All GLG News Analyses Filed Under: Hardware

The different drivers for Enterprise and Consumer will remain stable and more dynamic on the consumer side. HDD vendors will grow constantly as data and units growth is exceeding growth by tech and price decline. New stars on storage to come up and might drive interesting aquisitions.

Storage demands continue to growth in the wake of digital growth and evolution. Digital storage management requires a prudent approach to life-cycle management.

It looks like companies are finally seeing the value of storage. For a long time storage was a neglected sector because companies did not understand the benefits of their data and what it would take to be able to store and retrieve. Industry and government regulations also brought the need for effective...

But the future can be managed. We can look at the past cycles and then extrapolate forward potential probabilities. When markets contract, they can keep contracting to oblivion. But the probabilities of markets which are infrastructure tested, tried and true, tend to rebound. Demand growth and upgrades...

The real race on MID has yet to start but VIA has scored against Intel in the subnotebook arena. The alliance VIA is forming with Nvidia is a force to stop Intel's Atom from becoming a de facto standard. This maybe just the beginning but Intel's quest is not going to be easy.

1.  The more data that can be shared, the more data we want. 2.  New types of storage increase data collection at the source.

Soho / consumer NAS will show stable growth in high 2digits over the next years. While the competition environement has become more close over the last 2 years, this segment is still in the beginning. Iomega offers a well known brand and market awareness for the low end segment.

Also see: Belgium to receive unlocked iPhones? http://www.macnn.com/articles/08/04/23/belgian.iphone.plans/ Apple Buys A Chip Company http://www.businessweek.com/technology/ByteOfTheApple/blog/archives/2008/04/apple_buys_a_ch.html Apple Q2 conference call: 10 million iPhones? No problem http://arst...

The acquisition of PA Semi by Apple Computer came out of nowhere and left everyone puzzled. PA Semi specialises in design PowerPC based high-end processors that are very power efficient. Apple and PA Semi were working together very closely in early 2006 when Apple was in the middle of transitioning,...

With the purchase of P.A. Semi, Apple adds P.A. Semi's low-power multi-core processor design expertise to its portfolio, and it gains immediate access to Power processors that otherwise would have to be licensed or purchased from AMCC, Freescale, or IBM. This acquisition allows...