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All GLG News Analyses Filed Under: Hardware

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Posted May 14, 2008
RIM Strikes again....the right product for its target market...
Analysis of: Why Apple Can't Kill The BlackBerry | www.forbes.com
Author: GLG Member Program Contributor
Apple and RIM have two different target markets RIM is a savvy and agile player who has fended off challengers with for more experience Apple has yet to have a successful commercial / enterprise product
Joseph Upton Posted May 14, 2008
More Merging of the TV with the Computer World: Networked Blu-rays
Analysis of: Korean Tech Developer is HD Dreamer | www.multichannel.com
Author: Joseph Upton, Pres/CEO Kabel-X USA
The idea of networking computer-like devices such as Blu-ray high definition DVD players is a great idea and it opens a world of opportunities for any box maker that is using his thinking cap.  Any devices that connect to the internet via hardwire ethernet or wireless router connection, such as...
Posted May 13, 2008
Image Sensors Combining Spectrum: The Future of Surveliance?
Analysis of: Army Introduces First Unit Equipped with ITT's Enhanced Night Vision Goggle | www.advancedimagingpro.com
Author: GLG Member Program Contributor
Combining Thermal (IR) Imagery with Visual Imagery has been an operational objective since IR Imagery was deployed. Visual Imagery is favored for the tasks of recognition and identification, while IR Imagery provides an advantage in detection.  Combining the two spectral bands provides the best...
Posted May 13, 2008
Pre-roll ads risk user abandonment
Analysis of: Can Online Video Cure Commercial Skipping? | www.adweek.com
Author: GLG Member Program Contributor
Video advertising delivers the highest CPM of any online ad unit. Most online video ads are "pre-roll" ( they play before the video clip the user has requested).  These ads are seen as invasive by online users and often result in user abandonment.  Other less invasive video ad units are being...
Gregg Kail Posted May 13, 2008
RIM and AT&T Having a Bold Summer
Analysis of: RIM's new BlackBerry Bold targets business market | www.reuters.com
Author: Gregg Kail, Former Reseller Manager AT&T Corp
RIM’s announcement of the new Bold model for exclusive U.S. distribution to AT&T adds to the carrier’s potential with the new 3G iPhone to sell both enterprise and “prosumer” customers.
Joseph Upton Posted May 13, 2008
The DVR: Boon or Bust for Commercial Advertising?
Analysis of: Can Online Video Cure Commercial Skipping? | www.adweek.com
Author: Joseph Upton, Pres/CEO Kabel-X USA
1.  Current advertising and technical methodology associated with delayed (video recorded) television viewing does not promote healthy advertising revenue projections based on the Google study in the referenced article. 2.  Opportunities abound for out-of-the-box enterprenuerial thinking that...
Posted May 12, 2008
Huge future market for IC hardware security solutions
Analysis of: F.B.I. Says the Military Had Bogus Computer Gear | www.nytimes.com
Author: GLG Member Program Contributor
"Killer" is a proper characterization of the threat that is looming both on commercial semiconductor devices and on chips used in military applications. As the article points out, a clever Trojan horse circuit hidden among the hundreds of millions transistors on a chip may have devastating consequences...
Posted May 12, 2008
Entertainment Create Fortunes in Japan, Will it last?
Analysis of: Nintendo Wii makes Yamauchi Japan's richest: Forbes | www.reuters.com
Author: Afarin Bellisario, Founder and President Transtrategy, Inc
- Gaming and entertainment is big business in Japan these days as a number of gaming and social networking related entrepreneurs ranked by Forbes, as the richest in Japan based on the value of their companies.  The list includes founders of Nintendo, Pachinko gambling machine maker Sankyo,...
James "Jim" Cantore Posted May 7, 2008
If We Build It, A 450 mm Wafer Fab, Will Customers Come?
Analysis of: Will industry build 450-mm fabs? | www.eetimes.com
Author: James "Jim" Cantore, President JLC Associates
1. New Markets will be created, enabled by the 450mm revolution. 2. Opportunity is there for new equipment strategic alliances with major chip players. 3. Smarter, simpler electronics projects need very intelligent, very large 450mm wafer-based chips.
Posted April 29, 2008
STEC playing with the big boys
Analysis of: STEC Reportedly Wins MacBook Air Solid-State Drive Biz | blogs.barrons.com
Author: Hanni Eid, Business Development Manager Kingston Technology Company Inc
1. SSD is gaining traction, especially MLC based. 2. Apple has shown a lot of confidence by using STEC 3. Will STEC have the bandwidth (mfg) to support? 4. What will be the impact on their stock price?
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