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All GLG News Analyses Filed Under: Hardware

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Posted June 25, 2008
The iPhone profit - in the billions.
Analysis of: Virtual teardown puts Apple's iPhone 3G profit margin at 56% | apple20.blogs.fortune.cnn.com
Author: Joe Weingarten, Executive Director Macintosh Reseller Association
Assume the iPhone only sells 10 million phones next year, that's one profit number. But what if they sell twice that amount and what happens to the iPod?
Posted June 24, 2008
An iPhone is sold naked, who is going to dress it up?
Analysis of: Hot iPhone Accessories From Headsets to Hi-Fi | www.technewsworld.com
Author: Joe Weingarten, Executive Director Macintosh Reseller Association
6 million already sold, 10 million by the end of the year, another 10 million plus next year.. A very smart man told his children as they were about to move to America - "When it rains stand on the corner and sell umbrellas, but if you can think of something everyone can use, make it and sell it and...
Joseph Upton Posted June 24, 2008
COX Communications, Inc.: Bellwether to the Bells?
Analysis of: Cox Flirts With Fiber | www.lightreading.com
Author: Joseph Upton, Pres/CEO Kabel-X USA
Whoever gets fiber to the customer first wins, or whoever gets future-proofed revenue-producing services to the customer wins, however one wants to say it.  Once the CATV MSOs begin seriously investigating FTTP, PON or other fiber-based final customer loop decisions, things are heating up on the...
Posted June 24, 2008
Motorola Shows Signs of Life
Analysis of: Motorola Impresses With 5-Megapixel Camera Phone | www.informationweek.com
Author: Paul Massie, Sr. Director of IT and Facilities Genesis Microchip Inc.
Motorola’s new camera phone won’t be enough to resuscitate their ailing handset business, but it does show that some innovation still lives within Motorola.  This is not the second coming of the RAZR, but is a good beginning if they can follow with other innovative products.
Steve Fanchiu Posted June 23, 2008
What may break Corning's claims for a good second-half?
Analysis of: UPDATE 1- Corning sees LCD glass sales at high end of range - Jun 20, 2008 | www.reuters.com
Author: Steve Fanchiu, President and Chief Executive Officer Genttix, Inc.
Can Corning Glass best utilize its capacity in Asia to equalize profit versus quantity? undefined What if the sizes of 42 inch up to 65 in of LCD TV were not sold for the said 50% increase in quantity? What if the increase in unit sold comes from smaller-sizes of LCD TV, from 29 inch to 32 inch, instead...
Posted June 23, 2008
Seagate Needs To Move Or Loose
Analysis of: Will Seagate buy Intel's stake in NAND JV? | www.eetimes.com
Author: Dieter Mackowiak, Principal Independent Consultant (Dieter Mackowiak)
SSD's will replace HDD's in Notebooks and Blade servers within the next five years. Anybody who wants to participate in this market needs access to competitive NAND flash products and have stability of supply. 
Cliff Bell Posted June 23, 2008
A single source for your data solutions
Analysis of: HP to Join 'Data Dedupe' Crowd | www.eweek.com
Author: Cliff Bell, Chief Information Officer Infogain Corporation
1.  Choosing one vendor that can give you data storage 2.  Completes the picture for servers and storage as well as desktops and laptops
Posted June 20, 2008
Sony develops green flat-panel TV to woo ecological consumers
Analysis of: Sony develops green flat-panel TV to woo ecological consumers | economictimes.indiatimes.com
Author: GLG Member Program Contributor
This article provides another example of the marketing advantages of green products beyond their straight energy cost savings.  In this case, choosing a new LCD TV with a third less energy consumption than the current LCD TV will take years of energy savings to return the difference in initial...
Thomas Coughlin Posted June 20, 2008
Seagate Expanding to Cover More Enterprise Storage Options
Analysis of: Will Seagate buy Intel's stake in NAND JV? | www.eetimes.com
Author: Thomas Coughlin, President Coughlin Associates
 Seagate has stated that they will introduce a SSD device by the end of 2008 This is expected to be an enterprise level SSD to help protect the company’s position in the enterprise storage market There are several rumors that Seagate is looking at acquisitions to enable its SSD effort Intel...
Thomas Coughlin Posted June 20, 2008
Everyone Needs a Dream!
Analysis of: Hitachi HDD Business to Surpass Seagate Profitability | www.blocksandfiles.co.uk
Author: Thomas Coughlin, President Coughlin Associates
* Hitachi president Kazuo Furukawa said that Hitachi wants to surpass Seagate’s HDD business profitability  * Furukawa-san said that Hitachi has the latest technology required to be competive in the HDD business  * He also said that there is synergy between Hitachi’s computer business and...
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