GLG News by Personal Video Recorder Experts

P.J. LouisPresident and OwnerPJ Louis LLC

Ciena-Nortel Deal – A Sign of the Times?

June 28, 2010

Analysis of:Optical, Ethernet and Beyond | www.tmcnet.com

Since 2000, China has been a massive presence in the financial and technology sectors. What is occurring is not a surprise. Every non-Chinese technology company is on the defensive.

P.J. LouisPresident and OwnerPJ Louis LLC

Nokia – Has to Kick Itself into High Gear or ELSE

June 26, 2010

Analysis of:Nokia gives Q2 profit warning | www.boston.com

For now, the sky is not falling on Nokia. Of course, if the news on July 22 is not to Wall Street’s liking all bets are off.

P.J. LouisPresident and OwnerPJ Louis LLC

Sprint – Making the Right Move for M2M?

June 23, 2010

Analysis of:Sprint Nextel plans to open M2M centre | www.totaltele.com

M2M has become such a muddled term that it has become of those terms everyone hears and is afraid to ask “M2M, what are you talking about?” Sprint’s take on M2M is as much about being Mobile-2-Mobile as it is being Machine-2-Machine.

Thomas CoughlinPresidentCoughlin Associates

Unit Volume Growth and Technology to Drive HDD Capital Equipment Spending

June 21, 2010

225% growth in HDD capital equipment spending between 2010 and 2015 is driven by unit demand increases, new technology introductions and updating facilities and processes. Annual unit shipments of over 1 B units per year likely by 2013. Introduction of heat assisted magnetic recording or patterned media will require new processes and capital equipment. Quite a bit of capital equipment for making HDD components is very old and a refresh of process equipment is expected over the next few years

Thomas CoughlinPresidentCoughlin Associates

Unit Volume Growth and Technology to Drive HDD Capital Equipment

June 20, 2010

225% growth in HDD capital equipment spending between 2010 and 2015 is driven by unit demand increases, new technology introductions and updating facilities and processes. Annual unit shipments of over 1 B units per year likely by 2013, effectively doubling shipments from 2009 level. Introduction of new technologies will require new processes and capital equipment. Also driving spending is a refresh of older process equipment over the next few years

Thomas CoughlinPresidentCoughlin Associates

Larger HDD Storage Capacities Coming

June 20, 2010

Analysis of:WW Record by Samsung: 320 GB on One Side of 3.5 Inch Platter | www.storagenewsletter.com

Samsung introduced a single surface 3.5-inch HDD with storage capacity of 320 GB. This implies about a 510 Gbpsi areal density, slightly less that about 530 Gbpsi being shipped on 2.5-inch HDDs. This would translate into a 2.5 TB 3.5-inch drive with four disks, eight surfaces. 3.5-inch HDDs with 3 to 4 TB storage capacity are expected later this year.

Thomas CoughlinPresidentCoughlin Associates

Seagate Introduces Improved Hybrid Drive

June 20, 2010

Analysis of:Seagate Momentus XT hybrid SSD boots into a new dimension | media.seagate.com

Seagate has introduced the Momentus XT Solid State Hybrid Drive offering a flash storage buffer to accelerate access to data from the HDD. Seagate and other HDD companies tried to introduce such hybrid HDDs back in 2007 but they failed to catch on due to issues with Microsoft Windows support. The Momentus XT does not depend upon Windows to support it, adaptive memory software detects frequently accessed data and moves it onto the faster flash memory, removing less frequently accessed content.

P.J. LouisPresident and OwnerPJ Louis LLC

Sprint’s HTC Evo 4G – Hit or Miss? Does it Even Matter?

June 16, 2010

Analysis of:Sprint's HTC EVO 4G: Is It Really That Good | www.lanewsmonitor.com

Sprint’s Evo has been breaking sales records; even if you count their little mistake. The real question is: Is the HTC Evo 4G smartphone a correct step in Sprint Nextel’s turnaround.

P.J. LouisPresident and OwnerPJ Louis LLC

Amdocs – Good News for Vonage but Better for Amdocs

June 13, 2010

Analysis of:Vonage taps Amdocs for back-office overhaul | blog.connectedplanetonline.com

I have not been following backoffice systems companies lately; I have been busy focusing on rural markets as of late. However, the news woke me up and reminded me to think about backoffice systems as well.

P.J. LouisPresident and OwnerPJ Louis LLC

Sprint Nextel’s 3G Network Problems? – Why Are We Still Talking About It?

June 7, 2010

Analysis of:SPRINT NEXTEL’S NETWORK FACES STEEP COMPETITION | www.bizjournals.com

I do not doubt that Sprint Nextel’s network needs upgrading. Sprint’s 3G network was a mess 3 years ago. With the restructuring that has been going on, is it any wonder the carrier still has issues in certain markets? The study basically is documenting what many people already believe. I get it but does it really matter? As for competition in the network business; NO KIDDING.

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