GLG News by Hard Disk Drive Experts

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.

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

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