Thomas Coughlin

Mr. Thomas Coughlin

President, Coughlin Associates


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GLG News by Mr. Thomas Coughlin, President

Analyses are solely the work of the authors and have not been edited or endorsed by GLG.

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Strong Storage Growth for the Professional Media and Entertainment Industry

May 16, 2011

A new report on digital storage for the professional media and entertainment industry projects strong growth driven by higher resolution stereoscopic content as well as new channels for content distribution and the increasing digitization of historical analog content. 5.6X storage capacity growth and 1.7X revenue growth are expected between 2011 and 2016.

Seagate Mobile Storage for the iPad and other Apple Mobile OS devices

May 16, 2011

Seagate Technology introduced its GoFlex Satellite Mobile Wireless Storage device offering 500 GB storage capacity through a WiFi connection. The battery powered external hard drive allows users to take up to 500 GB of content with them and access it from their iPad, iPhone or other wireless iOS device. The product release is planned for July 2011. Technology originally developed for DAVE several years ago finally finds a market where it fills a need.

SanDisk Acquires Pliant in Continuation of Record Storage Acquisition Season

May 16, 2011

Sandisk agreed to acquire Pliant Technology for about $327M. SanDisk is most known for its consumer products although the company has offered several SSD products over the last decade. Pliant is a startup company founded by HDD industry veterans and has made a name for itself in the enterprise SSD space. The acquisition continues the trend of storage company mergers that have changed the landscape of the industry in the last 3 months.

HDD Suppliers Now Down to Three

April 20, 2011

Seagate and Samsung announced that Seagate would acquire Samsung’s HDD business for $1.38 B. In addition to the HDD business Seagate ensures supply of flash memory for its hybrid HDDs and enterprise storage business. Samsung gets 10% ownership of Seagate and a seat on the board. Samsung also gets HDDs from Seagate to meet its product needs.

Japanese HDD Companies Experience Component Supply Problems Due to Earthquakes

April 8, 2011

Hitachi GST and Toshiba have indicated that due to electrical part shortages they will be constrained on their ability to ship HDDs. Hitachi has reported that this impacts all their desktop supply lines and it may impact their notebook drives as well. Toshiba is also experiencing critical HDD IC shortages that will limit their ability to build HDDs in the short term. Continuing earthquakes and power issues could make the supply of these components questionable for some time.

Seagate Refreshes Enterprise Storage, Including First Enterprise Product

March 19, 2011

Seagate introduced a variety of new enterprise level storage products. These products included traditional enterprise products including a 2.5 inch 10 k RPM drive with 900 GB. The company also announced its first enterprise solid state drives, Pulsar.2 and Pulsar XT.2. These SSD products are at least partially the result of the partnership between Samsung and Seagate announced last year.

HDDs and Flash Memory, Better Together

March 17, 2011

Solid state drives are in less than 1% of computers after years of marketing saying they would replace HDDs. Flash memory has faster performance than HDDs, particularly for reading but it is considerably more expensive. Combining flash memory and HDDs together can give performance approaching solid state drives while offering prices comparable to hard disk drives. Hybrid and paired storage putting flash memory and HDDs together could put flash memory in most computers.

Obsolescence in Action?

March 17, 2011

In late February 2011 Intel and Apple announced that the latest MacBook Pro computers will include a Thunderbolt port. Thunderbolt had been announced previously by Intel as Light Peak and offered initial data rates as high as 10 Gbps. The first Thunderbolt products will use copper cables although Light Peak was to use fiber optics to achieve up to 100 Gbps data rates. Thunderbolt is much faster than USB (currently up to 5 Gbps) and may displace this long standing peripheral interface.

WD Acquisition of Hitachi GST Creates Dominant HDD Player

March 7, 2011

WD announced that they reached an agreement to purchase Hitachi GST for $4.3 B. Unit shipments of the combined company could achieve close to 50% of the total market, assuming no share loss. The deal is expected to close in the third quarter assuming regulatory approval with Hitachi retaining a 10% stake in the combined company. Current HGST CEO, Steve Milligan will be president of the new business reporting to John Coyne.

Storage tiering for small businesses

February 21, 2011

Drobo has refreshed its new business oriented storage products. The new products include traditional NAS systems but also 2 SAN products using iSCSI. The business products come in 8 drive bay and 12 drive bay configurations. The 12 bay storage system support tiered storage using SSDs and HDDs in the 12 drive bays. New Drobo products reflect increased interest by large storage companies and small storage suppliers in the small business market.

Tape storage capacities now at 5 TB

February 16, 2011

Record 5 TB for Tape by Oracle/StorageTek and Fujifilm | www.storagenewsletter.com

Oracle announced that the StorageTek T10000C tape drive. StorageTek T10000C will support 5 TB native storage capacity and 240 MB/s throughput. This is a native tape capacity higher than LTO 5 (1.5 TB) and 3.5-inch HDDs (3.0 TB). This product is used in new Oracle tape libraries that will store over an Exabyte (1,000 petabytes) of content.

