GLG News by Microprocessor Experts
Analysis of:
The Mac in the Gray Flannel Suit (www.businessweek.com)
Apple cannot win the enterprise market for the Mac, but Microsoft can give it to them. When the resurgence of the Mac is combined with Microsoft’s continuing insistence on selling Vista to enterprises, the door is open to Apple gaining a solid presence in the enterprise market.
Analysis of:
Gadgets We Need - Necessities We Can Do Without (www.forbes.com)
A short memory lane of the gadgets that have changed our lives or taken advantage of technology advances is fun, but the real trick is picking the products that will soon change the way we function. Many noted products are really evolutionary advances of an existing product. Ma Bell telephones...
Analysis of:
Nokia Shares Slammed in Wake of Miss (www.smartmoney.com)
In terms of volume the iPhone is indeed a “niche product” for Nokia. However, the impact the iPhone is having on the handset market is much greater than its market share might indicate. Nokia needs to address their steadily dropping US market share, although the iPhone is only one small...
Analysis of:
iSuppli lowers semi sales forecast to 4% (www.edn.com)
As AMD and other semiconductor companies continue to spin their wheels, lay off engineers, consolidate product lines further, and watch their executives walk out the door, leading to a major decline in revenue, hopefully they will try to replicate the Intel model for doing business in...
Analysis of:
Google, Salesforce.com Integrate Apps (www.redherring.com)
The integration of Google Apps into Salesforce.com’s products can only help both companies, so it is certainly not going to help Microsoft. On the other hand, this level of integration has been available for quite a while between Microsoft’s Outlook and ERP solutions, so it’s not likely to have...
Analysis of:
Combining complementary organizations and portfolios will improve competitiveness, speed product development and strengthen R&D scale (www.st.com)
A joint venture made up of the wireless operations of STMicro with those of NXP can lead to a powerful, if Euro-centric, force in semiconductors for cellular phones. Freescale’s wireless operation has been in the spotlight lately, and may feel passed over. However, there are still some interesting...
Analysis of:
Will Microsoft deliver Windows 7 next year? (www.infoworld.com)
The best course for Microsoft is to release the next OS
ahead of schedule and write Vista off as an interim step. If Microsoft can get a solid Windows 7
released in the middle of 2009 they will retain their hold on the desktop
market. If not, they risk losing a large
percentage of...
Analysis of:
Worldwide Solar Market Grows By 62% in 2007 - Solarbuzz Report (www.semiconductor.net)
Increases in inflation reaching the level of 4%, along with a 10% rise in oil prices, have not helped an already weak semiconductor industry; however, the solar industry is less sensitive and may even gain as a result with increased emphasis on reducing dependence on oil supplies and the conversion...
Analysis of:
Cisco Signals Trouble Ahead (money.cnn.com)
I will agree, that a collapse is overkill. But I see a softening of transactions and more projects help up at CFO level and because companies can't hire, and retain talent efficiently. This talent is the hold up of implementing new technologies, none the least is datacenter challenges around power. ...
Analysis of:
Cisco Signals Trouble Ahead (money.cnn.com)
With the overall state of the economy a general slowdown in technology companies is inevitable. That does not equate to a collapse akin to 2001 or the current Financial Services sector. Unless something changes only the weak companies will be hurt severely.
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