Goldman Sachs: Tech Spending Might Decline
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| Elsewhere in the report, Goldman Sachs predicts that Linux, the open source
| operating system, will make more inroads into businesses, and that IBM, Red
| Hat and Citrix are companies that are positioned well, regardless of what
| happens to the tech market as a whole.
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http://blogs.wsj.com/biztech/2007/08/16/goldman-sachs-tech-spending-might-decline/?mod=yahoo_hs
Some months ago, Goldman Sachs threw Microsoft out of its basket. Also see the
following:
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| After a while, I bet even Microsoft and Novell's customers got sick of
| hearing about how important customers are.
|
| During Thursday's last-minute teleconference and Webcast, Steve
| Ballmer went on and on about how customers like Randy Cowan,
| Goldman Sach's CTO, had given Microsoft "some serious coaching"
| on how the proprietary software giant needed to work better with
| Linux distributions. I don't imagine Cowan's coaching stipulated
| that Microsoft endorse a single distribution, because even if
| Goldman Sachs uses Suse, it probably has some Red Hat as well.
| Maybe some Debian, too.
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http://www.itbusiness.ca/it/client/en/home/News.asp?id=41048
Goldman Sachs software analyst Sherlund leaving
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| Sherlund started covering Microsoft in 1986, the year it went public,
| and became well known on Wall Street for tracking its growth from
| start-up to 800-pound gorilla of software.
|
| [...]
|
| The slew of companies competing with Microsoft has of course grown
| over the years, and now includes Yahoo, Oracle,IBM and Novell.
|
| Linux to work with Windows
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http://biz.yahoo.com/cnnm/061104/110406_goldman_sherlund.html?.v=1
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