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All GLG News Analyses Filed Under: Hardware

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Eric Gakstatter Posted June 11, 2008
High-end GPS equipment (approx. 250,000 receivers) will become obsolete.
Analysis of: Codeless and Semi-Codeless Access to the Global Positioning | edocket.access.gpo.gov
Author: Eric Gakstatter, Principal Discovery Management Group, Llc
The DoD's proposal would essentially obsolete legacy high-end GPS receivers after Dec. 31, 2020. The DoD estimates there are approximately 250,000 of these in use today. The replacement cost of each receiver is $10-20,000 each.  This action introduces uncertainty into the high-precision GPS...
Posted June 11, 2008
New Telecom Opportunities – In The Green Space
Analysis of: Verizon sets energy efficiency standard | telephonyonline.com
Author: P.J. Louis, President PJ Louis LLC
Going Green is not only socially responsible but it can be profitable.
Posted June 9, 2008
SMS based email is already well established
Analysis of: Poor man`s `BlackBerry` services in the works | www.business-standard.com
Author: GLG Member Program Contributor
The article is  misleading since SMS based push email is the standard method for providing email services to low cost GSM phones. It is not clear how  Netcore's offering  is different from existing services. In terms of market visibility Netcore may gain traction since low cost phone...
Posted June 9, 2008
Penny Wise Pound Foolish
Analysis of: iPhone 2.0 Prices: $250, $350, $450 with Subsidies | www.displayblog.com
Author: GLG Member Program Contributor
Apple is willing to be flexible on initial pricing, but is it going to be enough to really ramp up sales.   My guess is it will not unless there are a range of new rate plans from the telecoms. 
Posted June 9, 2008
Fujitsu's WiMax semiconductor forecast - Speculation or reasonable expectation?
Analysis of: Fujitsu Sees $1B WiMax Chip Sales by 2011 | www.eweek.com
Author: GLG Member Program Contributor
Fujitsu's forecast of its WiMax chip sales has to be based on assumptions about the size of the WiMax market and then the share of the WiMax semiconductor market it can capture against formidable competition from larger, well established wireless semiconductor vendors as well as entrepreneurial...
Jin Kim Posted June 9, 2008
iPhone 2.0 Prices: $250, $350, $450 with Subsidies
Analysis of: iPhone 2.0 Prices: $250, $350, $450 with Subsidies | www.displayblog.com
Author: Jin Kim, Founder and President DisplayBlog
Apple's iPhone 2.0 sales will achieve incredible sales due to subsidized prices from mobile operators in the US and Europe. Currently the 16GB model has a retail price of $499; I am expecting a subsidized price of just $349.99. The 8GB model, if continued, will have a $249.99 subsidized price while...
Cliff Bell Posted June 9, 2008
The Kindle is a key to the next user interface
Analysis of: Thin, flexible, low-power digital paper is just around the corner. Will your next book or newspaper be 'e'? | www.computerworld.com
Author: Cliff Bell, Chief Information Officer Infogain Corporation
1. Paper and Pen are a natural for people when it comes to ideas and creativity 2. Simplicity is important when it comes to design
Posted June 9, 2008
Memory prices will be moving upwards.
Analysis of: Memory market shows signs of a rebound | www.digitimes.com
Author: Joe Weingarten, Executive Director Macintosh Reseller Association
A primary factory in many products from phones to computers and all the hand held devices in-between is memory. What could be the effect of this report.
Posted June 6, 2008
iPhone capabilities open a lot of new doors
Analysis of: Published: The mother of all iPhone patents | apple20.blogs.fortune.cnn.com
Author: GLG Member Program Contributor
If you look closely at the patent you will be able to easily extrapolate to the iPhone being used in real-time diagnostic applications both industrial and biomedical.  Apple has laid a very solid groundwork for diversification into a wide range of profitable new ventures.
Posted June 6, 2008
iPhone killer due
Analysis of: The Guessing Game Has Begun on the Next iPhone | www.cnbc.com
Author: GLG Member Program Contributor
The next iPhone will likely be more business friendly, with easier transfers of contact information, a word processor, and especially the ability to email photo and document attachments. Cult-like marketing cannot cover up the iPhone's weaknesses, and South Korean manufacturers will be responding with...
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