GLG News by Semiconductor Experts in GLG Member Programs (California)

James "Jim" Cantore, President & Chief Analyst

James "Jim" CantorePresident & Chief AnalystJLC Associates 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.

Intel Profits From Cost Cuts; Forecast Lags

May 1, 2007

Intel Profits From Cost Cuts; Forecast Lags | www.smartmoney.com

The PC Market has slowed down. Intel's weak Q2 sales revenue guidance confirms this.

Intel did a good job of cost cutting and making yield improvements, but not as good a job in booking business so far this year.

PC Bookings were pretty weak in Q1; this negatively impacted Intel.

Better bookings will occur in June if stronger than expected back-to- school PC builds materialize.

 

Bob Wheeler, Senior Analyst

Bob WheelerSenior AnalystTHE LINLEY GROUP INC 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.

No winner yet in backplane brawl

April 9, 2007

No winner yet in backplane brawl | www.eetimes.com

•    Backplane market too small to drive any long term trends
•    High volume platforms will drive backplane solutions
•    Ethernet and PCIe dominate with Niche positions for RIO and IB

James "Jim" Cantore, President & Chief Analyst

James "Jim" CantorePresident & Chief AnalystJLC Associates 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.

Intel, Samsung and other placing their bets on Phase Change Memory

April 2, 2007

Intel to sample phase change memory in 1H 2007 | www.eetimes.com

Intel, Samsung and other placing their bets on Phase Change Memory.

Customers may now try PCM in NOR Flash applications.

PCM is a potential replacement for NOR Flash memory.

Bob Wheeler, Senior Analyst

Bob WheelerSenior AnalystTHE LINLEY GROUP INC 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.

Who Will Pay for Home-Network Security?

February 15, 2007

Cisco's new security target: consumers | news.com.com

Security features in home networking hardware are not new.

Incremental revenue likely to come primarily from services rather than hardware.

This move could strengthen the competitive positions of Linksys routers and SA set tops.

Bob Wheeler, Senior Analyst

Bob WheelerSenior AnalystTHE LINLEY GROUP INC 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.

DSL Last Mile is Viable

February 15, 2007

AT&T Gets Fiber Envy | telephonyonline.com

AT&T is competing with cable MSOs, DBS and over-the-air stations, not Verizon.

These competitors all have their own bandwidth limitations.

VDSL2 provides headroom for FTTN network.

James "Jim" Cantore, President & Chief Analyst

James "Jim" CantorePresident & Chief AnalystJLC Associates 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.

Tough Times Never Last for the Memory Industry, but Tough Memory Suppliers Do

February 6, 2007

Flash memory makers heading for tough times | news.com.com

This is the time of year for worrisome sentiment.

Seasonality is often forgotten.

Potential for overcapacity does exist but the industry has ways to adapt.

Bob Wheeler, Senior Analyst

Bob WheelerSenior AnalystTHE LINLEY GROUP INC 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.

Korea is Leading the Way in Mobile WiMax

December 18, 2006

A Bad Week For WiMax | news.techdirt.com

Related to mobile WiMax, WiBro is real and being deployed in 2006.

Mobile WiMax interoperability testing has begun.

Bob Wheeler, Senior Analyst

Bob WheelerSenior AnalystTHE LINLEY GROUP INC 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.

LSI Could Sell Off Agere’s Networking Business

December 13, 2006

LSI To Buy Agere in $4B Stock deal | online.wsj.com

Agere’s networking business has little synergy with the rest of the two companies’ merged product lines.

Selling off the networking business would produce cash and a more focused company.

Jim Turley, Owner and Analyst

Jim TurleyOwner and AnalystSilicon Insider 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.

Voltage Problems Are Painful, Expensive

August 29, 2006

Rumor: AMD is having trouble with 65nm processor voltages | www.legitreviews.com

Who cares about the voltage that a PC processor chip uses? Almost everyone. Here's why.

• The voltage, while tiny, determines the wattage (the total power and heat) that the chip consumes.

• Increasing the voltage a tiny bit increases power consumption by a lot (square law). It also increases heat dissipation, a big deal for laptops and other space-constrained systems.

• Finally, this is a difficult problem to fix. It involves a time-consuming and expensive engineering redesign of the chip.

Jim Turley, Owner and Analyst

Jim TurleyOwner and AnalystSilicon Insider 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.

Bad News for Rambus, but Little Effect on IP Licensing

August 3, 2006

FTC Finds Rambus Monopolized Memory-Chip Technology Markets | online.wsj.com

The FTC's ruling against Rambus has more to do with Rambus specifically than with the IP and patent licensing business in general.

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