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All GLG News Analyses Filed Under: Hardware

Analyses are solely the work of the authors and have not been edited or endorsed by GLG.
Cliff Bell, Chief Information Officer
Cliff Bell, Chief Information Officer
Infogain Corporation
Analysis of: Storage Earnings Going Nowhere but Up, Up and Away | blogs.eweek.com
1.  The more data that can be shared, the more data we want. 2.  New types of storage increase data collection at the source.
Analysis of: Iomega Announces Termination of Share Purchase Agreement with ExcelStor Entities | www.freshnews.com
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.
Joe Weingarten, Executive Director
Joe Weingarten, Executive Director
Macintosh Reseller Association
April 24, 2008
Apple update.
Analysis of: Apple posts profit of $1.05B, ships nearly 2.3 million Macs | www.appleinsider.com
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...
Analysis of: Apple enters IC market, buys PA Semi | www.eetimes.com
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,...
Analysis of: Apple enters IC market, buys PA Semi | www.eetimes.com
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...
P.J. Louis, President
PJ Louis LLC
Analysis of: Nokia Shares Slammed in Wake of Miss | www.smartmoney.com
Nokia is the first to admitting to feeling the credit crunch.  It is going to get worse before it gets better
Thomas Coughlin, President
Thomas Coughlin, President
Coughlin Associates
Analysis of: Iomega Announces Termination of Share Purchase Agreement with ExcelStor Entities | www.freshnews.com
* Iomega had previously entered into an agreement with ExcelStor Great Wall Technology owned by the Chinese government  * Iomega terminated this purchase agreement with ExcelStor  * Iomega entered into an agreement to merge with EMC  * EMC will probably use Iomega as a means to move into...
Analysis of: Gadgets We Need - Necessities We Can Do Without | www.forbes.com
A short memory lane of the gadgets that have changed our lives or taken advantage of technology advances is fun, but the real trick is picking the products that will soon change the way we function.  Many noted products are really evolutionary advances of an existing product.  Ma Bell telephones...
Analysis of: RUMOR: Microsoft to open Apple-like retail shops | macdailynews.com
For Micropsoft to succeed in a free-standing retail marketplace would take a major overhaul of marketing practice and strategy. Product lines would have to be increased and enhanced, and  path-to-market would have to be radically changed.
Tal Raeside, Managing Director
Insight Strategic Services
Analysis of: RUMOR: Microsoft to open Apple-like retail shops | macdailynews.com
Microsoft would love to better control its retail presence to lift its profile among consumers.  Microsoft’s lack of retail experience, history of indirect sales, and the daunting economics of retail make a full-blown retail expansion effort risky.
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