GLG News by Personal Video Recorder Experts

P.J. LouisPresident and OwnerPJ Louis LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Twitter Growing Up

October 5, 2010

Twitter Switches Chief Executive | online.wsj.com

I knew Twitter would do well. Everyone wants their 15 minutes in the spotlight.

P.J. LouisPresident and OwnerPJ Louis LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Sprint Resignations – Will Obviously Trigger an Event – But What Exactly?

October 3, 2010

Sprint Executives Quit Clearwire Board | online.wsj.com

It is obvious the resignation of Sprint officers from the Clearwire board will trigger an event but what exactly will be triggered?

P.J. LouisPresident and OwnerPJ Louis LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Verizon – Makes the Move

September 26, 2010

Verizon to Change Mobile-Data Plans | online.wsj.com

Okay, Verizon has announced it will move towards metered pricing. Good.

P.J. LouisPresident and OwnerPJ Louis LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Sprint’s Metered Pricing On The Table – Good Idea or Not

September 26, 2010

Hesse: Metered Pricing On the Table | www.wirelessweek.com

Dan Hesse is putting metered pricing on the table. In a word: Good.

Thomas Coughlin, President

Thomas CoughlinPresidentCoughlin Associates What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

HDD companies opt for more disks rather than higher areal densities

September 25, 2010

Seagate rolls out 1.5 TB external whopper | www.theregister.co.uk

Seagate Technology introduced a 1.5 TB 2.5-inch external disk drive with 4 disks per drive. Earlier in 2010 Seagate and other companies introduced 3 TB 3.5-inch HDDs with 4 disks. These products represent an increase in component count per drive rather than HDD areal density and could accelerate demand for heads and disks. HDD companies appear to be looking at ways to increase product storage capacity --putting off production ramps of higher capacity components until 2011.

Thomas Coughlin, President

Thomas CoughlinPresidentCoughlin Associates What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Will we see tablet computers with hard disk drives?

September 20, 2010

The current generation of the Apple iPad contains up to 64 GB of flash memory . Other tablet computer (slate) products are in design that also contain flash memory. Is 64 GB enough storage capacity, particularly for high definition movies that can be 3 GB in size or larger? A reasonable price for tablet computers makes it hard to include more than 64 GB of flash memory although 160 GB + of a small form factor HDD would cost much less. Could we see HDDs in new tablet computers?

Thomas Coughlin, President

Thomas CoughlinPresidentCoughlin Associates What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

New Intel processor chips will incorporate SAS controller

September 19, 2010

Intel introduced its new line of microprocessors for 2011 computer products at the 2010 IDF conference. Among the various components of its Sandy Bridge microprocessor line was one targeted for the enterprise server space code-named Romley. The Romley processor includes Intel’s Patsburg platform controller hub that supports serial attached SCSI (SAS). Motherboard controller support, including software RAID could pose a threat to independent SCSI controller suppliers

P.J. LouisPresident and OwnerPJ Louis LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Nokia – Two Down and Counting - Operational Restructuring Underway

September 15, 2010

Nokia's Mobile-Solutions Chief Quits | online.wsj.com

The term restructuring has become popular in mainstream media. Thanks to financial bailouts in the last two years, the term restructuring has entered the lexicon of the average person. Nokia appears to have launched its restructuring ahead of schedule.

Thomas Coughlin, President

Thomas CoughlinPresidentCoughlin Associates What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

we see a new Hard Disk Drive IPO or More Consolidation?

September 12, 2010

Hitachi Could Launch IPO for Hard-Drive Unit by Year End | blogs.barrons.com

Hitachi GST is a division of the bigger Hitachi company that focuses on making Hard Disk Drives and products using HDDs. HGST is the third largest HDD company after Western Digital and Seagate but its costs of manufacturing are believed to be higher than these other HDD companies. Recently there are reports that HGST is launching an IPO or seeking to be acquired

P.J. LouisPresident and OwnerPJ Louis LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Nokia’s CEO Steps Down in Favor of an Outsider - Restructuring Nokia

September 12, 2010

Nokia CEO to Step Down | online.wsj.com

Nokia is still the largest handset maker on Earth. However, the company has lost market share in a relatively short time to a large number of smaller competitors.

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