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)
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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.
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.
| Study Group Name | No. Members |
|---|---|
| TMT Council Members in Member Programs | 18330 |
| Technology Council Members in Member Programs | 9594 |
| Semiconductor & Component Experts | 712 |
| Semiconductor Experts in GLG Member Programs (US) | 639 |
| Semiconductor Experts | 585 |
Bob Wheeler has not participated in any GLG Live Meetings.