GLG News by Semiconductor Experts in GLG Member Programs (California)

Nokia’s move represents a paradigm shift in the mobile music market, and potentially in the overall market. This may represent the beginning of the end for pay services such as Apple’s iTunes, and could be an entirely new way of acquiring music. Good-bye, CDs?

The DRAM market is in a middle of a major down turn, over capacity and price decline plaguing the industry for the last year. Samsung exec for investor relations claims that toward second part of next year we will see price firming. The question is it really going to happen within that time frame.

Verizon’s move represents the first major chink in the stone wall of locked mobile phones in the US. It seems unlikely that Verizon is really going to be totally open in the near future, but just the announcement represents a major step in that direction. Other carriers will be forced to follow, and...

With the recent acquisitions, traditional BI seems to be moving to the big companies (IBM, Oracle, SAP). Smaller, pure-play BI vendors must innovate and find new market niches to survive. “Operational” BI and better usability could buy a few years of success for them.

DRAM companies will see faltering growth. OEMs with NAND strategies will prosper while others will lag behind. NAND companies are poised to tap into PC market growth.

NOR flash is threatening the DRAM business in servers.  This will further harm the already-reeling DRAM makers.  Companies who make NOR flash will see larger growth over the long term than will companies with DRAM and no flash.

1) The big Web titans like Google, Microsoft, Yahoo are consuming, at an incredible speed, of nuts-anf bolts hardware - storage, servers, routers and switches. 2) Google itself even launch projects to design its own home-grown 10GbE switches when commerical options couldnot meet...

Even though DivX has a very strong position in video technology, it has been challenged by competitors in the area of webpage embedded video, particularly by Flash of Adobe. The recent acquisition of MainConcept by DivX will greatly strengthen DivX's position, and may potentially change...

Comcast is having a PR nightmare that is likely to continue for months. Every ISP is now going to face questions about whether they throttle traffic in any way, with lawsuits likely for any that answer yes. Legislation may be forthcoming to monitor ISPs.

The EqualLogic acquisition is another small but critical step in Dell’s resurgence. Dell has a partnership with EMC that has benefited both companies and continues, but this allows Dell better margins on low-end storage. EMC is unlikely to suffer major damage.