GLG News Analyses of the following article:

Intel vs. Qualcomm

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Published at: www.businessweek.com

Market prospects for Mobile Internet Devices

March 9, 2009

Analysis by: GLG Expert Contributor

Mobile Internet devices (MIDs) could be the wave of the future. The MID market is clearly up against challenges, especially for those devices that focus on basic computing rather than a specific app. Chipset and mobile broadband providers are rallying behind the opportunity, but it may take some convincing for the rest of the market to find the value in the middle.

Afarin BellisarioFounder and PresidentTranstrategy, Inc

Intel inside everything?

March 3, 2009

The partnership between Intel and TSMC will allow expanding Intel platform well beyond PC, notebooks and Net Books. Access to IP, will allow a set of customers who value customization consider Intel platform. In addition to access to IP and ASIC design capability, TSMC can offer Intel a lower cost manufacturing facility to compete more effectively.

Bhanu KapoorConsultant/OwnerMimasic

The Battle for MIDs

March 3, 2009

Intel's announcement of partnership with TSMC on some Atom cores is an an important deveopment in its battle for mobile Internet devices (MIDs) market. While the announcement sounds like this will put Intel in competition with ARM, and that is correct, but a bigger battle is with QualComm to capture the market for MIDs.