GLG News by Microprocessor Experts

Sound reasoning can explain the success of the MEMS industry over memory and other lower growth segments of semiconductors.  Part of the successful performance financially of MEMS technology has been the fact that it is less capital intensive than logic or memory device processing, since it does...

Microsoft has made surprising progress in the last 2-3 years to get into Gartner’s leaders magic quadrant.  The recent massive consolidation in the BI market gives Microsoft a window of opportunity to win market share at the expense of the well-known vendors. 

The semiconductor assembly and electrical test services segment has been a bright light in the dark tunnel of the industry lately, where significant declines have been observed for memory chips and overall capital equipment expenditures.  Semiconductor packaging is a key growth segment...

The only thing preventing flash memory from taking over the notebook market is price.  With prices on flash currently in free-fall, that barrier is likely to be reduced or removed in the next few months.  Seagate and Western Digital’s patents are not likely to protect their market share.

The iPhone has such a wide following among consumers, many of whom hold influential positions in enterprises, that some penetration into enterprises will happen quickly.  Once that early stage is past, however, future growth promises to be more difficult.  RIM is a formidable competitor!

Amidst further negative outlooks for memory chips in 2008, companies such as TEL and AMAT who have converted resources to supporting the expanding solar cell industry are clearly in a better position than their competitors who will be "left out in the cold" as a result of the downturn for memory...

Growing by acquisition at some level seems like an easy approach to taking over much of the market, yet repeated failures through the years in various businesses have clearly demonstrated it is a road laden with minefields.  Oracle has figured out how to avoid those minefields and appears set to...

Many technology companies depend on cheap offshore labor to control their labor costs.  As the dollar continues to weaken those costs are escalating.  Similarly, offshoring companies depend on selling services in the US, and the weakening dollar makes those services more expensive and will...

1. AMD got itself in a precarious position by failing to execute. 2. Nvidia acquiring AMD is not the solution. Nvidia does not need an AMD headache. Neither aspirin nor anything stronger will help Nvidia. 3. AMD needs financial and engineering resources.

Novell’s last quarterly results show an impressive turnaround in their business, but the bulk of their revenues are still from legacy products.  While SuSE is doing much better, largely due to the Microsoft deal, there’s still a long way to go for the new products to provide Novell’s overall g...