Tech Industry Analysis

Convio (CNVO) gets acquired by Blackbaud (BLKB) for $16/share - MGI Analyst Blog

Convio (CNVO) gets acquired by Blackbaud (BLKB) for $16/share - MGI Analyst Blog.

New Research: MGI Scorecard - Large Systems Vendors Oct 2011

New research published: "Large Systems Vendors Scorecard: October 2011"  @mgiresearch #IBM, #CSCO, #ORCL, #EMC, #Dell, #HPQ, #VMW, #BRCD, #NTAP, #JNPR

Our current, October 2011 vendor scorecard provides a qualitative rating for large systems vendors such as Hewlett-Packard, Oracle, Dell, IBM, EMC and Cisco. The note contrasts these ratings with quantitative MGI Index scores measuring business model efficiency and with growth and valuation parameters. The recent upheaval at HP provides an interesting backdrop to our rating scores. With a drop in HP stock, a number of analysts and investors have been turning positive on the company. We think that such enthusiasm is a bit premature. HP’s stock is cheap for a reason. In a related research note: “Who Benefits from HP Disarray?” we analyze the opportunities and threats for HP and its peer group.

Other recent MGI Research reports include:

Is Manhattan Associates an Acquisition Target?

Getting the Right IT Deal: A 20 Questions Interview with a leading IT contracts guru

CIO Critical Success Factors: Conversation with Martha Heller, a noted CIO recruiter

 Visit www.mgiresearch.com for additional information. To schedule analyst appointments, call +1 (888) 801-3644

New Research: Who Benefits from Disarray at HP?

New research published: "Who Benefits from the Disarray at HP?"

@mgiresearch #HPQ, #Dell, #IBM, #ORCL, #EMC, #VMW, #CSCO #Cloud

HP customers, investors and business partners are beginning to feel like they are stuck in a bad remake of the movie "Groundhog Day". In the film, Bill Murray's character is stuck in time and keeps waking up to face the very same day, with the same challenges and problems.

Three of the last HP CEOs were forced out under some sort of a cloud (not the computing kind). After expelling Carly, Mark and Leo (these sound like hurricane names), the board rushed to hire Meg Whitman as CEO and appointed Ray Lane as the executive Chairman. The new team has a big mess to clean up.  The Personal Systems division decision is likely to be reversed. The idea to get out of the PC business was probably not a bad one, but HP is totally unprepared for such a non-linear move. The Autonomy deal will likely go forward, but the acquisition better work, - HP has had a terrible track record of absorbing companies. The EDS purchase caused serious indigestion, and HP inherited a number of contractual issues with it. The list of HP acquisition orphans is long and unmemorable (except for high purchase prices).

In the meantime, competitors are circling the weakened HP turf. We believe, the company still has some time and room for maneuver, but a recovery will require signs of sure-footed, thoughtful, strategic decisions, - so far we have not seen any evidence of that, but one can hope...

In the new research report on HP, we dissect HP's current situation, assess chances for a sustained recovery and risks of market share loss to competitors in key areas such as processors, storage, software and services. 

Other recent MGI Research reports include:

Is Manhattan Associates an Acquisition Target?

Getting the Right IT Deal: A 20 Questions Interview with a leading IT contracts guru

CIO Critical Success Factors: Conversation with Martha Heller, a noted CIO recruiter

 Visit www.mgiresearch.com for additional information.

New Research: Getting the Right IT Deal - 20 Questions with Joe Galuszka

New Research: A significant amount of time, money and effort is spent in the evaluation, selection, negotiationand acquisition of technology assets. In spite of all of this effort, many companies chronically over-pay for those assetsand sign sub-optimal contractual agreements. Andrew Dailey of MGI Research recently conducted an in-depth interviewwith Joe Galuszka, a widely recognized expert in the area of IT Contract Optimization, Joe works directly with CIOs and CFOs to assist them in maximizing their negotiation leverage and achieving additional cost savings and advantageous contract terms and conditions. He has over 25 years of experience in the IT industry, and Joe’s negotiation experience spans both client buy-side and vendor sell-side engagements.

