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

Software does evolve over time.  Every user of software, whether it’s a home version of Windows or an enterprise version of SAP, must at some point decide to upgrade.  Upgrades are usually expensive and painful.  As long as Oracle provides a reasonable upgrade path users should not be...

Does AMD keep close enough tabs on the details? Risk underestimation cripples bold initiatives. Crisp execution and coordination of all the risks is something AMD needs to do better. AMD overpaid for ATI, ran short of cash and had to go overseas for capital.AMD will give up precious market share to...

“You can have it fast, cheap or good:  pick any two!”  In too many cases fast and cheap has won over good.  The primary driver behind offshoring has been cost savings, not quality.  Network redundancy is an insurance policy which many executives have chosen not to buy.  Sadly,...

Motorola is struggling in the handset business, while at the same time Nokia is going from strength to strength.  Motorola’s new CEO, Greg Brown, has very limited time to rescue the handset business.  Motorola needs to be able to make a profit on low-cost cell phones.  Barring that, they...

Google’s Android mobile platform has the potential of revolutionizing the mobile computer market.  It could become a standard platform for tens of millions of devices.  A lot of work remains, however, to translate potential into reality.

Microsoft may never be able to catch up with VMWare’s lead in technology, but if they can produce the “Office” of virtualization they may not have to win the technology war to win the business war.  Providing an all-encompassing suite of virtualization tools at low prices will make a compelling...

Requiring existing customers to completely re-write all existing Oracle applications customizations is a massive barrier to adoption. “Exponential” database growth and reduced performance will be just the icing on the cake, not to mention the inevitable bugs in a totally new software release. ...

GPS integration into mobile handsets will significantly increase the unit shipments for GPS. However, the form that GPS takes will determine the effective ASP of the GPS technology. Both the unit shipments and the effective ASP are key elements in determining the future of GPS technology suppliers.

The “success” of Vista seems largely tied to the fact it is the default OS on new PCs, particularly for consumers.  Enterprise users have not generally adopted Vista and at this point one must question whether Vista will ever be adopted by enterprises.  Unless Microsoft provides an enterprise-friendly...

New gadgets provide an opportunity for CIOs to show leadership, or not.  While executive toys may seem a trivial distraction to CIOs focused on enterprise-altering projects, they can be critical to the perception of IT within the executive ranks.  Working together with an executive to test...