All GLG News Analyses Filed Under: Software

Cisco Acquisition of Tandberg a Major Step in Unified Communications

October 2, 2009

Analysis by: GLG Expert Contributor

Analysis of:Cisco to buy Tandberg for $3 billion | www.reuters.com

Cisco, the Major Player in the Unified Communication World,as the convergence of technology continues to progress, we are truly seeing Voice, Video, email, and Wireless platforms merge into a cohesive singular solution.Everyday, the worlds population embraces the internet for all forms of Communication; utilizing email, voice, video, and the combination of them, in online presentations, Movies, advertisements; such various interactions of people to people, B to B, and business to people.

Windows 7: Microsoft asking IT pros to meet them half way

October 2, 2009

Analysis by: GLG Expert Contributor

Analysis of:Microsoft's message to IT pros: Meet us half way with Windows 7 | blogs.zdnet.com

Fair enough but given all the pain Microsoft has inflicted on IT pros in the past I think they need to move the needle to more like 75/25.  While our preliminary review of 7 has been promising the reality is that in this economic environment IT professionals are not going to recommend doing mass migrations to 7.  

Nuance Gets Serious About Europe

September 30, 2009

Analysis by: GLG Expert Contributor

Analysis of:Nuance to Open European Research and Development Center of Excellence for Open Voice Services | www.nuance.com

Nuance has announced that it will be opening a "Open Voice Services European Center of Excellence" in the UK.

Sony: Short Term Gain for Long Term Pain

September 29, 2009

Analysis by: GLG Expert Contributor

Analysis of:Sony's Latest Gaming Device Cuts Out Retailers | www.cnbc.com

* Sony's strategy is no surprise* Sony's needs to increase margins to offset continued loss on hardware sales* Eliminating retail could boost margins 20-30 points* Digital Delivery provides faster monetization of development costs* In the long run, Sony needs retailers* Powerful retailers will find a way to share in the revenue

Howard BruckChief Information OfficerHUDSON VALLEY BANK

Bank Tech Companies - who will be left standing?

September 29, 2009

Analysis of:Mergers: Conflicts Becoming A Core Reality | www.banktechnews.com

7,000 US banks and credit unions represents a lot of customers for the banking technology companies. While banks may be hurting, their technology needs only increases. With so many recent mergers are there too few providers left? Who has the advantage banks or the providers?

Peter RoithmayrPrincipalPeter Roithmayr Associates LLC

Digital Distribution

September 26, 2009

Analysis of:Sony's Latest Gaming Device Cuts Out Retailers | www.cnbc.com

Sony's latest gaming device does NOT cut out retailers as this titles infers. There is still plenty of business for retailers to capture in this category with the PSP Go including hardware and accessory sales as well as pre-paid game cards (similar to Apple's iTune gift cards).

Joe WeingartenExecutive DirectorMacintosh Reseller Association

Sony follows Apples lead.

September 26, 2009

Analysis of:Sony's Latest Gaming Device Cuts Out Retailers | www.cnbc.com

Sony is following what has been an extremely successful model with Apple's iTunes stores for both the iPods and iPhone in selling songs and applications.

Nuance To Continue Acquisitions, But At a Slower Pace

September 23, 2009

Analysis by: GLG Expert Contributor

Analysis of:Nuance Communications Acquisition Facing U.S. Probe | www.bloomberg.com

Since 2000, Nuance has acquired 28 other companies, spending over $1.9 billion in the process. For many reasons, this EU antitrust case included, growth of this nature is unsustainable.

Blaming Users for Spyware Woes?

September 23, 2009

Analysis by: GLG Expert Contributor

Analysis of:Spyware forum: Computer users often to blame for problems | www.computerworld.com

Blaming users for spyware is fruitless since users are just that- users, not mechanics. Consider the number of protective measures required for safe computing, annual subscription costs and the inherent flaws in the numerous and vulnerable undocumented Microsoft Application Programming Interfaces (APIs).

Microsoft Adds Depth to Dynamics for Target Industries

September 23, 2009

Analysis by: GLG Expert Contributor

Analysis of:Microsoft Dynamics Acquisitions Accelerate Industry Innovation for ERP Customers | www.microsoft.com

Microsoft acquired product IP from ecosystem partners to extend vertical industry functionality for Dynamics AX: Process Manufacturing from Fullscope Professional Services from Computer Generated Solutions Retail solutions from LS Retail EHF & To-IncreaseThese are IP acquisitions only - the source companies remain active players in the Microsoft Dynamics Partner ecosystem.

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