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GLG News by Microprocessor Experts

Analysis of: Profitless Prosperity Haunts IC Industry (www.semiconductor.net)
Profitless prosperity is the meager reward for the IC industry, as tool costs escalate while chip prices fall.  It is increasingly a consumer's market for electronics and equipment providers and employees of IC companies continue to pay the price.  The solar cell industry is an ever- promising...
Paul Massie, Consultant
Self Employed
Analysis of: Riverbed Shares Are Overvalued Says Goldman, S&P (blogs.barrons.com)
Riverbed jumped into the WAN optimization market with innovative technology and an effective business plan.  Their success has justified the market, but they face an uphill battle against the big network vendors.  Ongoing innovation gives them some hope, but their long-term viability is at...
Paul Massie, Consultant
Self Employed
Analysis of: Windows 7 to use touch-screen interface; new OS due in late '09, Ballmer says (www.computerworld.com)
The release schedule for Windows 7 effectively means most enterprises will go directly from XP to 7.  Windows 7 appears to be Vista done right, with problems addressed and some nice functionality added.  If delivered as promised it should maintain Windows’ position in the market.
Analysis of: Raytheon-Led Team Demonstrates Innovative Technique Growing Semiconductor Compounds on Silicon (compoundsemi.com)
The current optoelectronics market for GaN dwarfs applications in the high-power electronics category, which will remain the case unless comparable GaN-on-silicon technology is enabled.  Currently, SiC and GaN are designated for high-end defense-related electronic applications, and it will...
Paul Massie, Consultant
Self Employed
Analysis of: Sun Still Clings to Java Dominance Pitch (seekingalpha.com)
Sun has tied its future to open source, but seems clueless on how to monetize open source.  Worse yet, they don’t seem to care!  Meanwhile their core revenue stream continues to dwindle.  Future prospects don’t look good.
Paul Massie, Consultant
Self Employed
Analysis of: Desktop Virtualization Drives Security, Not Just Dollar Savings (www.informationweek.com)
Desktop virtualization promises huge savings in TCO, improved security, good user experience, improved manageability, etc.  Despite these advantages, it has many issues that have so far prevented widespread adoption, and likely will always limit adoption. 
Afarin Bellisario, DSc, MS, Founder and President
Transtrategy, Inc
Analysis of: Nintendo Wii makes Yamauchi Japan's richest: Forbes (www.reuters.com)
- Gaming and entertainment is big business in Japan these days as a number of gaming and social networking related entrepreneurs ranked by Forbes, as the richest in Japan based on the value of their companies.  The list includes founders of Nintendo, Pachinko gambling machine maker Sankyo,...
Paul Massie, Consultant
Self Employed
Analysis of: Interop: Oracle Looks Beyond ERP (www.informationweek.com)
Oracle’s applications have both wide and deep functionality, but that’s not enough anymore.  As younger users move into positions of influence intuitive interfaces and social networking features become increasingly important.  The applications vendor that “gets” this will be in a commanding...
James "Jim" Cantore, President
James "Jim" Cantore, President
JLC Associates
Analysis of: Will industry build 450-mm fabs? (www.eetimes.com)
1. New Markets will be created, enabled by the 450mm revolution. 2. Opportunity is there for new equipment strategic alliances with major chip players. 3. Smarter, simpler electronics projects need very intelligent, very large 450mm wafer-based chips.
Analysis of: "Chindia" Rushes Into Solar (sst.pennnet.com)
As other countries continue to thrive on the solar boom, the United States is falling behind in solar cell capacity and adoption of panels and plants.  China surpassed Japan and Germany in 2007 as the top world producer of solar cells, and may eventually develop a monopoly over time. ...

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