GLG News by Semiconductor Evaluators (North America)

The new iPhone is a 3G UMTS HSDPA capable device does not have a lock-unlock mechanism. The UMTS standard, is a universal standard. By definition UMTS stands for Universal Mobile Terrestrial System. Therefore, the lock-unlock mechanism is not required anymore. The GSM-GPRS-EDGE iPhone, which was Appl’s...

The move from rotating disks to Solid State Disks (SSD) is happening faster than most predicted.  Rotating disk vendors such as Seagate will likely see margins erode as they lose the high-end disk business to SSD.

The semiconductor and other component's margin would be lower.

Large scale solar energy plants are not new, but can be useful if fossil fuels maintain high prices. They can help put a cap on high energy costs, but since they are large-scale projects they take years to install. The impact of these on photovoltaics should be minimal.

Oracle is getting close to delivering on their promises about Fusion.  If the final suite of products can match the early previews, they have achieved a “game-changer” in enterprise applications.

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...

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.

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.

Desktop virtualization promises huge savings in TCO, improved security, good user experience, improved manageability, etc.  Despite these advantages, it has many issues that have so far prevented widespread adoption, and likely will always limit adoption. 

Oracle’s applications have both wide and deep functionality, but that’s not enough anymore.  As younger users move into positions of influence intuitive interfaces and social networking features become increasingly important.  The applications vendor that “gets” this will be in a commanding...