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July 30, 2008
EADS choice of PMTC's Windchill may be chip in Dassault Airframe dominance
Analysis of: Parametric wins EADS deal over Dassault, Siemens | uk.reuters.com
Author: GLG Expert Contributor
Dassault's dominance as PLM supplier in aerospace is managed by their control of Boeing Commercial and Airbus (and EADS company).  PMTC's win as the backbone for how EADS controls and shares their design data (PLM) opens up the door to PMTC to replace other Dassault products at EADS, grow usage...
July 29, 2008
WIMAX Ten Years Hence
Analysis of: Clearwire expects 30m subscribers by 2017 | www.wimaxday.net
Author: GLG Expert Contributor
As technology goes, so goes WIMAX... * Broadband devices will become faster, better, cheaper and smaller. * Consumer thrist for immediate communications anywhere, anytime will not abate. * GSM speeds cannot keep up with even today's consumer expectations for instant gratification. * New Value Added...
July 29, 2008
Verizon iPhone No Impact was for the Wrong Quarter
Analysis of: Verizon Says iPhone Has Had Minimal Impact | www.ipodobserver.com
Author: Joe Weingarten, Executive Director, Macintosh Reseller Association
Verizon reported for the last quarter nice results and made the statement that the iPhone has had minimal impact. But...
July 28, 2008
Microsoft buys DATAllegro and leapfrogs Oracle
Analysis of: Microsoft To Buy DATAllegro | www.informationweek.com
Author: GLG Expert Contributor
Microsoft announced recently that it is buying privately held data warehouse appliance vendor DATAllegro.  This is big news, for a number of reasons. 1. The MPP-versus-shared-everything argument for data warehouse DBMS is over.  MPP (Massively Parallel Processing) has won. 2. Oracle, the only...
July 28, 2008
What Production HIgh Power LED's are Avaialbe today for lighting applciations?
Analysis of: Osram Reports 155 lumen and 136 Lumens per watt R &D LED | www.ledsmagazine.com
Author: GLG Expert Contributor
1. LED manufacturers such as Osram are pushing the envelope forward approaching light output level 3 times greater than were reported 2 years ago . 2. Light output level of greater than 100 lumens per LED ar enabling LED's to be used in applications that are replacing more traditonal lighting techn...
July 28, 2008
Facebook is Not for Adults
Analysis of: Facebook Connect: Online Social Networking Will Never Be The Same | www.efluxmedia.com
Author: GLG Expert Contributor
Facebook is more of the same. Utterly disorganized and overblown, the site for the most part will remain consumer driven unless something serious is done to improve it for business users. There's the issue of relevancy, user friendliness (it's massively cluttered) and more importantly...
July 28, 2008
Microsoft Gets Serious About Business Intelligence
Analysis of: Microsoft To Buy DATAllegro | www.informationweek.com
Author: Paul Massie, Sr. Director of IT and Facilities, Genesis Microchip Inc.
Microsoft’s acquisition of DATAllegro should put to rest any skepticism on whether Microsoft is serious about the data warehouse and Business Intelligence (BI) market.  They have been progressively moving more into BI and data warehouses for several years, but have focused on the low-end BI user. ...
Thomas CoughlinJuly 25, 2008
SSD Vendors Getting Serious About Standards
Analysis of: Micron and Seagate to Lead Solid State Drive Standardization Efforts at JEDEC | xbitlabs.com
Author: Thomas Coughlin, President, Coughlin Associates
* JEDEC is a memory standards body that is very active and respected in the electronics industry  * JEDEC has formed a committee to develop standards for NAND flash solid state drives  * The JEDEC committee will be co-chaired by Micron and Seagate  * Seagate expects to announce their...
July 24, 2008
Consider All Trends That Effect WiMax Growth
Analysis of: Hold off on WiMax investments, Gartner cautions | www.networkworld.com
Author: GLG Expert Contributor
* The article accurately portrays the current state of WiMax growth * Streaming video demand is exploding and needs advanced protocls such as WimaX to be widely deployed * Video demand will drive WiMax and LTE growth acceleration
Edward CrowleyJuly 23, 2008
The Spiral Will Continue
Analysis of: Inkjets expected to smear earnings | www.kentucky.com
Author: Edward Crowley, Principal, PHOTIZO GROUP
Lexmark's inkjet business is doomed to failure primarily because the brand is positioned to appeal to the 'cost concious' buyer who will not use enough cartridges for Lexmark to recoup the hardware loss from the initial sale.  There is a very strong correlation between usage (pages printed) and...

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