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GLG News by Hardware Sellers

Analysis of: Apple's Furiously Fast Future (www.technewsworld.com)
Huge gains by Apple's iPhone and continuing solid performance by Research In Motion's BlackBerry are driving a smartphone market that doesn't seem to be affected by the economic downturn. A report released by Canalys shows that Apple has grabbed 17.3 percent of the smartphone market, placing...
Analysis of: Azure: Can Microsoft Meld Windows with the Web? (www.businessweek.com)
his week at Microsoft (NSDQ:MSFT)'s Professional Developer Conference, Microsoft executives took the wraps off Windows Azure, a new development platform for building cloud-based applications. In the opening keynote, David Thompson, corporate vice president of Microsoft Online, noted that Microsoft plans...
Analysis of: NPD: Apple iPhone 3G is #1 smartphone in U.S.; AT&T big beneficiary (macdailynews.com)
A $6 million judgment against Cisco Systems (NSDQ:CSCO) in which a jury found that the networking vendor violated its reseller agreement and deal registration program with a small solution provider has other VARs wondering how this might impact their relationships with Cisco and other vendors. Now Cisco...
Analysis of: AT&T the Latest to Jump on the Femto Wagon (www.unstrung.com)
AT&T's successful launch of Apple's 3G is going to increase the demand on the 3G network. With the economic downturn and credit challenges may force AT&T to accelerate the roll out of 3G Femto to reduce the capital expenditure for coverage and capacity. However, without standardization of femtocell...
Analysis of: NPD: Apple iPhone 3G is #1 smartphone in U.S.; AT&T big beneficiary (macdailynews.com)
The jury in the cross-lawsuits trial between Cisco (NSDQ:CSCO) and a former Cisco solution provider has awarded the VAR damages of more than $6 million. The jury found that Cisco violated its reseller agreement and deal registration agreement with the solution provider, Infra-Comm, by cutting...
Analysis of: Cox Sets Plans to Build Its Own Cellular Network (online.wsj.com)
Cox, Comcast and Time Warner are struggling with ownership of their subscribers' experience since majority of the telephone calls are made via mobile devices and not digital telephone service. Cable MSOs need to regain the customer loyalty and experience and having an MVNO model with Sprint will...
Analysis of: NPD: Apple iPhone 3G is #1 smartphone in U.S.; AT&T big beneficiary (macdailynews.com)
Apple (NSDQ:AAPL) is dominating the headlines this week with its new MacBook line and first sub-$1,000 MacBook, but Microsoft (NSDQ:MSFT) insists that PC notebooks still give consumers far more bang for their buck. In an apparent bid to stifle the buzz around the new MacBooks, Microsoft...
Analysis of: NPD: Apple iPhone 3G is #1 smartphone in U.S.; AT&T big beneficiary (macdailynews.com)
Mobile platforms have exceeded laptops and other consumer devices as the primary form of communication devices and Internet access. Market for high end PDAs remain untapped and  new entrants with proper business models can take advantage of this opportunity. Google definitely has an opportunity...
Tal Raeside, Managing Director
Insight Strategic Services
Analysis of: Will Microsoft Buy Research in Motion? (www.businessweek.com)
A RIM acquisition by Microsoft could be interesting but would face significant hurdles.
Analysis of: .Calacanis: Apple to release networked HDTVs (reviews.cnet.co.uk)
Apple launched its new family of MacBooks to great fanfare at its Cupertino, Calif. headquarters Tuesday. After the initial flurry of speeds and feeds, here are some thoughts about the new lineup and what it means for the industry. Nvidia's Big Win. The Santa Clara, Calif.-based graphics chip...

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