GLG News by Semiconductor Capital Equipment 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...

Actual financial shock of the Wall Street will initially have bigger impact on Asia and Europe then on US itself, but on the long run it might set back the US economy to stagnation that could last 10-15 years. Nevertheless, there's still a place for good news...

* 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...

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.

1. Since being spun out of Agilent the management has been focused on an IPO that would pay off the investors. 2. Avago has sold off business's such as storeage IC's, printer ASIC's, and Infrared components to help pay back initial private equity investors.  They have done a good job of cutting...

The tremendous growth of IP traffic represents some exciting new revenue opportunities for service providers worldwide, but places significant capital and operational strains on networks carrying those services. As a result, many transport networks must transition from circuit- to packet-optimized architectures....

With the skyrocketing cost for developing new processes more and more semiconductor companies are joining the IBM alliance the pre competitive process is getting less and less. NEC is just the last one from a parade of the companies that already joined the alliance. Looks like we are having only...

What most operators have been doing in the early phases of deploying EV-DO or HSDPA is to provision additional T1/E1s, either over their own microwave infrastructure or by spending more on leasing T1/E1 services from a wireline service provider. The last two to threeyears have seen most 3G operators...