GLG News by Microprocessor Experts

Paul MassieSenior Director Operations & ITYouSendIt Inc

New Windows in 2009?

April 8, 2008

Analysis of:Will Microsoft deliver Windows 7 next year? | www.infoworld.com

The best course for Microsoft is to release the next OS ahead of schedule and write Vista off as an interim step.  If Microsoft can get a solid Windows 7 released in the middle of 2009 they will retain their hold on the desktop market.  If not, they risk losing a large percentage of that market.

Cliff McElroyOfficerGCD Investments

Economic slowdown for network vendors

April 2, 2008

Analysis of:Cisco Signals Trouble Ahead | money.cnn.com

I will agree, that a collapse is overkill. But I see a softening of transactions and more projects help up at CFO level and because companies can't hire, and retain talent efficiently. This talent is the hold up of implementing new technologies, none the least is datacenter challenges around power.  Wan Opt product realization of layer 4 possible challenges, may change course of companies looking for wan opt done at layer 3 instead.

Paul MassieSenior Director Operations & ITYouSendIt Inc

A Tech Slowdown is Not a Tech Collapse!

April 2, 2008

Analysis of:Cisco Signals Trouble Ahead | money.cnn.com

With the overall state of the economy a general slowdown in technology companies is inevitable.  That does not equate to a collapse akin to 2001 or the current Financial Services sector.  Unless something changes only the weak companies will be hurt severely.

Paul MassieSenior Director Operations & ITYouSendIt Inc

Microsoft a Leader in Business Intelligence

March 26, 2008

Analysis of:Microsoft Gets Gartner's Business Intelligence Top Ranking | www.informationweek.com

Microsoft has made surprising progress in the last 2-3 years to get into Gartner’s leaders magic quadrant.  The recent massive consolidation in the BI market gives Microsoft a window of opportunity to win market share at the expense of the well-known vendors. 

Paul MassieSenior Director Operations & ITYouSendIt Inc

Seagate and Western Digital Should Worry About Flash!

March 18, 2008

Analysis of:Flash vs. hard drive battle heats up | bigtech.blogs.fortune.cnn.com

The only thing preventing flash memory from taking over the notebook market is price.  With prices on flash currently in free-fall, that barrier is likely to be reduced or removed in the next few months.  Seagate and Western Digital’s patents are not likely to protect their market share.

John BergChief Technology Officer AMERICAN SEMICONDUCTOR, INC.

Intel and NAND FLASH: Santyana was correct; Those who forget history are doomed to repeat it

March 14, 2008

Analysis of:Analysis - Intel NAND woes and cardinal sins | www.electronicsweekly.com

Intel is a terrific company. Since 1985, it has focused mostly on MPU's, as the expense of everything else, and consequently, it has dominated the market. Prior to 1985, it was also a memory company - competing against the Japanese. Intel used GCA steppers - an utterly inferior product - while the Japanese uesed 1x projection systems - which made larger die with fewer defects. Who won? The Japanese, of course. Today it is not just the Japanese, but the Koreans as well - Samsung and Hynix.

Paul MassieSenior Director Operations & ITYouSendIt Inc

Will Enterprises Embrace the iPhone?

March 11, 2008

Analysis of:Apple Faces Challenges In Driving iPhone Adoption By Business | www.informationweek.com

The iPhone has such a wide following among consumers, many of whom hold influential positions in enterprises, that some penetration into enterprises will happen quickly.  Once that early stage is past, however, future growth promises to be more difficult.  RIM is a formidable competitor!

John BergChief Technology Officer AMERICAN SEMICONDUCTOR, INC.

Is Micron spinning out its Image Sensor Division?

March 10, 2008

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

Micron announced last week that its newly named sensor business, Aptina, will run as an independent division within Micron. The divsion will have independent sales, marketing and profit-and-loss functions in order to be more "responsive to the market." Aptina employs about 700 people and represented 12 percent of Micron's total net sales. Aptina will continue to use Micron's fabs but will be allowed to pursue manufacturing alliances with Asian foundries. This move is signaling that Micron is putting its sensor business for sale. Micron already breaks out the revenue and operating profit (loss) of its imaging business in in its annual and quarterly reports. The latest quarter saw the imaging business dip into the red. Selling this asset would be apropos for Micron, as sensors have little in common, either in manufacturing or in sales channels, with Micron's main business: DRAM and FLASH memories.

Paul MassieSenior Director Operations & ITYouSendIt Inc

Oracle Has Perfected the Art of the Acquisition

March 10, 2008

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

Growing by acquisition at some level seems like an easy approach to taking over much of the market, yet repeated failures through the years in various businesses have clearly demonstrated it is a road laden with minefields.  Oracle has figured out how to avoid those minefields and appears set to become THE dominating force in enterprise software. 

Paul MassieSenior Director Operations & ITYouSendIt Inc

Outsourcing and Technology Companies at Risk!

March 7, 2008

Analysis of:Nearly Half Of U.S. Tech Companies Outsource Offshore | www.informationweek.com

Many technology companies depend on cheap offshore labor to control their labor costs.  As the dollar continues to weaken those costs are escalating.  Similarly, offshoring companies depend on selling services in the US, and the weakening dollar makes those services more expensive and will inevitably limit their revenue.

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