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

Virtualization is moving from servers to desktops, but in a fragmented and disorganized fashion. The ubiquitous PC will not go away, but there remains plenty of room for a variety of desktop virtualization solutions.

* Is Nokia's brand strength enough to make it competitive in the PND space? * Beside brand, what value will they bring?

SAP needs to make this case go away. Oracle wants to milk it as long as possible. The longer the case drags on and the bigger it gets, the worse the effects on SAP.

Now that Microsoft has saturated the OS and office productivity markets, they are attempting to move upstream into higher-margin businesses. There is vast untapped potential for BI, and Microsoft is well positioned to take a big chunk of that new business.

Every time AMD releases new technology, Intel follows up with their own release that trumps AMD. AMD has competitive offerings in the server and low-end consumer space, but they don’t have the resources to survive a long war.

The virtualization market is now big enough to be interesting, and the next few months are likely to provoke something of a feeding frenzy as the players get sorted out.

The first 50 years of IC technology were a remarkably rapid convergence of new concepts, sophisticated technologies, defect reduction and control, yield improvement, and reliability understanding and improvement. This academic list includes processes for silicon crystal growth and wafer fabrication,...

Semicon West 2007 was the first show in recent memory that I attended with a Visitor badge rather than an Exhibitor badge. This was, of course, delightful as I was not bound to the drudgery of booth duty. Those who have worked with me over the years will appreciate that my behavior pattern throughout...

This deal will help Novell gain more credibility and a more complete product set. It also increases the pressure on BEA, making a sale just that much more likely.

Sun’s T2 chip is designed for specific purposes, and works very well for those purposes. It also has limitations that will prevent it from being a game-winner for Sun.