GLG News by Semiconductor Pricing Trend Experts

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.

Tal RaesideManaging DirectorInsight Strategic Services

Apple iPad - New Category, New Challenges

February 1, 2010

Analysis of:Apple's iPad Mistakes | www.pcworld.com

With its recently announced iPad, Apple is trying to bring to market a new product that in order to succeed needs to provide a materially improved user experience and carve out a position in the crowded consumer electronics marketplace.

Donald RheaultFounderOurSalesRep

No bailout unless it is the cheapest alternative and is without moral hazard.

January 15, 2010

Analysis of:HP and Microsoft Simplify Technology Environments with Solutions Built on New Infrastructure-to-application Model | www10.aeccafe.com

Governments the world over have been notoriously bad about picking commercial winners. If companies become "too big to fail" and have political support from many state political entities they often become dinosaurs and eventually fall to more agile competitors.One must study the immediate cost of failure in jobs,waste and money to pick an alternative. With the global market it is also imperative to review the impact of a foreign competitor.

Donald RheaultFounderOurSalesRep

The Impact of Teleconferencing on Sales

December 25, 2009

Analysis of:Technology predictions for 2010 | www.telegraph.co.uk

Teleconferencing at the customers site enables a salesperson to answer technical objections, offer special pricing, and overcome obstacles. This dramatically speeds up the sales process and makes for a more impressive sales presentation.

Tal RaesideManaging DirectorInsight Strategic Services

Nokia: Focus on Product and Service Development

December 10, 2009

Analysis of:Nokia to close flagship US stores | www.totaltele.com

Nokia’s foray into the US retail market was ill-conceived and bound to fail. Nokia needs to focus on product development to overcome the issues it was addressing with its retail endeavor.

Tal RaesideManaging DirectorInsight Strategic Services

Nokia, Apple and Google - Driving the Mobile Revolution

November 5, 2009

Analysis of:Google, Nokia, Apple - who will win the mobile wars? | www.guardian.co.uk

Nokia, Apple and Google, along with several other companies, will shape the next phase of the mobile revolution.

Tal RaesideManaging DirectorInsight Strategic Services

Microsoft and T-Mobile Had a Cloudy Day but “The Cloud” Is Here To Stay

October 13, 2009

Analysis of:T-Mobile Sidekick Disaster: Danger’s Servers Crashed, And They Don’t Have A Backup | www.techcrunch.com

This week was a bad one for Microsoft, T-Mobile and “the cloud” with the announcement of the Danger customers’ data losses. Despite the setback, the cloud will continue to gain popularity and continue to shape the digital media, entertainment and communication world.

Jon PeddiePresidentJON PEDDIE RESEARCH

Nvidia leaps into supercomputers

October 5, 2009

Analysis of:Nvidia and "Starting the Next Age of Personal Computing" | www.tgdaily.com

Nvidia is in the test of its life with big stakes, big investments, and big risks – Fermi is a hail Mary pass if ever there was one. It’s not as reactionary or impulsive as some have suggested and a plan I think has been in the process for the past three years. Nvidia has been putting the pieces in place for the Fermi product through acquisition,  industry initiatives and setting up the platform. One of Jen Hsun Hung’s strengths is his long range vision and I think you can see it at work here.

Jim HandyDirectorObjective Analysis

Samsung and Numonyx See PRAM-PCM as Next Winner

October 3, 2009

Analysis of:Samsung upbeat about PRAM market | www.digitimes.com

Flash memory will hit the end of its life in the next few years.Samsung and Numonyx are betting that phase-change memory, PRAM or PCM, will fill the void to become flash's successor.Other companies, Spansion, Macronix, SST, Sharp, and Hynix, have not disclosed their plans, but Intel, Toshiba, and Micron have outlined different plans.

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.

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