GLG News by Semiconductor Experts in GLG Member Programs (California)
Analysis of:
Microsoft Gives Dynamics Apps Office Makeover (www.eweek.com)
Microsoft has the best user interface for the SMB market. Microsoft lacks the functionality offered by Oracle and SAP.
Analysis of:
AMI, MagnaChip continue 0.18-M ultra-low power development (www.edn.com)
MagnaChip has been under performing for several quarters, out of their three business sectors 2 of them (CIS and LCD Drivers) are dismal and only the third one -special foundry is doing sort of OK.
The article mention another addition capability to their foundry business by cooperating with AMI.
Analysis of:
Tech's biggest trend: everywhere (money.cnn.com)
The tech world is about to undergo a dramatic shift as tens of millions of new users come online. Although the revenue per user may be low, the number of users is so high they will dominate.
Analysis of:
Microsoft Looks to Stop Internal Server Sprawl (www.computerworld.com)
Virtual servers will rule the data center of 2012 Companies with strong virtualization tools today will benefit Server manufacturers will have to scramble to maintain revenues and margins.
Analysis of:
Safari 3.0 beta hit with six vulnerabilities within hours after launch (www.tgdaily.com)
Apple is now getting the Microsoft treatment Safari is Apple’s way of introducing the Windows world to the Mac interface Apple has a lot riding on Safari’s success. Bad PR around security problems could potentially damage Safari’s long-term success.
Analysis of:
Hewlett-Packard Fires Up New PC Blades (www.eweek.com)
HP is leveraging its lead in both PCs and blade technology with this offering This unquestionably provides the most cost-effective solution for end-user computing. How many users will be happy with this solution?
Analysis of:
HTC Touch launches; first impressions and thoughts as an iPhone rival (crave.cnet.com)
Apple has again created a new market, this time for touch-only smartphones. Competitors will be numerous for the next few months, until the market clarifies. HTC has a lot of experience in the smartphone business, but the jury is still out on the Touch.
Analysis of:
Introducing the Palm Foleo (www.palm.com)
NAND-based notebooks are a hot topic of conversation today. Palm's Foleo offers most of the required features of a notebook PC with NAND instead of an HDD.
Analysis of:
Novell’s Microsoft Ride (www.redherring.com)
The Microsoft/Novell deal is clearly paying off for Novell. Ironically, the GPLv3 will provide a real marketing tool for Novell Red Hat still has a commanding lead, but Novell is looking much healthier.
Analysis of:
Siebel 2.0: The end of Salesforce.com (blogs.zdnet.com)
It is premature to predict the demise of salesforce.com. But there are issues constraining future growth.
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