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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Seagate Introduces Improved Hybrid Drive

June 20, 2010

Seagate Momentus XT hybrid SSD boots into a new dimension | media.seagate.com

Seagate has introduced the Momentus XT Solid State Hybrid Drive offering a flash storage buffer to accelerate access to data from the HDD. Seagate and other HDD companies tried to introduce such hybrid HDDs back in 2007 but they failed to catch on due to issues with Microsoft Windows support. The Momentus XT does not depend upon Windows to support it, adaptive memory software detects frequently accessed data and moves it onto the faster flash memory, removing less frequently accessed content.

Many fast ways to connect computers

April 23, 2010

Light peak is a high speed optical cable that will initially be able to delivery 10 Gbps data rates but may scale to 100 Gbps within 10 years. Light peak is expected to be used to connect peripheral devices, workstations, displays, disk drives, docking stations and other devices. There are rumors that Light Peak will be available to PC manufacturers later this year and ship in 2011. It should be possible to run USB 3.0 on Light Peak as well as other protocols.

Strong first quarter for HDD companies

April 22, 2010

Seagate and WD gave their CQ1 2010 quarterly reports and HGST provided some guidance on their quarter. Seagate reported revenue of $3.05 B on 50.3 M units and Western Digital reported revenue of $2.6 B on 51.5 M units. HGST reported revenue of $1.46 B on somewhat more than 26 M units. For the first time WD units shipped exceeded Seagate. The rest of 2010 appears upbeat for HDD companies as demand will likely exceed manufacturing capacity resulting in good ASPs and record revenues for the HDD companies.

Blu-ray discs go to higher capacity with more layers

April 22, 2010

128 GB Blu-ray Disc format slated for release | www.computerworld.com

The Blu-ray Disc Association announced two new media specifications for Blue-ray discs for commercial and consumer applications. The BDXL is a write once or WORM format with 100 and 128 GB capacity on 4 recordable layers. There is a version of BDXL that will provide a rewritable 100 GB disc for commercial applications. A consumer version of the BDXL is expected in the next few months in some regions. The Intra-Hybrid Blu-ray Disc (IH-BD) has a single BD-ROM layer and a single BD-RE layer so users can view but not overwrite data on the ROM layer and include their own data on the RE layer—both layers provide 25 GB storage capacity.

NetApp moves to the clouds

April 21, 2010

NetApp makes major object-based storage acquisition | www.echannelline.com

NetApp is to acquire 10 year old Canadian-based cloud storage company Bycast. The Bycast offering is primarily an object-based storage product built around managing rich metadata. Bycast has been successful in the health records industry and has recently been making inroads into the media and entertainment industry. Bycast will give NetApp a path into cloud-based object and file-based storage for some key vertical markets.

FCoE has value for non-converged networks

March 30, 2010

Myth: Single FCoE Data Center network = Fewer Ports, Less Complexity and Lower Costs | www.gartner.com

Fibre Channel over Ethernet (FCoE) is a technology that allows managing fibre channel storage traffic over Ethernet networking. Managing Fibre Channel over Ethernet can reduce the costs of a Storage Area Network (SAN) system. Providing a less expensive way to create a Fibre Channel SAN using Ethernet technology has value to data centers even without overall network convergence

New generation of magnetic tape to aid in archiving

March 24, 2010

Production of LTO-5 Media Beginning | www.storagenewsletter.com

Several magnetic tape manufacturers have announced that LTO-5 media is now available. LTO-5 media will support 1.5 TB native capacity and up to 140 MB/s data transfer rates. The tape also supports 256 bit AES encryption per the Trusted Computing Group Specification. With the introduction of LTO-5 drives a higher capacity tape format will allow low cost storage of digital content archives

New combinations of home content networking point to future home virtualization

March 24, 2010

Consumers Can Now manage TiVo DVR Recordings from HP MediaSmart Servers | www.hp.com

HP and TiVo announced that a software application from HP called the HP MediaSmart Expander lets TiVo DVR owners manage video content on their MediaSmart Servers. The software allows copying and managing TiVo content on the HP MediaSmart Server and copying content back to the TiVo from the MediaSmart Server. This allows backup and reuse of TiVo storage without permanently deleting content. TiVo DVR recordings stored on an HP MediaSmart Server can be watched on any PC in a home.

Does it make sense to combine HDDs and flash memory?

March 24, 2010

Comeback of Seagate in Hybrid HDD? | www.storagenewsletter.com

In 2007 Seagate and Samsung announced the introduction of hybrid HDDs combining a NAND flash memory cache on the HDD circuit board. Although initially supported by Microsoft, the product failed due to higher priced hybrid HDDs vs. non-hybrid HDDs as well as lack of OS support for dual memory systems. There is a rumor that Seagate is looking at re-introducing hybrid HDDs with less expensive flash, TRIM command support and a controller geared for controlling use of flash and HDD storage

Isilon joins ranks of enterprise flash memory users

February 22, 2010

Isilon Turbo-Charges Scale-out NAS With Solid State Drives | www.infostor.com

Isilon is using STEC solid state drives for metadata serving in their next generation of NAS systems. This will speed up metadata-intensive namespace operations and assist server virtualization, electronic design and financial analysis. The actual data is stored on SAS or SATA HDDs but metadata access is through the SSDs. Combining SSDs for metadata with HDDs for the data provides higher performance data operations while maintaining the low costs of HDD storage systems

