GLG News(sm): Technology, Media & Telecom

Googles move into the Operating System world - Impacts

Dilip Tinnelvelly — Thu, 09 Jul 2009 23:55:57 EST

Independent of Windows or MACundefined operating systems. Enhanced security It will be Open Source which is great. Fast & lightweight. undefined

Cloud computing an antagonists view;

Gregory Hensley — Thu, 09 Jul 2009 23:30:50 EST

1. Cloud computing, while offering seemingly manageable security measures cannot be secured sufficiently to protect data from spillage. 2. Competitive intelligence demands sources, and your data is the prime source. 3. Big brother frightens me. Cloud computing, without sufficient laws, could be the largest nightmare the online community could ever face. 4. It does not meet trade secret standards.

Applied Materials: The new 800 pound gorilla in Solar

John Berg — Thu, 09 Jul 2009 23:26:12 EST

Applied Materials is the largest equipment provider of photovoltaic (PV) manufacturing equipment in 2008, its first full year in the market, according to market research firm VLSI Research Inc. Although this revenue includes its 2007 HCT acquisition's reveue, Applied has gained traction with its SunFab Solar Module Production Line. The implication is ominous for the other nine suppliers on this list, many of whom have been in the solar equipment business for some time: the 800 pound solar equipment gorilla has arrived.

Google's (GOOG) Chrome OS Undermines Microsoft's (MSFT) Potential For Growth

Chris Dunphy — Thu, 09 Jul 2009 12:43:16 EST

Google has at last announced their intentions to move into the operating system space, setting their sites directly on Microsoft. Google is cutting off Microsoft first in the netbook space, the one area of the PC market that has been showing healthy growth. In time, Google's Chrome OS will force Microsoft to change how they compete in their bread-and-butter corporate Windows / Office market as well.

Government support for all energy-saving technologies

Brian Fitzpatrick — Wed, 08 Jul 2009 13:11:16 EST

1) Main point: CREE is the AMERICAN company singled out for recognition. Others of the "big three" are Dutch (Philips Lumileds) or German (Osram). This may give them a "leg up" in getting gov't. contracts. 2) CREE has a narrower product line, since they are really a 'technology driven', rather than a 'market-driven' company. Their position stems from their ability to make silicon carbide substrates, useful for gallium nitride-based LEDs only.

Google Voice to Affect Unforseen Aspects of Communications

Keith Magee — Wed, 08 Jul 2009 05:59:17 EST

Google Voice will provide more flexibility than any other similar service offering in the near future, at a price that no one can beat... "Free". How this will trickle down through the rest of the communication industry may not be readily plain, but the ramifications are huge.

T-Mobile: Concentrating On Core Skills To Stay Ahead Of Changes

Elise Korolev — Tue, 07 Jul 2009 11:03:27 EST

T-Mobile leads the way in becoming a network pipe, and this might be the best decision to surf the wave of the telecoms changes: - Internet applications becoming mobile - appetite for consumers for well-defined brands - handset manufacturers brand and service push In addition, growth market also means reduced costs, thanks to lower customer acquisition costs.

Has anyone bid yet?

Ian Wood — Tue, 07 Jul 2009 11:03:02 EST

Whilst the UK has two more mobile networks than it needs the big three all know that they would be helping it's closest rivals in removing the two small players. If T-Mobile were to be sold to a rival the actions of the Regulator are not know at this time but some action is expected. The best case is that the new owner would be expected to return the 3G license and spectrum the worse is that both 2 & 3G spectrum is handed over. Has T-Mobile put the business up for sale? The present book value for the business is some €3B following the write down at the start of the year. Since that time T-Mobile has seen a decline in revenues in the UK and a loss of business caused by the fact that they have been working without a CEO or CMO and so have been following the German strategy. This has further lowered the value of the business.

How Clean Energy Technologies Turn to Green?

Steve Fanchiu — Mon, 06 Jul 2009 18:17:36 EST

How has President Obama delivered the core message in clean energy policy? How does the clean energy sector transform the stage for investment communities?

Spansion: A Titanic in Disguise?

John Berg — Mon, 06 Jul 2009 18:17:19 EST

When a company replaces a CFO, it is important to look at the new individual's background to determine whether the company has placed a knowledgeable hand on the corporate financial rudder.

