All GLG News Analyses Filed Under: Hardware

Jerald KolanskyFormer Worldwide 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 for most home applications, but the cost is beginning to come down as lighting class LED become more efficient, and the manufacturing costs come down the cost curve..

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.

Cathy StaufferFounderCathy Stauffer Consulting

Droid - The Insecure Macho Phone?

November 10, 2009

Analysis of:With $100M Saturation Campaign, Droid Will Be Impossible to Avoid | adage.com

The tone (and cost) of this campaign seems completely over-the-top -- why all the negative energy Verizon?

Thomas CoughlinPresidentCoughlin Associates

Vast small hard drives fuel new consumer applications and smaller computers

November 8, 2009

Analysis of:Toshiba Introduces Two 1.8-Inch Hard Disk Drive Families for Both High Performance and Long Battery Life in Mobile Computing Applications | www.earthtimes.org

After its merger with Fujitsu, Toshiba is now the largest manufacturer of mobile hard disk drives (HDDs) (2.5 inch and 1.8 inch HDDs). Toshiba is also the largest manufacturer of 1.8-inch HDDs and the company has just introduced a HDD in this form factor with 320 GB storage capacity. This 2-disk 1.8-inch drive offers the highest storage capacity in such a small package and will enable more consumer and mobile computer applications

Entry level eBooks to retail under $149 by Christmas 2010

November 8, 2009

Analysis by: GLG Expert Contributor

Analysis of:Marvell’s new chips will bring cost of eBooks to under $100 | venturebeat.com

While the recent announcement of improved integration of driver circuits into its existing embedded processor line by Marvell promises to eventually drive build costs under $100, it will likely be Plastic Logic and a number of second-tier computer suppliers that shall drive retail prices well under $149, even $99 by Christmas 2010.

Munisamy AnandanFormer President & Managing MemberORGANIC LIGHTING TECHNOLOGIES, LLC

LCD TV panel continues its low power march

November 6, 2009

Analysis of:[FPDI] LCD Panel Power Consumption Keeps Dropping | techon.nikkeibp.co.jp

(1) Power consumption of LCD in TV going down will be a concern for OLED TV and plasma TV.(2) This news of low power consumtion is welcome for LEDs for their market growth(3) The power consumption will continue to go down because LED is till marching towards high efficacy.

China-a future bonanza for Apple's IPhone ?

November 6, 2009

Analysis by: GLG Expert Contributor

Analysis of:China's smartphone shipments to triple by 2013 | www.totaltele.com

Future market prospects for Apple's IPhone launch this week in China are not as rosy due to high price,grey market/black market sales,poor service performance by China Unicom, frauds relating to Apps Store.In addition, other market factors such as competitors( also for Apps ) and relative maturity/growth patterns exhibited by the Chinese market as well as technical issues (see my previous analyzes) pose threats. see also http://edition.cnn.com/2009/TECH/11/04/china.iphone/index.html

Chinese Mobile: Emerging As A Threat For Legitimate Handset Manufacturers

November 6, 2009

Analysis by: GLG Expert Contributor

Analysis of:China's smartphone shipments to triple by 2013 | www.totaltele.com

Domestic mobile manufacturers of China is continuously capturing the global mobile market and becoming a threat for legitimate handset manufacturers. These handsets are flooding China’s domestic as well as international market. China's grey wireless handset shipments have grown by more than 43% in 2009. The situation looks set to deteriorate further for legitimate handset makers, with the grey market expected to reach 192 million by 2013. 

Lightspeed Venture Partners – Creating an advanced technology SSD Consortium

November 5, 2009

Analysis by: GLG Expert Contributor

Analysis of:Link_A_Media Secures $18 Million in Series C Funding | www.google.com

After reviewing the latest funding of Link-a-Media, a two year start-up focusing on data recovery for both HDs and SSDs, Lightspeed Venture Partners seems to have the vision to provide funding for the most advanced technology needed for building the next generation of SSDs. Chris Schaepe, managing director of Lightspeed Venture Partners has been instrumental in selectively choosing to promote each aspect of the future SSD system.

It's Not in the Chips

November 5, 2009

Analysis by: GLG Expert Contributor

Analysis of:Marvell’s new chips will bring cost of eBooks to under $100 | venturebeat.com

The largest contributor to eBook reader price is profit for the proprietary eBook vendors. The cost of chips is negligible. Marvell's commendable advances will themselves have only limited impact on eBook reader prices

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