GLG News by Semiconductor Experts (North America)

Hong Jiang, President and Chief Executive Officer

Hong JiangPresident and Chief Executive OfficerHJ Solutions, LLC 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.

Soho Q2 Earnings Forecast

July 22, 2010

Due to the World Fair, FIFA World Cup events in Q2, Wall Street may be expecting a fantastic quarter for Soho due to increased online advertisement revenue. However, from our measurement data, the impact from the FIFA event on Sohu's online advertisement revenue is far short of our expectations. FIFA's impact on the month of June applies to Sina and other online advertisement firms as well.

Hong Jiang, President and Chief Executive Officer

Hong JiangPresident and Chief Executive OfficerHJ Solutions, LLC 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.

Ramifications of Harbinger's $7B LTE pact with Nokia Siemens

July 22, 2010

Harbinger forges $7B LTE pact with Nokia Siemens | www.fiercewireless.com

A nationwide, wholesale, terrestrial-satellite, mobile broadband network – one that uses a globally endorsed LTE (Long Term Evolution) technology. A vision - imbued with an inherent openness and possibilities - unencumbered by walled-gardens and the status quo. The twin motivating factors of high-speed, and high-capacity, coupled with mobility are significant pillars in the inexorable demand for connectivity to multimedia services, in the information age.

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.

Data Security in Flash Devices

July 21, 2010

USB drives, SSDs and other flash-based storage devices are used for storing personal and other sensitive data. Eliminating data on flash devices is required to help protect sensitive data. Traditional secure erase on flash creates endurance issues, crypto-erase is preferred. By the use of enhanced secure erase (or crypto-erase) SSDs should be able to be qualified as FIPS 140 complaint, making them available for many military and government applications.

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.

High Performance Enterprise HDD Market Moves to SAS Interface

July 19, 2010

6 Gbps SAS drives signal end of line for Fibre Channel disk drives | searchstorage.techtarget.com

The Fibre Channel (FC) standards committee plans continual development of the interface from 8 Gbps (current) to 16 Gbps with a roadmap to 32 Gbps. The HDD companies have no plans for going beyond 4 Gbps Fibre Channel hard disk drives. SAS hard disk drives can now support 6 Gbps and have plans to migrate to 12 Gbps. High performance enterprise HDDs are in the process of transitioning from some FC to all SAS interfaces. Projections are that FC HDDs will stop shipping by 2013 or 2014

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.

2.5-inch HDD Storage Capacities Increase this Year

July 18, 2010

1.5TB 2.5-inch Drives by the End of the Year | www.theregister.co.uk

ProStor, a HDD OEM, has removable RDX disk drive products using 2.5-inch disk drives. The company has indicated that it will have a 1.5 TB RDX product ready by the end of 2010. This means at least one HDD company will need to be shipping 1.5 TB 2.5-inch HDDs for at least OEM qualification by the end of 2010. It is not clear whether a 1.5 TB 2.5-inch HDD will have 2 or 3 disks and thus what areal density will be used.

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.

iPhone reception loss will become a minor issue

July 18, 2010

Apple will learn from its error. The press coverage will lead to improvements in products as IT will benefit.

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.

Fingerprint sensors on laptops bring "single sign-on" into the users control

July 10, 2010

There is a new wave of fingerprint scanners coming to the market. But this time they are being brought with software to leverage the capability. There is even now a solution by HP for the corporate environment. This emerging trend is worth watching for CIO's and business users.

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.

Call center heading to the cloud?

July 3, 2010

1. Call center usage is rarely constant which provides an advantage to being the cloud.2. Call center volumes can spike which leads to the strength of cloud computing

Mark FendleyContinuous Improvement ManagerBMW MANUFACTURING CO., LLC 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.

For Faurecia, Other Suppliers, and OEM's, Emerging Markets are the Surest Bets

July 1, 2010

Faurecia Gets Stronger in China, Buys Stake in Key Partsmaker | europe.autonews.com

Automotive Suppliers and OEM's are expanding in market operations through added capacity and acquisitions in Mexico, China, India, and Russia. This is not only a strategy to be in emerging markets to be positioned for vehicle sale growth in those markets but also to create an export foundation and currency hedge for the long term.

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.

Solid State drives brings new life to older Laptops

June 28, 2010

1. Solid state drives can make older computers run faster2. Extending the life of laptops reduces the over cost of supplying computers in the enterprise.3. Management focus can be put to more strategic uses.

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