GLG News in Technology, Media & Telecom

Clearly Sprint needs to reduce costs as they keep hemorrhaging market share.  Voluntary work force reduction is not the way to go.

I don't think the Sprint voluntary package is going to draw mass defections.  The market is too weak, and options for the unemployed are not rosy.  However, on the margin, higher up employees might be the most likely to bolt, and this post goes through a theoretical breakdown.

Nokia talking about responding to the market conditions has the implications of more focused selling, cost cutting, and a trimmer product portfolio.

1. If this is an improved phosphor it will improve Seoul's competitve position against Cree, Lumileds. Nichia, etc. 2. Seoul white LED's use blue chips from Cree and other blue LED manufacturers.  The phosphor system placed on the blue chip is what creates the white light in a spectrun of white colors from warm white to cool white.  If this new phosphor agreement gives them a good warm...

1. The increased speed of USB 3.0 will result in the repacement of USB 2.0 as the standard interface specification in consumer and computer devices. 2. Firewire 400 and 800 specifcations will die a  quick death in the late 2009/2010 time frame being replaced by USB 3.0.

1. Nichia, Avago, and Osram have dominated the U.S. high brightness LED market which has an approximate market size of $250M 2. High brightness LED's should not be confused with Hi-Power LED's which are white an used in interior and exterior lighting applications.

This PwC study really got me riled because it reflects a nonsensical version of the brand, one that can only be broadcast over the TV, that is just no longer true.  Sure, Comcast and Time Warner and ESPN may want you to believe it it true, but Google's interactive medium is the wave of the future, even the branding future.  The shift to interactive has been far too slow, and this study paints...

Sprint Nextel’s voluntary separation could reduce eventual layoff expenses, but could adversely affect the talent resource management for future projects in emerging technology. 

The release of the first "Google phone" certainly does not come at an ideal time, given the economic environment.  Sure, they can price high, then lower as everyone does.  However, the true measure of how long they can sustain the high price is looking at pent-up demand, which is done in this article.

The ChangeWave survey paints an overly positive picture on Apple and Dell sales this year.  As Circuit City and Best Buy foreshadow, this holiday season will be awful for high-end products, especially those whose purchase can be forestalled.