IDT Continues to Gain on PLX in PCI Express Gen 2 market

Jerald Kolansky — Mon, 06 Jul 2009 18:15:26 EST

1. This IDT product is aimed at the low lane count market where a potential high volume makret exists in both networks and storage applications. With lane counts of 10, 12, and 16 this product family fits nicely into back plane networking applications at firms such as Cisco, Juniper, etc. 2. Due to the heat generated in rack mounted data/networking centers the addition of a thermal managment function allows better power mnanagement in the system. 3. Despite PLX overall leadership in the market, IDT has brought products to marekt with increased funtionality that PLX did not offer. This has included key functions such as multi cast and multi root. This has allowed IDT to penetrate some key PLX customers.

What is Wrong With LinkedIn??

P.J. Louis — Sun, 05 Jul 2009 23:49:31 EST

What is wrong with LinkedIn? I have a theory or two.

Exclusivity – Is Bad – Then Again It Has Its Uses

P.J. Louis — Sun, 05 Jul 2009 23:48:55 EST

I have never made any secret of it I despise exclusivity deals between vendors and carriers. I find it appalling and anti-consumer.

Generation after Generation- Surge in LCD manufacturing activity-what about OLED activity?

Munisamy Anandan — Sun, 05 Jul 2009 23:48:21 EST

(1) Cautiously Planned LCD supply by manufacturers have resulted in short supply and consequent price increase. There is an opportunity for making up the loss incurred by panel manufactureres in 2008. (2) Increase in demand for LCD TV, including the recent demand from China, is forcing the manufacturers to enhance the capacity utilization that was deliberately reduced in 2008. (3) In an anxiety to exploit the increased demand situation, intense manufacturing activity is forecast to result in over supply by Q4-2009/Q1-2010. (4) The increased panel manufacturing activity including improvement in LCD technology may serve as one of the factors, among others, to slow down the manufacturing of large size OLED and hence slow down the penetration of OLED TV.

T-Mobile U.K. - A Swap Rather Than A Sale?

Martyn Roetter — Sun, 05 Jul 2009 23:39:52 EST

T-Mobile is not present in any major Western European market outside its home base of Germany and the U.K. It might make more sense for it to swap assets with one of the U.K. players (or even a newcomer interested in the U.K. market) to improve its regional position somewhere else, most likely to the East or South.

T-Mobile UK - Deutsche Telekom looking for asset swap?

Peter Curnow-Ford — Sun, 05 Jul 2009 23:39:31 EST

Deutsche Telekom are setting the stage for the exit of its current position in the UK mobile market with either, a) an outright exit matched by an acquisition elsewhere b) merger with an existing competitor The former would mean no further brand presence in the UK, while the latter would mean brand presence but a relationship closer to that of its MVNO partner Virgin Mobile. Seeking growth in a non-UK market as a swap is a much better goal for future investment with the promise of higher growth and easier execution of the strategy.

T-Mobile - end of the road in the UK?

Peter Curnow-Ford — Sun, 05 Jul 2009 23:39:07 EST

T-Mobile as a brand may not wish to exit the UK market altogether, however it does not have the marketing strategy and investment needed to maintain its brand strength and more importantly ARPU growth. A merger with 3 and/or Orange of their respective networks could free up valuable funds for market/sales investment. O2 (Telefonica) would only contemplate purchase if it meant over hauling Vodafone on its home territory.

Hunt for T-Mobile UK - worthy acquisition or a spoiling game?

Peter Curnow-Ford — Sun, 05 Jul 2009 23:37:58 EST

T-Mobile UK, as the 4th largest operator has one of the lowest ARPUs and is not gaining on its competitors and its valuation at Euro3.2bn is on the low side. It has excess capacity which could be attractive but that is not the issue, this is about a single move to become the UK's No1 mobile operator overnight and never have to look back over ones shoulder again. Further all the operators are currently at each others throats over 2G Re-Farming, Digital Dividend spectrum auctions and the Digital Britain Broadband Universal Service Obligation requirement that the UK government has put on the table - all this points to a market consolidation. Observers say the UK could end up with 3 mobile operators and just 2 networks plus a couple of major MVNOs!

Solid-state lighting & energy-efficient products get stimulus boost

Brian Coppa — Thu, 02 Jul 2009 16:23:53 EST

President Obama and Secretary Chu announced a $346 million investment from the “American Recovery and Reinvestment Act,” otherwise known as the U.S. economic stimulus package, to expand and accelerate the development, deployment, and use of energy efficient technologies in all major types of commercial buildings, in addition to new and existing homes and save Americans billions of dollars annually.

AT&T – Commits to a 2009 Launch of Femtocells! What About the DAS? What About Vodafone?

P.J. Louis — Wed, 01 Jul 2009 23:12:36 EST

This is good news. For femtocell advocates it will be a time to see how the operational data tracks with the theories.