New Research - CIO Critical Success Factors: 20 Questions with Martha Heller

New Research:  - CIOs today face four major disruptive trends: cloud computing, mobile computing, social networking, and agile development. In addition to determining how to best leverage those trends for the business, CIOs are increasingly challenged with risks of security breaches, system downtime, and rising user demands for easier to use, faster to deploy IT systems to support today’s fast-moving, global business requirements. Andrew Dailey of MGI Research recently conducted an in-depth interview with Martha Heller, a well-regarded executive search consultant and Contributing Editor of CIO magazine. Based in Boston, Martha has placed CIOs and senior IT leaders at clientcompanies like Edison Learning, Key Bank, Hertz, BJ’s Wholesale Club and Providence Equity Partners, among others. Prior to executive search, Martha was the founder and Managing Director of CIO magazine’s CIO ExecutiveCouncil.

New Research - 20 Questions with CEO of CollabNet Bill Portelli

Agile is a massive change agent that is dramatically transforming timeframes, quality and economics of software development. As part of “20 Questions”- an MGI Research Interview Series with leading technology industry innovators, investors, and executives, Andrew Dailey recently conducted an in-depth interview with Bill Portelli, CEO and co-founder of CollabNet, a leading vendor of Agile tools and services. Prior to CollabNet, Bill was Senior VP and GM of Cadence Design Systems’ global consulting business. Since co-founding CollabNet with Tim O’Reilly and Brian Behlendorf (co-founder of the Apache Project), Bill has been at the forefront of collaborative software development tools for global enterprises and the SaaS delivery model.

 

New Research - Google Buys Motorola Mobility - Bullet Train or a Train Wreck?

Google Buys Motorola Mobility: Bullet Train or Train Wreck?

New Research: Three Key Trends Shaping Cloud Computing

In a new research report "Three Key Trends Shaping Cloud Computing" we examine both the drivers as well as the barriers to cloud computing adoption. Several recent cyber security incidents spotlighted Cloud Computing vulnerabilities, generating questions about the durability of the overall adoption trend for the Cloud. The focus of the report is on the current intersection of cloud strategies of LOB users, central IT and cloud vendors and how pragmatic economic and technological factors are shaping their decisions with regard to Cloud adoption. We expect the pace of adoption for cloud computing to accelerate. The recent shift from confrontation to collaboration between central IT and the cloud providers, signals a removal of a significant road-block to cloud adoption. The focus of internal IT on virtualization first has now come into question as more users are looking at pursuing both mega-trends but not at the same speed and not for the same portions of their applications portfolio. The challenges posed by cloud security and management issues are serious, but are not the insurmountable barriers to broader adoption of cloud computing. Both the cloud as well as virtualization are driving a redefinition of the requirements landscape for security and management tools. This disruption creates a growth opportunity for cloud start-ups and a challenge for incumbent vendors of software and security tools such as CA, BMC, HPQ and IBM. We expect the re-acceleration in this space to benefit RAX, AMZN, CRM, CNQR, TLEO, KNXA, as well as the cybersecurity vendor group. This report is a must read for anyone interested in gaining an in-depth insight of the current business and technical trends that are shaping the opportunity for cloud computing.

 

20 Questions with Tony Leng on CIO Success in the 21st Century

In a new research report (http://bit.ly/ihyzrk) published by MGI Research, Tony Leng - a leading CIO executive recruiter with Hodge Partners, defines key success factors for CIOs and how CIOs can position themselves for top non-IT jobs within a company.

New Research Report - "Cloud Computing: A Definition" http://bit.ly/gTha6B
Separate cloud computing facts from fiction. Get insight into new opportunities in the emerging cloud computing landscape.