Gerson Lehrman Group - Intelligently Connecting Institutions and Expertise.

All GLG News Analyses Filed Under: Software

Analyses are solely the work of the authors and have not been edited or endorsed by GLG.

IBM Cloud Data-Crunching Strategy - Viable, Yes. But for whom?

July 29, 2009

GLG Expert Contributor

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

IBM has the brand awareness and loyalty to bring credibility to cloud services.  But are enterprises ready to move mission critical data to the cloud?  Maybe, if the services are defined correctly and the price is right.

Oracle-Sun Integration? - a Sequel !!

July 29, 2009

GLG Expert Contributor

Oracle, Sun Now Face Integration Challenge | www.cbsnews.com

Given the marginally small difference in price per share offered by IBM and ORACLE for the SUN bid,one can speculate as to the rationale why IBM had second thoughts and also why IBM pulled out of the deal having seen SUN's strategy for a better bid from Oracle. I strongly disagree with comments from Oracle CEO ( Ellison ) that this takeover enables Oracle to be "the only company that can engineer an integrated system - applications to disk ".

David Croslin, Chief Executive Officer

David CroslinChief Executive OfficerLinoWave What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Unisys on Road to Success - But Not a Surprise

July 29, 2009

Unisys surprises analysts with 2Q profit | www.bizjournals.com

Unisys' positive results should not really be a surprise. Ed Coleman is the right guy and they are making the right moves.

Jon Peddie, President

Jon PeddiePresidentJOHN PEDDIE RESEARCH What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Continued growth in all segements in computer graphics industry

July 28, 2009

The Compute Graphics market will have a CAGR of 8% to 2013 | www.jonpeddie.com

The computer graphics industry has enjoyed almost non-stop growth since it was established the late 1970s. Today,  computer graphics hardware and software (not counting services, maintenance and other aspects) are worth $68 billion – that’s a mind boggling average growth rate of 16.5% for 28 years!  (Charts available: email jon@jonpeddie.com)

Michael Schiff, Founder and Principal Analyst

Michael SchiffFounder and Principal AnalystMAS Strategies What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

IBM To Acquire SPSS and its Data Mining Capabilities

July 28, 2009

IBM Buys A Profitable Prophet | www.forbes.com

o IBM and SPSS are certainly not strangers and IBM's pending acquisition of SPSS will further enhance IBM's analytic capabilities.o SPSS has an OEM agreement with IBM Cognos' rival SAP BusinessObjects for the data mining component of the BusinessObjects XI platform. This partnership will likely now be tested.o The software industry continues to consolidate as giants acquire complementary technology. This trend will likely accelerate as the economy recovers.

Michael Schiff, Founder and Principal Analyst

Michael SchiffFounder and Principal AnalystMAS Strategies What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Microsoft - One Disappointing Quarter is Not a Disaster

July 28, 2009

Update: Microsoft Revenue Declines 17% in Fiscal Q4 | www.computerworld.com

o Microsoft's earnings disappointment was influenced by product release dates, in particular the Windows 7 operating system.o The pending release of Windows 7 caused the many PC and associated software sales to be delayed. o The home market will quickly respond once Windows 7 starts shipping with new PCs; businesses will remain cautious until PC software applications have proved to be compatible and Windows 7 tested in pilot implementations.

Oracle Labs: An idea for making the best out of a wrong decision!

July 28, 2009

GLG Expert Contributor

Oracle, Sun Now Face Integration Challenge | www.cbsnews.com

While this analysis is not about the acquisition of Sun itself (which I believe is a wrong one), it provides guidance to Oracle the "Do's" and "Don'ts" in getting some value. The critical recommendation is to form "Oracle Labs" - a think tank to innovate and stay competitive with Google and Microsoft.

Jon Peddie, President

Jon PeddiePresidentJOHN PEDDIE RESEARCH What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

2009 Digital Video Software Market

July 27, 2009

Digital video software market hit $1.5 billion in 2008. | jonpeddie.com

The digital videos software market supplies the tools for movie and TV making and has weathered the recession well and is poised for growth in 2010.

Howard Bruck, Chief Information Officer

Howard BruckChief Information OfficerHUDSON VALLEY BANK What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Missing the boat - deduplication is only one piece of the puzzle

July 27, 2009

EMC outlines where Data Domain will fit | blogs.zdnet.com

The hype around Data Domain that brought it $2.1 Billion, over-emphasized the role of deduplication. The technology is nice, but it is neither unique nor complete.

James Van Dyke, President and Founder

James Van DykePresident and FounderJAVELIN STRATEGY & RESEARCH INC. What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

The value of acquisitions like this can be predicted by Javelin's CDA model

July 27, 2009

Oracle To Buy Data Integration Vendor GoldenGate | www.informationweek.com

IT acquisitions are common, and there's an easy-to-use model for predicting when the optimal value exists. 

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