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GCG Newsletters
Newsletter Database - Latest Additions Listed First (sorted by : Date)
| Date |
Title |
| 10- 10- 2005 |
Open Source: The Next Generation
This software movement is branching into not just mainstream business applications but also the associated services. And VCs are eager to help.
Giving away software isn't your typical path for a venture-capital-backed startup. But Roberts & Co. are smack in the middle of the next frontier of the open-source movement: business applications. "No one had funded an open-source application company at that point -- it was all infrastructure," says CEO Roberts. "We broke a glass ceiling."
Consider it shattered. The open-source movement is making another big thrust forward. Entrepreneurs, investors, and many analysts say they're confident that all of a company's business software -- representing hundreds of millions in sales -- will soon be available as open source. "I don't think there are any limits," says Ray Lane, a Kleiner Perkins Caufield & Byers partner and software industry veteran.
Every open-source program companies download, investors say, marks one step closer to changing forever the applications business long dominated by the likes of SAP (SAP ), Oracle (ORCL ), and Microsoft (MSFT ). Software that companies once paid millions for is now available for free via the Internet. Harried tech managers can simply download an operating system or application and play with it -- no need to free sizable chunks of the budget or get the board to sign off, as is the case with big, multimillion-dollar purchases. And since this is open source, they can customize the programs on the fly to better fit their needs.
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| 10- 5- 2005 |
Why WiMax Could Hit the Hotspot
"A WiMax platform's ability to deliver lots of capacity at lower prices could be very disruptive to existing broadband business models. When you put voice over WiMax, it could also disrupt the wireline and wireless voice businesses," says Andrew Decker, chairman of the global telecom group at Bear Stearns Investment Banking.
All that could happen quickly. Decker notes that the time frame required for a new technology to reach widespread acceptance is getting shorter. It took a decade for cell phones and CD players to really take off, but new technology such as Wi-Fi, digital cameras, and Apple's (AAPL ) iPods have achieved mass adoption in much less time. "Could WiMax become disruptive in three to five years?" Decker says. "Sure."
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| 10- 5- 2005 |
Telecom experts begin five-day meeting
Opening the workshop, The Deputy Minister of Communications & Technology, Dr Benjamin Ntim, who is also former United Nations Science & Technology Advisor, noted that most developing countries had to rely on radio spectrum in order to extend affordable basic telephone services and Internet connectivity in both urban and rural areas. He spoke of the use of the spectrum in private radio and television broadcasting, mobile telecommunications, Internet services, voice data and relay satellite systems.
Dr Ntim observed that it was necessary to expand research efforts to develop the technology to deal with the problems of spectrum congestion and pollution as the uses of the resource increased. He called for more wireless broadband technologies, saying they should be the most attractive solution in developing countries that did not have an extensive or well-established fixed line infrastructure. The Deputy Minister further underlined the need for the proper management of spectrum, and also to continue studies
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| 10- 4- 2005 |
What Is Wi-fi
Wi-Fi, short for WIRELESS FIDELITY, is to link data networks together instead of using wires. According to Stamford, Conn.-based Gartner, 50 percent of Fortune 1,000 companies will have extensively deployed wireless local area networks (WLANs) using Wi-Fi to support standard wired local area networks (LANs) by 2005. In the home, WLANs are becoming a popular way of networking multiple PCs to a broadband Internet connection.
According to International Data Corporation (a sister company to Darwinmag.com publisher CXO Media), the market for 802.11a is the most promising. By 2006, IDC predicts the 802.11a market to reach $1.58 billion, up from just $35 million in 2001.
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| 9- 23- 2005 |
Wireless carriers bet on mobile mail
Mobile e-mail is one of the fastest-growing cell-phone services, and one that both consumers and businesses are clamoring for.
The Radicati Group, a Palo Alto-based market research firm, predicts that nearly 123 million consumers will check e-mail on their handsets by 2009, up from just 6.5 million this year. At an eye-popping growth rate of more than 100 percent a year, Radicati expects mobile e-mail to become a $2 billion market in just four years.
