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GLG News by Semiconductor Experts in GLG Member Programs (outside North America)

Analysis of: CTIA: LTE, sooner rather than later (telephonyonline.com)
The belief that LTE can come ahead of its original schedule is a wishful thinking. The industry has not seen any corner cutting in any of its emerging standards. Even ISDN followed by the TDMA-CDMA-GSM standard wars took their time to be established as working standard. WiMAX itself is under development...
Analysis of: Interview with Sriram Viswanathan, General Manger (sic) for WiMax at Intel (www.wimax.com)
After a long way spotted with many standard hurdles, WiMAX should see its way as the major platform for mobile wireless connectivity in 2009. Led by the chipset provided by Intel, WiMAX is now ready for broad market launch, and really carries the message of high speed hassle free wireless technolog...
Analysis of: Sprint reaffirms WiMax commitment (www.latimes.com)
Sprint commitment to WiMAX is its only hope to recover from its corroding situation. Adopting WiMAX is a "take it or die " alternative , after the huge investment it has done in this area. Sprint is not in a position to decline WiMAX and awaits LTE.
Analysis of: HSDPA to take off in 2008 (www.ovum.com)
HSDPA is aimed to provide fixed capabilities to mobile platform. This fast data rate will find its way into a growing number of mobile telecommunications installations and will reflect a seamless way of connectivity between fixed and mobile gear. By 2009 , more and more European users will seek for...
Analysis of: Nokia Strengthens Position In China Cell Phone Market (www.forbes.com)
Nokia deal in China is not a surprise. It is an ongoing business relationships since 1998 between Nokia and Postel. The lower value of this year deal may signal the space Postel is saving for the coming iPhone launch towards the second half of the year
Analysis of: Apple Faces Challenges In Driving iPhone Adoption By Business (www.informationweek.com)
Apple iPhone which shook the cellular world standards of the consumers will do it in business as well. Apple unique way to do the same but differently and achieve more public relations than all its rivals together will show its benefits in the business arena as well. Many employees will push their IT...
Analysis of: Oracle sheds light on its acquisition strategy (news.zdnet.co.uk)
No doubt that in the current globalization era, the way to grow business and market share passes through mergers and acquisitions. Oracle has perfectly taught the IT world how to do it. Digesting 40 companies in less than 15 months is an achievement by its own, but making a positive synergy that is...
Analysis of: Bloodied Micron tries extreme (re)makeover (www.eetimes.com)
Micron CMOS imagers division is on sale for sure. However, does Micron really need to invest efforts in spinning off the division including branding it under Aptina, splitting sales forces and issuing separate financial reports?Not sure. At these tough times for Micron, continuing to bleed from...
Analysis of: Harmonic Does the Polska (www.lightreading.com)
The increasing demand for VOD and other IP based services over the CATV platform sets a real bottleneck in front of the CATV providers. While demand hikes, infrastructure mainly remains the same with its limited BW capability. This problem is currently seeing some efforts to be solved. Harmonic acquisition...
Analysis of: Microsoft to Stop Making HD DVD Players for Xbox (www.nytimes.com)
The adoption of the Sony's Blu-ray standard for HD movies is a result of a lesson learned from the video world. Microsoft adopted the new unified standard immediately as this is the basis of its business model - one operating system, one Office environment and one Internet Explorer. However, in...

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