All GLG News Analyses Filed Under: Software

Salesforce Service Cloud Offers Potential, but to a Very Cost Sensitive Segment

September 15, 2009

Analysis by: GLG Expert Contributor

Analysis of:Salesforce.com's Service-as-a-Service | www.forbes.com

Salesforce pioneered the SaaS model for delivering software.  The new offering for the Service Cloud could also be a game changer.  Social networking holds the promise of lower cost and in some cases better support.  This will surely be an attractive offering for the smallest and largest companies.  However, there are many small and mid-sized companies that will find open source based alternatives that, with a small up front investment, hold the potential to be far less expensive. 

Notes on Cloud Computing Opportunity

September 14, 2009

Analysis by: GLG Expert Contributor

Analysis of:McKinsey Cloud Computing Report Conclusions Don't Add Up | www.cio.com

The importance of the network and the implied demand for bandwidth as more and more applications and IT resources sit somewhere remote from the user is good news for operators and equipment makers. If done right, there is a tremendous opportunity for telecoms operators to increase the value of their networks and create new revenue streams. At a minimum, cloud computing is expected to increase the amount of traffic on their networks.

IBMs IT education tourism should positively impact IT environment globally

September 14, 2009

Analysis by: GLG Expert Contributor

Analysis of:IBM unveils IT education tourism | www.deccanherald.com

IBM has taken up a unique initiative in training the abroad IT professionals and students in India .This can prove to be cost effective means of providing training on IBM technology by using Indian training arm. During economic slowdown such training are always best means to educate professionals and freshers.However it is not best known whether IBM is offering them career opportunities or not.

Great Chance for Small Software Provider to expand Service Business

September 12, 2009

Analysis by: GLG Expert Contributor

Analysis of:Salesforce.com's Service-as-a-Service | www.forbes.com

Service Cloud is the next-generation customer service solution.It is built on Force.com application platform, benefits from the SaaS provider's partnerships with Google, Facebook and Amazon.com.Customers can build businesses in the cloud.It will let users create an online customer community with unlimited usage for up to 250 customers, set up a contact center with up to five agents and invite up to five partners to participate in the cloud. Big chance for Software Provider to use Service Cloud.

David CroslinChief Executive OfficerLinoWave

Salesforce.com's "Service Cloud 2" Opens Doors For Smaller Software Providers

September 10, 2009

Analysis of:Salesforce.com's Service-as-a-Service | www.forbes.com

The small to medium enterprise (SME) market always seems to be unable to get the software functionality that will make them competitive and lower their costs. Yet, there are lots of software vendors with 'good enough' solutions that don't have the sales forces or support infrastructures needed to reach the SMEs on a more local basis. With Netbooks, Software as a Service (SAAS) and other innovations, this is about to change in a very big way.

Oracle/Sun integration revisited - a trilogy!!

September 8, 2009

Analysis by: GLG Expert Contributor

Analysis of:Oracle’s Sun deal snagged in Brussels | www.ft.com

This decision by EU Commission to scrutinize and investigate the merger in depth was not totally unexpected as the author suggests. See my original analyzes dated 23rd and 29th July.Given EU's strong stance relating to Microsoft's Windows it was widely expected. This will seriously damage Sun Inc.'s precarious market/financial position and considerably reduce the chances of a successful and profitable merger. It will cast serious doubts on any major future merger/takeover bids by Oracle.

IBM/Cognos & SAP/BusinessObjects days of selling to Oracle customers are over!

August 29, 2009

Analysis by: GLG Expert Contributor

Analysis of:IBM's Data-Crunching Cloud Plan | www.forbes.com

Oracle’s penchant for acquisitions has paid off in spades with the acquisition of Siebel. Certainly owning the number CRM OnPremise solution has brought value to Oracle but the gem in the Siebel acquisition was Siebel Analytics or what is now called Oracle Business Intelligence Enterprise Edition (OBI EE) and the associated content (pre-built dashboards) play of Business Intelligence Applications or (BI Apps).

Video Game Business Could Do Well This Fall

August 27, 2009

Analysis by: GLG Expert Contributor

Analysis of:Microsoft Drops Xbox 360 Prices | blog.seattlepi.com

Just a few days after Sony announced a lower-priced Playstation 3, Microsoft responded with a price cut on models of the XBox 360.  Just like in previous hardware cycles, price cuts to consoles will increase the installed base of units, creating a bigger market for software publishers.  Expect positive impact on the sales of hit games.

IBM's GIANT footprints in India -a critical view of the GIANT's future prospects

August 26, 2009

Analysis by: GLG Expert Contributor

Analysis of:IBM's Footprint Is Strong in India | seekingalpha.com

IBM's Indian presence is formidable and second best to none.Nevertheless,I do not share the author's optimism on IBM's growth prospects within the domestic Indian market.I strongly disagree with the contention by author that "BRIC region is growing rapidly and spending growth should outpace developed economies". Main reasons: 1. Local long term GDP/spending growth can falter-even if it is better in short term than in the developed economies. 2. Traditional export orientated mentality.

The politics of cybersecurity

August 18, 2009

Analysis by: GLG Expert Contributor

Analysis of:Security Cyber Czar Steps Down | online.wsj.com

Politics is why Ms Hathaway decided to leave, not technology or the complexity of the job

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