Contributing Member of the Technology, Media & Telecom Councils

GLG News by this Author

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.

Oracle Acquisitions- A Teacher to Learn From

March 10, 2008

Analysis of:Oracle sheds light on its acquisition strategy | news.zdnet.co.uk

No doubt that in the current globalization era, the way to grow business and market share passes through mergers and acquisitions. Oracle has perfectly taught the IT world how to do it. Digesting 40 companies in less than 15 months is an achievement by its own, but making a positive synergy that is a master art.

Micron's Aptina - Do You Have to Spin off Before Selling?

March 10, 2008

Analysis of:Bloodied Micron tries extreme (re)makeover | www.eetimes.com

Micron CMOS imagers division is on sale for sure. However, does Micron really need to invest efforts in spinning off the division including branding it under Aptina, splitting sales forces and issuing separate financial reports?Not sure. At these tough times for Micron, continuing to bleed from its DRAM wounds - it may be more efficient to offer it as it is for potential buyers like OmniVision for example.

How to Cure the Bandwidth Crisis in CATV?

March 5, 2008

Analysis of:Harmonic Does the Polska | www.lightreading.com

The increasing demand for VOD and other IP based services over the CATV platform sets a real bottleneck in front of the CATV providers. While demand hikes, infrastructure mainly remains the same with its limited BW capability. This problem is currently seeing some efforts to be solved. Harmonic acquisition of Entone is a step towards better management of the bandwidth.

Better Early than Later- One HD Standard for All

March 5, 2008

Analysis of:Microsoft to Stop Making HD DVD Players for Xbox | www.nytimes.com

The adoption of the Sony's Blu-ray standard for HD movies is a result of a lesson learned from the video world. Microsoft adopted the new unified standard immediately as this is the basis of its business model - one operating system, one Office environment and one Internet Explorer. However, in this case, it brings benefit to the end user as he now can be worry-free regarding which DVDs to use.

Dell's Large Shopping Cart

March 4, 2008

Analysis of:What's Next On Dell's Shopping List? | seekingalpha.com

Dell's strategy to position itself in the netwoking storage field is backed by its recent acquisitions of Networked Storage and EqualLogic. The natural question is what next? Dell's dominant PC market ranking will be the base on which this strategy will succeed or collapse. An added value service is the key to gain this newly created market segment, and a single buy is not enough.

Apple Revenue Model Must Be Country Tailored

March 4, 2008

Analysis of:China Mobile says keen on iPhone, but not in talks | www.news.com

Entering China is a dream for every cellular end equipment manufacturer. However, Apple is not "every" cellphone producer. Retaining its unique position will cause changing its revenue/royalty model because China is not just another country.

iPhone is a League of its Own

March 4, 2008

Analysis of:Who Dares Call Garmin's Nuviphone an iPhone-Killer? | blog.wired.com

Combining a GPS with a touchscreen cellphone is not enough to set a breakthrough or a new trendsetting device in the dense world of cellular handsets. You need to have the uniqueness and the glorious tradition of Apple. Garmin, with all the respect, cannot mimic the success of the iPhone.

Flat Rate in Mobile Communication- The War Opened

March 4, 2008

Analysis of:Verizon Wireless Introduces New Unlimited Plans That Are as Worry Free as the Guarantee | biz.yahoo.com

Flat rate carries a great benefit to the end customer. He finally can now compare prices offered to him by the cellular providers. More than that, he stops counting or worries from the hiking bills. Flat rate offered by Verizon will open a war on pricing and many derivatives will pop up differentiating prices per time of the day, geographical location, sector, etc.

WiMAX is Far from Sunset

November 14, 2007

Analysis of:WiMAX Suffers a Setback | www.businessweek.com

The setback WiMAX suffered from the Nov. 9th announcement on no deal between Clearwire and Sprint Nextel should be seen just as another hurdle in the way WiMAX has to pass until reaching the market with a clear economical model. In an area where so much money has already been spent, and involves the biggest players in the industry ( Intel, Motorola and maybe Google), it is hard to believe that WiMax will see its sunset.

Nokia's Ovi and Vodafone - A Counter Front to Google's Android and Gphone?

November 12, 2007

Analysis of:Vodafone Signs up for Nokia's Ovi | www.wirelessweek.com

Nokia's Ovi tying up with Vodafone to provide a more open internet platform over the cellular world may partly seen as a preparation to the coming new world of Google's Android and maybe the penetration of Apple's iPhone that sooner or later will be an open platform. As Nokia is not a member of the coalition established by Google, it has carefully analayzed the dramatic changes that soon to happen, and positions itself as a counter solution.

iPhone - Europe is not as USA

November 8, 2007

Analysis of:iPhones poised to hit Britain and Germany | today.reuters.com

The coming launch of the iPhone in Britain and Germany opens the Apple era in Europe in the cellular market. However, we will not see the incredible acceptance as demonstrated in June in USA. 200,000 and more will be easily sold as a Xmas gadget but the pace will deteriorate after the holidays because of price, conservative approach, loyalty to Nokia and Sony Ericsson and tie-up 2 year contract between the European providers and the customers.

