GLG News by Semiconductor Experts (North America)

Thomas Coughlin, President

Thomas CoughlinPresidentCoughlin Associates 
          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Tape company consolidation points to more focused storage market

January 25, 2011

Imation Announces Strategic Alliance With TDK Corporation for Joint Development and Manufacturing of Magnetic Tape | www.hughsnews.ca

Imation signed a deal with TDK corporation to consolidate tape coating operations in TDK’s Yamanashi manufacturing facility. Imation is closing down its Oklahoma tape manufacturing facility in April 2011. Imation and TDK signed a strategic agreement to develop and manufacture magnetic tape technologies. The agreement between Imation and TDK points to consolidation in the magnetic tape industry. What are the continued opportunities for magnetic tape?

Thomas Coughlin, President

Thomas CoughlinPresidentCoughlin Associates 
          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Seagate opens GoFlex to allow universal storage module standard

January 24, 2011

Seagate introduced its GoFlex interface standard last year. The GoFlex standard effectively extends the HDD SATA interface to external connection cables. AT the 2011 Storage Visions Conference (a partner to the 2011 CES) the SATA-IO standards organization announce a version of the the GoFlex interface as an open standard for removable consumer devices (Universal Storage Module--USM). At the 2011 CES show Seagate highlighted third-party companies introductions for GoFlex/USM on CE products.

Cliff Bell, Chief Information Officer

Cliff BellChief Information OfficerINFOGAIN CORPORATION 
          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Social networking arrives at the Enterprise

January 22, 2011

Social networking is coming to the network. It is coming from Microsoft with the release of Sharepoint 2010 and it is coming from newer companies like JiveSoftware. I had the chance to meet with both companies when they presented to a CIO group I belong to.

Cliff Bell, Chief Information Officer

Cliff BellChief Information OfficerINFOGAIN CORPORATION 
          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

The New CRM will drive revenue

January 15, 2011

As the economy improves, companies with better CRM systems will be positioned well to attract new customers and manage existing customers. This could lead to increased revenues for companies with CRM systems over their competitors. In addition, there is a lot of new technology investment happening in this area so there should also be a surge in IT jobs in this area.

Cliff Bell, Chief Information Officer

Cliff BellChief Information OfficerINFOGAIN CORPORATION 
          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Digital Home entertainment will lead to simplified Converged IT solutions

January 9, 2011

Cisco unveils Internet TV and more at CES | www.networkworld.com

Cisco has joined the group of large companies offering a home networking solution for digital media. It has become a very competitive environment with Apple, Microsoft, Google, and now Cisco entering the market.

Cliff Bell, Chief Information Officer

Cliff BellChief Information OfficerINFOGAIN CORPORATION 
          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Five IT New Years Resolutions

January 6, 2011

It is that time of year to look into the future and plan for a new and improved IT services. These are less resolutions than they are areas that I believe will be important in 2011. Below are my top five resolutions that I will use to grow my IT capabilities.1. Career development 2. Business Focus 3. Smartphones4. Virtualization and Cloud5. Upgrades

Thomas Coughlin, President

Thomas CoughlinPresidentCoughlin Associates 
          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Will tablets destroy the market for PCs and computer HDDs?

December 22, 2010

Outlook for PCs Strong, Despite Pressure From Tablets | it.tmcnet.com

Tablet computers are eating into some laptop sales. Estimates are that 19.1 million potential laptop sales will go to tablets in 2011, rising to 26 million by 2012. Corporate computers are less likely that consumer laptops to fall to tablets at least for the near term. It appears that the average price of laptops is rising, indicating that it is the lower end of the laptop market that will suffer the most from tablets. However, overall flash and HDD storage capacity will rise.

Thomas Coughlin, President

Thomas CoughlinPresidentCoughlin Associates 
          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Mixed future for optical storage

December 21, 2010

Analysts Predict the Future of Optical Discs | www.storagenewsletter.com

Blu-ray optical disc shipments are expected to reach 400 million in 2010 and 2 billion by 2014. DVD optical disc sales are shrinking, impacted by on-line content distribution. Higher definition content keeps higher capacity physical distribution alive. The future of optical media may depend upon continued growth of content resolution since downloads of large files still too slow. Stereoscopic and Ultra-HD content later in the decade may prolong the life of physical content distribution

Thomas Coughlin, President

Thomas CoughlinPresidentCoughlin Associates 
          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

More indications of higher hard disk drive storage capacity in 2011

December 21, 2010

Hitachi’s New Hard Drive Paves the Way for 4 TB and 5 TB HDDs | www.xbitlabs.com

Hitachi GST introduced its Travelstar Z5K500 2.5-single disk HDD, offering up to 500 GB storage capacity. These drives are reported to have storage capacity areal densities of 636 Gbpsi. If applied to 2-3 disk 2.5-inch HDDs, up to 1.5 TB will be possible. If this areal density is used in 3.5-inch HDDs they could support about 1 TB per disk or up to 5 TB with 5-disks. This is further indication that 4 and even 5 TB HDDs will appear on the market in 2011

Thomas Coughlin, President

Thomas CoughlinPresidentCoughlin Associates 
          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Enterprise 2.5-inch HDDs Exceed 1 Terabyte

December 21, 2010

Seagate Delivers First One Terabyte 2.5-inch Enterprise HDD | www.seagate.com

Seagate Technology introduced a 1 TB 2.5-inch disk drive for enterprise applications. This drive is available in both 6 Gbps SATA and SAS interfaces. 2.5-inch enterprise HDDs are becoming the most popular form factor. Smaller enterprise drives allow higher volumetric storage density for enterprise OEMs.

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