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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: Gadgets We Need - Necessities We Can Do Without | www.forbes.com
1. The Darwinism of technology continues in economic hard times. 2. Today's hot gadget is tomorrow's paperweight and CIO's should look to prune un-needed equipment.
P.J. Louis, President
PJ Louis LLC
Analysis of: Motorola Revamps Oversight Of Mobile-Devices Division | online.wsj.com
Jumping ship is common while a company is going through a restructuring. Most employees think they will become casualties and will be fired. Most managers, especially senior managers with nowhere to hide, believe they will be fired.
Paul Massie, Consultant
Self Employed
Analysis of: Nokia Shares Slammed in Wake of Miss | www.smartmoney.com
In terms of volume the iPhone is indeed a “niche product” for Nokia.  However, the impact the iPhone is having on the handset market is much greater than its market share might indicate.  Nokia needs to address their steadily dropping US market share, although the iPhone is only one small...
Analysis of: iSuppli lowers semi sales forecast to 4% | www.edn.com
As AMD and other semiconductor companies continue to spin their wheels, lay off engineers, consolidate product lines further, and watch their executives walk out the door, leading to a major decline in revenue, hopefully they will try to replicate the Intel model for doing business in...
Analysis of: Nokia Shares Slammed in Wake of Miss | www.smartmoney.com
Nokia's first quarter performance and reduced outlook are further indications that the cellular handset market is getting nearer to saturation.  Coupled with negative comments from Sony Ericsson and Motorola in the last month, the Nokia announcement indicates that suppliers of approximately sixty...
Analysis of: RUMOR: Microsoft to open Apple-like retail shops | macdailynews.com
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...
Analysis of: Variety: 'Grand' videogame breaks record | www.variety.com
undefined The game franchise will continue to drive the industry.   This game may finally become a film.undefined
Joe Weingarten, Executive Director
Joe Weingarten, Executive Director
Macintosh Reseller Association
Analysis of: Kingston the biggest beneficiary of NAND flash price recovery | www.digitimes.com
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.
Joe Weingarten, Executive Director
Joe Weingarten, Executive Director
Macintosh Reseller Association
Analysis of: Positive outlook accentuates strong Intel earnings | www.echannelline.com
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.
P.J. Louis, President
PJ Louis LLC
Analysis of: Qualcomm the big question mark in 4G cross-licensing | telephonyonline.com
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.
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