All GLG News Analyses Filed Under: Hardware

Apple's stores were a response to a problem that Microsoft does not face in the retail sector. Apple's stores reflect an attention to physical design that has become the hallmark of their products. Apple's stores are based on an aspirational demand, which is very different the type of consumer demand...

undefined The game franchise will continue to drive the industry.   This game may finally become a film.undefined

If the price of one of your key building blocks goes up, your prices have to go up or your profit margin has to go down.

It used to be said "What good for General Motors is good for the USA." Well times have changed but now it appears whats good for Intel is good for Apple. Intel's outlook is based not on what Intel thinks but rather what it's customers think.

Alcatel-Lucent, NEC, Nextwave Wireless, Ericsson, Nokia, Nokia Siemens Networks, and Sony Ericsson have all signed a pact agreeing to cross licensing of intellectual property they collectively own in Long Term Evolution (LTE) technology. Missing are some dominant players in wireless technology.

It remains to be seen what role mobile operators will play in knocking together the heads of their equipment and device suppliers as well as chipset vendors and technology developers so they can deploy next generation wireless technologies when they want/need to at reasonable cost. 

Sometimes we're so close to something that we can't see what's going on.  Videogames are now tipping the scales in the entertainment industry.

By opening store locations, Microsoft realizes that being a player in the mobile space requires retail presence in order to get closer to the customer experience.

The semiconductor market (excluding NAND and DRAM) tends to behave relatively well, with mild soft spots and less remarkable highs.  Add the schizophrenia endemic to memories and the whole complexion of the market changes to one of wild mood swings. Objective Analysis finds that the semiconductor...

The semiconductor industry is undergoing a very predictable down cycle based upon excessive capital spending in 2006.  As it always does, demand will catch up to this spending in 2009, and the market should see another upswing similar to those in the past. In the mean time, all semiconductor...