Technology, Media & Telecom News by GLG Council Members

It makes sense to buy Dell if Apple were any other computer company other than Apple. Look at market share, and ability to expand into markets where it is weak, but Its not in the cards.

For months, self-proclaimed BlackBerry addicts, as well as Verizon (NYSE:VZ) Wireless users looking for a real iPhone killer (or something close to it), have been anxious to get their hands on the just released BlackBerry Storm (9530), Research In Motion (NSDQ:RIMM) (RIM)'s first touch screen BlackBerry. The Test Center got hold of a production unit to see how it stands up to expectations from...

Our analysis at The Information Network shows the large panel market grew from 131.9 million panels in 2004 to 361.2 million in 2007 and will grow further to 564.9 million in 2010, a Compound Annual Growth Rate (CAGR) of 27.4% between 2004 and 2010.  For 2008, 436.7 million units will ship, up 20.9% from 361.2 million units in 2007.  Average selling prices (ASPs) fluctuate...

Auto industry is bleeding, new multimedia features are important, but are they really betting on the right horse with HD radio as replacement of satellite radio?

Bad economy has hit LCD panel manufacturing giants in terms of capacity utilization and forward march to next generation plant. Just springing up LED backlight technology is suppressed. All components like LCD glass take their backseat. This slump may last for an year and technology improvements will be slowed down as well. Prices will further erode.  

There is no question that the iPhone is the smart phone device that will continue to chip away at RIM's overall market share however RIM has been and still is the dominant player in the enterprise email category. Corporate customers have not adopted the iPhone in any meaningful way and Apple has done little to adapt the iPhone to be enterprise ready. In fact, Apple has done little to...

Consumers aren't in a buying mood this holiday, but there are opportunities for new companies.  I don't recommend the hi-tech plays that won't actualize for another decade, but rather look at some opportunities that should spark demand in a 1-3 year time frame.  Anyway, it is the holiday season, and nothing goes better under the Christmas tree than a fresh bowl of optimism.

RIM, like Nextel before the merger with Sprint, needs to move with lightning speed into the consumer arena.  Apple and Google have huge advantages in this arena, with greater consumer know-how and a marketing reach that blows RIM out of the water.  In this article, I look beyond RIM's new products to brainstorm some strategies that might be useful in this very difficult assault.

Hold the phone on handing the CPU performance crown to Intel's new Core i7 processors just yet -- the chip giant may yet have a fight on its hands in the coming months. Advanced Micro Devices demoed its upcoming 45-nanometer "Deneb" desktop chips -- now confirmed as Phenom II -- for reviewers in Austin, Texas, on Thursday, and reports are in that AMD overclockers were able to achieve...

Intel (NSDQ:INTC), Santa Clara, Calif., and Advanced Micro Devices (NYSE:AMD), Sunnyvale, Calif., are finally back to where it all started when the personal computer boom kicked off in the early 1980s -- squaring off with chips that bear more similarities than differences. That sets the stage for the kind of competition between the two main x86 microprocessor makers that has system builders...