GLG News by Semiconductor Experts (North America)

Cliff BellChief Information OfficerINFOGAIN CORPORATION

Ma Bell to AT&T, "the consumer rules the new economy".

April 30, 2011

Analysis of:Ma Bell Stifled Innovation, AT&T May Do the Same | uk.ibtimes.com

When Ma Bell ruled the phone lines, most products were developed for businesses first and only later small versions were done for consumers. Today, it is the opposite. Products are built for consumers first and only later developed for businesses. This change is so significant that it will be difficult for even AT&T to stifle creativity.

Thomas CoughlinPresidentCoughlin Associates

HDD Suppliers Now Down to Three

April 20, 2011

Seagate and Samsung announced that Seagate would acquire Samsung’s HDD business for $1.38 B. In addition to the HDD business Seagate ensures supply of flash memory for its hybrid HDDs and enterprise storage business. Samsung gets 10% ownership of Seagate and a seat on the board. Samsung also gets HDDs from Seagate to meet its product needs.

Cliff BellChief Information OfficerINFOGAIN CORPORATION

Amazon makes the money on the reader software - Not hardware

April 19, 2011

Analysis of:The Kindle is an iPad Accessory, And That's Why It's Still Going to Be Huge | www.businessinsider.com

People own Kindles and iPads. The great thing is that you can read kindle books on your ipad with the kindle reader. Amazon has been smart to focus on the content and the software that runs on the kindle. If they make it run on all the tablet platforms, then it could be a solution like Microsoft office is to productivity tools.

Cliff BellChief Information OfficerINFOGAIN CORPORATION

My intellectual property creation is not manageable

April 18, 2011

With all of the recent new applications being developed for the tablet (iPad is my case), the ability to track company Intellectual property is getting more difficult and protecting these assets is nearly impossible. Yet IT is challenged with maintaining corporate assets with regards to digital information.

Cliff BellChief Information OfficerINFOGAIN CORPORATION

Social Media - A Terabyte of Knowledge or Noise each day

April 10, 2011

The amount of data that can be gathered by companies on Facebook, twitter, and the many other sources of social media can add up to a terabyte of data a day (and increasing) for companies with even a meager amount of brand recognition. We finally have a source of new information that is like drinking from a fire hose – literally. There is so much information becoming available that all companies are racing to understand and manage this new source of market feedback.

Thomas CoughlinPresidentCoughlin Associates

Japanese HDD Companies Experience Component Supply Problems Due to Earthquakes

April 8, 2011

Hitachi GST and Toshiba have indicated that due to electrical part shortages they will be constrained on their ability to ship HDDs. Hitachi has reported that this impacts all their desktop supply lines and it may impact their notebook drives as well. Toshiba is also experiencing critical HDD IC shortages that will limit their ability to build HDDs in the short term. Continuing earthquakes and power issues could make the supply of these components questionable for some time.

Donald RheaultFounderOurSalesRep

Great chance for some semicondutor companies to gain market share.

April 1, 2011

Because of the earthquake and Tsunami in Japan there are spot shortages developing in the semiconductor supply chain. For the last several years large OEMs have made it very difficult to qualify a new vendor because there was no real part shortage' and many of these companies laid off their component engineers who did these qualifications, leaving only a few for end of quarter emergencies.

Peter Shih-Hsin YingPresident Knight Investment Consulting

A Real Case Study -- T Mobil Deal

March 25, 2011

Analysis of:T-Mobile Deal Faces Antitrust Barriers . | online.wsj.com

My wife used T Mobil since 2002 and the contract ending in May 2011. Her pink Razor keeps running out of battery and facing upgrade options with higher prices. She could remain in low cost deal and replace a battery. Concessions for AT&T's T- Mobile Deal are inevitable, i.e., to offer a low broadband price with option of extend to wider broadband for her to upgrade. Also, not to restrict access to content to 3rd party online video distributors. Both may be imposed by FCC or DOJ. 

Peter Shih-Hsin YingPresident Knight Investment Consulting

Company Needs to Do More Donation Not Marketing

March 24, 2011

Analysis of:Cause-Tied Marketing Requires Care | online.wsj.com

Gaining intangible benefit from cause- Tied Marketing is not new but the bottom line is public approval of its image as a moral player in society. US companies donate less than 5% of overall donation each year. All companies need to do more donation not the cause- tied marketing. 

Peter Shih-Hsin YingPresident Knight Investment Consulting

Impact of Japan Nuclear Disaster Will Not Be Short Time Only

March 22, 2011

Analysis of:Japan's Electronic Component Turbulence Temporary | itchannelsales.wordpress.com

Japan's Fukushima Daiichi nuclear power plant, seriously damaged by the 11 March earthquake. Smoke and steam have never stop seen above nuclear reactors. The dangerous is that no one know what will happen next.  Facilities located north of Tokyo are all at risk currently. The unbalance of the semiconductor supply chain, in short time, may be made up by China or Korean suppliers. However, the inflation is inevitable. The impact of the inflation will not be short time only. 

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