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August 18, 2008
No way Cisco will or Should Compete with Microsoft or Google
Analysis of: Will Cisco Take on Google and Microsoft? | www.businessweek.com
Author: GLG Expert Contributor
Cisco need not take on either of these companies.  In fact the more web apps appear the more Cisco infrastructure need be bought.  Cisco has thrived by connecting the world and over the last few years by providing endpoints.  The cultures of Google or Microsoft are totally orthogonal...
Jason MaAugust 12, 2008
California's Public K-12 Education System Is Worsening
Analysis of: California at the Front of Education Trends | www.usnews.com
Author: Jason Ma, Board Director and Sr. Counselor, IvyMax, Inc.
1) The Calfornia public K-12 education system has been suffering from budget cuts for decades, is not at the forefront, and is these days among the bottom 10% of the states in terms of standards and results. 2) It used to produce higher-quality student results two decades ago but since...
August 12, 2008
GM's volt will be a winner if....
Analysis of: Volt plug-in hybrid is 'No. 1 priority,' GM says | www.msnbc.msn.com
Author: GLG Expert Contributor
The GM Volt will be a winner IF it is price competitive and has reasonable performance and economy.  Despite the so called "quality" issue that saddles GM previous well thought out and executed GM vehicles have sold well.
August 12, 2008
Top line decline is tough to fund
Analysis of: Sprint Cancels Stock Sale That Was to Tackle Debt Load | www.ft.com
Author: GLG Expert Contributor
Sprint's recent quarterly report said that the "Silver Lining" in their loss of market share is the rate is decreasing.  Investors will buy into companies loosing money if they show growth.  Funding a stock sale with the latest numbers would have greatly depressed the stock price. None of...
Jason MaAugust 12, 2008
New Oriental and China's For-Profit Education Space
Analysis of: China's Little Dragons | www.forbes.com
Author: Jason Ma, Board Director and Sr. Counselor, IvyMax, Inc.
1) Chinese parents in China spend a much higher amount of their annual income on their one child's education, as compared to parents in the U.S., and do almost anything to help their (sometimes spoiled) kids. 2) More and more yuppies in China are increasing their wealth and spend to get ahead in...
August 7, 2008
Alcatel-Lucent marriage doomed from the start
Analysis of: Alcatel-Lucent`s Russo, Tchuruk to quit; loss widens | www.business-standard.com
Author: GLG Expert Contributor
There were many impediments to a successful merger, these included: 1.     Diverse cultures 2.     Diverse geographies limit economy of scale 3.     Diversion of the merger caused both companies to take their eye off the ball in terms of their real problems...
July 22, 2008
WiMax Remains a Challenge for Global Adoption
Analysis of: Hold off on WiMax investments, Gartner cautions | www.networkworld.com
Author: GLG Expert Contributor
The equipment, semiconductor market for WiMax. Software, services and applications on WiMax
Ian WoodJuly 15, 2008
The Hard Part is Payments
Analysis of: Mobile Payment Transactions Will Grow, Research Shows | www.billingworld.com
Author: Ian Wood, Partner, Wireless Foundry
Whilst the US has seen an explosion in Mobile Banking it is yet to see the users trust the service for Payments. Payments needs to address not just the Banked but the Unbanked, in Africa Vodafone and MTN have  established services that allow micropayments to be made to those that have no Bank Accounts. ...
Ian WoodJuly 4, 2008
Still a long way to go
Analysis of: European 3G subscriptions seen topping 100 million | www.reuters.com
Author: Ian Wood, Partner, Wireless Foundry
The market is still fragmented. In the big five we still see a wide spread of take up as consumers are yet to be won over. The mobile networks are still to discover a range of products that make the investment pay off. This talks about terminals rather than handsets and so a slowing of sales of phones...
July 1, 2008
When will Phase Change Memory make an Impact in the IC business?
Analysis of: Spansion: Numonyx' PCM is 'marketing fluff' | www.eetimes.com
Author: GLG Expert Contributor
Bertrand Cambou, CEO of Spansion, has an opinion on Numonyx' push into phase-change memories: "Phase-change memory is pure marketing fluff." Although Cambou is correct that existing Numonyx phase change memories are not ready for prime time, the situation will be quite different below 32nm, which...

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