All GLG News Analyses Filed Under: Hardware

Industry consolidation in this case will not lead to a reduction in available products in the short term, so is of little immediate benefit to the industry as a whole.  Verigy will be the strongest out of the remaining SOC test companies as they alone benefit from the economics of single platform,...

Nokia’s announcement of a music pre-pay phone stands out by designating a country, but not specifying carrier partners or distribution channels

Qwest has been floundering as a phone company for years, having to deal with PSC fines and general business issues, which appeared to be keeping them from setting goals on newer technology and moving ahead with data sales in particular.  Their FTTNode strategy appears to be solving some of their...

SSD's (Solid State Drives) are still not viewed as a mature technology for critical or long-term data storage.  SSD's still have three major hurdles to overcome before they achieve mainstream acceptance; cost, write performance, and reliability/durability.  Hard Drive manufacturers are looking...

- Chip technology has eclipsed disk drive storage solutions - Solid State storage devices have been used for well over a decade.  This is a proven technology. Now they have become cost effective. - Retail products such as laptops offer SSD solutions, which will simple, accelerate manufacturing...

Instant application access will be in high demand to meet the ever-increasing needs of a very busy and more mobile workforce.  This technology will become a required feature once it hits the mainstream business market. Companies like Apple, HP, and IBM are all currently exploring this...

Industry consolidation is, to some extent over because there is no one left to acquire!  Our News posting and client report identifies how this is an excellent strategic move for Ricoh, and a significant threat to Canon.

§ By some estimates there are over 50 companies currently offering products that they call solid state drives (SDDs)  §  Many of these products have been designed hastily and some of them show no improvement in benchmarking tests vs. hard disk drive metrics  §  There...

Ricoh's acquisition of IKON, if closes, will undoubtedly solidify its position as a global market leader. In the short-run, Canon is the biggest looser but in the long run HP will be. However, the biggest winner will be Xerox;  It will help defend its turf against the print-centric assault...

Bios vendors are dependent on the laptop providers and the curve will shift back  and forth as to who and what dominates the market.  In the short term Bios vendors will prevail but as the technology ages, the market will shift back.