GLG News by Semiconductor & Component Experts

Jim HandyDirectorObjective Analysis

Major Shift in PC Memory Could Harm DRAM Makers

July 19, 2011

Analysis of:Could NAND Flash Kill DRAM in PCs? | www.cio.com

DRAM will soon have to compete against NAND flash in the PC.  Benchmarks have shown that, dollar-for-dollar, NAND provides more performance than does DRAM.This is bad enough news for Micron, Samsung, and Hynix, all of whom make both DRAM and NAND flash, but it is positively deadly for DRAM makers who do not have a strong NAND flash position: Elpida, Powerchip, ProMOS, and Nanya.SSDs will continue to lose out to HDDs in the PC, since a NAND layer gives SSD speeds at a HDD prices & capacities.

Donald RheaultFounderOurSalesRep

Intel technology opens way into smart phones and tablets.

July 19, 2011

Analysis of:Press Release: Intel Vies to Stave Off ARM Challenge with Low-Power Technology | www.intel.com

By the end of 2011 Intel will be producing a Tri-Gate 3-D transistor technology in 22nm. This is directly aimed at ARM and Marvel's dominance of the mobile device market. Intel devices will offer half of the power of existing devices with the same capabilities thereby extending battery life. It will also blunt ARM's attempt to enter the notebook market with the help of Microsoft.

Lin SunConsultantSelf Employed

Has WCDMA Turned the Corner?

June 13, 2011

China Unicom's WCDMA subscribers rose 1.8 million in April, two months in a row. By the Chinese norm, 1.8 million a month is a small feat compared with 5.2 million a month for 2G and China Unicom still lags behind China Mobile by a large gap as the latter also saw a jump in its TD-SCDMA customers during March-April. In other words, the growth for WCDMA is not exceptional and could be just seasonal. On the whole, 3G in China is still a drag with a meager 7.5% of total cellphone population.

Cliff BellChief Information OfficerINFOGAIN CORPORATION

Microsoft on-demand exchange having stability problems

May 22, 2011

Analysis of:Exchange Online has downtime problems again | www.computerworld.com

Microsoft's move into the cloud is far behind other on-demand mail services such as Google and yahoo. Will these stability issues give Google's email and calendar programs for corporations a chance to take over?

Thomas CoughlinPresidentCoughlin Associates

Strong Storage Growth for the Professional Media and Entertainment Industry

May 16, 2011

A new report on digital storage for the professional media and entertainment industry projects strong growth driven by higher resolution stereoscopic content as well as new channels for content distribution and the increasing digitization of historical analog content. 5.6X storage capacity growth and 1.7X revenue growth are expected between 2011 and 2016.

Thomas CoughlinPresidentCoughlin Associates

Seagate Mobile Storage for the iPad and other Apple Mobile OS devices

May 16, 2011

Seagate Technology introduced its GoFlex Satellite Mobile Wireless Storage device offering 500 GB storage capacity through a WiFi connection. The battery powered external hard drive allows users to take up to 500 GB of content with them and access it from their iPad, iPhone or other wireless iOS device. The product release is planned for July 2011. Technology originally developed for DAVE several years ago finally finds a market where it fills a need.

Thomas CoughlinPresidentCoughlin Associates

SanDisk Acquires Pliant in Continuation of Record Storage Acquisition Season

May 16, 2011

Sandisk agreed to acquire Pliant Technology for about $327M. SanDisk is most known for its consumer products although the company has offered several SSD products over the last decade. Pliant is a startup company founded by HDD industry veterans and has made a name for itself in the enterprise SSD space. The acquisition continues the trend of storage company mergers that have changed the landscape of the industry in the last 3 months.

Ken KalinoskiPresident and General Partner100 Hill Rock LLC

Microsoft Purchases Skype and Why this Makes Perfect Business Sense

May 10, 2011

Analysis of:Microsoft to Buy Skype for $8.5 Billion in Catch-Up Bid | www.bloomberg.com

As a UC Collaboration expert, and one experienced in the field of video acquistions, the announcement of Microsoft's $8.5B all cash deal certainly looks RICH on the surface, but fills a HUGE product void for the company. This software giant recognizes the world is getting flatter and smaller because the planet is increasingly MORE CONNECTED. At the core of consumer and enterprise connections is Unified Communication and Collaboration which will allow the greatest number of human touch points.

Lin SunConsultantSelf Employed

A Glazed Smorgasbord

May 8, 2011

In this posting, I will diverge from my usual errand but instead take a shot at Chinese stocks traded in the US exchanges (most on NASDAQ). Since most of the readers are keen on Chinese stocks, you may know since May 2010, overseas IPO has become viral in China, more than 30 companies have made the plunge, most of them small and carry an eye-catching hat, such as “green energy” and social media. This unusual surge has caught my attention.

Cliff BellChief Information OfficerINFOGAIN CORPORATION

People do not pay for Radio, TV, or digital newspapers

May 7, 2011

Analysis of:8 in 10 Won’t Pay for Online Daily Newspaper | www.marketingcharts.com

There are plenty of business models where the content is given away. If digital newspapers attract enough readers, then they will also attract enough advertizers.

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