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

DRAM is triply-hindered by NAND market dynamics, DRAM fab expansions, and lackluster demand in Vista.

With the overall state of the economy a general slowdown in technology companies is inevitable.  That does not equate to a collapse akin to 2001 or the current Financial Services sector.  Unless something changes only the weak companies will be hurt severely.

Microsoft has made surprising progress in the last 2-3 years to get into Gartner’s leaders magic quadrant.  The recent massive consolidation in the BI market gives Microsoft a window of opportunity to win market share at the expense of the well-known vendors. 

Apple created an exquisite tool in the iPhone. Innovative integration of software and hardware provides new standards in user experience and usability. All this with tools that are barely adequate for personal users, and vastly inadequate for business users.  The iPhone is already an over-ripe...

The only thing preventing flash memory from taking over the notebook market is price.  With prices on flash currently in free-fall, that barrier is likely to be reduced or removed in the next few months.  Seagate and Western Digital’s patents are not likely to protect their market share.

Intel is a terrific company. Since 1985, it has focused mostly on MPU's, as the expense of everything else, and consequently, it has dominated the market. Prior to 1985, it was also a memory company - competing against the Japanese. Intel used GCA steppers - an utterly inferior product - while...

The iPhone has such a wide following among consumers, many of whom hold influential positions in enterprises, that some penetration into enterprises will happen quickly.  Once that early stage is past, however, future growth promises to be more difficult.  RIM is a formidable competitor!

Micron announced last week that its newly named sensor business, Aptina, will run as an independent division within Micron. The divsion will have independent sales, marketing and profit-and-loss functions in order to be more "responsive to the market." Aptina employs about 700 people...

Growing by acquisition at some level seems like an easy approach to taking over much of the market, yet repeated failures through the years in various businesses have clearly demonstrated it is a road laden with minefields.  Oracle has figured out how to avoid those minefields and appears set to...

Many technology companies depend on cheap offshore labor to control their labor costs.  As the dollar continues to weaken those costs are escalating.  Similarly, offshoring companies depend on selling services in the US, and the weakening dollar makes those services more expensive and will...