GLG News by Flash Memory Experts

John BergChief Technology Officer AMERICAN SEMICONDUCTOR, INC.

Ex-Spanion CEO Parachutes into SST: Will this be another Dunkirk?

June 8, 2009

Analysis of:SST Strengthens Management Team by Appointing Bertrand F. Cambou as President | www.marketwatch.com

Bertrand Cambou has moved into his new role as President at SST, a company mired in a difficult situation: a fabless embedded memory semiconductor company that is trying to re-invent itself as a NAND controller company. In reaching for outside management, the Board acknowledges that the existing senior management team of Bing Yeh (CEO), Dr. Yaw Wen Hu (COO), Paul Lui (SVP), and Chen Tsai (SVP) need an outsider to energize the company.

Thomas CoughlinPresidentCoughlin Associates

STEC racks up additional qualifications for enterprise SSDs

May 27, 2009

Analysis of:STEC wins Fujitsu for its SSDs | www.theregister.co.uk

*  Fujitsu is reported to have choosen STEC as its solid state drive supplier *  STEC has had success at several storage system providers offering solid state storage for enterprise applications *  Prior STEC qualifications include IBM and EMC *  STEC is now the leading supplier of SSD for enterprise applications

Thomas CoughlinPresidentCoughlin Associates

Consumer electronics storage offers promise of renewed growth

May 26, 2009

Analysis of:On-Line Data Storage to Surge | itmanagement.earthweb.com

* A recovery in the consumer electronics market is expected by 2011  *  By 2014 expected content stored in the average US home is estimated at 12 TB  *  Roughly half of this 12 TB is backups and user generated content  *  Some consumer storage categories will experience growth even in recessionary times, such as external storage  *  900 Exabytes of storage capacity for consumer applications is expected to be shipped in 2014

Thomas CoughlinPresidentCoughlin Associates

Netbook computers create new computer distribution and use models

May 25, 2009

Analysis of:Verizon Wireless to sell HP Netbook Computers | www.reuters.com

* Netbook computers are expected to experience exceptional growth in 2009 due to their low cost and great convenience   * Low cost computers with network connectivity seem like a good fit with a service provider market where hardware is sold at a discount to promote monthly fees   * Verizon has indicated that it will sell HP netbook computers for $199.99 after a $50 rebate and a two year broadband wireless contract   * Such offerings could be a good marketing approach to increasing netbook sales and thus driving the popularity of these products

Thomas CoughlinPresidentCoughlin Associates

Inexpensive mobile computers satisfy market need and drive continued storage demand

May 25, 2009

Analysis of:One in Five Laptops Shipped in Q1 Was a Netbook | www.informationweek.com

* About 40 million laptops were estimated to have shipped in CQ1.  Of these about 20% were netbooks   * Sale of netbook computers prevented unit sales loss of less than 3% vs. the first quarter of 2008  *  The increasing percentage of low cost netbooks is lowering the ASP for notebook computers in general   * Acer is the market leader in the netbook market with roughly 30% market share   * Reports indicate that over 90% of netbooks sold use HDDs instead of SSDs

Thomas CoughlinPresidentCoughlin Associates

Storage is storage!

April 14, 2009

Analysis of:Western Digital Wades into Solid State | newsfeedresearcher.com

* Western Digital is the number 2 HDD company, after Seagate   * WD has weathered the current economic situation better than many companies due to its focus on low cost HDD production   * Western Digital has not made any forays into the solid state storage market until this purchase   * Although Silicon Systems primary market focus is on embedded industrial and military type applications WD should learn a lot about flash products through this acquisition

Thomas CoughlinPresidentCoughlin Associates

Expanding Options for Storing Content in the Clouds

April 14, 2009

Analysis of:Netscape alums tackle cloud storage | www.networkworld.com

* A bright spot in storage in cloud computing where companies can either implement their own systems for storing content on the internet or lease on-line storage   * There are a growing number of cloud vendors offering private or public storage on the Internet   * Zetta, is a start up company with several founders from Netscape that is providing web-based storage   * Zetta competes against already established cloud storage offerings such as Amazon’s Simple Storage Services.

Thomas CoughlinPresidentCoughlin Associates

Standards are Crucial to SSD Adoption

April 14, 2009

Analysis of:Solid-State in the Enterprise: Raising Standards | www.techcrunchit.com

* The enterprise market is one of the brightest niches for solid state drives SSDs can be used in enterprise Tier 0 applications where fast reading (and writing) can enable important content delivery and transaction applications   * These Tier 0 enterprise applications allow faster creation and use of content, thus increases overall demand for digital storage capacity   * Although many companies have introduced SSD products for the enterprise market only a few of these have gained market share   * Without creating standards for SSD products the growth of SSDs in the enterprise market will be hampered.

Jim HandyDirectorObjective Analysis

Time is Ripe for Some Consolidation

March 6, 2009

Analysis of:Where chip industry is headed today | www.mercurynews.com

The stage is set for consolidation in the semiconductor industry.  The firms that will be hit hardest with this are those that make commodity products in low-growth markets.  In particular this will impact Samsung, Hynix, Micron, Qimonda, Elpida, Powerchip, and Nanya.

Jim HandyDirectorObjective Analysis

Seminal Changes Afoot for the NOR Flash Business?

March 6, 2009

Analysis of:Spansion Files for Bankruptcy Protection in the U.S. | www.bloomberg.com

Spansion's bankruptcy filing could indicate the beginning of the end of the high-density NOR flash market.  This would force changes in design methodology at cell phone makers Nokia, Motorola, Samsung, HTC, Bird, and many others, and breed new chipset designs at companies like TI and Qualcomm.  Numonyx, the NOR spin-off formed out of Intel and ST could find that its products' market would decline due to a lack of a viable alternate source.

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