GLG News by GLG Leaders in the Technology Council

Richard StiennonChief Research AnalystIT-HARVEST, LLC

Dell to acquire Secureworks

January 4, 2011

Analysis of:Dell to acquire Secureworks | content.dell.com

Dell announced today that they are acquiring the Atlanta based Secureworks, a managed security services provider(MSSP).   This is an enterprise play and does not enhance Dell's offering to their small business base.

Jack KernManaging DirectorKern Investment Research

RealPage, Inc. (Nasdaq RP) Poised for Growth or Running on Empty?

December 30, 2010

Recent IPO (RP) RealPage is looking for growth that may not materialize. The multifamily real estate sector has seen, in the past 10 years, an amazing transformation; from an industry that had a broad range of owners and a tremendous amount of transaction activity to one with great consolidation in property operations and fewer majors than in the past 5 years, including a number of very prominent REITs that have gone private.

Thomas CoughlinPresidentCoughlin Associates

Will tablets destroy the market for PCs and computer HDDs?

December 22, 2010

Analysis of:Outlook for PCs Strong, Despite Pressure From Tablets | it.tmcnet.com

Tablet computers are eating into some laptop sales. Estimates are that 19.1 million potential laptop sales will go to tablets in 2011, rising to 26 million by 2012. Corporate computers are less likely that consumer laptops to fall to tablets at least for the near term. It appears that the average price of laptops is rising, indicating that it is the lower end of the laptop market that will suffer the most from tablets. However, overall flash and HDD storage capacity will rise.

Thomas CoughlinPresidentCoughlin Associates

Mixed future for optical storage

December 21, 2010

Analysis of:Analysts Predict the Future of Optical Discs | www.storagenewsletter.com

Blu-ray optical disc shipments are expected to reach 400 million in 2010 and 2 billion by 2014. DVD optical disc sales are shrinking, impacted by on-line content distribution. Higher definition content keeps higher capacity physical distribution alive. The future of optical media may depend upon continued growth of content resolution since downloads of large files still too slow. Stereoscopic and Ultra-HD content later in the decade may prolong the life of physical content distribution

Thomas CoughlinPresidentCoughlin Associates

More indications of higher hard disk drive storage capacity in 2011

December 21, 2010

Analysis of:Hitachi’s New Hard Drive Paves the Way for 4 TB and 5 TB HDDs | www.xbitlabs.com

Hitachi GST introduced its Travelstar Z5K500 2.5-single disk HDD, offering up to 500 GB storage capacity. These drives are reported to have storage capacity areal densities of 636 Gbpsi. If applied to 2-3 disk 2.5-inch HDDs, up to 1.5 TB will be possible. If this areal density is used in 3.5-inch HDDs they could support about 1 TB per disk or up to 5 TB with 5-disks. This is further indication that 4 and even 5 TB HDDs will appear on the market in 2011

Thomas CoughlinPresidentCoughlin Associates

Enterprise 2.5-inch HDDs Exceed 1 Terabyte

December 21, 2010

Analysis of:Seagate Delivers First One Terabyte 2.5-inch Enterprise HDD | www.seagate.com

Seagate Technology introduced a 1 TB 2.5-inch disk drive for enterprise applications. This drive is available in both 6 Gbps SATA and SAS interfaces. 2.5-inch enterprise HDDs are becoming the most popular form factor. Smaller enterprise drives allow higher volumetric storage density for enterprise OEMs.

David BarnesPrincipal & OwnerBizWitz LLC

LCD TV Prices Will Fall Some More

December 17, 2010

Analysis of:AU to Build $3 Billion LCD Factory in China | www.bloomberg.com

Taiwan approves technology transfer to China Korea has approved similar transfers already Best Buy results indicate demand remains elastic

Jin KimFounder and PresidentDisplayBlog

OLED Mobile Displays Consume More Power, Not Less, Than LCD

December 15, 2010

Analysis of:Huge growth seen in OLED use for phone displays | www.eetimes.com

For some odd reason many, including industry analysts, believe OLED mobile displays consume less power than LCDs. That is generally not correct, but by incorporating smart UI designs OLED can indeed be made to consume less power.

Cliff BellChief Information OfficerINFOGAIN CORPORATION

Collateral damage in the cloud

December 12, 2010

Today we expect that a power outage from our utility company is a possibility. The future of cloud computing may be that we will have application brownouts and blackouts. Wikileaks has shown us that some companies became collateral damage by being associated with Wikileaks. As IT professionals, we need to be aware of these risks and manage them accordingly.

Neil KellySemiconductor Test ConsultantNeil Kelly

Advantest Can Save Verigy From Themselves

December 7, 2010

Advantest makes a good strategic fit for Verigy, combining their strength in memory test with Verigy's competent SOC product line.  Conversely, Verigy's purchase of LTX-Credence will produce a mess of overlapping products that will be difficult to rationalize.

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