GLG News by PC Storage Device Purchasers and Sellers

1.  Google stores searches but has yet to release result to the government. 2.  The most to gain are using the media to push privacy.

1. Flash Drives will reach 80 Gig this year 2. Apple dropped Seagate for iPods in 2006

Amazon’s stock price is up more than 25 percent today after its second blockbuster quarterly earnings report in a row. eBay is losing market share to Amazon. This trend appears likely that it will continue.

1.  Integrated virtualizaiton in silicon could lead to strategic advantage for Intel over AMD 2.  The integration of the hardware could reduce or eliminate today's reliance on BIOS firmware

1. Some of the companies that former Oracle people started are now part of Oracle. 2. Larry was an investor in Salesforce and NetSuite.

Source of revenue when seeling iPhones:  revenue from device and revenue from plan/subscription.  Both need one another.  Newer devices garner attention while older devices reach end of life. Gaining control of the platform is the end issue.

1.  It is getting easier to create ad keywords so more people can create ads. 2.  The expense of optimizing your keywords is more expensive that just paying Google

1. Verizon can catch up to AT&T if the iPhone continues to soar with new sales. 2. Verizon may gain leverage by seeing which features the consumers value in the iPhone.

Virtualization is beginning to move beyond consolidation. Virtualization introduces security and data management issues. Virtualization has no real standards at this time.

1.  Ebay has a great brand name 2.  As a part owner of Craigslist, they have been able to learn about the business 3.  I am surprised that there has not been a buyout of Craigslist by eBay