GLG News by GLG Leaders in the Technology Council

Thomas CoughlinPresidentCoughlin Associates

New Generation of High Capacity 3.5-inch Disk Drives

November 29, 2010

Seagate Technology and Western Digital introduced external HDDs with 3 TB storage capacity earlier this year. These 3 TB external HDDs had 5 disks and so were thicker than HDDs for desktop computers. 4-disk 3 TB drives have been introduced by WD that would fit into a desktop form factor. By 2011 we may see 4 Tb or larger external HDDs and 4-disk 3 TB drives from all the major 3.5-inch drive manufacturers.

Thomas CoughlinPresidentCoughlin Associates

On-line Video Could Swell the Need for Storage in the Cloud

November 28, 2010

US On-demand revenues projected to reach $10 B by 21014. NetFlix is offering lower cost streaming on-demand service. Electronic download will impact video disc sales and rentals. Cloud content access will drive demand for enterprise storage systems that support large content libraries and high quality content access.

Thomas CoughlinPresidentCoughlin Associates

is the opportunity for magnetic tape in the 21st century?

November 27, 2010

Analysis of:WW Market of Tape Cartridges Down 10% Quarterly | www.storagenewsletter.com

A combination of technology switches in half-inch magnetic tape and increasing use of hard disk drive arrays for long term storage of data caused a decline in tape shipments in the second half of 2010. The latest generation of LTO tape, LTO-5 increased in tape shipments while earlier generation products experienced lower shipments. AIT, DDS/DAT, DLT and QIC tape cartridges experienced overall declining sales in Q2 2010. Magnetic tape now plays a role as a low cost third tier and archive data storage technology. There are markets, such as media and entertainment, where the need for tape could undergo significant growth over the next few years.

Thomas CoughlinPresidentCoughlin Associates

Going Public and Going Private in the HDD Industry

November 27, 2010

Hitachi GST is working on completing an IPO, perhaps by the end of the year. Seagate is working with a set of investors to take the company private. 2010 has been an up and down year for HDD company stocks and shipments due to economic uncertainty. These moves in the HDD industry are driven by a number of factors.

Hakan AkbasPresident & FounderGlobal Dealings, LLC

The AkbasPost: Nuance Communications rumored to be buyout target for Apple

November 24, 2010

Analysis of:The AkbasPost: Nuance Communications rumoured to be buyout target for Apple | bit.ly

Nuance Communications the Massachusetts-based speech, imaging and keypad solutions company is rumored to be a buyout target for California-based Apple.

David BarnesPrincipal & OwnerBizWitz LLC

3D Is More Than Hype but Less Than Hoped

November 21, 2010

Analysis of:Why 3D Camera Technology Will Be The Future | benchmarkreviews.com

The article by Olin Coles looks at the topic from the standpoint of a gadget fan rather than from the viewpoint of a display expert. I just few home from Latin Display 2010 in São Paulo where experts in human vision, display manufacture and TV technology shared their latest findings. They noted several advances toward acceptable, affordable 3D systems for consumer use but their consensus was that these would take several more years to realize.

Neil KellySemiconductor Test ConsultantNeil Kelly

Can We Make a Product Strategy Out of This Mess?

November 19, 2010

Verigy's purchase of LTX-Credence consolidates the third and fourth players in the semiconductor test industry.  All of the failed semiconductor test products are now under one roof - does management have what it takes to turn a garbled collection of overlapping, incompatible offerings into a product strategy with a viable roadmap?

Hakan AkbasPresident & FounderGlobal Dealings, LLC

EMC to Buy Isilon Systems for $2.25 Billion

November 16, 2010

Analysis of:EMC to Buy Isilon Systems for $2.25 Billion | akbaspost.blogspot.com

EMC is paying $2.25 billion for Isilon Systems, a Seattle company that provides network storage.

David BarnesPrincipal & OwnerBizWitz LLC

Advance Retail Sales Neutral for TV and Gadgets

November 15, 2010

October sales in electronics and appliance stores rose 2% Y/Y but fell 4% M/M Electronics retailer sales remain below Feb '09 levels Spending in warehouse and superstores sets new records

Cliff BellChief Information OfficerINFOGAIN CORPORATION

Virus attacks moving to cell phones?

November 7, 2010

Analysis of:Social Web Email CloseDigg Slashdot Fark Stumble Reddit | www.networkworld.com

there are millions of cell phones. Most cell phones have critical contact information. The new cell smart phones may contain much private information such as website passwords, other contacts, and potentially credit card information as phones begin to be used as purchase devices.

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