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All GLG News Analyses Filed Under: Hardware

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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...
Posted June 3, 2008
Intel and the world of wireless – not necessarily a winning combination
Analysis of: Intel’s Chief on Strategy, Globalization and the Price of Oil | bits.blogs.nytimes.com
Author: GLG Member Program Contributor
Paul Otellini’s comments on the need to invest in alternative energy sources and reinvigorate math and science education in the U.S. are unexceptionable. The same cannot be said of his comments about competition for chipsets in wireless enabled devices with form factors that are smaller than notebook...
Posted June 2, 2008
Design can't change physics
Analysis of: Apple raises prospect of solar-powered iPhone | technology.timesonline.co.uk
Author: GLG Member Program Contributor
This doesn't seem practical. I've done a back-of-the-napkin calculation below to determine how much power you could get from a solar iPhone. You could use it in a pinch if you need a few minutes of talk time, but only if you're outside and the sun is shining. To fully charge it, you'd have to sit it...
Posted June 2, 2008
Hackers Pose a Threat to Smart Phones – Where There is Disaster There is Opportunity for Investors
Analysis of: Do Hackers Pose a Threat To Smart Phones? | online.wsj.com
Author: P.J. Louis, President PJ Louis LLC
Smart Phones are small computers that are transitioning from simple voice devices to financial transactions devices. What do you think the bad guys will do?  
Joe Weingarten Posted May 30, 2008
Solar iPhone, but it's my pocket.
Analysis of: Apple raises prospect of solar-powered iPhone | technology.timesonline.co.uk
Author: Joe Weingarten, Executive Director Macintosh Reseller Association
The concept of a solar powered gadjet of any kind must be a gadjet that sits in the sun part of the day for its charge. Is this a marketing hype or something that would work?
Posted May 27, 2008
Optical Components Vendor Consolidation Well Underway
Analysis of: Finisar/Optium Merge: Finisar and Optium agree to combine in all-stock merger | www.byteandswitch.com
Author: Yongmao Frank Chang, Principal Engineer Vitesse Semiconductor Corporation
1) The new Finisar create the world’s largest supplier of optical module and subsystem solutions for the communications industry. 2) The merger makes sense with little product overlap and potential for revenue synergies in shared system customer base. 3) What impact to the rest? the merger would...
Cliff Bell Posted May 27, 2008
Can RIM's "iPhone killer" capture the hearts of their users or is it just matching features?
Analysis of: RIM to launch ‘dual mode’ handset | www.ft.com
Author: Cliff Bell, Chief Information Officer Infogain Corporation
1.  The success of the iPhone is not its touch screen alone but rather the interface 2.  Will the interface of a touch screen work with a blackberry?
Posted May 27, 2008
Finisar Purc`hase of Optium: A Step in the Right Direction
Analysis of: Finisar/Optium Merge: Finisar and Optium agree to combine in all-stock merger | www.byteandswitch.com
Author: GLG Member Program Contributor
The acquisition by Finisar of Optium represents an important step in the consolidation of the optical components industry. Each of the major players in optical components has recognized that there is too much capacity, too many players and the margins are too low for anyone to be truly successful....
Posted May 21, 2008
The writing is on the wall
Analysis of: Netflix to Sell a Device for Instantly Watching Movies on TV Sets | www.nytimes.com
Author: GLG Member Program Contributor
At the Consumer Electronic Show (CES) in Vegas this year nearly every new device, including most of the video screens have a built in connection to the Internet.  This will make it much easier for nascent Internet based video on demand companies to get a foothold.  Combine that with a precipitous...
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