GLG News by Personal Video Recorder Experts

P.J. LouisPresident and OwnerPJ Louis LLC

The Need to Reexamine Semiconductor Chip Manufacturing

April 10, 2011

Analysis of:Is Japan Still a Stable Location for High-Tech Manufacturing? | www.ebnonline.com

As I had noted in my own website back in March 2011, the Japanese earthquake could have long-term impacts on the manufacturing of semiconductor chips in Japan and basically the entire electronics industry. Well, it appears it has all come true.

Thomas CoughlinPresidentCoughlin Associates

Japanese HDD Companies Experience Component Supply Problems Due to Earthquakes

April 8, 2011

Hitachi GST and Toshiba have indicated that due to electrical part shortages they will be constrained on their ability to ship HDDs. Hitachi has reported that this impacts all their desktop supply lines and it may impact their notebook drives as well. Toshiba is also experiencing critical HDD IC shortages that will limit their ability to build HDDs in the short term. Continuing earthquakes and power issues could make the supply of these components questionable for some time.

P.J. LouisPresident and OwnerPJ Louis LLC

Sprint Lobbying Efforts – Outspent by AT&T

March 30, 2011

Analysis of:AT&T Outguns Sprint in Lobbying | online.wsj.com

Well you live and learn. The problem with regulatory budgets is that they are massive and unless you have a specific set of short term and long term objectives in mind, then it is important not to spend the money just for the sake of it. In short, Sprint did not need to spend that kind of money on lobbying in the last few years.

P.J. LouisPresident and OwnerPJ Louis LLC

RIM – In Deep Trouble – No Surprise

March 27, 2011

Analysis of:RIM Stirs Investor Doubts | online.wsj.com

About a year ago, I commented in Wireless Week that RIM was facing an uphill battle and would lose market share. Now the company is in trouble and it may be too late.

P.J. LouisPresident and OwnerPJ Louis LLC

AT&T Merging with T-Mobile – Sprints ahead of Verizon and Sprint

March 20, 2011

Analysis of:AT&T to Buy T-Mobile USA | online.wsj.com

Well, all I can say is YIKES. That is what I get for listening to stock analysts. Congratulations to AT&T.

Thomas CoughlinPresidentCoughlin Associates

Seagate Refreshes Enterprise Storage, Including First Enterprise Product

March 19, 2011

Seagate introduced a variety of new enterprise level storage products. These products included traditional enterprise products including a 2.5 inch 10 k RPM drive with 900 GB. The company also announced its first enterprise solid state drives, Pulsar.2 and Pulsar XT.2. These SSD products are at least partially the result of the partnership between Samsung and Seagate announced last year.

Thomas CoughlinPresidentCoughlin Associates

HDDs and Flash Memory, Better Together

March 17, 2011

Solid state drives are in less than 1% of computers after years of marketing saying they would replace HDDs. Flash memory has faster performance than HDDs, particularly for reading but it is considerably more expensive. Combining flash memory and HDDs together can give performance approaching solid state drives while offering prices comparable to hard disk drives. Hybrid and paired storage putting flash memory and HDDs together could put flash memory in most computers.

Thomas CoughlinPresidentCoughlin Associates

Obsolescence in Action?

March 17, 2011

In late February 2011 Intel and Apple announced that the latest MacBook Pro computers will include a Thunderbolt port. Thunderbolt had been announced previously by Intel as Light Peak and offered initial data rates as high as 10 Gbps. The first Thunderbolt products will use copper cables although Light Peak was to use fiber optics to achieve up to 100 Gbps data rates. Thunderbolt is much faster than USB (currently up to 5 Gbps) and may displace this long standing peripheral interface.

P.J. LouisPresident and OwnerPJ Louis LLC

Dan Hesse and Sprint – Setting The Bar – Defines “Unlimited”

March 13, 2011

Analysis of:Sprint CEO Dan Hesse defines “unlimited” in new TV ad | www.sys-con.com

What can I say? Dan Hesse is the face of Sprint and has plenty of guts. Hesse and Sprint have just set the bar for “unlimited” data plans. Now that is what I call gutsy.

P.J. LouisPresident and OwnerPJ Louis LLC

Sprint/T-Mobile Merger – Why It Is A Good Idea and a Few Thoughts

March 10, 2011

Analysis of:Sprint In Talks To Take Over T-Mobile | www.businessinsider.com

Last year and the year before that I voiced opposition to a merger between T-Mobile and Sprint. Sprint is a CDMA carrier and T-Mobile is a GSM carrier. In short, I was fearful that we would be seeing another Nextel situation. However, as in every turnaround situation, timing is everything.

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