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All GLG News Analyses Filed Under: Software

Analyses are solely the work of the authors and have not been edited or endorsed by GLG.
Miguel Mesquita da Cunha, Consultant
Miguel Mesquita da Cunha
Analysis of: Microsoft's Big European Defeat: What Now? | www.businessweek.com
By restricting Microsoft's ability to bundle unrelated features (such as media players, server software) to Windows, the EU ruling will bolster competition & innovation in the software industry.   The judgement further asserts that companies may not unfairly prevent rival products from...
Michael Schiff, Founder and Principal Analyst
Michael Schiff, Founder and Principal Analyst
MAS Strategies
Analysis of: Business Objects is looking for a buyer | biz.yahoo.com
• A newspaper report that Business Objects is looking for a buyer is only a rumor. However, if I had to pick a likely acquirer, my guess would be HP. • Should Business Objects be acquired it will change the competitive landscape of the BI industry with...
Analysis of: Software as a Service Courts Developers | www.techcrunch.com
Learning from Microsoft's powerful developer education and certification programs, both Facebook and Salesforce.com are aggressively courting a network of developers that reaches far beyond those company's walls.  With tools and incentives ($10 million worth), these companies are building ecosystems...
K. Venu Venugopal, Vice President - Product Management
K. Venu Venugopal, Vice President - Product Management
Ca, Inc.
Analysis of: Zombie Pfizer Computers Spew Viagra Spam | www.wired.com
Building an integrated threat and vulnerability management framework is essential to meet today’s enterprise security needs. Layered defense, the centuries old security mantra, is more applicable than ever to ensure security of enterprise IT assets, whether they are computing devises, network elements,...
Paul Massie, Consultant
Self Employed
September 18, 2007
SAP Needs Business Objects!
Analysis of: Business Objects is looking for a buyer | biz.yahoo.com
The consolidating BI market today is no place for a lone player, even one as big as Business Objects.  SAP needs Business Objects to offset Oracle’s purchase of Hyperion, but it could turn into a bidding war if other large firms get in the game.
P.J. Louis, President
PJ Louis LLC
September 17, 2007
TWANGO/NOKIA - Showtime
Analysis of: Nokia to add Twango platform to key software | news.zdnet.com
Solid teamDiverseTwango is easy to useA relationship made in corporate heaven – for now.
Anand Das, President
Anand Das, President
Commerce Events
September 17, 2007
Sale of BEA Systems
Analysis of: Icahn calls for a sale of BEA Systems | www.news.com
BEA is a company with sticky products, satisfied customers and its employees are among the brightest in the computer industry.  Perhaps, due to the value it brings to a wide range of industry segments, the company is best off staying independent.
P.J. Louis, President
PJ Louis LLC
Analysis of: Icahn calls for a sale of BEA Systems | www.news.com
BEA has made substantial gains.BEA might be able to weather the competitive storm ahead.
September 14, 2007
Interoperability is the key
Analysis of: Sun Streams Through Windows | www.forbes.com
No one should expect that this move will generate massive additional sales of Sun servers to be used as computing platforms for Windows-based applications. The real driver behind is the megatrend towards server consolidation  - in order to protect its installed base Sun needs to offer interoperability...
Analysis of: A $50 Billion Windfall from the GSA | www.baselinemag.com
* UK’s PFI ITC initiative seems to be working. * PFI contract structures are no longer the preferred procurement route for IT projects.  PFI offers much more through PPP. * Where’s the debacle?
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