Road Notes – Amazon re:Invent Conference in Las Vegas, Nov. 11-14, 2013 The re:Invent conference, Amazon’s annual gathering of its cloud computing customers, prospects, and partners, has become the barometer of industry adoption of cloud computing. It’s become a massive event, hosted in Amazon’s distinct style, and underscores Amazon’s lead in the ...

After a long period of under performance in 2013, cloud equities caught up and surpassed major market performance benchmarks. The MGI Cloud 30 Index has been making and breaking new highs and the pull higher has now accelerated vis-a-vis the market overall. ...

This is the opening keynote delivered by Igor Stenmark, Managing Director of MGI Research at the 2013 MGI Research Cloud Innovators Summit on March 5, 2013 at the Core Club in New York City . Discusses market sizing for IaaS, valuation trends, key drivers for growth, winners and losers. ...

Presentation by Jack Sepple, Global Managing Director of Cloud Strategy at Accenture at the 2013 Cloud Innovators Summit hosted by MGI Research on March 5th 2013 at the Core Club in NYC. ...

Michael Grant, CEO of Cloudscaling spoke at the 2013 MGI Research Cloud Innovators Summit. Recorded on March 5th 2013 at the Core Club in New York. ...

Wall Street analyst Terry Tillman of Raymond James Financial shares his outlook on the world of enterprise software at the 2015 Billing Innovators Summit EAST at the New York Academy of Sciences in October of 2015. Moderated by MGI Research Managing Director Jim Mendelson. ...

The replay of Primary Access October 10th 2013 conference call on Cloud ERP is now available. Please CLICK HERE to access. This session included presentations from Bruce Richardson, Head of Strategy for Salesforce.com, Pat Garrehy, CEO of Rootstock, Lee Wylie of Maker Capital and Andrew Dailey from MGI Research. For questions or for access to futur ...

NetSuite hosted its SuiteWorld user confab in San Jose, CA on May 13-16, 2013.  Well-attended, the event underscored NetSuite’s strong position in its core market. The major news, a product entry into manufacturing, will impact the generic ERP suites, a market ripe for replacement.  Execution now is the major issue facing NetSuite for the ...

On Nov 13th MGI Research is hosting an intensive half-day, invitation-only “21 conference” focused on technology and business innovation in SaaS. ...

While much of the focus of SaaS is on services that are driven off a browser, there is nothing inherent in the model that prohibits programmatic access to structured web services with a defined business functions. We are begininng to see an evolution of a market for complex business functions offered on a web as a service. One of such services is M ...

Earlier in February we spoke at length with Joel Semeniuk who is an EVP in charge of Telerik's Agile project management division and a recognized Microsoft development tools expert. ...

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 ...

20 Questions with a leading Agile expert, CTO of Rally Software Ryan Martens. What could users expect from Agile? Are companies underestimating the impact of Agile on their applications software development backlog and on business? What are the realistic time and productivity improvements? Why haven't more companies adopted Agile? ...

MGI Research 20 Questions Session with Roy Singham - Agile Pioneer, Founder and Chairman of Thoughtworks and Thoughtworks Studios - http://bit.ly/gekNex   Mr. SIngham shares his ideas on promises and pitfalls of Agile as well as thoughts on successfully growing high tech businesses. ...

New Research Report - 20 Questions Interview on Agile with Dr. Israel Gat http://bit.ly/i5w5FH ...

For the longest time I refrained from making much of a comment about the proposed Dell buyout by Michael Dell and Silverlake. After all, it is a sad story whose final chapter is yet to be written. During a lunch break this afternoon, Carl Icahn in an interview on CNBC once again raised a number of non-trivial questions about the transactions and th ...

The overall tenor of Oracle management comments post its latest earnings announcement was very upbeat. While multiple headwinds persists, i.e. EU, stronger US dollar, launch of multiple new product initiatives such as Public Cloud, - the stock looks ready to try to attempt a break to the other side of the downward trend line.   ...

In a change of heart which we were already expecting (see our note: "Who Benefits from Disarray at HP?"), HP announced that it is keeping its PC business. In a funny coincidence, the official announcement takes place right before Halloween. Still, a lot of damage has been done by this jerking around to the HP brand, its reputation with customers, s ...

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. ...

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 ...

Over the last couple of days, two mega investors, - Warren Buffett of Berkshire Hathaway and Leon Cooperman of Omega Advisors have announced large stakes in IBM and Research in Motion (RIM) respectively. On the heels of these announcements questions have been raised, if these two events represent a beginning of a new up cycle for tech equities. ...

US House passed the H.R. 2930 Crowdfunding Bill on November 3rd. ...

The new MGI Research Blog is now officially live. It is now integrated into our main web site. We will continue to maintain the original MGI Research Blog on Typepad as a mirror to the new site. We welcome your comments and suggestions on our posts. ...

A brief visit to Europe generated several key observations relative to EU zone economy and impact of the unfolding debt crisis on technology companies. Euro as a monetary union is in clear danger of coming apart. In addition to the mountains of direct evidence and ECB balance sheet data, there are many indirect signals. ...

Earlier this week we attended the OSBC 2011 (Open Source Business Conference) in San Francisco. Like the open source movement, this event has ebbed and flowed, and managed to stay relevant.  Here is our summary. ...