GLG News by Council Members who Know Complementary Metal Oxide Semiconductors

Rathi DasguptaManaging PartnerThe Strategic Sourcing Group

EDGE - is it a threat to 3G? High on Watch List

March 16, 2007

Analysis of:EDGE Evolution is going to kill 3G? | www.electronique.biz

EDGE is a product of 3GPP project. It is 3 times faster data/voice transmission, capable of data capacity is also 3 times compared to GPRS. It is capable of 3G like services.

Rathi DasguptaManaging PartnerThe Strategic Sourcing Group

Captive IT centers - Real Life Analysis

March 16, 2007

Analysis of:Captive Centers: A Simple and Complete Solution for your IT Multisourcing Needs | www.sinapsis.com

Companies are going for Captive IT centers in India to leverage the cost advantage and implement the corporate control. The Cost Advantage is around 1:3.5 and the control is 100%. There are lot of success measures for the same and also in reality issues as well.  The captive center carries the brand of the corporate and so overtime all the corporate structure and benefits need to extend to them. Though the cost of production is almost the same as the outsourcing scenario, the captive center becomes an asset as well a liability for the corporate. Verticalized captive Center is the recent trend. It offers domain expertise as well as technology competency to an employee. Companies also become better equipped to handle IT consulting vendor in terms of price negotiation.

Rathi DasguptaManaging PartnerThe Strategic Sourcing Group

Retail IT going Big in India

March 15, 2007

Analysis of:SuperValu to launch IT operations in B`lore | www.business-standard.com

After Banking, Insurance, ERP and Telecom, Indian IT companies are concentrating on creating Retail specific IT solutions in India. Wipro and Infosys have created strong retail practices and have gone ahead to do research on technologies such as RFID. Large Retailers are also setting up IT captive centers in India.

Mel BurksFounder / Senior PartnerTech Quest Research, LLC

A Positive Move for Applied Materials

March 6, 2007

Analysis of:Applied to close Implant tool Biz | www.reed-electronics.com

Varian and Axcelis have long controlled the beamline-based implant market so this is no surprise. Applied's market share was relatively small by comparison and primarily within in the EU.

GCIB (Gas Cluster Ion Beams) and plasma immersion technologies are still largely in R/D. This could be a potentially better fix for Applied Materials' tool platforms if they were to decide to compete in this arena.

Jon PeddiePresidentJON PEDDIE RESEARCH

Video on the Wire

February 8, 2007

Analysis of:Internet to revolutionize TV in 5 years: Gates | news.yahoo.com

We’ve been hearing about ITV for ten years, and online TVs since WebTV popped up. Many of us have tried at one time or another to get (and pay for) a movie via the internet, only to be sadly disappointed in either the time it took, the quirkiness of the PC, the poor sound quality and the intermittent picture quality. Like the old expression “I’ll believe it when I see it,” well we’ll see it when we believe (in) it. That’s not to say that all the above cited service won’t be available, or that one or two of them may actually become successful to some degree, but IPTV is not going to quickly or easily replace FOA, Cable, Satellite and DVD (no mater how you get one.)

James "Jim" CantorePresident & Chief AnalystJLC Associates LLC

Tough Times Never Last for the Memory Industry, but Tough Memory Suppliers Do

February 6, 2007

Analysis of:Flash memory makers heading for tough times | news.com.com

This is the time of year for worrisome sentiment.

Seasonality is often forgotten.

Potential for overcapacity does exist but the industry has ways to adapt.

Jon PeddiePresidentJON PEDDIE RESEARCH

Its Not About Games

December 19, 2006

Analysis of:The Unlikely Game Player | www.businessweek.com

It seems almost everyone has misread the reasons behind the acquisition, and what Voodoo is really all about.

Jon PeddiePresidentJON PEDDIE RESEARCH

Need an application processor? Call Nvidia in about a year

November 10, 2006

Analysis of:Nvidia to acquire PortalPlayer for $357 million | www.marketwatch.com

Nvidia will now accelerate their entry into the applications processor market for handhelds - may help with potential Apple deal.

Jon PeddiePresidentJON PEDDIE RESEARCH

Sony will be the long term winner

November 1, 2006

Analysis of:Opinion: Why Sony Won't Lose the Next-Gen War | biz.gamedaily.com

Microsoft will rule 2006, Sony will bring them to a draw in 2007 and in 2008 Sony will ship more than Microsoft and Nintendo combined.

The architecture is killer. That’s the good news and the bad news. The PS3 has longer legs than any of the other consoles and that is mostly what will make Sony win.

keep your eyes on the game titles, and that will tell you who is going to win. The market isn’t a win all or nothing situation. Many consumers in the middle class and above have two game consoles and a PC. The reason consumers purchase all three platforms is because of the games.

Mel BurksFounder / Senior PartnerTech Quest Research, LLC

Will Intermec Stay Out of the Pool?

September 15, 2006

Analysis of:RFID Consortium Names Patent-Pool Administrator | www.rfidjournal.com

• Intermec holds more Patents than some of the others but litigation can be expensive.

• The biggest challenge for Intermec will likely come from Symbol Technologies since they too hold several Patents.

• Intermec, is not currently a member of the RFID Consortium – it might be to their advance to join, but could dilute their claim on royalties if they do. On the other hand, having the 20-plus other companies against them might also diminish such a royalty claim power play.

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