Higher Storage Capacity in Small HDDs

February 16, 2011

Toshiba Expands 1.8” HDD Leadership with Smaller, Larger Capacity Drives | www.businesswire.com

Toshiba announced a single disk 1.8-inch HDD with storage capacities up to 220 GB. A two disk version would be 440 GB (larger than current 320 GB 2-disk product). 1.8-in HDDs are used in some automobile, mobile computer and AV player applications. Could a higher capacity iPod classic be coming?

ASTC plans brave new work on HDD research collaboration

February 3, 2011

A consortium of hard disk drive companies in combination with equipment and component suppliers has formed the Advanced Storage Technology Consortium. In the kick-off meeting the group, sponsored by IDEMA announced its plans for creating a new spirit of pro-competitive technology analysis. This collaborative work is expected to reduce the overall risk of new technology introductions such as energy assisted magnetic recording and bit pattern magnetic recording

Digital Storage@Home

January 31, 2011

There may been a flurry of new consumer storage devices that appeared before, during and after the 2011 CES. At or shortly after the 2011 CES there were devices for private storage clouds announced by several companies, offering remote access of content stored at home. Media server devices either directly connected or connected through a network to a TV have achieve new levels of functionality and ease of use.

What will Apple XSERVE end of life mean for the media and entertainment market?

January 25, 2011

In November 2010 Apple announced that the company will discontinue making its XSERVE 1U enclosure enterprise server. The XSERVE and associated XSAN storage systems have been popular in some enterprise applications, particularly in the media and entertainment market. Apple’s discontinuance of XSERVE has let to lots of speculation that Apple would no longer support XSAN and may get out of the professional video market altogether

Tape company consolidation points to more focused storage market

January 25, 2011

Imation Announces Strategic Alliance With TDK Corporation for Joint Development and Manufacturing of Magnetic Tape | www.hughsnews.ca

Imation signed a deal with TDK corporation to consolidate tape coating operations in TDK’s Yamanashi manufacturing facility. Imation is closing down its Oklahoma tape manufacturing facility in April 2011. Imation and TDK signed a strategic agreement to develop and manufacture magnetic tape technologies. The agreement between Imation and TDK points to consolidation in the magnetic tape industry. What are the continued opportunities for magnetic tape?

Seagate opens GoFlex to allow universal storage module standard

January 24, 2011

Seagate introduced its GoFlex interface standard last year. The GoFlex standard effectively extends the HDD SATA interface to external connection cables. AT the 2011 Storage Visions Conference (a partner to the 2011 CES) the SATA-IO standards organization announce a version of the the GoFlex interface as an open standard for removable consumer devices (Universal Storage Module--USM). At the 2011 CES show Seagate highlighted third-party companies introductions for GoFlex/USM on CE products.

Will tablets destroy the market for PCs and computer HDDs?

December 22, 2010

Outlook for PCs Strong, Despite Pressure From Tablets | it.tmcnet.com

Tablet computers are eating into some laptop sales. Estimates are that 19.1 million potential laptop sales will go to tablets in 2011, rising to 26 million by 2012. Corporate computers are less likely that consumer laptops to fall to tablets at least for the near term. It appears that the average price of laptops is rising, indicating that it is the lower end of the laptop market that will suffer the most from tablets. However, overall flash and HDD storage capacity will rise.

Mixed future for optical storage

December 21, 2010

Analysts Predict the Future of Optical Discs | www.storagenewsletter.com

Blu-ray optical disc shipments are expected to reach 400 million in 2010 and 2 billion by 2014. DVD optical disc sales are shrinking, impacted by on-line content distribution. Higher definition content keeps higher capacity physical distribution alive. The future of optical media may depend upon continued growth of content resolution since downloads of large files still too slow. Stereoscopic and Ultra-HD content later in the decade may prolong the life of physical content distribution

More indications of higher hard disk drive storage capacity in 2011

December 21, 2010

Hitachi’s New Hard Drive Paves the Way for 4 TB and 5 TB HDDs | www.xbitlabs.com

Hitachi GST introduced its Travelstar Z5K500 2.5-single disk HDD, offering up to 500 GB storage capacity. These drives are reported to have storage capacity areal densities of 636 Gbpsi. If applied to 2-3 disk 2.5-inch HDDs, up to 1.5 TB will be possible. If this areal density is used in 3.5-inch HDDs they could support about 1 TB per disk or up to 5 TB with 5-disks. This is further indication that 4 and even 5 TB HDDs will appear on the market in 2011

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