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

Microsoft need not tremble as yet. Clearly Linux is making progress, however slowly. This is a giant leap for validating Ubuntu.

Intel and ST on Tuesday 5/22 finally announced the NOR flash spin-off that had been rumored for months. Intel's NOR business and ST's NAND and NOR will be combined into a new company jointly owned by ST, Intel, and Francisco Partners. This move will impact these companies' competitors and customers...

The solar industry is still very young in terms of technology. Today this is a technology-driven market. There will be a few winners, and a lot of losers.

An Intel move had long been rumored in the last few years. In one big move the new JV is now the world's largest NOR Flash memory player. Whether or not this new JV creates a more rational NOR market is probably in the hands the major cell phone handset players. Based on past market shares, the...

SAP struggles to compete at the top of the CRM market. Success is defined by the UI in most cases. Microsoft is becoming more of a threat.

Dynasties are a mixed bag – sometimes they spawn great leaders and sometimes leadership disintegrates into power struggles. US investors are so steeped in the non-dynastic US corporate culture that it is frequently difficult to understand the risks of dynastic corporate leadership. A generational change...

Microsft seems set to declare open war on open source. Nobody will win such a battle, and Microsoft is likely to be the biggest loser of all. Not even Microsoft can take on too many opponents and win!

Red Hat gains a new, although small, revenue stream The multitude of small open-source companies are now clearly at risk, since their revenue stream can be taken over by any larger vendor.

The rumors of Novell's death are greatly exaggeratedThe Microsoft/Novell alliance is more than just a paper tigerSuSE Linux isn't going to take over the world soon, but with Microsoft's help it is becoming a bigger player

The recent price drops in the DRAM market (and NAND) is an alarming issue.Nobody knows where it will stop. Recent drops in Micron profitability and Hynix rising as number 2 vendor, could be a sign of price war where everything goes...and nobody wins.