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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.
Analysis of: Qualcomm the big question mark in 4G cross-licensing | telephonyonline.com
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. 
April 17, 2008
Changing of the Guard
Analysis of: Variety: 'Grand' videogame breaks record | www.variety.com
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.
Gregg Kail, MBA, Reseller Manager
Gregg Kail, MBA, Reseller Manager
AT&T Corp
Analysis of: RUMOR: Microsoft to open Apple-like retail shops | macdailynews.com
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.
Jim Handy, Director
Jim Handy, Director
Objective Analysis
Analysis of: DRAM Price Drops Hide Global Demand for Chips | www.toptechnews.com
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...
Jim Handy, Director
Jim Handy, Director
Objective Analysis
Analysis of: Gartner: Chip industry in 'indefinite' slowdown | www.computerworld.com
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...
Analysis of: ST, NXP to merge wireless businesses | www.eetimes.com
Another consolidation in the mobile & wireless has happened again, this time ST & NXP. The combination of ST and NXP's mobile & wireless division creates a company which sits at the 3rd position just after Qualcomm and Texas Instruments.   What matters in the mobile & wireless...
Joe Weingarten, Executive Director
Joe Weingarten, Executive Director
Macintosh Reseller Association
Analysis of: RUMOR: Microsoft to open Apple-like retail shops | macdailynews.com
If this rumor is true it would be a total waste of resources for Microsoft unless they were going to come out with a full line of products.
Jim Handy, Director
Jim Handy, Director
Objective Analysis
Analysis of: Dell denies report of solid-state drive failures | www.computerworld.com
Solid-State Drives (SSDs) may be ahead of their time, but they are certainly generating a lot of press!  Companies who don't want to get left in the dust need both to understand this technology, and to understand why their customers would or would not like to purchase it.
Donald Rheault, Founder
Compass Technologies, Inc
Analysis of: Earnings Preview: National Semiconductor | seekingalpha.com
There are several sales team approaches by the companies in the analog IC business-some are more succesful than others.    You have to balance cost of sales with a successful sales effort. National has too few "feet on the street" to compete for new designs with Analog Devices, On,...
Joseph Upton, Pres/CEO
Joseph Upton, Pres/CEO
Kabel-X USA
Analysis of: Study: Online Won't Replace Traditional TV Anytime Soon | telephonyonline.com
Digital video recorders and set-top boxes are in the news daily with new features and more control exercised by the service providers that sell them.  The parallel streaming video viewing of on-line video compared to TV video will not stand lengthy commercial advertising such as standard TV...
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