GLG News by GLG Leaders in the Technology Council

Thomas CoughlinPresidentCoughlin Associates

Tape storage capacities now at 5 TB

February 16, 2011

Analysis of:Record 5 TB for Tape by Oracle/StorageTek and Fujifilm | www.storagenewsletter.com

Oracle announced that the StorageTek T10000C tape drive. StorageTek T10000C will support 5 TB native storage capacity and 240 MB/s throughput. This is a native tape capacity higher than LTO 5 (1.5 TB) and 3.5-inch HDDs (3.0 TB). This product is used in new Oracle tape libraries that will store over an Exabyte (1,000 petabytes) of content.

Jack KernManaging DirectorKern Investment Research

RealPage and Yardi Locked in Legal Wrangle over Evergreen's Activities

February 16, 2011

The two leading companies in the property management space, RealPage and Yardi claim a majority of market share in the multifamily operating platform space. The recent filing of a lawsuit alleging that an operating subsidiary of Realpage engaged in practices that harmed Yardi has not only raised the specter of an ugly battle, but also opened the door to shine a spotlight on the real differences between the two firms. Whatever the outcome, it may well be that RealPage is the ultimate loser.

Thomas CoughlinPresidentCoughlin Associates

Higher Storage Capacity in Small HDDs

February 16, 2011

Analysis of:Toshiba Expands 1.8” HDD Leadership with Smaller, Larger Capacity Drives | www.businesswire.com

Toshiba announced a single disk 1.8-inch HDD with storage capacities up to 220 GB. A two disk version would be 440 GB (larger than current 320 GB 2-disk product). 1.8-in HDDs are used in some automobile, mobile computer and AV player applications. Could a higher capacity iPod classic be coming?

Cliff BellChief Information OfficerINFOGAIN CORPORATION

Storage vendors gaining clout over server vendors in the Data Center

February 12, 2011

Virtualization of servers has reduced the effort to manage servers. It has allowed IT to spend more energy managing the data in the enterprise. This has resulted in an increase in the importance of the storage vendors within the IT organization.

Jack KernManaging DirectorKern Investment Research

The Effects of Demographics on the Apartment Industry

February 11, 2011

Analysis of:The Effects of Demographics on the Apartment Industry | www.multihousingnews.com

Published in Multihousing News February 4th, 2011“The demographic of renters is changing in an unprecedented way, by age, family, composition, country of origin and even head of household,” says Jack Kern, managing director, Kern Investment Research LLC.The changes have been occurring even as we speak, and apartment companies have certainly already been laying the groundwork to receive the new customers. Echo Boomers, Baby Boomers, immigrants, single households, older renters are all cohorts that will be the customers of apartments. Larger apartments, smaller apartments, a greater emphasis on downtown living, are all a part of the mix.The demographic profile of the U.S. has been undergoing massive transformation within a mere 50 years, and the apartment industry has been feeling at the least the trickle-down effects. As the latest data from the census bureau indicates, the U.S. population has hit 308.7 million, an almost 10 percent increase from 281.4 million in 2000. The population is inexorable marching towards a projected half a billion by 2040. The majority of babies born in the country are now members of minorities.The biggest trend that preoccupies most apartment companies today is the entry of the Echo Boomers into the renter market. This is the cohort born between 1980 and 1995, and they number 80 million. The “best estimate” is that there are about 15 million Echo Boomers that will enter the prime renter ago of 18 to 34 this decade, according to Kern.

David BarnesPrincipal & OwnerBizWitz LLC

Can Best Buy Sustain a Service Premium?

February 10, 2011

Analysis of:Best Buy May Switch to Wal-Mart-Style Everyday Prices | www.bloomberg.com

There is a fundamental conflict between high service levels and everyday low prices. Retailers must choose between slower inventory turns that enable price arbitrage and faster turns that enable everyday low pricing in a low overhead system. It is not clear how Best Buy would retain its identity or its staff in an everyday low-price regime. 

Cliff BellChief Information OfficerINFOGAIN CORPORATION

Verizon iPhone selling out means surge of Smartphones for IT

February 5, 2011

Analysis of:Apple: Verizon Sells Out iPhone Pre-Orders In 17 Hours | blogs.forbes.com

Is 2011 the year that applications in IT are re-written with the assumption that mobile devices are the main access to our critical systems? WHere does IT get these type of skills? Does the Verizon lauch of the iPhone create a tipping point?

David BarnesPrincipal & OwnerBizWitz LLC

Why IMS Research Got It Right

February 4, 2011

Analysis of:Plasma TV Panel Shipments Hit Record High in Q4’10 | www.displaysearch.com

Ross Young of IMS Research anticipated Samsung's promotion of 720p PDP TV sets in 2010. That is why he was more bullish on total flat panel shipments than DisplaySearch was at SID last year.

Thomas CoughlinPresidentCoughlin Associates

ASTC plans brave new work on HDD research collaboration

February 3, 2011

A consortium of hard disk drive companies in combination with equipment and component suppliers has formed the Advanced Storage Technology Consortium. In the kick-off meeting the group, sponsored by IDEMA announced its plans for creating a new spirit of pro-competitive technology analysis. This collaborative work is expected to reduce the overall risk of new technology introductions such as energy assisted magnetic recording and bit pattern magnetic recording

Thomas CoughlinPresidentCoughlin Associates

Digital Storage@Home

January 31, 2011

There may been a flurry of new consumer storage devices that appeared before, during and after the 2011 CES. At or shortly after the 2011 CES there were devices for private storage clouds announced by several companies, offering remote access of content stored at home. Media server devices either directly connected or connected through a network to a TV have achieve new levels of functionality and ease of use.

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