Technology, Media & Telecom News by GLG Council Members

Apple has indicated a willingness to accept lower margins. The indications are that it will start to control more of the "secret sauce" as it begins to develop specialised processing platforms for increased operational time and computational performance in its mobility products: the iPod, iPhone, and the likely netbook/touchpad platforms. The technology underpinnings will be able to drive higher performance...

A few months ago, Yahoo was at war with Microsoft.  Now Yahoo is hiring ex-Microsoft executives.  This is too funny.   You cannot make this stuff up.

It is getting worse and worse.  However, I need to clarify my position from Part 1.

Surviving distress requires cash not Wall Street valuations. There may a new old alternative.

Under PA Semi belt there is a product line that many analysts find extremely difficult to match current Apple product line. However PA Semi is a design company (not manufacturer) and the key of this agreement maybe related to future products more than current ones. Those future products that Apple will create maybe even more common and household devices than current ones (look at the product line...

Also see Is Apple getting into the chip business? http://www.marketwatch.com/news/story/Apples-spat-IBM-may-mean/story.aspx?guid={8C8EBB0E-DB0F-4EAD-BFE4-8F605E8499C2} Will this allow Apple to be even more different in its product lines and did the Intel CPUs cause Jobs to move in this direction? Will Apple products be Apple only once again?

There is an increasing backlash in the US to offshore outsourcing, particularly the large deals typically outsourced to large Indian providers.  The new political climate may embolden displaced US workers to complain more loudly, and Washington to listen more.   Even if little concrete action is taken the negative publicity could impact deals.

This is not good for Motorola.  A separation of the handset unit would have generated desperately needed cash. However, when life hands you lemons you need to learn to make lemonade.

The election of Barack Obama as the next President of the United States will mean significant changes in the makeup of the FCC, and a new direction in policy directives.

The FCC has unanimously approved utilizaion of airwaves for electronic devices to access the Internet, despite the objections of a diverse and unlikely group of partners opposing the action.