All GLG News Analyses Filed Under: Hardware

RIM’s announcement of the new Bold model for exclusive U.S. distribution to AT&T adds to the carrier’s potential with the new 3G iPhone to sell both enterprise and “prosumer” customers.

1.  Current advertising and technical methodology associated with delayed (video recorded) television viewing does not promote healthy advertising revenue projections based on the Google study in the referenced article. 2.  Opportunities abound for out-of-the-box enterprenuerial thinking that...

"Killer" is a proper characterization of the threat that is looming both on commercial semiconductor devices and on chips used in military applications. As the article points out, a clever Trojan horse circuit hidden among the hundreds of millions transistors on a chip may have devastating consequences...

- Gaming and entertainment is big business in Japan these days as a number of gaming and social networking related entrepreneurs ranked by Forbes, as the richest in Japan based on the value of their companies.  The list includes founders of Nintendo, Pachinko gambling machine maker Sankyo,...

1. New Markets will be created, enabled by the 450mm revolution. 2. Opportunity is there for new equipment strategic alliances with major chip players. 3. Smarter, simpler electronics projects need very intelligent, very large 450mm wafer-based chips.

1. SSD is gaining traction, especially MLC based. 2. Apple has shown a lot of confidence by using STEC 3. Will STEC have the bandwidth (mfg) to support? 4. What will be the impact on their stock price?

The different drivers for Enterprise and Consumer will remain stable and more dynamic on the consumer side. HDD vendors will grow constantly as data and units growth is exceeding growth by tech and price decline. New stars on storage to come up and might drive interesting aquisitions.

Storage demands continue to growth in the wake of digital growth and evolution. Digital storage management requires a prudent approach to life-cycle management.

It looks like companies are finally seeing the value of storage. For a long time storage was a neglected sector because companies did not understand the benefits of their data and what it would take to be able to store and retrieve. Industry and government regulations also brought the need for effective...

But the future can be managed. We can look at the past cycles and then extrapolate forward potential probabilities. When markets contract, they can keep contracting to oblivion. But the probabilities of markets which are infrastructure tested, tried and true, tend to rebound. Demand growth and upgrades...