All GLG News Analyses Filed Under: Hardware

Instant application access will be in high demand to meet the ever-increasing needs of a very busy and more mobile workforce.  This technology will become a required feature once it hits the mainstream business market. Companies like Apple, HP, and IBM are all currently exploring this...

Industry consolidation is, to some extent over because there is no one left to acquire!  Our News posting and client report identifies how this is an excellent strategic move for Ricoh, and a significant threat to Canon.

§ By some estimates there are over 50 companies currently offering products that they call solid state drives (SDDs)  §  Many of these products have been designed hastily and some of them show no improvement in benchmarking tests vs. hard disk drive metrics  §  There...

Ricoh's acquisition of IKON, if closes, will undoubtedly solidify its position as a global market leader. In the short-run, Canon is the biggest looser but in the long run HP will be. However, the biggest winner will be Xerox;  It will help defend its turf against the print-centric assault...

Bios vendors are dependent on the laptop providers and the curve will shift back  and forth as to who and what dominates the market.  In the short term Bios vendors will prevail but as the technology ages, the market will shift back.

* There are rumors that Western Digital is working on a 20,000 RPM Raptor drive  * Other HDD companies such as Seagate, Fujitsu and others are also working on improving rotational as well as track change drive latencies  * SSDs are starting to compete against HDDs for performance oriented...

1. It is Far Sited 2. What Comes Next?

The bottom line:  Ricoh now has one of the broadest distribution channels in the market, they have the broadest product line in the market, and they now have one of the strongest service delivery teams in the business.   The competitive impact:  Canon is the biggest looser. ...

Both the server and PC markets seem to have held up very well during the past months, and barring a catastrophic collapse of the economy, likely will continue to do well.  Credit must go to the innovations in both technology and business processes achieved primarily by HP, Dell and Intel.

Apple's revamp of it's product lines along with marketing changes in the iPhone can result in a massive holiday season for them.