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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.

David Barnes, Principal

David BarnesPrincipalBizWitz LLC What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Prime View International Makes Its Move after 17 Years

October 5, 2009

Prime View secures flat panel supply from CMO | www.taipeitimes.com

Chi Mei Optoelectronics (CMO) will cooperate with Prime View Technology (PVI, TPE:8069) to make E Ink displays using fifth-generation TFT capacity. CMO gets a way to enter the market for eBook displays and PVI gets more capacity for conventional, Kindle-like displays on glass. 

Nathan Brookwood, Principal Analyst

Nathan BrookwoodPrincipal AnalystInsight 64 What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Fermi versus AMD Radeon: Who Wins, Who Loses in Supercomputing Applications?

October 4, 2009

Supercomputer to use new Nvidia 'Fermi' chip | news.cnet.com

While AMD and Nvidia battle for supremacy in the GPU computing arena, there's one obvious loser, Intel. AMD's 5870 appeared on schedule. Nvidia's Fermi is late, but its GTX 280 series still is competitive. Intel's Larrabee remains a no-show. End users who buy their systems by the teraflop have discovered and validated an alternative approach that requires fewer x86 CPUs, less power, and less space. GPU computing is here to stay, and the market will punish those who lack a competitive offering.

David Croslin, Chief Executive Officer

David CroslinChief Executive OfficerLinoWave What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Xerox Takes Huge Gamble in Bid for ACS

October 4, 2009

Xerox Takes Gamble in Bid for ACS | online.wsj.com

Xerox is facing increased competitive pressure in its traditional copier and printing markets. Many of its rivals, including HP, are expanding their printing offerings in the enterprise and wide-format markets while at the same time extending into the areas of enterprise services. Technology firms have a hard time transforming and Xerox is likely to face tremendous challenges.

Xerox big bet on services with ACS acquisition is not likely to be successful

October 4, 2009

GLG Expert Contributor

Xerox Bets Big on Services | www.businessweek.com

Xerox's attempt to neutralize its main revenue decline by acquiring ACS will end up further de-focusing the company's core business as well as the weakening of ACS's competitiveness in the marketplace. Xerox big bet on services with ACS acquisition is not likely to be successful.

Jim Handy, Director

Jim HandyDirectorObjective Analysis What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Samsung and Numonyx See PRAM-PCM as Next Winner

October 3, 2009

Samsung upbeat about PRAM market | www.digitimes.com

Flash memory will hit the end of its life in the next few years.Samsung and Numonyx are betting that phase-change memory, PRAM or PCM, will fill the void to become flash's successor.Other companies, Spansion, Macronix, SST, Sharp, and Hynix, have not disclosed their plans, but Intel, Toshiba, and Micron have outlined different plans.

Munisamy Anandan, Former President & Managing Member

Munisamy AnandanFormer President & Managing MemberORGANIC LIGHTING TECHNOLOGIES, LLC What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

World's Largest Generation LCD Manufacturing plant goes in to production

October 3, 2009

Sharp begins production at 10G LCD fab | www.digitimes.com

(1) Sharp has commenced production in 10G plant and is a signal for Samsung, AUO, LG and Chi Mei.(2) Leaders in LCD manufacturing will focus on large size LCD panels(3) Small and Medium LCD panel manufacturing will drift to China.

Energy-Efficient Products for Green Building Initiatives

October 2, 2009

GLG Expert Contributor

Innovative solar-powered LED lighting provides green revolutionary benefits | www.examiner.com

As noted in this source article, the energy-efficient solar-powered products discussed in this article would be options to consider for small businesses, large companies, and government offices applying for various applicable green Recovery Act grant programs

David Barnes, Principal

David BarnesPrincipalBizWitz LLC What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Delaying the Inevitable: Taiwan Technology Transfer

October 2, 2009

Taiwan to let chip, LCD makers invest in China | www.reuters.com

 * Diminishing returns to scale put Taiwan’s high-tech industry into the endgame * PCs are getting cheaper like appliances and appliances are getting complex like PCs

Intel and Apple -- Not Rivals

October 1, 2009

GLG Expert Contributor

Intel and Apple--future rivals? | news.cnet.com

Intel, as a chip vendor, and Apple, as a consumer electronics vendor, will always have a vendor-customer relationship, not a competitive rivalry.

Jim Turley, Owner and Analyst

Jim TurleyOwner and AnalystSilicon Insider What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Software - The New Silicon Business

October 1, 2009

Intel Gets Deep Into Software | online.wsj.com

Software is becoming the key differentiator among silicon company, and especially among microprocessor companies. Intel's move is reflective of a larger trend already taking place among chip suppliers and IP vendors.

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