All GLG News Analyses Filed Under: Hardware

Micron announced last week that its newly named sensor business, Aptina, will run as an independent division within Micron. The divsion will have independent sales, marketing and profit-and-loss functions in order to be more "responsive to the market." Aptina employs about 700 people...

The adoption of the Sony's Blu-ray standard for HD movies is a result of a lesson learned from the video world. Microsoft adopted the new unified standard immediately as this is the basis of its business model - one operating system, one Office environment and one Internet Explorer. However, in...

With Acer acquiring mobile device manufacturer E-Ten, Dell’s future acquisitions might have to consider how to compete for ultra mobile devices.

Dell's strategy to position itself in the netwoking storage field is backed by its recent acquisitions of Networked Storage and EqualLogic. The natural question is what next? Dell's dominant PC market ranking will be the base on which this strategy will succeed or collapse. An added value service is...

1. AMD got itself in a precarious position by failing to execute. 2. Nvidia acquiring AMD is not the solution. Nvidia does not need an AMD headache. Neither aspirin nor anything stronger will help Nvidia. 3. AMD needs financial and engineering resources.

Pricing of Xbox will start to tumple down now that Blu-Ray is the adopted standard. Many OEM's are returning stocks to suppliers as demand has drastically declined. Sony will now increase production of PS3 + range.

1. The NOR market is a money loser, no matter who the players are. 2. If Numonyx, (Intel + STMicroelectronics), was such a great money making proposition it would have been funded months ago. 3. The financial world is well aware that the last big NOR Flash venture between AMD and Fujitsu, Spansion, resulted...

The overall potential for LED lighting is enormous which has fueled the rumors of traditional lighting companies such as General Electric showing interest in acquiring LED companies before it is too late.  For good measure, as shifting away from the highly competitive commodity oriented business...

Nokia entering the network management and cost control space via acquisition. There is a need to utilize network intelligence to optimize revenue and reduce costs.

Much of the polysilicon capacity being brought online today is intended for electronic grade poly; sales into the silicon solar market will be secondary and expensive at ~$30/kg with spot prices over $100/kg. RSI Silicon is a polysilicon startup targeting solar grade poly with the potential to sell...