This has led to an explosion of activity as wireless carriers and phone vendors scramble to carve out a chunk of the fast-growing market. Cingular recently partnered with Good, based in Santa Clara, Calif., to offer wireless e-mail to subscribers for about $45 a month.
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| 9- 22- 2005 |
Three-Part Harmony for Microsoft?
Microsoft is undertaking a major reorganization, down from seven divisions to just three. More power is now in fewer hands. The new structure puts more responsibility in the hands of fewer leaders. Ballmer created the seven-group structure in 2002, and it's become one of the hallmarks of his nearly six-year tenure as CEO. The idea was to give division heads more autonomy to pursue product strategy. But the groups would sometimes stumble over one another as leaders carried out plans aimed at furthering their own products, though not necessarily others sold by the company. "This organizational structure makes it easier to hold executives accountable," says Ted Schadler, vice-president and principle analyst at Forrester Research. "The old organizational structure did not."
The leaders of the new groups are all old Microsoft hands. The Platform business will be run by Kevin Johnson, who formerly ran Microsoft's global sales, and Allchin until his retirement. The Business group will be led by Jeff Raikes, who joined the company in 1981 and now runs the $11 billion Information Worker business. And Robbie Bach, a 16-year Microsoft vet who heads the Xbox group, will led the Entertainment & Devices group.
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| 9- 21- 2005 |
Launched: Landmark Report on Telecom Market in Ghana
The report provides industry information that was currently not available on a systematic basis in a single source.
According to Mr. Victor Teppeh, Senior Telecom Analyst at Kina Telecom, the book provides industry information that was currently not available on a systematic basis in a single source. "It provides crucial statistical data that investors need in their decision making and in the process focusing attention on Ghana as a destination for investment," he said.
The report provides crucial statistical data that investors need in their decision making and in the process focusing attention on Ghana as a destination for investment," he said.
Mr. Kwasi Adu-Gyan, Technical Advisor to the Minister of Communications, who wrote a forward to the Report urged businesses to take advantage of it as it contained vital information for investors, industry analysts, telecom operators and donors. "With the development of ICT, the greatest challenge is the availability of data, statistics or any kind of effective market analysis in the country."
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| 9- 21- 2005 |
Public-private partnerships as a development engine
http://www.mckinseyquarterly.com/article_page.aspx?ar=1682&L2=21 |
| 9- 20- 2005 |
Intel's Double-Chip Gambit
Intel didn't say what chips for mobile devices it may target for the new manufacturing process. But the greater performance improvement could translate to a notebook PC using the Intel Centrino platform that can run nine hours without a recharge, instead of the six hours Intel promises over the next couple of years, Hutcheson says. And PDAs or cell phones using Intel Xscale chips might last a full week before they have to be plugged into an outlet. "We can be much more competitive in those markets," Bohr says.
Back on track? And Intel has been trying for years, so far with little success, to become a big player in communications chips for telecom equipment and cell-phone makers. Its efforts have been rebuffed because of poorly performing products and missed product delivery dates.
Intel still must convince skeptics it's willing to work closely with customers to get products to market both on time and cheaply, analysts say. Even so, the chipmaker appears to be turning up the heat on competitors using the one tool it has used so effectively in the past -- manufacturing. If Intel can execute well there, the battle suddenly becomes much more heated.
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| 9- 20- 2005 |
Cisco: The anti-Microsoft
Cisco Systems is looking a lot more like Microsoft these days ... and that's not a compliment.
During the first nine months of this fiscal year, revenues from these six businesses increased by 34 percent from the same period a year ago and accounted Assuming that these newer businesses continue to grow at a healthy clip and the switches and router divisions maintain a stable rate of growth, it's tough to imagine how Cisco's stock can continue to remain in the doldrums for much longer.
Shares now trade for about 19 times fiscal 2006 earnings estimates, only a slight premium to the overall market even though Cisco's projected long-term growth rate is more than twice that of the S&P 500. What's more, Cisco trades at a steep discount to most of its smaller competitors.
Jim Huguet, president of Great Companies, a Clearwater, Fla.-based investment firm that owns Cisco in the TA IDEX Great Companies America fund and TA IDEX Great Companies Technology fund, said he thinks the stock is still a solid growth story and has about 20 percent upside from current levels.
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