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

Analysis of: What's Next On Dell's Shopping List? (seekingalpha.com)
Dell's strategy to position itself in the netwoking storage field is backed by its recent acquisitions of Networked Storage and EqualLogic. The natural question is what next? Dell's dominant PC market ranking will be the base on which this strategy will succeed or collapse. An added value service is...
Analysis of: China Mobile says keen on iPhone, but not in talks (www.news.com)
Entering China is a dream for every cellular end equipment manufacturer. However, Apple is not "every" cellphone producer. Retaining its unique position will cause changing its revenue/royalty model because China is not just another country.
Analysis of: Who Dares Call Garmin's Nuviphone an iPhone-Killer? (blog.wired.com)
Combining a GPS with a touchscreen cellphone is not enough to set a breakthrough or a new trendsetting device in the dense world of cellular handsets. You need to have the uniqueness and the glorious tradition of Apple. Garmin, with all the respect, cannot mimic the success of the iPhone.
Analysis of: Verizon Wireless Introduces New Unlimited Plans That Are as Worry Free as the Guarantee (biz.yahoo.com)
Flat rate carries a great benefit to the end customer. He finally can now compare prices offered to him by the cellular providers. More than that, he stops counting or worries from the hiking bills. Flat rate offered by Verizon will open a war on pricing and many derivatives will pop up differentiating...
November 14, 2007
WiMAX is Far from Sunset
Analysis of: WiMAX Suffers a Setback (www.businessweek.com)
The setback WiMAX suffered from the Nov. 9th announcement on no deal between Clearwire and Sprint Nextel should be seen just as another hurdle in the way WiMAX has to pass until reaching the market with a clear economical model. In an area where so much money has already been spent, and involves the...
Analysis of: Vodafone Signs up for Nokia's Ovi (www.wirelessweek.com)
Nokia's Ovi tying up with Vodafone to provide a more open internet platform over the cellular world may partly seen as a preparation to the coming new world of Google's Android and maybe the penetration of Apple's iPhone that sooner or later will be an open platform. As Nokia is not a member of...
Analysis of: iPhones poised to hit Britain and Germany (today.reuters.com)
The coming launch of the iPhone in Britain and Germany opens the Apple era in Europe in the cellular market. However, we will not see the incredible acceptance as demonstrated in June in USA. 200,000 and more will be easily sold as a Xmas gadget but the pace will deteriorate after the holidays because...
Analysis of: Samsung Introduces 64 Gbit MLC NAND Chip (www.edn.com)
The dream of having SSD instead of the common HDD is in its nearest point to reality in mass production around second half of CY 2009. Samsung recent announcement on having 64GB MLC NAND based flash in 30nm technology is a step ahead of its copmetitors and continues its tradition to be the...
Analysis of: Google to Put an End to Pesky Gphone Rumors (www.technewsworld.com)
Google long waiting announcement about its new open platform backed by a coalition consists of the strongest players in the arena provides it a secure path to success. As two years ago, no one could believe google share will be over $700 - we should now have more confidence in this behemoth. Open systems...
Analysis of: WiMax is 3G (www.wirelessweek.com)
WiMax is adopted as a legal member of the cellular family. This ITU's decision will clear off the borders between mobile computing, handheld appliances and cellular handsets. The merge will boost up new opportunities for applications and platforms that have never seen since the year 2000 when ITU set...

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