GLG News by Flash Memory Experts

Thomas CoughlinPresidentCoughlin Associates

Next generation Intel SSDs appeal to high performance notebook users

July 26, 2009

Analysis of:Intel’s second-gen solid state drives: faster, cheaper and ready for Windows 7 | apcmag.com

Intel introduced a new generation of SSDs with a lower price point than earlier products. Intel 80 GB SSD sells for $225 and 160 GB for $440, available in 2.5-inch and 1.8-inch form factors Lower price was due to move from 50 nm to 34 nm lithography processes to give higher density chips The Intel SSD will provide a higher performance product for high end notebook users

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.

Thomas CoughlinPresidentCoughlin Associates

Operating system constraints may curb notebook and netbook storage

June 22, 2009

Analysis of:Microsoft bans XP on hybrid storage netbooks | www.techspot.com

*  Microsoft is limiting notebook computers from using combined SSDs  * Microsoft XP is the most popular operating system for small notebook and netbook computers  *  Companies that had announced hybrid storage netbooks (such as MSI) will be pulling their products off the market to comply with Microsoft’s edict *  This will delay hybrid storage solutions to either linux-based computers or else delay them until the introduction of Windows 7 *  Hybrid storage can help in the introduction of SSDs by allowing customers to take advantages of SSD and HDD where each would provide greater value to notebook customers

Thomas CoughlinPresidentCoughlin Associates

No slow down in HDD Technology Visible

June 22, 2009

Analysis of:HDD data density to hit 2.4 Tb/in2 by 2014 | www.reghardware.co.uk

* Hitachi GST planning chief said at a Japanese conference that 2.4 Tb/ in22 magnetic recording densities may be seen by 2013 or 2014 * Current product HDD areal densities are about 400 Gb/ in2 * Projections are that product densities will rise to 600 Gb/in2 within the next 12 months * Product areal densities are projected to rise to 1.2 Tb/in2 by 2012 and 2.4 Tb/ in2 by 2014 * Product areal densities of 2.4 Tb/ in2 could results 3 TB of storage per disk so 4 disks would give 12 TB

Thomas CoughlinPresidentCoughlin Associates

Technology Innovations Provide Tomorrow’s Digital Storage

June 19, 2009

Analysis of:Outrageously cool new hard drive | blogs.zdnet.com

* Dataslide is a startup company offering a magnetic storage technology with very high data rate * The device uses 64 magnetic heads in a 2D array to write and read information in parallel on a flat media * The heads are moved back and forth across a flat magnetic media with each head writing on a linear data sector  * There are reports that Oracle’s Embedded Global Business Unit is working with DataSlide to use this product as part of a multiple concurrent stream smart application * It should be noted that this is an idea with a long history, including most recently IBM’s millipede storage system

Thomas CoughlinPresidentCoughlin Associates

More Traffic = More Storage!

June 19, 2009

Analysis of:IP traffic to hit 667 exabytes by 2013 | telephonyonline.com

* Hyperconnectivity (multiple connections between people and devices) and video traffic are said to be the big drivers of the growth of IP traffic * Cisco’s Networking Index Forecast predicts that global IP traffic will increase 5 times between now and 2013 with video comprising about 91% of all global consumer traffic * IP traffic ultimately comes from a source and is received by a user.  Both of these must have digital storage for this IP content, at least to store it a little while * This internet traffic represents a lot of sharing of content and some of that content will be kept long term by the receivers—as a consequence storage capacity needs swell with IP traffic

Jim HandyDirectorObjective Analysis

The NOR Flash Market is Headed for Big Changes

June 10, 2009

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

With Spansion moving away from their Wireless business they will have to grow by taking share from other embedded companies like SST (Silicon Storage Technology, Inc), Winbond, Macronix, ISSI, and others.  This will also impact long-time rival Numonyx, the merger of Intel's and STmicroelectronics' NOR flash businesses, and even Samsung.

Jim HandyDirectorObjective Analysis

Samsung-SanDisk Deal Good for Both Companies

June 10, 2009

Analysis of:SanDisk, Samsung ink patent cross license, flash supply agreements amidst memory industry turmoil | www.edn.com

SanDisk has renewed its license agreement with Samsung on terms that are more agreeable to Samsung although less profitable for SanDisk.  The royalty rate is still higher than the industry norm, though, which has negative implications to companies who are not yet SanDisk licensees, like Micron and Hynix and Kingston technology, as well as for existing licensees, whose rates could creep up when renewal time comes around.  This would include Intel, Toshiba, Numonyx, and the many card companies like STEC, SMART Modular, Sanmina-SCI Viking, and many more.

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