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GLG News by Microprocessor Experts

Paul Massie, Consultant
Self Employed
Analysis of: Majority Of New PCs Ship Without Windows Vista, Gates (Unintentionally) Reveals (www.informationweek.com)
The “success” of Vista seems largely tied to the fact it is the default OS on new PCs, particularly for consumers.  Enterprise users have not generally adopted Vista and at this point one must question whether Vista will ever be adopted by enterprises.  Unless Microsoft provides an enterprise-friendly...
Paul Massie, Consultant
Self Employed
Analysis of: Tech’s caucus season (bigtech.blogs.fortune.cnn.com)
New gadgets provide an opportunity for CIOs to show leadership, or not.  While executive toys may seem a trivial distraction to CIOs focused on enterprise-altering projects, they can be critical to the perception of IT within the executive ranks.  Working together with an executive to test...
Paul Massie, Consultant
Self Employed
Analysis of: Sweet Debut For NetSuite (www.forbes.com)
NetSuite is in a market where gaining and keeping customers is expensive, and likely to become more so as the competition intensifies.  While NetSuite has shown good growth, and the market is big enough them to grow further, profitable growth will be a considerable challenge.
Paul Massie, Consultant
Self Employed
Analysis of: Microsoft's Games Get Serious (www.businessweek.com)
Simulations are a proven way of providing better training at lower costs.  Today’s simulations, to be effective, are prohibitively expensive for the average enterprise to adopt.  Microsoft’s ESP could potentially provide a platform for a wide array of simulation training at a price anyone...
GuangMin Dai, Global Product Manager
TPO DISPLAYS CORP.
Analysis of: Opnext Ships 100K (www.lightreading.com)
Since 2002, Optical Componets for Telecom Systems have been miserable and uncertain. What's the root cause?
Jin Kim, Founder and President
Jin Kim, Founder and President
DisplayBlog
Analysis of: November 2007 PanelTrack (www.displaysearch.com)
1.  LCD shipment results in November were down slightly month to month due to seasonality, however, year to year growth remains robust.2.  LCD panel shipments for LCD monitor applications declined most, by 7 percent month to month. With new technology developments...
Paul Massie, Consultant
Self Employed
Analysis of: Why Larry loves Linux (and he’s not alone) (bigtech.blogs.fortune.cnn.com)
Open source is great when it’s bringing in revenue.  It’s “socialism” or “cancer” when it’s taking revenue away.   Those software CEO’s who today are lauding open source as such as great advance will be singing a very different tune if/when their products start hurting!
Afarin Bellisario, DSc, MS, Founder and President
Transtrategy, Inc
Analysis of: AMD Plans to reach profitability in 2008 (news.yahoo.com)
AMD CEO has appologized for delays in launching Barcelona chip, and promised that the company has already gone through a transitional year and is now projecting profitability in the second half of 2008.  The engines of growth will be the launch of the much delayed Barcelona and new integrated...
Paul Massie, Consultant
Self Employed
Analysis of: VMware Retorts to Microsoft Hyper-V Advent (www.eweek.com)
Microsoft has long been considered the most credible threat to VMWare’s continued reign in the virtualization space. Microsoft has been very late to this game and has a challenge of overcoming VMWare’s lead, while VMWare should rightly fear Microsoft’s size and power. With the beta release of their...
Paul Massie, Consultant
Self Employed
Analysis of: Cisco Views Video as Future Internet Killer App (www.eweek.com)
Video, in one form or another, seems to be the primary driver of the next wave of Internet growth. Facebook, MySpace and others are driving this in the consumer space, and high-quality video conferencing seems poised to do the same to the enterprise space.

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