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May 27, 2008
Eufiserv stake reinforces First Data’s position as Europe’s leading payment processor
Analysis of: First Data in Europe Processing Alliance | www.americanbanker.com
Author: GLG Expert Contributor
The acquisition of 50% of Eufiserv’s processor reminds that notwithstanding LBO distractions, First Data remains the most consequential payment processor and leading consolidator in Europe, and a potential threat to MasterCard’s and Visa EU’s processing businesses. First Data’s challenge is to simultaneously...
May 27, 2008
Discover making headway to achieving US acceptance parity
Analysis of: Moneris Solutions Signs Merchant Acquiring Agreement with Discover Financial Services | www.businesswire.com
Author: GLG Expert Contributor
Discover is soldiering away on its path to merchant acceptance parity with MasterCard and Visa in the US. Closing the acceptance gap will produce greater cardholder spend and richer interchange, thereby enriching Discover’s value proposition for third-party issuers, which in turn will enhance the value...
May 19, 2008
High-Power vs. High-Brightness GaN LED Markets
Analysis of: Raytheon-Led Team Demonstrates Innovative Technique Growing Semiconductor Compounds on Silicon | compoundsemi.com
Author: GLG Expert Contributor
The current optoelectronics market for GaN dwarfs applications in the high-power electronics category, which will remain the case unless comparable GaN-on-silicon technology is enabled.  Currently, SiC and GaN are designated for high-end defense-related electronic applications, and it will...
May 16, 2008
I lean toward "Bust"
Analysis of: Analyst: $850M opportunity for Allscripts with merger | www.forbes.com
Author: James Leonard, Chief Information Officer, The Regional Medical Center at Memphis
Difficulty in turning the potential opportunity into sales     
May 5, 2008
Is China Developing a Solar Energy Monopoly?
Analysis of: "Chindia" Rushes Into Solar | sst.pennnet.com
Author: GLG Expert Contributor
As other countries continue to thrive on the solar boom, the United States is falling behind in solar cell capacity and adoption of panels and plants.  China surpassed Japan and Germany in 2007 as the top world producer of solar cells, and may eventually develop a monopoly over time. ...
Shawn BurgessApril 29, 2008
The storage burden
Analysis of: Storage Earnings Going Nowhere but Up, Up and Away | blogs.eweek.com
Author: Shawn Burgess, Vice President & Chief Information Officer, Abrazo Health System
Storage demands continue to growth in the wake of digital growth and evolution. Digital storage management requires a prudent approach to life-cycle management.
April 28, 2008
Western Union acts to co-opt mobile money transfers
Analysis of: Western Union in Mobile Partnership | www.americanbanker.com
Author: GLG Expert Contributor
Money transfer Goliath Western Union is moving to co-opt the threat posed by hybrid mobile phone/stored value card person-to-person remittances. At a minimum Western Union’s new service is a validation of remote mobile phone-based money transfer and makes it likely it will achieve meaningful market...
April 21, 2008
Why Intel Succeeds Amidst Semiconductor Downturn?
Analysis of: iSuppli lowers semi sales forecast to 4% | www.edn.com
Author: GLG Expert Contributor
As AMD and other semiconductor companies continue to spin their wheels, lay off engineers, consolidate product lines further, and watch their executives walk out the door, leading to a major decline in revenue, hopefully they will try to replicate the Intel model for doing business in...
April 14, 2008
Neiman Marcus/HSBC quarrel heralds worsening consumer credit climate
Analysis of: Neiman Marcus, HSBC face off over credit card business | www.dmnews.com
Author: GLG Expert Contributor
However it is resolved Neiman Marcus’s ugly spat with HSBC is a harbinger of a deteriorating credit environment and of Neiman Marcus’s coveted private label (P/L) credit card portfolio being in play in 2010.
April 10, 2008
MasterCard attempts to get in the US online debit game
Analysis of: MasterCard to introduce new debit processing platform | www.finextra.com
Author: GLG Expert Contributor
MasterCard, which has long been a laggard in the US pin-debit market, continues to improve its offer and match-up against Visa, Star, NYCE, Pulse and Accel. It’s now positioned to move from the back of the pack and through additional processing to capture more of its transactions’ value.  

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