GLG News by Radio Frequency Identification Experts

Michael CherryPresidentCherry Biometrics, Inc.

Windows 7 is overpriced

October 26, 2009

Analysis of:Windows 7, Not Ready for Business | goitec.com

It is time for Microsoft, Adobe, Corel and many others to either offer new breakthroughs or to drastically lower their prices.

Sharon FlankPrincipalDataStrategy LLC

Bing Challenges Google Again? Don't Hold Your Breath.

October 7, 2009

Analysis of:Google refines search results to counter Microsoft | www.businessweek.com

Microsoft continues to roll out features for its Bing search engine, and Google seems to be able to leapfrog them without a second thought. 

Ian WoodPartnerWireless Foundry

The rise of Microsoft's view on Mobile Web at Vodafone.T

September 27, 2009

Analysis of:Vodafone updates internet portal services with Vodafone 360 | www.telecompaper.com

The launch of Vodafone360 is the latest indicator of Peter Knook's influence on Vodafone since his joining from Microsoft 18 months ago.  Vodafone Internet Services are now trying to present a consumer face for Vodafone that sees it capable of utilising investment in 3G and 3.5G Mobile Broadband.The interesting element is that this will be the first two handsets in Europe that use the LiMo standard.  One from Samsung and one from Huawei.

Gerry ChristensenFounder and CEOWireless Waypoint

Huge opportunity for location-based advertising, but there must be assurances

August 6, 2009

Analysis of:Alcatel-Lucent Jumps into LBS Ad Space | www.wirelessweek.com

There is a huge opportunity for location-based advertising, but there must be assurances in terms of privacy and security. The biggest concern that any user has is that their identity and/or behavior information will be abused. Many people would use LBS advertising if they knew they could do it without concern for abuse.

Gerry ChristensenFounder and CEOWireless Waypoint

4G will NOT cause a shift to prepaid wireless - just the opposite will happen

August 6, 2009

Analysis of:New Shift to Prepaid Wireless? | 4g-wirelessevolution.tmcnet.com

The introduction of 4G into cellular operator networks will accelerate the pace of marginalization of bearer services. Bearer voice and data will become complete commodities offered at flat rate by many carriers, forcing operators to rely on Value-added Service (VAS) applications for margin growth. Prepaid will not be a necessity in this environment except for the credit challenged as expenses will be easy to anticipate for those that do not want VAS applications.

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?

Sharon FlankPrincipalDataStrategy LLC

Nuance Speech Capabilities Can Fend off Microsoft, Google

July 13, 2009

Analysis of:Nuance Communications Acquisition Facing U.S. Probe | www.bloomberg.com

Nuance can expect to continue to grow by acquisition.  With Philips, Dragon, and IBM's speech capabilities, they already control a significant swath of language technology.  Plenty of acquisition opportunities remain in the application space, however, and there are no antitrust reasons to stand in their way, especially in light of the fact that Google and Microsoft remain potential competitors in everything they do.

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.

Ian WoodPartnerWireless Foundry

Has anyone bid yet?

July 7, 2009

Analysis of:Orange and even O2 may bid against Vodafone for T-Mobile UK | www.rethink-wireless.com

Whilst the UK has two more mobile networks than it needs the big three all know that they would be helping it's closest rivals in removing the two small players. If T-Mobile were to be sold to a rival the actions of the Regulator are not know at this time but some action is expected.  The best case is that the new owner would be expected to return the 3G license and spectrum the worse is that both 2 & 3G spectrum is handed over. Has T-Mobile put the business up for sale?  The present book value for the business is some €3B following the write down at the start of the year.  Since that time T-Mobile has seen a decline in revenues in the UK and a loss of business caused by the fact that they have been working without a CEO or CMO and so have been following the German strategy.  This has further lowered the value of the business.

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