GLG News by Semiconductor & Component Experts

Cliff BellChief Information OfficerINFOGAIN CORPORATION

Microsoft needs new features on Windows 7 mobile to differentiate it

September 25, 2010

Analysis of:Microsoft's Windows Phone 7 Will Not Support Tethering | www.eweek.com

The announcement that Microsoft will not be supporting tethering in its next release puts it behind both Apple and Google in feature capability. This is a significant setback for Microsoft. Microsoft needs to lead the industry in features to make any headway against the market leaders Apple and Google.

Thomas CoughlinPresidentCoughlin Associates

HDD companies opt for more disks rather than higher areal densities

September 25, 2010

Analysis of: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.

Lin SunConsultantSelf Employed

ZTE’s Goal for 2010

September 20, 2010

A smaller player than rival Huawei Technologies, ZTE is making steady progress on its own terms. The telecom equipment maker recently revealed its goal for 2010: sales to reach $15 billion (RMB105 billion), which looks like a tough call on the basis of midyear performance and increasing challenge at home and abroad. Only time will tell if the goal is deliverable, but the company seems confident under the new president.

Thomas CoughlinPresidentCoughlin Associates

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 CoughlinPresidentCoughlin Associates

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

Neil KellySemiconductor Test ConsultantNeil Kelly

The ATE companies are all headquartered in Lake Wobegon

September 19, 2010

Every semiconductor test equipment company is going to gain market share this year.  Many CEOs of these companies believe in a mythical "historical buy rate" for semiconductor test equipment.

Thomas CoughlinPresidentCoughlin Associates

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

September 12, 2010

Analysis of: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

Cliff BellChief Information OfficerINFOGAIN CORPORATION

When will the IT cloud be as good as Amazon?

September 11, 2010

Analysis of:Microsoft issues service credits after cloud outage | www.networkworld.com

Amazon loses money if there site is down.  So does eBay.  But it is not clear that Microsoft and Google lose significant money if their cloud is down.  How could IT applications running in the cloud be less crucial than the large e-commerce sites?

Cliff BellChief Information OfficerINFOGAIN CORPORATION

Apple TV becomes another consumer gadget for Apple

September 4, 2010

Analysis of:New Apple TV is iPod Touch in sheep's clothing | www.computerworld.com

Apple is rapidly becoming what Microsoft wanted to become. They are becoming the center of an individual person's entertainment center. In the 80's, Apple talked about "one person, one computer". Their new tag line should be "One device, one kind of entertainment".

Cliff BellChief Information OfficerINFOGAIN CORPORATION

Open office under the guidance of Oracle

August 25, 2010

Analysis of:Don't Count on Oracle to Keep OpenOffice.org Alive | www.pcworld.com

1. Will Open office be closed down?2. Will Oracle Challenge Microsoft Office with Star Office?

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