GLG News by Semiconductor & Component Experts

Riverbed jumped into the WAN optimization market with innovative technology and an effective business plan.  Their success has justified the market, but they face an uphill battle against the big network vendors.  Ongoing innovation gives them some hope, but their long-term viability is at...

Sears has a fundamental structural problem with its format, market appeal to the consumer and ability to resnate the differences shopping with them represent. The shift to the warehouse channel is a permanent one that greatly impacts those retailers who have in the past lived in the market somewhere...

The release schedule for Windows 7 effectively means most enterprises will go directly from XP to 7.  Windows 7 appears to be Vista done right, with problems addressed and some nice functionality added.  If delivered as promised it should maintain Windows’ position in the market.

1) The new Finisar create the world’s largest supplier of optical module and subsystem solutions for the communications industry. 2) The merger makes sense with little product overlap and potential for revenue synergies in shared system customer base. 3) What impact to the rest? the merger would...

1.  The success of the iPhone is not its touch screen alone but rather the interface 2.  Will the interface of a touch screen work with a blackberry?

Autmotive OEM's have saturated the US market, and now must ride out the economic downturn. The astute OEM's are right-sizing for the US market,and the wisest among them are using US capacity to support the explosive growth of sales in China, Russia, India, and Brasil. What should emerge are more...

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...

The alliance of Freescale and Chery to develop MCU and chipset technology means tremendous potential for Freescale growth in Asia. Freescale's recent acquisition of SigmaTel could give Freescale an avenue to grow share of automotive multimedia and infotainment chipset applications. Freescale is well...

1.  Lawsuits are a reflection that the market competition is very intense. 2.  Craigslist needs to focus on product solutions

Sun has tied its future to open source, but seems clueless on how to monetize open source.  Worse yet, they don’t seem to care!  Meanwhile their core revenue stream continues to dwindle.  Future prospects don’t look good.