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All GLG News Analyses Filed Under: Hardware

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Posted April 17, 2008
Key Technology Players DO NOT Sign LTE Pact – Is this Good News or Bad News???
Analysis of: Qualcomm the big question mark in 4G cross-licensing | telephonyonline.com
Author: P.J. Louis, President PJ Louis LLC
Alcatel-Lucent, NEC, Nextwave Wireless, Ericsson, Nokia, Nokia Siemens Networks, and Sony Ericsson have all signed a pact agreeing to cross licensing of intellectual property they collectively own in Long Term Evolution (LTE) technology. Missing are some dominant players in wireless technology.
Posted April 17, 2008
Qualcomm the big question mark in 4G cross-licensing
Analysis of: Qualcomm the big question mark in 4G cross-licensing | telephonyonline.com
Author: GLG Member Program Contributor
It remains to be seen what role mobile operators will play in knocking together the heads of their equipment and device suppliers as well as chipset vendors and technology developers so they can deploy next generation wireless technologies when they want/need to at reasonable cost. 
Posted April 17, 2008
Variety: 'Grand' videogame breaks record
Analysis of: Variety: 'Grand' videogame breaks record | www.variety.com
Author: GLG Member Program Contributor
Sometimes we're so close to something that we can't see what's going on.  Videogames are now tipping the scales in the entertainment industry.
Gregg Kail Posted April 16, 2008
Microsoft Needs Retail Presence for Mobile Applications
Analysis of: RUMOR: Microsoft to open Apple-like retail shops | macdailynews.com
Author: Gregg Kail, Former Reseller Manager AT&T Corp
By opening store locations, Microsoft realizes that being a player in the mobile space requires retail presence in order to get closer to the customer experience.
Jim Handy Posted April 15, 2008
DRAMs Regularly Drag Semi Sales Down
Analysis of: DRAM Price Drops Hide Global Demand for Chips | www.toptechnews.com
Author: Jim Handy, Director Objective Analysis
The semiconductor market (excluding NAND and DRAM) tends to behave relatively well, with mild soft spots and less remarkable highs.  Add the schizophrenia endemic to memories and the whole complexion of the market changes to one of wild mood swings. Objective Analysis finds that the semiconductor...
Jim Handy Posted April 15, 2008
Today's Semiconductor Slump Will end in late 2009
Analysis of: Gartner: Chip industry in 'indefinite' slowdown | www.computerworld.com
Author: Jim Handy, Director Objective Analysis
The semiconductor industry is undergoing a very predictable down cycle based upon excessive capital spending in 2006.  As it always does, demand will catch up to this spending in 2009, and the market should see another upswing similar to those in the past. In the mean time, all semiconductor...
Posted April 14, 2008
ST, NXP to merge wireless businesses
Analysis of: ST, NXP to merge wireless businesses | www.eetimes.com
Author: GLG Member Program Contributor
Another consolidation in the mobile & wireless has happened again, this time ST & NXP. The combination of ST and NXP's mobile & wireless division creates a company which sits at the 3rd position just after Qualcomm and Texas Instruments.   What matters in the mobile & wireless...
Posted April 14, 2008
Someone at Microoft has too much time on their hands.
Analysis of: RUMOR: Microsoft to open Apple-like retail shops | macdailynews.com
Author: Joe Weingarten, Executive Director Macintosh Reseller Association
If this rumor is true it would be a total waste of resources for Microsoft unless they were going to come out with a full line of products.
Jim Handy Posted April 11, 2008
Rumor Mill Indicates SSDs Closely Watched
Analysis of: Dell denies report of solid-state drive failures | www.computerworld.com
Author: Jim Handy, Director Objective Analysis
Solid-State Drives (SSDs) may be ahead of their time, but they are certainly generating a lot of press!  Companies who don't want to get left in the dust need both to understand this technology, and to understand why their customers would or would not like to purchase it.
Posted April 11, 2008
National cannot gain significant market share with its current sales approach.
Analysis of: Earnings Preview: National Semiconductor | seekingalpha.com
Author: Donald Rheault, Founder Compass Technologies, Inc
There are several sales team approaches by the companies in the analog IC business-some are more succesful than others.    You have to balance cost of sales with a successful sales effort. National has too few "feet on the street" to compete for new designs with Analog Devices, On,...
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