GLG News by Capacitor Pricing Trend Experts

Peter Shih-Hsin YingPresident Knight Investment Consulting

A Real Case Study -- T Mobil Deal

March 25, 2011

Analysis of:T-Mobile Deal Faces Antitrust Barriers . | online.wsj.com

My wife used T Mobil since 2002 and the contract ending in May 2011. Her pink Razor keeps running out of battery and facing upgrade options with higher prices. She could remain in low cost deal and replace a battery. Concessions for AT&T's T- Mobile Deal are inevitable, i.e., to offer a low broadband price with option of extend to wider broadband for her to upgrade. Also, not to restrict access to content to 3rd party online video distributors. Both may be imposed by FCC or DOJ. 

Peter Shih-Hsin YingPresident Knight Investment Consulting

Company Needs to Do More Donation Not Marketing

March 24, 2011

Analysis of:Cause-Tied Marketing Requires Care | online.wsj.com

Gaining intangible benefit from cause- Tied Marketing is not new but the bottom line is public approval of its image as a moral player in society. US companies donate less than 5% of overall donation each year. All companies need to do more donation not the cause- tied marketing. 

Peter Shih-Hsin YingPresident Knight Investment Consulting

Impact of Japan Nuclear Disaster Will Not Be Short Time Only

March 22, 2011

Analysis of:Japan's Electronic Component Turbulence Temporary | itchannelsales.wordpress.com

Japan's Fukushima Daiichi nuclear power plant, seriously damaged by the 11 March earthquake. Smoke and steam have never stop seen above nuclear reactors. The dangerous is that no one know what will happen next.  Facilities located north of Tokyo are all at risk currently. The unbalance of the semiconductor supply chain, in short time, may be made up by China or Korean suppliers. However, the inflation is inevitable. The impact of the inflation will not be short time only. 

Peter Shih-Hsin YingPresident Knight Investment Consulting

No-Key-Ah Continues: Chapter Two- Jumping Through The Window...from Which Story?

February 27, 2011

Analysis of:Nokia vows to defend smartphone territory | www.totaltele.com

Nokia is out of focus concerning the supply chain problem. The Android Open Source OS is the easy solution. But instead of strolling out the front door with winning lottery ticket and running to the wide market field to cash it in like a #1 generalist handset provider should do, Nokia jumps out of a window! Windows 7 OS. The remaining question is from which story? It won't take too long then you can tell from the length of the screaming when it has fallen from the high window: No-key-AAaaahhh!

Peter Shih-Hsin YingPresident Knight Investment Consulting

TSMC Should Separate LED R&D And Brand Name When Not To Provide Foundry Service

October 28, 2010

Analysis of:TSMC Invests In LED Manufacturing Line | www.ledsmagazine.com

1. It surprised everyone when TSMC spokesman saying that TSMC will develop and sell LEDs under ''TSMC brand'' and will not provide foundry services for LED makers. 2. Consequence of this approach could trigger patent war of LED process and product design, against TSMC as an IDM. 3. The flame of patent war could spread across to Non- LED related processing and products. 4. TSMC should separate the LED R&D and brand name when they are not prepare to provide foundry service.   

Peter Shih-Hsin YingPresident Knight Investment Consulting

Nokia Once More Reshuffles Top Execs: No-key-Ah

May 25, 2010

Analysis of:Nokia once more reshuffles top execs | www.telecomasia.net

From 1995 to 2005, Nokia and TI were the dynamic duo, achieving such feats as cutting the cycle time for new production models from 2 years to a mere 3 months. However, things began going downhill. New executives have too much to fix without enough infrastructure. Nokia has lost “key” of marketability for killer attributes: No-Key-Ah.

John BergChief Technology Officer AMERICAN SEMICONDUCTOR, INC.

Agilent Technologies and Varian: Good Deal

July 28, 2009

Analysis of:Agilent to Buy Varian for $1.5 Billion | online.wsj.com

Agilent Technologies Inc. agreed to acquire Varian Inc. for about $1.5 billion. This acquisition will expand Agilent's product portfolio in the industrial and life sciences markets and will give Agilent entry to the NMR, imaging, and vacuum technology fields. This is another major step in Agilent's evolution into a leading bioanalytical measurement company. One should expect the deal to be accretive in 2010, as Agilent estimates $75 million in cost savings from the deal.

John BergChief Technology Officer AMERICAN SEMICONDUCTOR, INC.

Sun Microsystems and Oracle: Perfect Together?

July 20, 2009

Analysis of:Sun Holders Approve Oracle Deal | online.wsj.com

The shareholders of Sun Microsystems $7.4 billion takeover. Will the be buyer's delight or buyer's remorse for Oracle? Are the winners Oracle's shareholders or Sun Microsystems' competitors?

John BergChief Technology Officer AMERICAN SEMICONDUCTOR, INC.

Applied Materials: The new 800 pound gorilla in Solar

July 9, 2009

Analysis of:Applied jumps to top of solar equipment rankings | www.eetimes.com

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.

John BergChief Technology Officer AMERICAN SEMICONDUCTOR, INC.

Spansion: A Titanic in Disguise?

July 6, 2009

Analysis of:Spansion names fourth CFO in less than five months | www.siliconbeat.com

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.

Page : 123Next1 to 10 of 23