savvis, Navisite are the evidence.

1.  By being part of Oracle BEA can compete better with IBM Websphere and fend off Redhat's JBOSS.  2.  It may be cheaper for Oracle to buy BEA than to spend the marketing dollars to compete with BEA.

Cardholders crave the ability to control which transactions are allowed to occur in their accounts, as well as which specific transactions, channels and thresholds are used to alert them of specific activity based on conditions they have set in advance. These capabilities may go beyond just preventing...

1.  Oracle purchasing BEA makes good buisness. 2.  Oracle's Fusion delays may be a contributing factor 3.  IBM and SAP are probably not interested in bidding.

ACXM's earnings challenges, and corporate culture limitations are far too complex and deeply rooted for Morgan's departure to impact over the near term. Their business mix is certainly diversified, yet the price pressure and the technology transitions they face, in all but the proprietary information...

Data-at-rest encryption is easy: anyone who has a computer science degree can create one or better still download a free encryption source program from some open source website. The REAL problem is key management!

1.  Linux is not ready for Enterprise Primetime - It's all about integration 2.  Primary factors are collaboration and hidden costs

Microsoft’s executives continue to test the waters to see if they can scare people away from Red Hat Linux. Whether or not they ever attempt to make good on these threats will likely depend on the reaction they get. If they ever believe they can get away with it, they will certainly sue someone.

Microsoft is in the business of selling software licenses. When the company first started off, we simply had Windows. As computers improved and evolved so did Windows. But more importantly, there had been an exponential growth in desktop computers in the late 1980s and early 1990s. Microsoft was making...

A PC with XP is a sufficient tool for office processes. Moore's Law needs a user pull to be sustained.