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

1. AMD got itself in a precarious position by failing to execute. 2. Nvidia acquiring AMD is not the solution. Nvidia does not need an AMD headache. Neither aspirin nor anything stronger will help Nvidia. 3. AMD needs financial and engineering resources.

Novell’s last quarterly results show an impressive turnaround in their business, but the bulk of their revenues are still from legacy products.  While SuSE is doing much better, largely due to the Microsoft deal, there’s still a long way to go for the new products to provide Novell’s overall g...

1. The NOR market is a money loser, no matter who the players are. 2. If Numonyx, (Intel + STMicroelectronics), was such a great money making proposition it would have been funded months ago. 3. The financial world is well aware that the last big NOR Flash venture between AMD and Fujitsu, Spansion, resulted...

Much of the polysilicon capacity being brought online today is intended for electronic grade poly; sales into the silicon solar market will be secondary and expensive at ~$30/kg with spot prices over $100/kg. RSI Silicon is a polysilicon startup targeting solar grade poly with the potential to sell...

SanDisk has done very well with its captive chip supply to work a business model that is, for the most part, vertically integrated.  As the company has grown, they are now looking at improvements on this model that will further enhance both their cost structure and their flexibility.  The...

Oracle would like to be a leader both in SaaS and premises software.  The latest release of Siebel CRM On Demand is their attempt to conquer both worlds and ensure their prized enterprise customers don’t defect to Salesforce.com.  This release will likely have limited impact on Salesforce.com...

The semiconductor cycle is here to stay.  It is driven by factors beyond the control of any single semiconductor maker.  Industry consolidation will occur, but it will be driven by the spiralling cost of manufacturing plants.  Industry cycles will not abate by the consilidation of the...

VMWare has long dominated the virtualization market, but with Citrix’ purchase of XenSource it has the tools and the motivation to take a portion of that market.  VMWare has excellent products, but is vulnerable on pricing.  Citrix will be a strong competitor and will be putting pressure on...

HP’s good news story continues quarter after quarter.  2008 promises to be a year of increasing challenges to their good news, with Dell rebounding and the overall economic outlook gloomy.  Some day HP’s growth via market share gains and cost cutting will end.  Will that day be in 20...

This suit was always about corporate image, rather than specific damages.  The longer and bigger that Oracle can make the suit, the more adverse publicity SAP gets.  Mediation is therefore a big win for SAP, unless Oracle is able to dig up more dirt.