GLG News by Semiconductor Pricing Trend Experts

Tal RaesideManaging DirectorInsight Strategic Services 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.

Nokia Brings in a New CEO - Too Little Too Late?

September 10, 2010

Nokia CEO Kallasvuo Replaced By Microsoft's Elop | online.wsj.com

Nokia has been struggling recently, especially in its core mobile handset business, and after several management reorganizations has finally brought in an outsider to run the company. Is it too little too late?

Donald RheaultFounderOurSalesRep 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.

Cisco Must Qualify Additional Sources to Broaden Its Supply Base.

July 30, 2010

Cisco's supply chain woes lead users to consider alternatives. | searchnetworking.techtarget.com.au

Over the past several years Cisco and others have kept a tight approved vendor list (AVL) and no problems of supply existed.It was becoming clearer over one year ago that there was little component inventory in the pipelines of OEMs, IC suppliers, distributors and contact manufacturers.Now that Kyocera, TI, Kemet, Cirrus Logic, Broadcom and other big suppliers are having trouble with deliveries smaller suppliers will be qualified by agile competitors.

Tal RaesideManaging DirectorInsight Strategic Services 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.

Apple iPhone 4 - Product Innovation Continues

June 30, 2010

iPhone 4's First Users Report Reception, Color Problems | news.yahoo.com

Apple’s iPhone 4 is another impressive device that continues Apples history of product innovation, this one coming at an evolutionary rather than a revolutionary pace.

Tal RaesideManaging DirectorInsight Strategic Services 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.

Nokia Needs an Effective Smartphone Shakeup

June 28, 2010

Nokia vows to defend smartphone territory | www.totaltele.com

Despite significant market leadership and several shakeup attempts, Nokia continues to struggle in the smartphone segment. Nokia may need to borrow a play from Apple and “Think Different.”

Tal RaesideManaging DirectorInsight Strategic Services 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.

RIM Needs a Product Makeover

June 28, 2010

RIM May Feel Effects Of Competition | www.totaltele.com

Research in Motion, despite its current smartphone market share leadership, is in need of a product and software refresh in order to remain atop the industry.

Jim Handy, Director

Jim HandyDirectorObjective Analysis 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.

SSDs Still Hot in Enterprise Computing

June 7, 2010

Enterprise SSDs to soar through 2015 | www.computerworld.com

Although SSDs have failed to materialize in the PC, there is strong growth in the enterprise.  This means strengthening sales for STEC and Hitachi, Fusion-io, Plaint, and others, along with their customers IBM, EMC, NetApp, Dell, and HP, but could cause trouble for Seagate and Western Digital.

Peter Shih-Hsin Ying, President

Peter Shih-Hsin YingPresident Knight Investment Consulting 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.

Nokia Once More Reshuffles Top Execs: No-key-Ah

May 25, 2010

Nokia once more reshuffles top execs | www.telecomasia.net

From 1995 to 2005, Nokia and TI were the dynamic duo, achieving such feats as cutting the cycle time for new production models from 2 years to a mere 3 months. However, things began going downhill. New executives have too much to fix without enough infrastructure. Nokia has lost “key” of marketability for killer attributes: No-Key-Ah.

Tal RaesideManaging DirectorInsight Strategic Services 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.

The Mobile Data Explosion Proves Challenging

March 31, 2010

AT&T Prepares Network For Battle | online.wsj.com

As the Apple iPhone and other data hungry smartphones and 3G devices continue to proliferate, new challenges emerge in understanding and planning for mobile behavior.

Tal RaesideManaging DirectorInsight Strategic Services 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.

Usage Based Billing Coming to Mobile?

March 26, 2010

Sprint CEO: Rate Plans Will Move From Minutes To Gigabytes | blogs.wsj.com

With the explosion of mobile data consumption, the mobile industry is exploring usage based billing. We have seen this play out in the fixed Internet market.

Donald RheaultFounderOurSalesRep 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.

Sales outsourcing is alive and well in electronic components.

February 11, 2010

Sales Outsourcing through Channels | www.channelvission.com

Many companies selling ICs use a mixed direct and manufacturer's rep model. They are able to grow with a variable cost of sales. There is a new, non-exclusive model at www.oursalesrep.com .

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