All GLG News Analyses Filed Under: Hardware

Neil KellySemiconductor Test ConsultantNeil Kelly

Interesting Investment by ISE Labs

October 17, 2009

Analysis of:Verigy and ISE Labs Collaborate on Memory | www.tmworld.com

ISE Labs is owned by the large outsourced test and assembly company ASE Group, who have not previously been extensively involved in DRAM test.  The purchase of a DRAM tester by one of their feeder labs indicates a change in direction.

Neil KellySemiconductor Test ConsultantNeil Kelly

Good Deal for both Teradyne and Teseda

October 17, 2009

Analysis of:Teradyne Partners with Teseda to Provide Scan Diagnosis Tool | www.tmworld.com

The exclusive agreement between Teradyne and Teseda to produce Scan Workbench provides Teradyne a competing product to Verigy's Inovys line, without the messy acquisition.  Teseda gets a world-class distribution network for its product, and targets the most popular installed base for SOC testers.

Nokia mini-Laptop: a New Channel to Market Nokia Services

October 16, 2009

Analysis by: GLG Expert Contributor

Analysis of:Nokia launches mini-laptop with AT&T, Best Buy in US | www.telecompaper.com

Nokia puts all its might behind services, and the mini-laptop's main objective is to channel users to Ovi.

Gregg KailFormer Reseller ManagerAT&T CORP.

Nokia Booklet 3G is for Students

October 16, 2009

Analysis of:Nokia launches mini-laptop with AT&T, Best Buy in US | www.telecompaper.com

Nokia’s Booklet 3G netbook is best for students who will benefit by the longer battery life and have the tolerance for a small screen.

Altera to Field a MIPS core -- Not Likely

October 15, 2009

Analysis by: GLG Expert Contributor

Analysis of:Altera licenses 32-bit architecture from MIPS | www.eetimes.com

Altera already has a comparable processor in Nios II. This deal is likely a resolution to a threatened patent dispute.

Don't overlook the real cost of embedded netbooks and laptops

October 15, 2009

Analysis by: GLG Expert Contributor

Analysis of:Nokia launches mini-laptop with AT&T, Best Buy in US | www.telecompaper.com

As with other laptops and netbooks with built-in 3G, it's important to look beyond total sales of a particular model. Instead, focus on how many customers are buying them with a wireless data plan and how many are buying them without. Those numbers are key because they provide insights into the market for embedded laptops/netbooks.

The Fickle Consumer & Android

October 14, 2009

Analysis by: GLG Expert Contributor

Analysis of:It's All Android, All the Time | www.businessweek.com

"This, too, shall pass."The Android avalanche continues.  As both a user and an app provider, I can say that resting on that platform will result in the same outcome as sitting on DOS 6.22...the rest of the world moves on.

Apple set to gain e-reader marketshare

October 14, 2009

Analysis by: GLG Expert Contributor

Analysis of:E-reader sales soaring but Apple captures the buzz | www.totaltele.com

Apple is the company best know for designing superior human machine interfaces and intuitive graphical user interfaces.  Apple successfully introduced an application delivery platform and a phone (iPhone, ipod Touch) that pundits were skeptical about. Experts argued about use of a touch screen keyboard for phone number or SMS or IM entry - but Apple came out with an excellent touch screen text entry that has taken over the market place. If any one can take on the e-reader market - it is Apple.

Apple's book reader will put Sony to sleep

October 14, 2009

Analysis by: GLG Expert Contributor

Analysis of:E-reader sales soaring but Apple captures the buzz | www.totaltele.com

Apple will own the market. Their new reader is larger, easier to read and has a better scrolling technology. The sony E reader is to slow to refresh, cant annotate, can not copy sections,

HTC Has The Best Chance To Make a Good Smartphone

October 14, 2009

Analysis by: GLG Expert Contributor

Analysis of:It's All Android, All the Time | www.businessweek.com

It's unlikely that any one Android handset manufacturer will be able to gain more market share than Apple's iPhone. Apple has many advantages. Since Android is really a partnership between the OS consortium and the handset manufacturers, any manufacturer cannot be analyzed on its own and to some the manufacturer is irrelevant. User experience is key, and most of that is provided by the OS. If the hardware is great, but the OS is not (or vice versa), things will not go well.

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