GLG News by Semiconductor Experts (North America)

Cliff BellChief Information OfficerINFOGAIN CORPORATION

Collateral damage in the cloud

December 12, 2010

Today we expect that a power outage from our utility company is a possibility. The future of cloud computing may be that we will have application brownouts and blackouts. Wikileaks has shown us that some companies became collateral damage by being associated with Wikileaks. As IT professionals, we need to be aware of these risks and manage them accordingly.

Neil KellySemiconductor Test ConsultantNeil Kelly

Advantest Can Save Verigy From Themselves

December 7, 2010

Advantest makes a good strategic fit for Verigy, combining their strength in memory test with Verigy's competent SOC product line.  Conversely, Verigy's purchase of LTX-Credence will produce a mess of overlapping products that will be difficult to rationalize.

Thomas CoughlinPresidentCoughlin Associates

New Generation of High Capacity 3.5-inch Disk Drives

November 29, 2010

Seagate Technology and Western Digital introduced external HDDs with 3 TB storage capacity earlier this year. These 3 TB external HDDs had 5 disks and so were thicker than HDDs for desktop computers. 4-disk 3 TB drives have been introduced by WD that would fit into a desktop form factor. By 2011 we may see 4 Tb or larger external HDDs and 4-disk 3 TB drives from all the major 3.5-inch drive manufacturers.

Thomas CoughlinPresidentCoughlin Associates

On-line Video Could Swell the Need for Storage in the Cloud

November 28, 2010

US On-demand revenues projected to reach $10 B by 21014. NetFlix is offering lower cost streaming on-demand service. Electronic download will impact video disc sales and rentals. Cloud content access will drive demand for enterprise storage systems that support large content libraries and high quality content access.

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.

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.

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