All GLG News Analyses Filed Under: Hardware

Palm is almost clear of near term uncertainty. Now is only execution.

September 24, 2009

Analysis by: GLG Expert Contributor

Analysis of:Apple, Palm May Get Lift From Accounting Rule Change | www.bloomberg.com

The change of ruling from FASB that allows technology companies to record revenue earlier eliminates the remaining near term uncertainty about Palm.

Cathy StaufferFounderCathy Stauffer Consulting

HP - Willing To Give Up Control To Get Control

September 24, 2009

Analysis of:H-P Wields Its Clout to Undercut PC Rivals | online.wsj.com

In the fast paced, low margin, short life-cycle world of PCs, giving up control to get control can really work. To that end, HP has wisely taken a page from eMachines, and then Gateway’s, highly successful retail models for partnering for shared success.

The horse race is already crowded

September 24, 2009

Analysis by: GLG Expert Contributor

Analysis of:LG to re-enter laptop biz with mini notebooks by year end | economictimes.indiatimes.com

LG makes good equipment.   Its reliable and sturdy and does what it says.   I would not use the word glitzy to describe their offerings.   If they are going to jump back into a market where they did not do well once (a rather unprofitable market for even the best of companies), they have to have something that will truly grab the consumer by the throat and mesmerize him.   I don't see that happening.

Cathy StaufferFounderCathy Stauffer Consulting

Consumer Electronics - The Value Proposition Just Keeps Growing

September 23, 2009

Analysis of:Consumers to Spend Big on TVs, Smartphones | www.businessweek.com

With few exceptions, the value per dollar consumer electronics offer today is truly extraordinary,  helping keep demand relatively healthy, even in a (very) down cycle. But there is much, much more to come.

Munisamy AnandanFormer President & Managing MemberORGANIC LIGHTING TECHNOLOGIES, LLC

TSMC-Largest wafer foundry in the world eying on LED maker

September 23, 2009

Analysis of:Rumors suggest TSMC is looking for an LED maker | www.ledsmagazine.com

1) Energy savings and 'green revolution have given impetus to LED lighting(2) Governments all over the world are encouraging and giving incentive for LED Lighting.(3) Consumer is driving LED market in LED-lit LCD TV and LED-lit Notebbok..

Nokia Best Served by Focusing on Strengths

September 23, 2009

Analysis by: GLG Expert Contributor

Analysis of:Nokia Takes Aim at Apple | www.businessweek.com

While the iPhone has captured all of the buzz, Nokia still has great strengths in terms of scale, design, and operations within the confines of more traditional and lower cost handsets.  Nokia has invested significantly both internally and through acquisitions in the high end of the smart phone market.  For many years this yielded "brick sized" phones that appealed to only a few. Nokia's execs talk about avoiding a "me too" strategy, but that has proven difficult in practice.

Thomas CoughlinPresidentCoughlin Associates

Rare earth metals ban by China could impact hard disk drive production

September 22, 2009

Analysis of:World faces hi-tech crunch as China eyes ban on rare metals exports | www.telegraph.co.uk

China has been the single largest supplier country for rare earth metals such as terbium, dysprosium, yttrium, thulium, lutetium, neodymium, europium, cerium and lanthanum. China is contemplating a ban of some of these metals and restrictions on supply on many others. Many vital technologies are dependent upon rare earth metals such as motors, hard disk drives, electronics and illumination. There are deposits of rare earth ores in the North America, South Africa, and Australia but it may take years to bring these online.

OPhone may steal the market in China?

September 22, 2009

Analysis by: GLG Expert Contributor

Analysis of:China's Lenovo unveils homegrown smartphone | www.google.com

Lenovo has developed a serious contender to the iPhone and will launch it within a month (October 2009) in China, the home market for Lenovo. This article looks at the market ramifications this will have for the iPhone.

LG Wise to Enter Android Market

September 21, 2009

Analysis by: GLG Expert Contributor

Analysis of:LG Intros First Android Smartphone | www.informationweek.com

LG's announcement that they will provide devices for Android will change the mobile landscape yet again, as one of the largest worldwide manufacturers of handsets joins the Android rush. LG has a real opportunity to create a true inflection point in the market that could create serious competition to Apples iPhone and RIM's Blackberry dominance in the smarpthone world. They need strong operator support to do so, however.

Howard BruckChief Information OfficerHUDSON VALLEY BANK

Dell/Perot, HP/EDS what's the difference?

September 21, 2009

Analysis of:Dell to buy Perot Systems for $3.9 billion | money.cnn.com

Dell, buying into the notion that hardware is now a commodity and they have already optimized that business, believes they need to diversify. So they buy a large business/technology consulting firm. Do they now bring any more value to the Perot business?

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