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

Oracle’s applications have both wide and deep functionality, but that’s not enough anymore.  As younger users move into positions of influence intuitive interfaces and social networking features become increasingly important.  The applications vendor that “gets” this will be in a commanding...

1. New Markets will be created, enabled by the 450mm revolution. 2. Opportunity is there for new equipment strategic alliances with major chip players. 3. Smarter, simpler electronics projects need very intelligent, very large 450mm wafer-based chips.

Apple cannot win the enterprise market for the Mac, but Microsoft can give it to them.  When the resurgence of the Mac is combined with Microsoft’s continuing insistence on selling Vista to enterprises, the door is open to Apple gaining a solid presence in the enterprise market.

In terms of volume the iPhone is indeed a “niche product” for Nokia.  However, the impact the iPhone is having on the handset market is much greater than its market share might indicate.  Nokia needs to address their steadily dropping US market share, although the iPhone is only one small...

The integration of Google Apps into Salesforce.com’s products can only help both companies, so it is certainly not going to help Microsoft.  On the other hand, this level of integration has been available for quite a while between Microsoft’s Outlook and ERP solutions, so it’s not likely to have...

The semiconductor market (excluding NAND and DRAM) tends to behave relatively well, with mild soft spots and less remarkable highs.  Add the schizophrenia endemic to memories and the whole complexion of the market changes to one of wild mood swings. Objective Analysis finds that the semiconductor...

The semiconductor industry is undergoing a very predictable down cycle based upon excessive capital spending in 2006.  As it always does, demand will catch up to this spending in 2009, and the market should see another upswing similar to those in the past. In the mean time, all semiconductor...

Solid-State Drives (SSDs) may be ahead of their time, but they are certainly generating a lot of press!  Companies who don't want to get left in the dust need both to understand this technology, and to understand why their customers would or would not like to purchase it.

The best course for Microsoft is to release the next OS ahead of schedule and write Vista off as an interim step.  If Microsoft can get a solid Windows 7 released in the middle of 2009 they will retain their hold on the desktop market.  If not, they risk losing a large percentage of...

With the introduction of Prima, SiRF is going toe-to-toe with some of the biggest names in the semiconductor industry. Will they be able to achieve the costs necessary to compete.