GLG News by 8-Bit Microcontroller Evaluators

Jim TurleyOwner and AnalystSilicon Insider

PC Security Hack Is No Big Deal

February 10, 2010

Analysis of:Security Chip That Does Encryption In PCs Hacked | www.npr.org

The security hack was time-consuming, expensive, and technically difficult. It's not broadly applicable to PCs in general.It required physically obtaining and disassembling the entire PC, so it's only relevant to stolen machines, not "drive by" security hacks.The methods, although expensive and complex, are already well-known in the industry.

Jim TurleyOwner and AnalystSilicon Insider

Software - The New Silicon Business

October 1, 2009

Analysis of:Intel Gets Deep Into Software | online.wsj.com

Software is becoming the key differentiator among silicon company, and especially among microprocessor companies. Intel's move is reflective of a larger trend already taking place among chip suppliers and IP vendors.

John BergChief Technology Officer AMERICAN SEMICONDUCTOR, INC.

Agilent Technologies and Varian: Good Deal

July 28, 2009

Analysis of:Agilent to Buy Varian for $1.5 Billion | online.wsj.com

Agilent Technologies Inc. agreed to acquire Varian Inc. for about $1.5 billion. This acquisition will expand Agilent's product portfolio in the industrial and life sciences markets and will give Agilent entry to the NMR, imaging, and vacuum technology fields. This is another major step in Agilent's evolution into a leading bioanalytical measurement company. One should expect the deal to be accretive in 2010, as Agilent estimates $75 million in cost savings from the deal.

John BergChief Technology Officer AMERICAN SEMICONDUCTOR, INC.

Sun Microsystems and Oracle: Perfect Together?

July 20, 2009

Analysis of:Sun Holders Approve Oracle Deal | online.wsj.com

The shareholders of Sun Microsystems $7.4 billion takeover. Will the be buyer's delight or buyer's remorse for Oracle? Are the winners Oracle's shareholders or Sun Microsystems' competitors?

John BergChief Technology Officer AMERICAN SEMICONDUCTOR, INC.

Applied Materials: The new 800 pound gorilla in Solar

July 9, 2009

Analysis of:Applied jumps to top of solar equipment rankings | www.eetimes.com

Applied Materials is the largest equipment provider of photovoltaic (PV) manufacturing equipment in 2008, its first full year in the market, according to market research firm VLSI Research Inc. Although this revenue includes  its 2007 HCT acquisition's reveue, Applied has gained traction with its SunFab Solar Module Production Line. The implication is ominous for the other nine suppliers on this list, many of whom have been in the solar equipment business for some time: the 800 pound solar equipment gorilla has arrived.

John BergChief Technology Officer AMERICAN SEMICONDUCTOR, INC.

Spansion: A Titanic in Disguise?

July 6, 2009

Analysis of:Spansion names fourth CFO in less than five months | www.siliconbeat.com

When a company replaces a CFO, it is important to look at the new individual's background to determine whether the company has placed a knowledgeable hand on the corporate financial rudder.

Jim TurleyOwner and AnalystSilicon Insider

Clearer Signs of Intel's Post-PC Future

June 24, 2009

Analysis of:Intel Wins Nokia as Customer, Will Work on Devices (Update2) | www.bloomberg.com

Intel's tie-up with Nokia is more evidence, as if any was required, that the future is not with PCs. Intel has tried many times, and mostly failed, to penetrate this very large market. Only two percent (2%) of microprocessor chips are used in PCs; the other 98% is a market Intel has largely ignored. Having missed out on cell phones, Intel is now gunning for the next tier: portable Interned devices, a segment that has many names. It's a fair target, and Intel has a decent shot at making a dent there.

John BergChief Technology Officer AMERICAN SEMICONDUCTOR, INC.

Ex-Spanion CEO Parachutes into SST: Will this be another Dunkirk?

June 8, 2009

Analysis of:SST Strengthens Management Team by Appointing Bertrand F. Cambou as President | www.marketwatch.com

Bertrand Cambou has moved into his new role as President at SST, a company mired in a difficult situation: a fabless embedded memory semiconductor company that is trying to re-invent itself as a NAND controller company. In reaching for outside management, the Board acknowledges that the existing senior management team of Bing Yeh (CEO), Dr. Yaw Wen Hu (COO), Paul Lui (SVP), and Chen Tsai (SVP) need an outsider to energize the company.

Jim TurleyOwner and AnalystSilicon Insider

Growth Is No Longer in PCs, It's In Embedded Systems

June 5, 2009

Analysis of:Intel Gets Deep Into Software | online.wsj.com

Intel's acquisition of embedded-software vendor Wind River Systems (WRS) outlines today's reality for the company: the growth is no longer in PCs, it's in so-called "embedded" systems, or computers that don't look like computers. Only two percent (2%) of the world's microprocessor chips go into PCs. The other 98% are used in these embedded sytems, such as cars, TVs, games, HVAC, appliances, aircraft, etc. It's not a glamorous market, but it's a huge one. With PC sales leveling off, Intel needs to look elsewhere for growth, even if it antagonizes long-time partner Microsoft. (Microsoft has its own embedded-software strategy.) With Moblin and now WRS, Intel has stepped firmly into the embedded-systems marketplace.

Jim TurleyOwner and AnalystSilicon Insider

Good move for the netbook market

June 1, 2009

Analysis of:Microsoft to Drop Three-Application Limit of Windows 7 Starter | www.bloomberg.com

Good work, Microsoft. This change makes Windows 7 more palatable for the fast-growing "netbook" market, where Windows was previously overpriced. * PC buyers show a strong preferance for Windows, they just don't want ot pay for it. * Intel, Linux vendors, and others are actively developing Windows alternatives * By dropping this restriction on Windows 7 Starter, Microsoft stays in the game.

Page : 123Next1 to 10 of 21