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GLG News by Hardware Sellers

Analysis of: Intel Net Rises 12%, but Outlook Is Uncertain (online.wsj.com)
Intel (NSDQ:INTC) is ratcheting up the pressure on the hard drive industry with the introduction of new enterprise-class solid-state drives. Intel on Wednesday unveiled its new Intel X25-E Extreme SATA Solid-State Drive, aimed at the server, workstation, and storage system market. The processor and...
Tal Raeside, Managing Director
Insight Strategic Services
October 17, 2008
MOT is Still Alive
Analysis of: Motorola introduces touchscreen phone (tech.yahoo.com)
Despite its recent woes, Motorola is not dead and may have successful product releases in its future.
Analysis of: Huawei Retreat Sets Back China Tech Plans (www.businessweek.com)
With Huawei's inability to successfully penetrate the US market, it may use the fire sale of Nortel's assets to get substantial footprint in the US market, as long as the regulators in Washington and Ottawa allow the deal to go through. Also, given the economic condition and down turn in capital expenditures...
Analysis of: Intel Net Rises 12%, but Outlook Is Uncertain (online.wsj.com)
Intel (NSDQ:INTC) beat Wall Street expectations with a 12 percent jump in third-quarter profits over the same period last year, but CEO Paul Otellini on Tuesday cautioned investors that the turbulent economy meant the world's leading microprocessor manufacturer is having difficulty projecting...
Tal Raeside, Managing Director
Insight Strategic Services
October 16, 2008
AT&T: LTE Can Wait
Analysis of: AT&T: 3G to hold out for 2-3 more years (www.electronista.com)
AT&T Mobility’s cautious approach to its Long Term Evolution (LTE) roll out is appropriate given the lack of demand, undeveloped ecosystem and current economic turmoil.
Tal Raeside, Managing Director
Insight Strategic Services
Analysis of: NPD: Apple iPhone 3G is #1 smartphone in U.S.; AT&T big beneficiary (macdailynews.com)
Apple’s iPhone has set a new standard in smartphones and mobile entertainment devices.  The mobile industry will spend the next few years digesting the new paradigm Apple and others have helped usher in.  The clear winner will be mobile consumers who will benefit from improved mobile devices...
Analysis of: NPD: Apple iPhone 3G is #1 smartphone in U.S.; AT&T big beneficiary (macdailynews.com)
You Can Touch This Touch screen devices have become all the rage. They're pretty, offer a wide screen and pack enough high-speed connectivity to download content in a flash. Research In Motion (RIM) Ltd. this week joined the touch-screen party with the BlackBerry Storm. But the Storm...
David Workman, Executive Director
David Workman, Executive Director
PRO Buying Group
Analysis of: CREDIT Circuit City Loses Recommendation (www.washingtonpost.com)
Vendors will continue to support Circuit until at least the first part of December Companies will watch carefully the weekly trends over the next 45 days Vendors can easily create a "run on the bank" if one or two large suppliers change their terms significantly 
Analysis of: NPD: Apple iPhone 3G is #1 smartphone in U.S.; AT&T big beneficiary (macdailynews.com)
Thirty percent of U.S. consumers who purchased the Apple iPhone 3G ditched their previous wireless carrier to go with AT&T, the iPhone's exclusive stateside carrier, according to a new report from the NPD Group. In the report, NPD Group, a wireless market research firm, said carrier defectors made...
Analysis of: Google, T-Mobile unveil $179 G1, challenge iPhone (www.business-standard.com)
All the hype came to its crescendo this week as T-Mobile, Google and HTC jointly released the T-Mobile G1, the first commercially available mobile device based on the open source Linux Google Android operating system. The touch screen G1, known to some as the HTC Dream, bears some similarity to...

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