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GLG News by this Author

Cloud computing offers financial benefits but opens huge new vulnerabilities

November 6, 2009

Analysis of:Microsoft, Taiwan to develop cloud computing technology | www.totaltele.com

Clouds are being pushed as a money saving technology.   When they work properly, this can be true.   However, there are a number of serious new security vulnerabilities which exist in clouds which the vendors are keeping silent about and cyber security laws make it extremely difficult to even do the research on how to detect and respond to these vulnerabilities.   User beware....

Apple has a strategy for is products and publicly dueling Microsoft works

October 25, 2009

Analysis of:Preemptive Strike? Apple Upgrades Mac Computers | www.businessweek.com

Apple rarely stumbles (at least in a way that hurts their growth).   Contrasting what they have with Microsoft is part of their strategy and helps them justify slightly higher prices.

The horse race is already crowded

September 24, 2009

Analysis of:LG to re-enter laptop biz with mini notebooks by year end | economictimes.indiatimes.com

LG makes good equipment.   Its reliable and sturdy and does what it says.   I would not use the word glitzy to describe their offerings.   If they are going to jump back into a market where they did not do well once (a rather unprofitable market for even the best of companies), they have to have something that will truly grab the consumer by the throat and mesmerize him.   I don't see that happening.

Not necessarily a collision course

September 24, 2009

Analysis of:Intel and Apple--future rivals? | news.cnet.com

Apple and Intel both have great expertise and major presence in the arenas where they do business.   No question they "could" choose to go head to head, but there is enough space in the world for them not to have to.

Is there gold in the Indian Hills

August 31, 2009

Analysis of:Spielberg Gets Funds to Start Up New Studio | online.wsj.com

There are some major pitfalls that Spielberg has to avoid if the joint venture with Reliance is going to succeed.

Apple is in very good shape in China

August 31, 2009

Analysis of:Apple, Facing Competition, Readies iPhone for Launch in Giant China Market | online.wsj.com

Despite generic competition already well entrenched, Apple has a lot of advantages which will ultimately lead to excellent profitability

Other aspects of printer decline

August 19, 2009

Analysis of:HP's Profit Sapped by PC, Printer Declines | online.wsj.com

Despite the best efforts of the printer companies, third parties are re-engineering the proprietary ink cartridge validation systems.

The politics of cybersecurity

August 18, 2009

Analysis of:Security Cyber Czar Steps Down | online.wsj.com

Politics is why Ms Hathaway decided to leave, not technology or the complexity of the job

Google Voice is superb

June 29, 2009

Analysis of:Google Voice takes a step toward launch | news.cnet.com

It does exactly what they say it does and it meets a number of needs that people didn't even realize they had until they heard of the capabilities.

Something is missing....

June 9, 2008

Analysis of:Getting Set for the iPhone App Store | www.businessweek.com

While I have no inside information on the details that are going to be announced, there has to be a provision for giving away certain iPhone applications for free at the iPhone store.

Penny Wise Pound Foolish

June 9, 2008

Analysis of:iPhone 2.0 Prices: $250, $350, $450 with Subsidies | www.displayblog.com

Apple is willing to be flexible on initial pricing, but is it going to be enough to really ramp up sales.   My guess is it will not unless there are a range of new rate plans from the telecoms. 

iPhone capabilities open a lot of new doors

June 6, 2008

Analysis of:Published: The mother of all iPhone patents | apple20.blogs.fortune.cnn.com

If you look closely at the patent you will be able to easily extrapolate to the iPhone being used in real-time diagnostic applications both industrial and biomedical.  Apple has laid a very solid groundwork for diversification into a wide range of profitable new ventures.

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