All GLG News Analyses Filed Under: Hardware

Some time ago I wrote an analysis about Nokia entering the network management and cost control space via the acquisition of Apertio. I have been stunned by the lack of understand of the back office and cost control.

I agree there is a generational divide.  When the Motorola Brick first came out the principal users were business people. It is all about demographics.

The semiconductor assembly and electrical test services segment has been a bright light in the dark tunnel of the industry lately, where significant declines have been observed for memory chips and overall capital equipment expenditures.  Semiconductor packaging is a key growth segment...

1. The ability to run Windows and macintosh software on the Macbooks creates less of a barrier for Macintosh in corporate america. 2. The iPhone as a corporate solution enhances Apple's position

The only thing preventing flash memory from taking over the notebook market is price.  With prices on flash currently in free-fall, that barrier is likely to be reduced or removed in the next few months.  Seagate and Western Digital’s patents are not likely to protect their market share.

Sony spent considerable amounts of $$$ to win the studios over to Blu-Ray. Now that the movie studios have 'picked' Blu-Ray the PS3 has a new chance to gain share in the video game console marketplace as a decent Blu-Ray player and game system. Sony's investment in moving the studio's to Blu-Ray...

Intel is a terrific company. Since 1985, it has focused mostly on MPU's, as the expense of everything else, and consequently, it has dominated the market. Prior to 1985, it was also a memory company - competing against the Japanese. Intel used GCA steppers - an utterly inferior product - while...

Micron CMOS imagers division is on sale for sure. However, does Micron really need to invest efforts in spinning off the division including branding it under Aptina, splitting sales forces and issuing separate financial reports?Not sure. At these tough times for Micron, continuing to bleed from...

Amidst further negative outlooks for memory chips in 2008, companies such as TEL and AMAT who have converted resources to supporting the expanding solar cell industry are clearly in a better position than their competitors who will be "left out in the cold" as a result of the downturn for memory...

Even after more than a decade of e-book cheerleading, people still prefer tree books to E-books by a wide margin. Amazon's Kindle is new and exciting but it's not making that much of an impact--yet.