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All GLG News Analyses Filed Under: Hardware

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Posted April 28, 2008
HP ships ultraportable laptop with Via, not Intel, inside
Analysis of: HP ships ultraportable laptop with Via, not Intel, inside | news.yahoo.com
Author: GLG Member Program Contributor
The real race on MID has yet to start but VIA has scored against Intel in the subnotebook arena. The alliance VIA is forming with Nvidia is a force to stop Intel's Atom from becoming a de facto standard. This maybe just the beginning but Intel's quest is not going to be easy.
Cliff Bell Posted April 28, 2008
Convergence of Applications sharing causes growth in storage
Analysis of: Storage Earnings Going Nowhere but Up, Up and Away | blogs.eweek.com
Author: Cliff Bell, Chief Information Officer Infogain Corporation
1.  The more data that can be shared, the more data we want. 2.  New types of storage increase data collection at the source.
Posted April 25, 2008
Iomega Announces Termination of Share Purchase Agreement with ExcelStor Entities
Analysis of: Iomega Announces Termination of Share Purchase Agreement with ExcelStor Entities | www.freshnews.com
Author: GLG Member Program Contributor
Soho / consumer NAS will show stable growth in high 2digits over the next years. While the competition environement has become more close over the last 2 years, this segment is still in the beginning. Iomega offers a well known brand and market awareness for the low end segment.
Posted April 24, 2008
Apple update.
Analysis of: Apple posts profit of $1.05B, ships nearly 2.3 million Macs | www.appleinsider.com
Author: Joe Weingarten, Executive Director Macintosh Reseller Association
Also see: Belgium to receive unlocked iPhones? http://www.macnn.com/articles/08/04/23/belgian.iphone.plans/ Apple Buys A Chip Company http://www.businessweek.com/technology/ByteOfTheApple/blog/archives/2008/04/apple_buys_a_ch.html Apple Q2 conference call: 10 million iPhones? No problem http://arst...
Posted April 24, 2008
Apple enters IC market, buys PA Semi
Analysis of: Apple enters IC market, buys PA Semi | www.eetimes.com
Author: GLG Member Program Contributor
The acquisition of PA Semi by Apple Computer came out of nowhere and left everyone puzzled. PA Semi specialises in design PowerPC based high-end processors that are very power efficient. Apple and PA Semi were working together very closely in early 2006 when Apple was in the middle of transitioning,...
Posted April 24, 2008
Apple enters IC market, buys PA Semi
Analysis of: Apple enters IC market, buys PA Semi | www.eetimes.com
Author: GLG Member Program Contributor
With the purchase of P.A. Semi, Apple adds P.A. Semi's low-power multi-core processor design expertise to its portfolio, and it gains immediate access to Power processors that otherwise would have to be licensed or purchased from AMCC, Freescale, or IBM. This acquisition allows...
Posted April 24, 2008
Nokia – Just the First to Admit to Feeling the Credit Crunch – More Companies to Follow
Analysis of: Nokia Shares Slammed in Wake of Miss | www.smartmoney.com
Author: P.J. Louis, President PJ Louis LLC
Nokia is the first to admitting to feeling the credit crunch.  It is going to get worse before it gets better
Thomas Coughlin Posted April 24, 2008
EMC Investment Signals Move into Smaller Storage Systems Market
Analysis of: Iomega Announces Termination of Share Purchase Agreement with ExcelStor Entities | www.freshnews.com
Author: Thomas Coughlin, President Coughlin Associates
* Iomega had previously entered into an agreement with ExcelStor Great Wall Technology owned by the Chinese government  * Iomega terminated this purchase agreement with ExcelStor  * Iomega entered into an agreement to merge with EMC  * EMC will probably use Iomega as a means to move into...
Posted April 23, 2008
Gadgets We Need - Necessities We Can Do Without
Analysis of: Gadgets We Need - Necessities We Can Do Without | www.forbes.com
Author: GLG Member Program Contributor
A short memory lane of the gadgets that have changed our lives or taken advantage of technology advances is fun, but the real trick is picking the products that will soon change the way we function.  Many noted products are really evolutionary advances of an existing product.  Ma Bell telephones...
Posted April 23, 2008
RUMOR: Microsoft to open Apple-like retail shops
Analysis of: RUMOR: Microsoft to open Apple-like retail shops | macdailynews.com
Author: GLG Member Program Contributor
For Micropsoft to succeed in a free-standing retail marketplace would take a major overhaul of marketing practice and strategy. Product lines would have to be increased and enhanced, and  path-to-market would have to be radically changed.
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