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All GLG News Analyses Filed Under: Hardware

Analyses are solely the work of the authors and have not been edited or endorsed by GLG.
Joseph Upton, Pres/CEO
Joseph Upton, Pres/CEO
Kabel-X USA
Analysis of: AT&T Signs Up Millionth Uverse Customer | www.dallasnews.com
The telcos, both RBOC and RLEC, continue to lose voice landlines to cell and CATV after years of competition.  Their video/data salvation solutions, Uverse and FIOS still fall short in comparison to the customer numbers of Comcast and Time Warner Cable.  If 2009 is going to be a very slow...
January 2, 2009
Transition at Xerox
Analysis of: Women chief executives, Xerox | www.ft.com
Xerox CEO may be nearing retirement;  The question is who is left behind on the bench to take the company to the next level as many talented top executives have recently "retired" or departed the firm.
Jerald Kolansky, Worldwide VP of Sales
Plx Technology, Inc.
Analysis of: Lighting -- Eye Popping Future | www.forbes.com
1. This forbes magazione article just begins to touch on a smalll number of commercial building applications that are using LED LIghting to replace more traditional technology such as florescents and incandescents. 2. Firms such as Color Kinetics have been producing color changing LED product for...
P.J. Louis, President
PJ Louis LLC
Analysis of: Dell takes business laptops to new latitudes | www.itweb.co.za
Most analysts quickly launch into company reviews immediately after the introduction of a new product line or improved product line.  I decided to wait. The re-engineered Latitude was positioned as the savior of Dell.  But was it?
December 28, 2008
Cloning Steve Jobs
Analysis of: Analyst says Steve Jobs' spirit has been institutionalized | www.appleinsider.com
Steve Jobs brings various intangibles neccessary for success, vision, adaptibilty, and leadership. Can they be institutionalized. It depends on the skill-sets of those who follow him. It is one thing  to draw up a game plan and another to have the players to execute it. The human psyche is...
Joe Weingarten, Executive Director
Joe Weingarten, Executive Director
Macintosh Reseller Association
December 24, 2008
The Overhaul of Apple.
Analysis of: Analyst says Steve Jobs' spirit has been institutionalized | www.appleinsider.com
This article implies that Apple will not change when Steve Jobs leaves that the philosophy of the company will remain the same. I beg to differ.
Joe Weingarten, Executive Director
Joe Weingarten, Executive Director
Macintosh Reseller Association
Analysis of: Apple Says CEO Steve Jobs Won’t Speak at Macworld (Update3) | www.bloomberg.com
Apple says one thing, but we have learned over the years what they say does not mean anything, it's what they do. The amount of free advertising and advance rumors has always been worth a lot more to Apple than the cost of the show. Then why pull out?
Analysis of: Apple’s Chief to Skip Macworld, Fueling Speculation | www.nytimes.com
Apple continues to assert control of its own destiny by working its own events and resources rather than others'.  This could be more of Steve Jobs' legendary need to control (and create) reality, or the beginning of the post-Jobs era at Apple.  It could even be both.
Munisamy Anandan, President & Managing Member
Munisamy Anandan, President & Managing Member
ORGANIC LIGHTING TECHNOLOGIES, LLC
Analysis of: Cree Brings LED Lighting to Largest Commercial Lighitng Market | biz.yahoo.com
LED Down Lighting using LED has huge potential for revenue especially with Cree obtaining CRI of 92 that is not normally obtainable with fluorescent downlight. LR24 square downlight in a recessed fixture will drive the junction temperature up and hence reduce the efficiency by 15%. But Cree has the...
Jerald Kolansky, Worldwide VP of Sales
Plx Technology, Inc.
Analysis of: Cree Brings LED Lighting to Largest Commercial Lighitng Market | biz.yahoo.com
1. Cree purchase of LLF in 2007 is allowing Cree to demonstrate feasability of LED commercial lighting. 2. LLF is led by one of the 3 founders of Cree, and holds over 100 WW patents on the creation of white light. 3. LLF fixtures have been rated as some of the best in industry for white light...
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