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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.

Tablet Wars, Samsung enters the Fray

September 6, 2010

Samsung Unveils Tablet to Compete With iPad | online.wsj.com

As I have said in the past, Apple has just revitalized a long dead device sector; the tablet PC. Wall Street should be thanking Apple for restarting a whole new consumer device segment.

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.

Google’s Master Plan Is a Mystery to Me

August 27, 2010

Google Adds Calls to Gmail, Challenges Skype | online.wsj.com

Nearly three years ago when Google announced its plans to partner with carriers like Verizon and develop an open operating platform (which eventually became Android) I was thrilled and I stated I had hoped for a coherent telecom strategy. I will be blunt this recent foray into telecom is just that another foray.

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.

Seagate and Samsung to collaborate on enterprise SSD controller development

August 25, 2010

Some Tech Behind the Seagate and Samsung SSD Controller Joint Development Agreement | enterprise.media.seagate.com

Seagate and Samsung announced that they will jointly develop and cross-license SSD controller technology for enterprise storage applications. Seagate is the highest volume manufacturer of enterprise HDDs while Samsung is the largest manufacturer of flash memory. The jointly developed controller is to be used in Seagate’s enterprise SSDs. Seagate joins Hitachi GST in seeking a partner in enterprise SSD development.

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.

3PAR in play as importance of storage in enterprise increases

August 25, 2010

H-P Trumps Dell With Big for 3PAR | www.ibtimes.com

3PAR has competing offers to be acquired by HP and Dell. 3PAR makes highly scalable storage platforms offering virtualization and management automation. The 3PAR bidding war is the latest activity in a recent round of storage company acquisitions . Large storage players appear to be strengthening their product offerings through selective acquisitions.

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.

SanDisk chip-sized SSD enables new computer Products

August 25, 2010

SanDisk Reveals World’s Smallest SSD, the ‘iSSD’ | www.tomshardware.com

SanDisk introduced a 64 GB Solid State Drive (SSD) called an iSSD. The iSSD is a small Ball Grid Array (BGA) chip that can be soldered into a motherboard and used for digital storage in a computer system. The iSSD supports the SATA interface allowing it to respond to the rich storage command set of the SATA specification. An embedded SSD with a very small form factor may help to create new categories of computer devices and consumer products

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 collaborate for new technology introductions

August 25, 2010

Hitachi GST, Seagate and Western Digital formed the Storage Technology Alliance (STA). The STA was formed to help the companies work together to develop technologies to go beyond 1.5 Tbpsi areal density by 2014 or 2015. The new alliance has similarities to SEMI collaborative technology development projects for semiconductor technology development. The STA is working to bring other HDD companies, Samsung and Toshiba, as well as equipment and component technology into the effort.

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.

Fairpoint’s CEO Asked to Resign

August 23, 2010

FairPoint CEO David Hauser Asked to Resign | www.billingworld.com

It is not unusual for secured creditors to request CEO’s or for that matter the entire management team to leave.

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.

Intel Acquires McAfee; Good or Bad?

August 19, 2010

Intel-McAfee Deal Bets on Building Security Into Hardware | online.wsj.com

Conceptually, the idea of building security into the chip is not new. However, the real question is: Does this particular deal make sense?

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.

Clearwire – Moving Ahead with LTE? Will Sprint Nextel Be Bailing out on WiMax?

August 7, 2010

Clearwire to Test Rival 4G Network | online.wsj.com

I am still a supporter of WiMax as a 4G technology. However, we may be seeing market forces at work here. Buying network equipment is partially about leverage and numbers.

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.

AT&T – Downplaying the IPhone Contract - An Opportunity for the Captivate?

August 6, 2010

AT&T Downplays iPhone Pact Risks | online.wsj.com

I don’t blame AT&T for downplaying the exclusive nature of the iPhone contract. Talking about it is a no-win situation.

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