All GLG News Analyses Filed Under: Software

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

July 29, 2009

Analysis by: GLG Expert Contributor

Analysis of: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

Analysis by: GLG Expert Contributor

Analysis of: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 CroslinChief Executive OfficerLinoWave

Unisys on Road to Success - But Not a Surprise

July 29, 2009

Analysis of: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 PeddiePresidentJOHN PEDDIE RESEARCH

Continued growth in all segements in computer graphics industry

July 28, 2009

Analysis of: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 SchiffFounder and Principal AnalystMAS Strategies

IBM To Acquire SPSS and its Data Mining Capabilities

July 28, 2009

Analysis of: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 SchiffFounder and Principal AnalystMAS Strategies

Microsoft - One Disappointing Quarter is Not a Disaster

July 28, 2009

Analysis of: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

Analysis by: GLG Expert Contributor

Analysis of: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 PeddiePresidentJOHN PEDDIE RESEARCH

2009 Digital Video Software Market

July 27, 2009

Analysis of: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 BruckChief Information OfficerHUDSON VALLEY BANK

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

July 27, 2009

Analysis of: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 DykePresident and FounderJAVELIN STRATEGY & RESEARCH INC.

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

July 27, 2009

Analysis of: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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