GLG News by Semiconductor & Component Experts

Thomas CoughlinPresidentCoughlin Associates

is the opportunity for magnetic tape in the 21st century?

November 27, 2010

Analysis of:WW Market of Tape Cartridges Down 10% Quarterly | www.storagenewsletter.com

A combination of technology switches in half-inch magnetic tape and increasing use of hard disk drive arrays for long term storage of data caused a decline in tape shipments in the second half of 2010. The latest generation of LTO tape, LTO-5 increased in tape shipments while earlier generation products experienced lower shipments. AIT, DDS/DAT, DLT and QIC tape cartridges experienced overall declining sales in Q2 2010. Magnetic tape now plays a role as a low cost third tier and archive data storage technology. There are markets, such as media and entertainment, where the need for tape could undergo significant growth over the next few years.

Thomas CoughlinPresidentCoughlin Associates

Going Public and Going Private in the HDD Industry

November 27, 2010

Hitachi GST is working on completing an IPO, perhaps by the end of the year. Seagate is working with a set of investors to take the company private. 2010 has been an up and down year for HDD company stocks and shipments due to economic uncertainty. These moves in the HDD industry are driven by a number of factors.

Neil KellySemiconductor Test ConsultantNeil Kelly

Can We Make a Product Strategy Out of This Mess?

November 19, 2010

Verigy's purchase of LTX-Credence consolidates the third and fourth players in the semiconductor test industry.  All of the failed semiconductor test products are now under one roof - does management have what it takes to turn a garbled collection of overlapping, incompatible offerings into a product strategy with a viable roadmap?

Steven HarnsbergerPrincipalFreestyle Digital Media

$30 Premium VOD is the Biggest Loser

November 17, 2010

Analysis of:Let's adapt to changing dynamics - Hollywood's answer: $30 Premium VOD | www.appmarket.tv

Studios are getting squeezed by torrid growth of kiosks and NetFlix, so they are trying a new $30 premium VOD windows.Its simply a bad idea and threatens to undermine the theater owners while alienating consumers.   The recession has driven consumers to find lower cost entertainment options, this one won't work.

Lin SunConsultantSelf Employed

Worry Signs of China Mobile

November 8, 2010

As 2010 is winding down, I have mixed feelings about China’s telecom industry, and some of the ill signs will likely spread to the next year. Growth will remain relatively robust given the country’s population base and the momentum propelled by a number of factors such as improved handset supply and falling price, smartphones, and further cut in service charge.

Cliff BellChief Information OfficerINFOGAIN CORPORATION

Virus attacks moving to cell phones?

November 7, 2010

Analysis of:Social Web Email CloseDigg Slashdot Fark Stumble Reddit | www.networkworld.com

there are millions of cell phones. Most cell phones have critical contact information. The new cell smart phones may contain much private information such as website passwords, other contacts, and potentially credit card information as phones begin to be used as purchase devices.

Cliff BellChief Information OfficerINFOGAIN CORPORATION

Desktop Virtualization is coming sooner than we realize

October 31, 2010

More and more devices are in the hands of users. And keeping data Sync'd is getting more and more complex. Desktop virtualization could be a solution to keep us all organized.

Peter Shih-Hsin YingPresident Knight Investment Consulting

TSMC Should Separate LED R&D And Brand Name When Not To Provide Foundry Service

October 28, 2010

Analysis of:TSMC Invests In LED Manufacturing Line | www.ledsmagazine.com

1. It surprised everyone when TSMC spokesman saying that TSMC will develop and sell LEDs under ''TSMC brand'' and will not provide foundry services for LED makers. 2. Consequence of this approach could trigger patent war of LED process and product design, against TSMC as an IDM. 3. The flame of patent war could spread across to Non- LED related processing and products. 4. TSMC should separate the LED R&D and brand name when they are not prepare to provide foundry service.   

Cliff BellChief Information OfficerINFOGAIN CORPORATION

What can IT learn from cloud vendors

October 10, 2010

1. Cloud vendors sell direct to the business.2. IT needs to learn how to pro-actively lead the business so they are involved in business decisions3. IT staffs need to become advisors

Lin SunConsultantSelf Employed

Smartphone Heat Up

October 10, 2010

After scuffles in netbooks, handset OSs and mobile apps, search for 3G success has turned to smartphone, which some believe could make significant impact in China because a good handset can spur usage, thus more app sales, higher data traffic and ARPU for operators; low-cost models will also entice more wavering customers. Overall, a smartphone can do a lot for its user, no matter what level he is at, a growth engine operators are looking for.

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