GLG News by Council Members who Know Complementary Metal Oxide Semiconductors

Rathi DasguptaManaging PartnerThe Strategic Sourcing Group

Feb 2011 - Cognizant is positioned as India's No. 3 IT services vendor

June 30, 2011

Analysis of:Cognizant Reports Fourth Quarter and Full Year 2010 Results | news.cognizant.com

Cognizant Technology Solutions Corporation (Nasdaq: CTSH), a leading provider of information technology, consulting, and business process outsourcing services, today announced its fourth quarter and full year 2010 financial results.Highlights – Fourth Quarter 2010Quarterly revenue rose to $1.31 billion, up 45.2% from the year-ago quarter and 7.7% sequentially.Quarterly diluted EPS on a non-GAAP basis, which excludes stock-based compensation expense, was $0.70, compared to $0.50 in the year-ago

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.

Alon KonchitskyChief Technology OfficerNoise Free Wireless, Inc.

Marvell will win mobile business in China!

October 19, 2009

Analysis of:Will Marvell win the mobile business in China? | www.mobileburn.com

Top management at Marvell is focused directly to this objective.

Jon PeddiePresidentJON PEDDIE RESEARCH

Nvidia leaps into supercomputers

October 5, 2009

Analysis of:Nvidia and "Starting the Next Age of Personal Computing" | www.tgdaily.com

Nvidia is in the test of its life with big stakes, big investments, and big risks – Fermi is a hail Mary pass if ever there was one. It’s not as reactionary or impulsive as some have suggested and a plan I think has been in the process for the past three years. Nvidia has been putting the pieces in place for the Fermi product through acquisition,  industry initiatives and setting up the platform. One of Jen Hsun Hung’s strengths is his long range vision and I think you can see it at work here.

Jon PeddiePresidentJON PEDDIE RESEARCH

Pineview not delayed

July 30, 2009

Analysis of:Digitimes Insight: Intel Pine Trail launch to delay | www.digitimes.com

In a meeting yesterday with Intel excutives I learned that Pineview, Intel's Atom CPU intgrated with a graphics processor and memory manger, is not delayed as has been reported elsewhere.

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