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

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.

Intel's turned its PR apparatus on high today, trumpeting the launch of its first 45nm processors, code-named Penryn. The company can certainly claim credit as the first CPU vendor to ship 45nm products, but the products it launched now are merely warmed over versions of the mature 65nm designs it introduced...

VMWare dominates the virtualization market today, but their position is being assailed from several angles. Citrix and XenSource make a formidable competitor, and Microsoft’s Viridian is an ever-present threat. It’s not going to be as easy for VMWare as it might appear.

The Samsung 64Gb NAND at the 30nm node is not only 2 process generations ahead of today's NAND production, but it appears to be a far larger chip than the company is likely to put into production.  It is fair to question how soon such a challenging device will find its way into volume production....

SanDisk is taking a more active approach in enforcing their IP.  This could signal the beginning of an increased royalty stream for the company.  it is such a broad offensive move that it could trigger retalitory lawsuits.  This is a gamble.

If Marvell’s chips perform as advertised, this is a killer product. Anything that can deliver a 50% reduction in power consumption will be universally adopted. Data center managers are becoming desperate to reduce power consumption by even 10%, and will embrace a 50% reduction as a gift from the gods....

Google is going to war in the mobile space as part of a wide coalition, rather than attempting to single-handedly take on the entrenched players. This virtually guarantees they will succeed at some level, and possibly achieve huge success.

Now that “everyone” is outsourcing to India, the next big thing is outsourcing to China. The first rule is China is not the same as India. Chinese outsourcing can be necessary for survival, or it can be a money-pit for the unwary.

Cisco’s growth and profitability make it the envy of most corporations. While many high-tech companies sustained permanent damage in the dot-com crash, Cisco rolled with the punches and rebounded stronger than ever. Consequently, when they showcase their Telepresence system as the wave of the future,...

Microsoft’s Windows Server is growing rapidly. At the same time, Linux (particularly Red Hat) is displacing Sun Microsystems’s Solaris, IBM’s AIX and HP’s HP-UX. Windows is not displacing Linux.