GLG News by Hardware Sellers

Sears has a fundamental structural problem with its format, market appeal to the consumer and ability to resnate the differences shopping with them represent. The shift to the warehouse channel is a permanent one that greatly impacts those retailers who have in the past lived in the market somewhere...

Qualcomm had not yet made a full commitment to the CDMA market for cost reduced and small footprint femto. This is a market ripe for their technology.

Femtocell vendors all have proprietary interfaces to connect to the core network and follow different architectures and methodologies. Femtocells are also not yet suited for enterprise environment due to support of low number of simultaneous users and area of coverage. Only volume will reduce the...

It is good to see the collaboration of the cable, Internet and chip industries. There is no doubt that the investment in WiMax technology will pay off in the future. Being on the cutting edge of technology is good for the US economy and beneficial for the consumer as well. I am excited to see this happening....

While mobile voice can be considered “King” as it represents the majority of mobile traffic and revenues, the mobile industry’s growth engine is data.  Rather than worrying about what is King (or Queen), the industry needs to concern itself with solutions that optimize the overall mobile experience...

The different drivers for Enterprise and Consumer will remain stable and more dynamic on the consumer side. HDD vendors will grow constantly as data and units growth is exceeding growth by tech and price decline. New stars on storage to come up and might drive interesting aquisitions.

It looks like companies are finally seeing the value of storage. For a long time storage was a neglected sector because companies did not understand the benefits of their data and what it would take to be able to store and retrieve. Industry and government regulations also brought the need for effective...

Soho / consumer NAS will show stable growth in high 2digits over the next years. While the competition environement has become more close over the last 2 years, this segment is still in the beginning. Iomega offers a well known brand and market awareness for the low end segment.

Net Neutrality and its implications on the Internet and media consumption is a hot topic, and will be highlighted as network utilization increases.

Microsoft would love to better control its retail presence to lift its profile among consumers.  Microsoft’s lack of retail experience, history of indirect sales, and the daunting economics of retail make a full-blown retail expansion effort risky.