Bob Wheeler

Mr. Bob Wheeler

Senior Analyst, THE LINLEY GROUP INC


          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

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Council Member Biography

Bob Wheeler is a Senior Analyst at The Linley Group, a semiconductor market research company. Mr. Wheeler's coverage areas include network processors, security processors, and 10G Ethernet. He follows small public companies such as Cavium, EZchip, Mellanox, and NetLogic, as well as product lines within large suppliers including Broadcom, Freescale, Intel, LSI, and QLogic. Mr. Wheeler has over 25 years of experience in the semiconductor, networking, and server industries. Prior to 2001, he was an Independent Analyst and Consultant serving clients like 3Com, AMD, ESS Technology and Merrill Lynch. Before 1997, Mr. Wheeler was a Division Marketing Manager for the Network Products Division of Advanced Micro Devices (AMD). He was responsible for marketing local area network (LAN) products including Ethernet and wireless LAN controllers and transceivers. During his four-year tenure at AMD, Mr. Wheeler held strategic marketing, product marketing and technical marketing positions. (This is me - Update Profile)


Employment History

2001 - Unspecified
Senior Analyst, THE LINLEY GROUP INC
1997 - 2001
Principal Consultant/Analyst, Wheeler Consulting
1993 - 1997
Division Marketing Manager, Advanced Micro Devices (AMD)

GLG NewsSM Analyses by Bob Wheeler

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No winner yet in backplane brawl

April 9, 2007

No winner yet in backplane brawl | www.eetimes.com

•    Backplane market too small to drive any long term trends
•    High volume platforms will drive backplane solutions
•    Ethernet and PCIe dominate with Niche positions for RIO and IB

Who Will Pay for Home-Network Security?

February 15, 2007

Cisco's new security target: consumers | news.com.com

Security features in home networking hardware are not new.

Incremental revenue likely to come primarily from services rather than hardware.

This move could strengthen the competitive positions of Linksys routers and SA set tops.

DSL Last Mile is Viable

February 15, 2007

AT&T Gets Fiber Envy | telephonyonline.com

AT&T is competing with cable MSOs, DBS and over-the-air stations, not Verizon.

These competitors all have their own bandwidth limitations.

VDSL2 provides headroom for FTTN network.

Korea is Leading the Way in Mobile WiMax

December 18, 2006

A Bad Week For WiMax | news.techdirt.com

Related to mobile WiMax, WiBro is real and being deployed in 2006.

Mobile WiMax interoperability testing has begun.

LSI Could Sell Off Agere’s Networking Business

December 13, 2006

LSI To Buy Agere in $4B Stock deal | online.wsj.com

Agere’s networking business has little synergy with the rest of the two companies’ merged product lines.

Selling off the networking business would produce cash and a more focused company.