All GLG News Analyses Filed Under: Hardware

1.  Choosing one vendor that can give you data storage 2.  Completes the picture for servers and storage as well as desktops and laptops

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...

 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...

* 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...

Advantest has acquired the remnants of SZ from Credence, giving them power and analog testers and some incremental customers.  The technology won't be integrated into Advantest's SOC platforms - if that's why Advantest bought it, they're fooling themselves.  Credence continues the divestment...

The move from rotating disks to Solid State Disks (SSD) is happening faster than most predicted.  Rotating disk vendors such as Seagate will likely see margins erode as they lose the high-end disk business to SSD.

One of the final barriers in picture quality for LCD TVs versus that for Plasma TVs has been overcome. The MPRT [motion picture response time] has been reduced by increasing the picture frame rate using 120Hz driving technology rather than the historical standard of 60Hz. This reduces the motion...

AT&T's Uverse is doing well, people are buying it, and VOILA!  Along comes VZ overbuilding T, AND selling 5 times the AT&T data speed to customers.  This puts CATV MSOs and AT&T/Qwest and anyone else not doing FTTP in a quandry.  Do they continue to build hybrid fiber-copper...

The semiconductor and other component's margin would be lower.

1) Fiber-to-the-home (FTTH) is the long-term solution for telephone companies to transform their networks to broadband but FTTH is very expensive to install in existing neighbors compared to 'greenfield' applications. 2) Verizon's target for its Fiber Optic System (FiOS) FTTH initiative is 18 million...