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

It appears Microsoft has listened to the complaints about Vista and is addressing them with a more-compatible, leaner and easier-to-use Vista/Windows 7.  Windows 7 looks like it could also be named Vista SP3.  This is exactly what enterprises are waiting for and if Microsoft delivers it in...

Several factors are converging to make video conferencing more commonly used.  Improved technology, increased network bandwidth, and both the cost and effort/time invested in traveling are all factors.  Telepresence provides the “halo effect” for video conferencing, similar to the effect the...

Thin film and nanotechnology solar cells are receiving tons of press, hype and funding, but they are not the surefire, low cost solution for the future.  Thin film and nanotech solar cells offer much promise, but also require great technological and manufacturing achievements and discoveries. ...

1. The stand by power used in gadgets suchs as power supply's in TV's, cell phones, PC's, etc., are typicallly veri inefficient and waste power.  These devices use power even if the off state. 2.These small stand by power supply's are also known in the industry as flea supply's typically use...

What would be Apple's strategy for a sustained position in the laptop market? What has hindered Apple to do more for a profit when cost reduction is a critical issue? How could the new lines appeal to catch more buys?

1.  NAND and DRAM already have higher supply than Demand can absorb 2.  Housing crisis and oil already hurts consumers 3.  Financial crisis double whammy on consumers 4.  Evidence of upcoming job losses and sales declines

1.  Financial Crisis drives consumer weakness 2.  Micron is just one fo the first - more to come 3.  Buyers are cutting back on orders expecting a consumer slowdown.

1.  Financial crisis negatively affects consumer confidence 2. Transitiong to a new std in this financial and consumer confidence crisis 3.  Positive move for AT&T based on current market conditions

How did Corning (NYSE: GLW) push for its valuation over the year? What did Corning claim to be outstanding for Q2, Q3 and Q4 of 2008? How did Corning influence and then surprise financial analysts?

Oracle’s Fusion Apps have the potential to be a “game-changer” in the ERP market.  Although Fusion likely won’t be delivered when initially expected, and will instead trickle out into the marketplace in pieces during 2009 and 2010, that is soon enough.  Details on schedule and content are...