GLG News by Semiconductor Pricing Trend Experts

Donald RheaultFounderOurSalesRep

The need for Cloud Selling and Lean Selling

September 7, 2009

Analysis of:How to Stay Relevant in Sales | blog.inc.com

Sales forces are structured now as they have been for decades, even as some of the software management tools have evolved. A basic redesign is necessary.Those companies using reps will come out of the recession with better balance sheets and more orders because of a continual presence at their customers versus companies that have cut their direct sales forces..

Tal RaesideManaging DirectorInsight Strategic Services

Netbooks Trying to Find Their Niche

September 2, 2009

Analysis of:Netbooks post higher demand than notebook PCs in Q2 | www.telecompaper.com

The netbook market has emerged with great fanfare as PC manufacturers and even mobile operators are looking to this device category to spur growth. Netbooks, while appealing in emerging markets, will face the difficult hurdle of creating a position between laptops and smartphones in developed markets in order to succeed.

Tal RaesideManaging DirectorInsight Strategic Services

Dell’s Smartphone Effort is an Uphill Battle

August 28, 2009

Analysis of:Dell Developing Phones for China | online.wsj.com

For the last couple years Dell has coveted entry into the smartphone market. Unfortunately for Dell, their PC-related assets do not necessarily translate to the mobile industry, and success in the highly-competitive handset business will prove very difficult.

Tal RaesideManaging DirectorInsight Strategic Services

Motorola Shows That Mobile Handsets are a Difficult Business

August 3, 2009

Analysis of:Motorola Breaks String of Losses, but Cellphone Sales Continue Slide | online.wsj.com

Despite a legacy of global handset success, Motorola is struggling to survive in the competitive mobile phone business.

Jon PeddiePresidentJON PEDDIE RESEARCH

Pineview not delayed

July 30, 2009

Analysis of:Digitimes Insight: Intel Pine Trail launch to delay | www.digitimes.com

In a meeting yesterday with Intel excutives I learned that Pineview, Intel's Atom CPU intgrated with a graphics processor and memory manger, is not delayed as has been reported elsewhere.

Jon PeddiePresidentJON PEDDIE RESEARCH

Continued growth in all segements in computer graphics industry

July 28, 2009

Analysis of:The Compute Graphics market will have a CAGR of 8% to 2013 | www.jonpeddie.com

The computer graphics industry has enjoyed almost non-stop growth since it was established the late 1970s. Today,  computer graphics hardware and software (not counting services, maintenance and other aspects) are worth $68 billion – that’s a mind boggling average growth rate of 16.5% for 28 years!  (Charts available: email jon@jonpeddie.com)

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.

Jon PeddiePresidentJON PEDDIE RESEARCH

The convergence of CG computing and visualization has arrived.

July 28, 2009

Analysis of:How does the world change when you can see what you’re thinking? | jonpeddie.com

Today, with GPU compute the researcher launches the computation in his or her own lab with his or her local supercomputer and with the same machine does the visualizations the way he or she wants them done. Depending on the complexity of the task jobs that took weeks now takes days, jobs that took days can be done in minutes and the time scales are further compressing. Productivity goes up, quality of research goes up, humanity benefits - it is the convergence of compute and viz.

Jon PeddiePresidentJON PEDDIE RESEARCH

2009 Digital Video Software Market

July 27, 2009

Analysis of:Digital video software market hit $1.5 billion in 2008. | jonpeddie.com

The digital videos software market supplies the tools for movie and TV making and has weathered the recession well and is poised for growth in 2010.

Jon PeddiePresidentJON PEDDIE RESEARCH

The market for GPUs exploded in Q2 29%

July 27, 2009

Analysis of:AMD soars in Q2'09, Intel and Nvidia also show great gains | jonpeddie.com

We've hit bottom and have stone-skipped off -  Q3 and 4 are looking very good for the PC indiustry

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