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GLG News by Microprocessor Experts

Paul Massie, Consultant
Self Employed
Analysis of: Polycom ups telepresence ante (telephonyonline.com)
Several factors are converging to make video conferencing more commonly used.  Improved technology, increased network bandwidth, and both the cost and effort/time invested in traveling are all factors.  Telepresence provides the “halo effect” for video conferencing, similar to the effect the...
Steve Fanchiu, SF, Adviser
Steve Fanchiu, SF, Adviser
Genttix, Inc.
Analysis of: Apple Holds Prices on Laptops - Computer Maker Refreshes MacBook Lineup (online.wsj.com)
What would be Apple's strategy for a sustained position in the laptop market? What has hindered Apple to do more for a profit when cost reduction is a critical issue? How could the new lines appeal to catch more buys?
Steve Fanchiu, SF, Adviser
Steve Fanchiu, SF, Adviser
Genttix, Inc.
Analysis of: CORNING: High Tech, Big Value (www.forbes.com)
How did Corning (NYSE: GLW) push for its valuation over the year? What did Corning claim to be outstanding for Q2, Q3 and Q4 of 2008? How did Corning influence and then surprise financial analysts?
Paul Massie, Consultant
Self Employed
Analysis of: Oracle Fusion apps: Is 2010 delivery too little, too late? (www.networkworld.com)
Oracle’s Fusion Apps have the potential to be a “game-changer” in the ERP market.  Although Fusion likely won’t be delivered when initially expected, and will instead trickle out into the marketplace in pieces during 2009 and 2010, that is soon enough.  Details on schedule and content are...
Steve Fanchiu, SF, Adviser
Steve Fanchiu, SF, Adviser
Genttix, Inc.
Analysis of: Cree Announces Commercial Availability of XLamp MC-E LED (biz.yahoo.com)
How will the U.S. innovative firms prominently continue the global leadership in LED (Light Emitting Diode) device? How will the green energy incorporate newer lighting technologies? What are the challenges that affect the technological development in the clean lighting industry?
Paul Massie, Consultant
Self Employed
Analysis of: Offshore Outsourcing: What Role Will the Recession Play? (www.cio.com)
As the economy contracted many thought that would actually help offshore outsourcing, as the effort to reduce costs would drive more business their way.  Judging from early returns, that doesn’t appear to be the case.  On the contrary, this may well be the beginning of a sea change in the...
Paul Massie, Consultant
Self Employed
Analysis of: What Should Investors Do Now? (online.wsj.com)
No segment of the market is completely safe from economic woes, but key tech players are as well positioned as any to weather the storm.  This is the time to choose carefully among investments, but the tech arena today boasts solid investment choices among both large and small companies. ...
Steve Fanchiu, SF, Adviser
Steve Fanchiu, SF, Adviser
Genttix, Inc.
Analysis of: Microvision Demonstrates Enhancements to Pico Projector Prototype at CEATEC Japan 2008 (biz.yahoo.com)
What is the merit and advantage for Japanese and other leading Asian brands in Korea and Taiwan to play with in the consumer electronics market? How spaciously could be U.S. firms to play in the portable consumer electronics market when Apple has lost its power in driving further cost reduction and...
Paul Massie, Consultant
Self Employed
Analysis of: Google's Office Intrigue (www.forbes.com)
Google’s free consumer Gmail has gained a large and loyal following.  Google would like to leverage that to dethrone Microsoft Exchange in enterprises.  While Microsoft should be careful not to underestimate the threat, Google faces formidable challenges, not least of which is security.
Steve Fanchiu, SF, Adviser
Steve Fanchiu, SF, Adviser
Genttix, Inc.
Analysis of: Light Blue Optics Demonstrates Miniature Projection Systems (www.reuters.com)
How often have those projection display technology providers or developers claimed to bring a brilliant future, with excuses for repetitive delay in productization and market adoption? Pico-projector is just one of them.  .......................... Why has the development of many projection technologies...

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