GLG News by Semiconductor & Component Experts

Nortel's  situation is not easy. Actually, it is not easy since the bubble exploded in late 2000. The decision to sell the Metro business will shave more revenue growth generators and it must fulfill the gap with fresh products. The share decline is not just due to performance and market mood-...

Collaboration between the two giants, HP and Oracle , can shake the storage world which is due to double digit growth in the next three years. It can be a win-win situation based on both companies' reputation and strengths. on top of that, both companies are not new to the storage world's needs and...

The launch of the long awaited Android based cellular phone by Google comes in the middle of the financial crisis. Thus , not having the enough attention as it was probably expecting. However, on top of that, Google chose T-Mobile as its carrier , and we know that consumer selects carrier first and...

* Oracle announced that it is selling an Exadata Storage Server under its own brand  * HP makes the storage hardware which uses 64 Intel processors, hard disk drives with storage capacity up to 12 terabytes and runs Oracle database software  * The base HP platform is the HP ProLiant DL180...

WiMAX as a Niche Technology Use of Unlicensed Bands Here, There, and Everywhere Newer Frequencies Bands (4.9, 700MHz, etc.) in General Use Targeted Broadband Bandwidth Do It Yourself

1.  Oracle received its major revenue from Maintenance. 2.  Greater efficiencies will be gained inisde of Oracle to improve operating margins

China Mobile is keen on the Android phones.  In addition to HTC, China Mobile has formed a joint venture with a local startup to build Android phones. 

The HTC Android phone will be closely compared with the 3G iPhone.  Most likely the look and feel won't be as sleek as the iPhone.  However, Android phones will have the processing speed that is hard to beat.  In addition, the open handset model features may not initially be impressive. ...

1. If Samsung is successful in taking over SanDisk they will become the dominant player in the NAND flash business . 2. Samsung will gain a strong retail presence in flash products which it does not enjoy today.  This includes carfds, memory sticks, USB thumb drives, etc.

TiVO has unveiled a CableCARD-compatible set-top with a huge storage capacity (1 Terabyte).  This is an obvious effort to break into the cable market via retail, but the approach has some profound limitations.  TiVO is also trying other ways to break into Cable.