All GLG News Analyses Filed Under: Hardware

Semiconductor & Solar Manufacturing Trends

October 30, 2009

Analysis by: GLG Expert Contributor

Analysis of:Arizona Loses More Manufacturing & Clean Energy Opportunity | www.examiner.com

As noted in this core article, many companies such as Microsemi, who decided to close semiconductor plants, were not insightful enough to capitalize on green stimulus funding in the development of new product lines to support the emerging green revolution of energy-efficient and cleaner energy components and devices including: lighting-emitting diodes, advanced batteries, smart grid elements, low-power circuitry for ENERGY STAR appliances.

No iPhone On Verizon

October 30, 2009

Analysis by: GLG Expert Contributor

Analysis of:Have Apple-Verizon Talks Broken Down? | www.businessweek.com

It's not likely that Apple will push to have the iPhone on the Verizon network. The Droid ads are just one of the reasons. Here's why.

Is the Honeymoon over for the Iphone?

October 26, 2009

Analysis by: GLG Expert Contributor

Analysis of:Have Apple-Verizon Talks Broken Down? | www.businessweek.com

Last week it was announced that Nokia has brought a patent infringement case against Apple's Iphone. The infringement case features 10 causes for action including 3G access for the popular Iphones. There has been speculation that the cost to settle the case could be $10-12 per Iphone sold. The question here could the slowdown in talks with Verizon be resultant from this action. Is Verizon evaluating the situation to determine what if any collateral damage results from this action?

Barnes & Noble's Nook v. Kindle: Who will gain competitive advantage?

October 26, 2009

Analysis by: GLG Expert Contributor

Analysis of:Barnes & Noble: Raising the E-Reader Bar | www.businessweek.com

IT sounds like Nook is launching with a lot of additional bells and whistles that Kindle does not currently have.  The question is what is the strategy that each is really employing to gain a sustainable competitive advantage? 

The Most Important Chain of Custody: Improving Evidence Tracking with RFID

October 25, 2009

Analysis by: GLG Expert Contributor

Analysis of:FileTrail Awarded GSA Contract for RFID File Tracking Systems | www.rfidnews.org

Today, criminal justice has entered a new era – with juries and the public demanding the preciseness that they see every night on TV shows such as those in the “CSI” franchise. This presents vast opportunities for improving often-antiquated – and imprecise – evidence handling practices in law enforcement agencies – and for companies seeking to use RFID (Radio Frequency Identification) for auto-enabling these processes.

Verizons negative campaign is grounded in regret!

October 25, 2009

Analysis by: GLG Expert Contributor

Analysis of:Have Apple-Verizon Talks Broken Down? | www.businessweek.com

One possible driver of Verizons negative iPhone campaign can be linked to its failed effort at the iPhone exclusive deal with AT&T (previously Cingular, when the deal was first inked).

Apple has a strategy for is products and publicly dueling Microsoft works

October 25, 2009

Analysis by: GLG Expert Contributor

Analysis of:Preemptive Strike? Apple Upgrades Mac Computers | www.businessweek.com

Apple rarely stumbles (at least in a way that hurts their growth).   Contrasting what they have with Microsoft is part of their strategy and helps them justify slightly higher prices.

Steve FanchiuAdviserGenttix, Inc.

Thrills and Obstacles to 3-D Television

October 23, 2009

Analysis of:3-D television expected to come to homes in 2010 | www.cnn.com

The technological innovation for 3-D television has been out of laboratory and prototyping stage. What does it mean to the marketplace while key players in different technologies are commencing a volume push in the consumer electronics market?

Apple's iPhone dominance threatened by Nokia's intellectual property lawsuit

October 23, 2009

Analysis by: GLG Expert Contributor

Analysis of:Apple increases iPhone sales 7% to 7.4 mln in Q3 | www.telecompaper.com

Apple's market performance with iPhone faces increasing threats from competitors: a. Products based on Google's Android operating system .b. International market challenges, in China e.g. c. Legal/technology based threats/challenges from Nokia e.g. http://money.cnn.com/2009/10/22/technology/Nokia_Apple_lawsuit/index.htmd. Market growth constraints due to customer dissatisfaction with poor service,performance and unstable software owing to premature market launch .

Jerald KolanskyFormer Worldwide VP of SalesPLX TECHNOLOGY, INC.

Cree PLCC White LED's Appear to catch up and Surpass PLCC devices from NIchia

October 22, 2009

Analysis of:Cree Sets a new STandard of INdoor LED Lighting with the X Lamp R MX-6 LED, Industry's First Lighting class PLCC LED | finance.yahoo.com

1. Approximately 2 years ago Cree purchased Cotco a China based LED manufacturer which allowed Cree to expand it's product offering. With the release of the X Lamp R MX-6 device in the PLCC package, Cree now has a product that should allow it to successfully compete against Nichia and Osram who have been some of the market leader for PLCC lighting LEDs.

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