GLG News by Microprocessor Experts
Analysis of:
Yole Ranks Top 30 MEMS Suppliers; Sees Rapid Growth in Consumer, Medical (www.semiconductor.net)
The success of the micro-electro-mechanical systems (MEMS) device market has truly fallen under the radar of the electronic materials world of late. There has been ample attention garnered by the crash of the DRAM industry, decline of the semiconductor capital equipment sector, and growth of the...
Analysis of:
AMD: Is The Worst Over? (seekingalpha.com)
Does AMD keep close enough tabs on the details? Risk underestimation cripples bold initiatives. Crisp execution and coordination of all the risks is something AMD needs to do better. AMD overpaid for ATI, ran short of cash and had to go overseas for capital.AMD will give up precious market share to...
Analysis of:
Internet failure hits two continents (www.cnn.com)
“You can have it fast, cheap or good: pick any two!” In too many cases fast and cheap has won over good. The primary driver behind offshoring has been cost savings, not quality. Network redundancy is an insurance policy which many executives have chosen not to buy. Sadly,...
Analysis of:
What Can Brown Do for Motorola? (www.businessweek.com)
Motorola is struggling in the handset business, while at the same time Nokia is going from strength to strength. Motorola’s new CEO, Greg Brown, has very limited time to rescue the handset business. Motorola needs to be able to make a profit on low-cost cell phones. Barring that, they...
Analysis of:
A Warm Welcome for Android (www.businessweek.com)
Google’s Android mobile platform has the potential of revolutionizing the mobile computer market. It could become a standard platform for tens of millions of devices. A lot of work remains, however, to translate potential into reality.
Analysis of:
Microsoft Takes Virtual Step Forward (biz.yahoo.com)
Microsoft may never be able to catch up with VMWare’s lead in technology, but if they can produce the “Office” of virtualization they may not have to win the technology war to win the business war. Providing an all-encompassing suite of virtualization tools at low prices will make a compelling...
Analysis of:
North American Equipment Book-to-Bill Indicates Lower Capexs (www.edn.com)
Semiconductor original equipment manufacturers (OEMs) have been facing the burden of a major downturn in the industry. It is the “pass-the-buck” dependence these companies such as Applied Materials (AMAT), LAM, TEL, ASML and KLA-Tencor, etc. have faced since entering the business. It is...
Analysis of:
International CES News Highlights (www.cesweb.org)
Finding a theme at the annual CES is always difficult through the big speeches, little presentations and thousands of exhibitor booths. HD and Wireless did bubble to the top this year but there were many more interesting products showing promise, if only... Today's technologies make...
Analysis of:
China Mobile suspends talks with Apple over iPhone launch (www.ftchinese.com)
China Mobile suspends talks with Apple over iPhone launch. Due to the single largest subscriber base world wide and the unique market position of China Mobile, Apple may need to dig deeper and pay more patience to pitch into this strategic account.
Analysis of:
Full Oracle Fusion due 2009, beta 2008 (www.regdeveloper.co.uk)
Requiring existing customers to completely re-write all existing Oracle applications customizations is a massive barrier to adoption. “Exponential” database growth and reduced performance will be just the icing on the cake, not to mention the inevitable bugs in a totally new software release. ...
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