Samsung New 64GB NAND MLC Flash: A Giant Step Towards SSD

November 7, 2007

Analysis of:Samsung Introduces 64 Gbit MLC NAND Chip | www.edn.com

The dream of having SSD instead of the common HDD is in its nearest point to reality in mass production around second half of CY 2009. Samsung recent announcement on having 64GB MLC NAND based flash in 30nm technology is a step ahead of its copmetitors and continues its tradition to be the first in class. A 128GB and even 256GB may be seen as common SSD sizes in many consumer application, and of course in notebook and handheld appliances.

Google Open Cellular Platform - Many are Stronger Than One

November 7, 2007

Analysis of:Google to Put an End to Pesky Gphone Rumors | www.technewsworld.com

Google long waiting announcement about its new open platform backed by a coalition consists of the strongest players in the arena provides it a secure path to success. As two years ago, no one could believe google share will be over $700 - we should now have more confidence in this behemoth. Open systems are always a benefit to users and an opportunity to companies to have "free" new application from which they can generate more revenues.

WiMax: Welcome to the Cellular Family

October 31, 2007

Analysis of:WiMax is 3G | www.wirelessweek.com

WiMax is adopted as a legal member of the cellular family. This ITU's decision will clear off the borders between mobile computing, handheld appliances and cellular handsets. The merge will boost up new opportunities for applications and platforms that have never seen since the year 2000 when ITU set the five cellular technologies.

Motorola: On the Other Side of the Springboard?

October 31, 2007

Analysis of:Moto's Signs of Hope | www.unstrung.com

Motorola, once the leader of any wireless solution is facing again its well known situstion where she needs to invent itself from scratch. RAZR days are gone and now time to develop a new market, as RIM did with Blackberry and Apple in iPhone. However, it's more difficult than in the recent past, since it demands high level of creativity, and if such new products are not in their pipeline, then no jumping to second place.

Mr. Jobs Builds on Apple's Early Adopters Loyalty

October 1, 2007

Analysis of:Steve Jobs Offers Rare Apology, Credit for iPhone | online.wsj.com

The $100 rebate offered by Apple's Steve Jobs for his early adopters and "be-the-first" ones iPhone holders, expresses a high confidence in this solid group of Apple's fans that will go after any new product this company releases. No other company would have come out quite "clean" if it had done the same thing: cutting 33% of a newly released product in less than a quarter. However, in my opinion, the price decrease was unnecessary as Apple would have met its own milestone of 1M units.  

Are We So Far from 1$/GB in NAND based SSD?

October 1, 2007

Analysis of:Good NewsFor SanDisk:Toshiba sold out of NAND, Turning Away Business | seekingalpha.com

The combination of falling prices and increasing throughput of NAND Flash memories is the most dominant catalizator of having a clear path to 1$/GB of NAND memory. Annual growth rates of 100%-160% in NAND demand are the best fuel to fund the new 34nm-45nm fabs needed for best cost effective NAND pricing curve.

Seagate Sees its Future in SSD

September 3, 2007

Analysis of:Seagate bets big on solid state drives | www.vnunet.com

Seagate, as one of the worldwide leaders of HDD, cannot overlook the emerging market of SSD. it knows it will come sooner or later ( sooner, I guess). Kodak saw it in film based photography and moved to the digital age after painful losses, and Sony knew when to move from CCD to CMOS imagers. The path is marked and nothing can stop this revolution- SSD will largely replace HDD.

The Way to SSD Goes through Denser 1.8" HDD

September 3, 2007

Analysis of:Samsung Launches Tiny 160GB Hard Drive | www.pcworld.com

As the 1.8" HDD size is gaining dominance as the leading form factor for portable gadgets, it seems that denser disks will pose a real challege to SSD. The next step, after Samsung's announcement about its 160GB, will be the 250GB which will serve the notebook huge sector. SSD should have a similar solution (size of course will not be the problem) but will have to compete pricewise with some premiuim, and will be introduced in lower densities.

Hacking the iPhone- A Fault that Will Turn to a Benefit

September 3, 2007

Analysis of:Teen untethers iPhone from AT&T | alwayson.goingon.com

This hacking action carries bless to Apple by creating a huge wave of public relations , more news headletters, thousands of talkbacks , and suddenly you do not hear about Nokia, Motorola or Sony Ericsson. Apple may benefit from this event with its coming products and agreements with other countries and providers. A premium may be requested to patch this "bug" - thus bringing more revenues to the company.

Previous Page : 123Next21 to 40 of 54