All GLG News Analyses Filed Under: Hardware

Munisamy AnandanPresident & Managing MemberORGANIC LIGHTING TECHNOLOGIES, LLC

Boost for LED backed LCD TV by California Energy Commission

November 18, 2009

Analysis of:  Calif. requires TVs to be more energy efficient | tech.yahoo.com

(1) LED backlight is becoming more efficient year by year leading to the reduction of power consumption of LCD TV backlit by LED.(2) Boost to LCD TV by LED backlight put pressure on plasma TV and OLED TV(3) Now additional boost comes through legislation by California Energy Commission

LED Lighting Industry Leaders Shine at 2009 Greenbuild Expo

November 16, 2009

Analysis by:GLG Expert Contributor

Analysis of:  Greenbuild 2009 showcases LED lighting innovations | www.examiner.com

The 2009 Greenbuild Conference and Expo was a major event for showcasing innovations in solid state lighting; as a result, three of the top LED industry leading chipmakers including Nichia, Cree and Philips exhibited at the trade show. Since there are only a few major high-brightness LED chipmakers...

Jerald KolanskyWorldwide VP of SalesPLX TECHNOLOGY, INC.

Cypress Continue To Improve PSOC Family Performance

November 16, 2009

Analysis of:  Cypress Introduces New PSOC 1 Device With Enhanced Analog Performance | finance.yahoo.com

1. Cypress Semiconductor has introduced PSOC 1 devices with enhanced analog performance. This should help with the adoption of these devices in touch screen phones, appliances, automotive applications, etc.2. Over the last few years Cypress has obtained hundred of design wins with it's PSOC family...

Jerald KolanskyWorldwide VP of SalesPLX TECHNOLOGY, INC.

Potential TSMC Entry into LED Market Could Effect Current Supplier Base

November 16, 2009

Analysis of:  TSMC Looks at Solid State Lighting Market | www.eetimes.com

1. Per this article and other commentary in SEA, it appears that TSMC is going to invest $46M in setting up a product line to make LED's for the lighting market.2. The $46M to be invested in setting up this line represents a substantial sum of money that could benefit equipment manufacturers such as...

Nokia Maemo may be the future for the company

November 16, 2009

Analysis by:GLG Expert Contributor

Analysis of:  Nokia's N900 Maemo device starts shipping | www.totaltele.com

As the Smartphone market continues to expand, Nokia's launch of the N900 with Maemo marks the latest in the continuing land grab by OEM's who want to have differentiation in the market. While only time will tell if this effort will attract the developers and excitement needed to become what otherplatforms...

SWOT analysis of Fortinet

November 16, 2009

Analysis by:GLG Expert Contributor

Analysis of:  Fortinet IPO | online.wsj.com

Fortinet's primary strength is its technology. It's biggest weakness is lack of brand awareness in the US. Both can lead to new opportunities.

Net-book v.s. NOKIA N900

November 15, 2009

Analysis by:GLG Expert Contributor

Analysis of:  Nokia's N900 Maemo device starts shipping | www.totaltele.com

NOKIA N900 is unique smart phone. His competitor is Net-book PC.I compare N900 & Net-book PC.

Jerald KolanskyWorldwide VP of SalesPLX TECHNOLOGY, INC.

Cree Adds Additional Manufactuing Capacity in China

November 12, 2009

Analysis of:  Cree Buys Huge LED Plant in China | triangle.bizjournals.com

1. Cree's purchase of a large facility in China to manufacture both chips and components is a strong sign that Cree believe that its surge in business will continue in the future.2. The Chinese LED market is a significant one with the Chinese government subsidizing the cost of LED fixtures. In addition,...

Jerald KolanskyWorldwide VP of SalesPLX TECHNOLOGY, INC.

"Green" LED Lighting Continues to Replace Tradional Lighting Technologies

November 12, 2009

Analysis of:  Starbucks Goes Bonkers for LED Lighting | seekingalpha.com

1. Starbucks is just one of a number of commercial business's which are converting their lighting to LED Lighting.2. Starbucks has selected GE for this lighting application in an attempt to become more "Green" and at the same time save on energy costs. 3. LED fixtures are generally still too expensive...

HP grabs a jewel. Might not know it.

November 11, 2009

Analysis by:GLG Expert Contributor

Analysis of:  HP To Acquire 3Com In $2.7 Billion Deal | www.informationweek.com

HP has a $1 billion ethernet switching division, Procurve, that also happens to be one of Cisco's biggest resellers.   The acquisition of 3Com does will not impact their position in the data center. But 3Com doe shave some value in its security and routing technology through two acquisitions it made....

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