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

Both the server and PC markets seem to have held up very well during the past months, and barring a catastrophic collapse of the economy, likely will continue to do well.  Credit must go to the innovations in both technology and business processes achieved primarily by HP, Dell and Intel.

The next evolution of Xen software puts further pressure on VMWare’s market share and margins.  This is a clear indication that VMWare’s business model will require a major overhaul sometime in the next year or two.  Microsoft will be less impacted since they have less today. 

1) The Calfornia public K-12 education system has been suffering from budget cuts for decades, is not at the forefront, and is these days among the bottom 10% of the states in terms of standards and results. 2) It used to produce higher-quality student results two decades ago but since...

Intel’s next-gen Nehalem processor ups the performance bar, making it increasingly difficult for AMD.  Server manufacturers and software vendors will also be impacted, positively or negatively, by this generation of processors, which will also provide further impetus to cloud computing.

1) Chinese parents in China spend a much higher amount of their annual income on their one child's education, as compared to parents in the U.S., and do almost anything to help their (sometimes spoiled) kids. 2) More and more yuppies in China are increasing their wealth and spend to get ahead in...

!. The introduction of these new LED's from Cree will alllow Cree to be able to compete both in applications where a smaller form factor is needed, and in applications such as linear strip lighting where a wider viewing angle LED is required. 2. This smaller form factor package is probably less costly...

Enteratinment has always been one industry thrieving during a recession.  Today, games are the dominant form of entertainment, especially for young people.  With the sales of both hardware and software (content) at record levels, the article speculates that the expenditure on the games...

1. LED LIghting due to it's eneergy saving and reduced maintainance costs is beginning to be implemented in commercial applications. 2. The payback period for implementing the initially more expensive LED lighting is in the range of 2-3 years. 3. Company's such as Anthony Door who is a major supplier...

Rumors abound that Cisco might purchase EMC, but that seems very unlikely given the cost involved and the lack of apparent synergy.  Cisco could, however, purchase VMWare.  Cisco has made virtualization a key strategic focus, and adding VMWare would instantly catapult them to the top of the...

1. Avago has become more profitable by selling off business's such as printer ASIC to Marvell, storeage IC to PMC Sierra, CMOS sensors to Micron, and camera modules to Micron. 2. KKR/Silverlake have been buildinbg up profitability by shedding workers in R&D, marketing, and sales leaving a profitable...