GLG News by Graphic IC Chip Experts (North America)
Analysis of:
New deals seen tripling Apple's addressable market for iPhone (www.appleinsider.com)
Within days the new iPhone will hit the market as well as the new BlackBerry as well as the new HTC as well as the new.... We are going to witness the third generation of mobile phone wars starting this summer. We moved from the brick to the flip and true hand held and now its time for the real move...
Analysis of:
3G iPhone in May, Another Device at WWDC? (www.macrumors.com)
The inventories of iPhones are going to zero in one market after another. Apple can't afford to wait a month or months for the new product release. Could it be they are ahead of schedule and the new phone is days away.
Analysis of:
Will industry build 450-mm fabs? (www.eetimes.com)
1. New Markets will be created, enabled by the 450mm revolution. 2. Opportunity is there for new equipment strategic alliances with major chip players. 3. Smarter, simpler electronics projects need very intelligent, very large 450mm wafer-based chips.
Analysis of:
Apple to begin selling 3G iPhone in late June? (www.appleinsider.com)
The iPhone will be one year old June 29th. Watch Apple release the 3G iPhone on or about that date. What a birthday party.
Analysis of:
Revving Up the Rumor Mill for the Next iPhone (www.technewsworld.com)
This summer may prove to be a turning point in wireless telecom. Keeping track of all the rumors and possibilities may require a scorecard. Also see: Phone business rings up change http://www.news.com/Phone-business-rings-up-change/2009-1039_3-6238968.html?tag=nl.e433 Sprint shares rise on takeover...
Analysis of:
Apple posts profit of $1.05B, ships nearly 2.3 million Macs (www.appleinsider.com)
Also see: Belgium to receive unlocked iPhones? http://www.macnn.com/articles/08/04/23/belgian.iphone.plans/ Apple Buys A Chip Company http://www.businessweek.com/technology/ByteOfTheApple/blog/archives/2008/04/apple_buys_a_ch.html Apple Q2 conference call: 10 million iPhones? No problem http://arst...
Analysis of:
Kingston the biggest beneficiary of NAND flash price recovery (www.digitimes.com)
If the price of one of your key building blocks goes up, your prices have to go up or your profit margin has to go down.
Analysis of:
Positive outlook accentuates strong Intel earnings (www.echannelline.com)
It used to be said "What good for General Motors is good for the USA." Well times have changed but now it appears whats good for Intel is good for Apple.
Intel's outlook is based not on what Intel thinks but rather what it's customers think.
Analysis of:
RUMOR: Microsoft to open Apple-like retail shops (macdailynews.com)
If this rumor is true it would be a total waste of resources for Microsoft unless they were going to come out with a full line of products.
Analysis of:
The iPhone's next killer apps: VoIP and videoconferencing (www.tgdaily.com)
You can tell by all the articles I listed in the Topic/Question section that today the media has gone overboard on the iPhone, but some very interesting items have come out form all the different articles and I will narrow them down to make some sense.
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