All GLG News Analyses Filed Under: Hardware

The entry of Intel into Mobile Internet Devices could be determined by the pricing of their latest chip technology as well as the overall retail price of the devices to consumers.

While industry growth might not be staggering,  many  companies are  seeing  growth in the current  and subsequent quarters. Demand is continuous and appears to be sustainable. Verticals like Analog, FPGAs, uCs, commodity tech, etc. are continuously gaining volume and backlogs...

*Western Digital introduced a 500 GB DVR expander product to add storage capacity to a digital video recorder with an external storage device  * Western digital plans to offer a 1 TB version of this product this year  * WD joins Seagate/Maxtor and others with external storage products to expand...

What is a MID?  Mobile Internet Device? I like MIP; Mobile Internet Phone or Mobile Internet Platform.

DRAM is triply-hindered by NAND market dynamics, DRAM fab expansions, and lackluster demand in Vista.

Sound reasoning can explain the success of the MEMS industry over memory and other lower growth segments of semiconductors.  Part of the successful performance financially of MEMS technology has been the fact that it is less capital intensive than logic or memory device processing, since it does...

Splitting the company into two publicly traded entities makes sense.   Investors can make money. Traders will make more in commissions. However, I am not sure if it is going to stop Carl Icahn from kicking someone in the dairyaire.

The iPods sales have been slipping and the product needs a major refresh. A change in the chip supplier indicates something is a foot to change the entire iPod line.

While Apple and the music industry may generally embrace the idea of subscription pricing for music downloads, there’s as much downside to such a plan as upside — for consumers and for Apple. And maybe more. 

Apple considering music alternatives could lead to additional iPhone models differentiated by bundled music packages, mobile Internet applications, and exclusive carrier offerings.