Dr. Afarin Bellisario DSc, MS

GLG News by Dr. Afarin Bellisario DSc, MS, Founder and President

GLG News is now G+ Insights

G+ is a community for professionals, academics and entrepreneurs to connect through online discussions and in-person meetings. You will continue to see G+ Insights (formerly GLG News) here as well as on the G+ website, where you can share and discuss the G+ Insights you read.

Intel inside everything?

March 3, 2009

Analysis of:Intel vs. Qualcomm | www.businessweek.com

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.

One Step Forward, More to Go

March 3, 2009

Analysis of:Solar Power For $2 A Day | www.forbes.com

Designers in CA are using the current generation of solar technology to create smaller, easy to install and modular panels which are afforadble for younger people, even those living in rental housing. Using existing technology while eliminating large cost of installation is an mportant step to spread the utility of panels. This will allow people to experiment with solra power without haveing to lay out thousands of dollars. Solving safety and integration problems with the grid will be the next.  

LED Displays are Here to Stay

December 5, 2008

Analysis of:Surge in sales of LED-backlit notebook PCs | compoundsemiconductor.net

The sales of PC's with LED based displayes have surged 63% in the most recent quarter and are expected to reach 2.1 million units in 2008, capturing a 5.4% market share. The trand is expceted to continue.

Games as

August 6, 2008

Analysis of:No Recession for Game Console Makers | www.ecommercetimes.com

Enteratinment has always been one industry thrieving during a recession.  Today, games are the dominant form of entertainment, especially for young people.  With the sales of both hardware and software (content) at record levels, the article speculates that the expenditure on the games will be dominated by tried and true, well known titles. 

iPhone is really not a big deal

July 30, 2008

Analysis of:Verizon Says iPhone Has Had Minimal Impact | www.ipodobserver.com

Verizon business appears to be expanding as a result of strength in wireless and FiOS, and not be effected by iPhone.  This confirm the fundumentals of the market and trends.

Entertainment Create Fortunes in Japan, Will it last?

May 12, 2008

Analysis of:Nintendo Wii makes Yamauchi Japan's richest: Forbes | www.reuters.com

- Gaming and entertainment is big business in Japan these days as a number of gaming and social networking related entrepreneurs ranked by Forbes, as the richest in Japan based on the value of their companies.  The list includes founders of Nintendo, Pachinko gambling machine maker Sankyo, and  new comer creator of Mixi social networking site. - Number one on the list is Nintendo's former CEO and a major shareholder (105 of total), Hiroshi Yamauchi, whose fortune have been tripled as a result of run away success of Nintendo Wii - Numebr 3 is another gaming/gambling pioneer, Kunio Busijima, founder of pachinko gambling machine maker Sankyo - The newest arrivalis Kenji Kasahara, founder of social networking site Mixi 

Is AMD Profitabilty for real?

December 14, 2007

Analysis of:AMD Plans to reach profitability in 2008 | news.yahoo.com

AMD CEO has appologized for delays in launching Barcelona chip, and promised that the company has already gone through a transitional year and is now projecting profitability in the second half of 2008.  The engines of growth will be the launch of the much delayed Barcelona and new integrated devices based on graphics processors fro ATI.  How realistic is AMD managment in prediction of profitability?  The markets are doubtful. 

Where is the Growth?

April 27, 2007

Analysis of:Intel Profits From Cost Cuts; Forecast Lags | www.smartmoney.com

Intel announced:
- A lower revenue, but a higher profit than last year, but steady pricing
- Lowered forecast for next quarter to below analysts expectations

SOI Goes Main Stream

October 30, 2006

Analysis of:ARM embraces SOI technology | eetimes.com

- ARM's move to SOI will expedite the adaptations of SOI as the main stream technology to manufacture IC's, and obsolescence of CMOS

- The effect will be most pronounced in cell phone chipset markets where ARM is ubiquitous, and lower power consumption and high speeds enabled by SOI, have premium value.

- In the short term, cellular handset manufactures such as Freescale, who already have SOI technology and their customers, such as Motorola, can take advantage of the lower power consumption and higher speeds provided by SOI. There will be pressure on others to adopt SOI 

Adding Value by Stock Repurchase

October 25, 2006

Analysis of:Stock Buybacks at 'Unprecedented Level' | www.cfo.com

- Applied Material has been repurchasing its own stock in tune of $2.5B recently and another $2.5B in the past fiscal quarter
- Their board has approved another stock buy back of up to $5B.
- Applied and Cigna are only 2 of most recent companies buying back their own stock recently 

The Palmsource era

August 2, 2006

Analysis of:Palm Platform in Doubt | mobileanalystwatch.blogspot.com

- Palm refuses to pay royalties to Japanese software maker Access Co, the current owners of PalmSource as a result of what Palm terms as failure to meet ceryain obligations

- Palmsource lacks many feature that enterprises desire such as VPN support, multitasking, and robust security

- Palm has failed multiple times to meet enterprises expectations in the recent years to add enterprise friendlt features

Why Linux may not be the wave of the future in Mobile handsets

June 28, 2006

Analysis of:Wireless Developer Aims to Make 'Free' Pay Off | www.technewsworld.com

- Linux will be the future Operating System (OS) for handsets since it is "free", and open.
- Trolltech, a small skandinavian start up will have the first mover advantage to provide development tools for handsets, similar to Redhat offerings in servers and PC's.

IC makers are the true winners in new full featured phones

June 15, 2006

Analysis of:Phone wars: Operator vs. handset maker | money.cnn.com

- Telcom providors and handset manufacturers are fighting over who would supply (and benefit from) new entertainment services such as music and games

- The handset manufacturers and operators are fighting over the control of over $42B annual expenditure by the end consumer.  The operators woudl like all downloads to be sent through their "decks", while handset manufacturers advocate downloads through web and portals in teh same manner as iPod provides business for iTunes   

A more focused Intel

June 7, 2006

Analysis of:Intel in talks to divest communications assets | www.marketwatch.com

- Intel is selling its communication chip business to other technology companies or private investors

- This follows Paul Otelini's pledge to review operations and resize the company

- The move will increase Intel dependency on PC markets 

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