GLG News by Semiconductor Evaluators (North America)

Apple cannot win the enterprise market for the Mac, but Microsoft can give it to them.  When the resurgence of the Mac is combined with Microsoft’s continuing insistence on selling Vista to enterprises, the door is open to Apple gaining a solid presence in the enterprise market.

* Iomega had previously entered into an agreement with ExcelStor Great Wall Technology owned by the Chinese government  * Iomega terminated this purchase agreement with ExcelStor  * Iomega entered into an agreement to merge with EMC  * EMC will probably use Iomega as a means to move into...

In terms of volume the iPhone is indeed a “niche product” for Nokia.  However, the impact the iPhone is having on the handset market is much greater than its market share might indicate.  Nokia needs to address their steadily dropping US market share, although the iPhone is only one small...

The integration of Google Apps into Salesforce.com’s products can only help both companies, so it is certainly not going to help Microsoft.  On the other hand, this level of integration has been available for quite a while between Microsoft’s Outlook and ERP solutions, so it’s not likely to have...

The semiconductor market (excluding NAND and DRAM) tends to behave relatively well, with mild soft spots and less remarkable highs.  Add the schizophrenia endemic to memories and the whole complexion of the market changes to one of wild mood swings. Objective Analysis finds that the semiconductor...

The semiconductor industry is undergoing a very predictable down cycle based upon excessive capital spending in 2006.  As it always does, demand will catch up to this spending in 2009, and the market should see another upswing similar to those in the past. In the mean time, all semiconductor...

Solid-State Drives (SSDs) may be ahead of their time, but they are certainly generating a lot of press!  Companies who don't want to get left in the dust need both to understand this technology, and to understand why their customers would or would not like to purchase it.

There are several sales team approaches by the companies in the analog IC business-some are more succesful than others.    You have to balance cost of sales with a successful sales effort. National has too few "feet on the street" to compete for new designs with Analog Devices, On,...

* Hitachi introduced a 500 GB 2.5-inch hard disk drive in January 2008 but the product would not fit into a conventional 2.5-inch hard drive bay  * Fujitsu followed suit with a 500 GB 2.5-inch HDD announcement with a similar thicker drive package  * Samsung announced in March that they would...

* Seagate says that if SSDs start to threaten HDDs Seagate may sue SSD companies such as Intel and Samsung for patent infringement  * Seagate and WD have patents with many of the ways that a storage device communicates with a computer and SSDs may use some of these approaches  * SSDs are being...