GLG News by Semiconductor Experts (North America)

Ken KalinoskiPresident and General Partner100 Hill Rock LLC

What do the cloud, collaboration and virtualization have in common?

January 27, 2012

With so much talk and buzz about cloud (computing, storage, application sharing) and Virtualization (server & desktop), it can seem as if though these two IT consolidation trends are trumping the Collaboration movement.  Service Providers across the map have readied themselves for cloud computing by partnering with infrastructure and networking providers.  Carrier clouds are all the rage: If you’re not selling cloud your customers are likely looking at alternatives.  Virtualization services have dramatically increased since the days of pervasive computing, the reawakening VMware anything (server appliances and server blades) and screen scraping data movers and mungers (aka Citrix).

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.

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.

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.

Ken KalinoskiPresident and General Partner100 Hill Rock LLC

RPX Corporation - Fast Track IPO for NPE Insurance Policy Writer Circa 1999?

May 4, 2011

Analysis of:IPO Pick of the Week: RPX Corporation | seekingalpha.com

RPX Corporation is the self proclaimed NPE Fighter that 'reduces patent litigation costs'. This fledgling company, with little more than 2 years of full operating income, is poised to IPO as fast as many 'internet boom and bust' startups. Will RPX be different? Is RPX's business model sustainable? Can RPX Corp turn patent licensing, a traditionally 'lumpy' revenue model, into a smooth predictable quarter on quarter performance? How big is the market?

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