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

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...

NetSuite is in a market where gaining and keeping customers is expensive, and likely to become more so as the competition intensifies.  While NetSuite has shown good growth, and the market is big enough them to grow further, profitable growth will be a considerable challenge.

Open source software has indeed joined the mainstream.  However, open source still has it's own advantages and disadvantages.  In some situations, after accounting for customization, maintenance and support, using open source programs is much like buying proprietary software and in other instances...

Thin film and nanotechnology solar cells are not the sure-fire solution for the future.  Thin films and nanotech solar cells offer much promise, but also require great technological and manufacturing achievements.  Existing players in high-efficiency, space-rated solar cells may be able to...

The prospect of Lam purchasing SEZ, a successful wet process equipment vendor, places all of the wet process equipment manufacturers on the watch list. Lam has had its Synergy wet cleaning product line for some time now, but it did not seem to attract the attention of their main competitors because...

1) Big year in 2007 for tech IPOs especially for optical/semi ones. 2) Expect 2008 will be even bigger.  3) Is the market ready for an optical-only public offering?   

Simulations are a proven way of providing better training at lower costs.  Today’s simulations, to be effective, are prohibitively expensive for the average enterprise to adopt.  Microsoft’s ESP could potentially provide a platform for a wide array of simulation training at a price anyone...

Open source is great when it’s bringing in revenue.  It’s “socialism” or “cancer” when it’s taking revenue away.   Those software CEO’s who today are lauding open source as such as great advance will be singing a very different tune if/when their products start hurting!

Microsoft has long been considered the most credible threat to VMWare’s continued reign in the virtualization space. Microsoft has been very late to this game and has a challenge of overcoming VMWare’s lead, while VMWare should rightly fear Microsoft’s size and power. With the beta release of their...

Video, in one form or another, seems to be the primary driver of the next wave of Internet growth. Facebook, MySpace and others are driving this in the consumer space, and high-quality video conferencing seems poised to do the same to the enterprise space.