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

Razr2 is a nice update to the aging Razr, but Motorola needs a lot more than that for salvation. Nokia and Samsung are moving ahead of Motorola, and this will be only a brief respite unless Motorola changes their business model.

New product hype must match product reality Early adopters can become harsh critics A customer burned will cause lost sales

The evidence continues to mount that Google is serious about attacking the wireless market. The gPhone won’t be a “me-too” product, but Google’s attempt to change the wireless business model. The real losers are likely to be the carriers.

The consolidating BI market today is no place for a lone player, even one as big as Business Objects.  SAP needs Business Objects to offset Oracle’s purchase of Hyperion, but it could turn into a bidding war if other large firms get in the game.

The marriage of two ailing companies does not magically create one healthy company. A merger of this size needs at least 18-36 months to settle, and the competition will not wait that long.

Putting Windows on Sun servers probably won’t make much difference in Microsoft’s revenue stream, but it could significantly improve Sun’s revenue. This doesn’t sound the death knell for Solaris, but does indicate Solaris is increasingly a niche player.

With volumes increasing, competition is likely to increase How will the PND market evolve and compete against other portable devices

Google’s alliance with Capgemini adds credibility to their move into enterprises. Google still has a long way to go to become a serious competitor to Microsoft for enterprise applications, but this gets them one step closer.

Citrix will get a share of the virtualization market, but not enough to threaten VMWare’s domination.  Citrix “may” see a reasonable ROI on their $500M investment in XenSource, but it’s not likely to be comparable to EMC’s investment in VMWare.

Microsoft failed to get the ISO to recognize their Office Open XML as an ISO standard. They still have chances to change that vote, but the prospects don’t look promising for them.