Consolidation hits the flash memory market

February 22, 2010

SSD Maker Micron to Acquire Numonyx for $1.27B | www.eweek.com

Numonyx is being acquired by Micron for $1.27B. Numonyx was spun off from Intel to pursue phase change memory and make NOR flash memory less than two years ago. Micron will realize about $1.5B of additional revenue from the acquisition. With demand for flash memory high in 2010 this should be a good year for the combined company

Large high performance disk drives beef up enterprise storage

February 19, 2010

Toshiba rolls out 600GB, 6Gbps SAS drives | www.infostor.com

Seagate introduced a 600 GB 10k RPM SAS drive last week and Toshiba introduced one this week. 2.5-inch disk drives with the SAS interface and high performance provide denser enterprise storage than 3.5-inch form factor drives. 6 Gbps SAS offers fast data interfaces. These new hard drive products provide new value to enterprise storage companies

Next generation flash will be less expensive

February 3, 2010

Intel, Micron Introduce 25nm NAND Flash Production | www.pcworld.com

Intel and Micron have a joint venture based in Utah working on NAND flash technology. The companies have revealed a 25 nm flash production process, the smallest production semiconductor features yet. Smaller features allows more flash memory cells on a chip and thus lowers the costs of flash storage starting later this year. In order to stay competitive hard disk drives must continue their technology development or they will lose ground to flash.

SSDs make sense as computer boot drives

January 28, 2010

Kingston Coming With 30 GB ‘Boot’ SSD for $80 | www.tomshardware.com

Kingston announced that it is offering a 30 GB SSD for holding operating system and applications. This drive would be used to let a computer boot more quickly and load and move between applications more quickly. These products can be used with a HDD where user files and content are stored. A hybrid storage approach could make a lot of sense for faster booting computers without giving up the storage capacity of today’s HDDs.

What could help blu-ray discs become widespread in the US?

January 28, 2010

Blu-ray Beginning to Gain on DVD Player Market | mesalliance.org

Blu-ray discs won the HD format war a little more than a year ago, just in time for the economic downturn and reduced consumer spending. Blu-ray discs and players have become popular in Japan but not as popular in the US due to the costs of drives and discs and the success of upconverted DVD players. In the holiday season of 2009 there were reports of less than $100 Blu-ray players and some Blu-ray titles selling for about $10, lower prices should drive additional demand.

Western Digital confirms growth and profitability for HDDs in 2010

January 23, 2010

Western Digital Posts Higher 2Q Profit, Sales | abcnews.go.com

Western Digital announced total drive shipments of 49.5 M, just 400,000 less than Seagate did the day before. Average sales prices (ASP) for WD were up by $3, similar to Seagate results. Strong desktop growth, especially in Asia contributed significantly as well as consumer retail growth, such as external storage products. WD expects component constraints will restrict the supply of HDDs through 2010. Channel inventories are reported less than 2 weeks, extremely low.

2010 could be great year for hard disk drives

January 22, 2010

Seagate Reports Great Q2 | quicktake.morningstar.com

Seagate Technology announced one of its best quarters in years for calendar Q4 2009, this was the first public report by a HDD company for this quarter. The company said that Q4 2009 total available market (TAM) was about 160 M units and projected calendar 2010 TAM is 650-670 M units. Seagate indicated their capital spending to increase from $450 to $750 M to meet expected demand levels. Unit shipments increased for all product types indicated general health in the HDD industry going into 2010. Inventories are reported to be almost non-existent coming into 2010 and the industry looks like it will be capacity constrained in meeting demand for most of 2010

New HDD format improve storage capacity and performance

December 18, 2009

Western Digital’s new advanced formatting gives hard drives up to 11 percent more space | gizmodo.com

Western Digital announced a new formatting scheme for hard disk drives called “advanced format.” The new sector formatting moves from traditional 512 byte sectors to 4,000 byte sectors. Larger sectors means that the overhead due to the sector heads can be reduced leading to higher format efficiency for the drive, e.g. larger storage capacities. Advance format drives work with Mac, Windows 7 and Vista operating systems while a special utility is required to run on Windows XP

Seagate enters enterprise SSD market

December 17, 2009

Seagate enters SSD market with Pulsar | www.pcmag.com

Seagate is the last of the big hard disk drive companies to come out with solid state drive (SSD) products. Seagate delivers over 60% of the enterprise HDDs shipped today. Seagate has introduced an enterprise SSD called Pulsar with storage capacities as high as 200 GB in a 2.5-inch form factor. The Pulsar delivers 250 MB/s sequential read and 200 MB/s sequential write performance.

Significant data flows support significant consumer storage

December 17, 2009

Americans Consumed 3.6ZB of Information in 2008 or 34GB Per Day | www.storagenewsletter.com

University of California San Diego professors James Short and Roger Bohm released a report estimating the flow of information among American consumers. The authors reported that primarily commercial information used by American consumers averaged 34 GB per day. The majority of this information was computer games and TV due to their high video content. These results support digital storage estimates for consumer applications in a 2009 report

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