GLG News by Microprocessor Experts

1. The NOR market is a money loser, no matter who the players are. 2. If Numonyx, (Intel + STMicroelectronics), was such a great money making proposition it would have been funded months ago. 3. The financial world is well aware that the last big NOR Flash venture between AMD and Fujitsu, Spansion, resulted...

The overall potential for LED lighting is enormous which has fueled the rumors of traditional lighting companies such as General Electric showing interest in acquiring LED companies before it is too late.  For good measure, as shifting away from the highly competitive commodity oriented business...

Oracle would like to be a leader both in SaaS and premises software.  The latest release of Siebel CRM On Demand is their attempt to conquer both worlds and ensure their prized enterprise customers don’t defect to Salesforce.com.  This release will likely have limited impact on Salesforce.com...

As projections show the first year-to-year decline for NAND flash orders since the last recession which companies will be willing to test the calmer waters of MEMS, solar cells and LEDs to avert profit losses and potentially ride-the-tide successfully to 2009 and beyond.  Any successful transition...

VMWare has long dominated the virtualization market, but with Citrix’ purchase of XenSource it has the tools and the motivation to take a portion of that market.  VMWare has excellent products, but is vulnerable on pricing.  Citrix will be a strong competitor and will be putting pressure on...

HP’s good news story continues quarter after quarter.  2008 promises to be a year of increasing challenges to their good news, with Dell rebounding and the overall economic outlook gloomy.  Some day HP’s growth via market share gains and cost cutting will end.  Will that day be in 20...

Achieving grid parity of $1/Watt in the solar cell industry is the holy grail for replacing common methods of energy production.  The increased demand for polycrystalline silicon has hampered the most developed and highest efficiency solar cells from meeting this objective.  Thus,...

This suit was always about corporate image, rather than specific damages.  The longer and bigger that Oracle can make the suit, the more adverse publicity SAP gets.  Mediation is therefore a big win for SAP, unless Oracle is able to dig up more dirt.

The long-awaited breakthrough to achieve a functional and manufacturable phase-change memory integrated circuit appears to have been achieved by Samsung and Numonyx over the last five monthes.  Samsung has approximately a six-month lead in this emerging market over all other competitors. ...

Software does evolve over time.  Every user of software, whether it’s a home version of Windows or an enterprise version of SAP, must at some point decide to upgrade.  Upgrades are usually expensive and painful.  As long as Oracle provides a reasonable upgrade path users should not be...