GLG News by Radio Frequency Identification Experts

Regulators in Europe and elsewhere will continue to ratchet up their interference in the global card payment networks’ business unless and until MasterCard and Visa (V) find effective strategies to stonewall or deter them. While no regulation contemplated would put the networks in the “death spiral”...

This is an acknowledgement that a majority of AllScripts' EMR business was generated by their now defunct partnership with IDX. It is also an acknowledgement that AllScript's purchase of A4 did not fill the void caused by the departure of the IDX relationship after IDX was purchased by GE (who have...

If the “Credit Card Fair Fee Act of 2008” passed, it would devastate the US card payments industry, harming card issuer, network and merchant acquirer economics, to varying degrees. It would also cause higher cardholder fees, reduce payment card transaction and volume growth, and put a damper on payments...

The semiconductor assembly and electrical test services segment has been a bright light in the dark tunnel of the industry lately, where significant declines have been observed for memory chips and overall capital equipment expenditures.  Semiconductor packaging is a key growth segment...

Simply put, Focus Wireless collects mobile subscriber numbers and private information through legal or illegal means, processes the subscriber data into categories such as business owner, car owners, bank VIPs, etc...  Focus Wireless then tries to target the mobile subscribers with targeted advertisements...

Intel is a terrific company. Since 1985, it has focused mostly on MPU's, as the expense of everything else, and consequently, it has dominated the market. Prior to 1985, it was also a memory company - competing against the Japanese. Intel used GCA steppers - an utterly inferior product - while...

Amidst further negative outlooks for memory chips in 2008, companies such as TEL and AMAT who have converted resources to supporting the expanding solar cell industry are clearly in a better position than their competitors who will be "left out in the cold" as a result of the downturn for memory...

Micron announced last week that its newly named sensor business, Aptina, will run as an independent division within Micron. The divsion will have independent sales, marketing and profit-and-loss functions in order to be more "responsive to the market." Aptina employs about 700 people...

On the eve of Visa Inc.’s IPO, there are important differences between it and MasterCard in terms of global coherence, size, system architecture, management and legal liability exposure. Net, over the long haul MasterCard’s unitary structure should enable it to grow volume, transactions and therewith...

Visa Inc.'s IPO, unlike MasterCard's, will be fairly and fully priced. Nonetheless, it is a compelling story with a huge opportunity to improve operating margins, in important respects more attractive than MasterCard and in others tangibly inferior.