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

Neil KellySemiconductor Test ConsultantNeil Kelly

The ATE companies are all headquartered in Lake Wobegon

September 19, 2010

Every semiconductor test equipment company is going to gain market share this year.  Many CEOs of these companies believe in a mythical "historical buy rate" for semiconductor test equipment.

Donald RheaultFounderOurSalesRep

Cisco Must Qualify Additional Sources to Broaden Its Supply Base.

July 30, 2010

Analysis of:Cisco's supply chain woes lead users to consider alternatives. | searchnetworking.techtarget.com.au

Over the past several years Cisco and others have kept a tight approved vendor list (AVL) and no problems of supply existed.It was becoming clearer over one year ago that there was little component inventory in the pipelines of OEMs, IC suppliers, distributors and contact manufacturers.Now that Kyocera, TI, Kemet, Cirrus Logic, Broadcom and other big suppliers are having trouble with deliveries smaller suppliers will be qualified by agile competitors.

Jim HandyDirectorObjective Analysis

SSDs Still Hot in Enterprise Computing

June 7, 2010

Analysis of:Enterprise SSDs to soar through 2015 | www.computerworld.com

Although SSDs have failed to materialize in the PC, there is strong growth in the enterprise.  This means strengthening sales for STEC and Hitachi, Fusion-io, Plaint, and others, along with their customers IBM, EMC, NetApp, Dell, and HP, but could cause trouble for Seagate and Western Digital.

Peter Shih-Hsin YingPresident Knight Investment Consulting

Nokia Once More Reshuffles Top Execs: No-key-Ah

May 25, 2010

Analysis of:Nokia once more reshuffles top execs | www.telecomasia.net

From 1995 to 2005, Nokia and TI were the dynamic duo, achieving such feats as cutting the cycle time for new production models from 2 years to a mere 3 months. However, things began going downhill. New executives have too much to fix without enough infrastructure. Nokia has lost “key” of marketability for killer attributes: No-Key-Ah.

Donald RheaultFounderOurSalesRep

Sales outsourcing is alive and well in electronic components.

February 11, 2010

Analysis of:Sales Outsourcing through Channels | www.channelvission.com

Many companies selling ICs use a mixed direct and manufacturer's rep model. They are able to grow with a variable cost of sales. There is a new, non-exclusive model at www.oursalesrep.com .

Jim TurleyOwner and AnalystSilicon Insider

PC Security Hack Is No Big Deal

February 10, 2010

Analysis of:Security Chip That Does Encryption In PCs Hacked | www.npr.org

The security hack was time-consuming, expensive, and technically difficult. It's not broadly applicable to PCs in general.It required physically obtaining and disassembling the entire PC, so it's only relevant to stolen machines, not "drive by" security hacks.The methods, although expensive and complex, are already well-known in the industry.

Donald RheaultFounderOurSalesRep

No bailout unless it is the cheapest alternative and is without moral hazard.

January 15, 2010

Analysis of:HP and Microsoft Simplify Technology Environments with Solutions Built on New Infrastructure-to-application Model | www10.aeccafe.com

Governments the world over have been notoriously bad about picking commercial winners. If companies become "too big to fail" and have political support from many state political entities they often become dinosaurs and eventually fall to more agile competitors.One must study the immediate cost of failure in jobs,waste and money to pick an alternative. With the global market it is also imperative to review the impact of a foreign competitor.

Donald RheaultFounderOurSalesRep

The Impact of Teleconferencing on Sales

December 25, 2009

Analysis of:Technology predictions for 2010 | www.telegraph.co.uk

Teleconferencing at the customers site enables a salesperson to answer technical objections, offer special pricing, and overcome obstacles. This dramatically speeds up the sales process and makes for a more impressive sales presentation.

Nathan BrookwoodResearch FellowInsight 64

How will Intel’s Decision to Cancel Larrabee Impact Intel, AMD and Nvidia?

December 7, 2009

Analysis of:Intel Scraps Plan For Graphics Chip | online.wsj.com

Intel’s decision to cancel its first generation Larrabee design gives AMD and Nvidia (NASDAQ: NVDA) two more years without significant competition from Intel in the discrete GPU market, and lets these vendors gain momentum in the GPU Computing segment. Don’t count Intel out; the second generation LRB design will be a far stronger product than the Gen 1 product would have been.

Neil KellySemiconductor Test ConsultantNeil Kelly

Interesting Investment by ISE Labs

October 17, 2009

Analysis of:Verigy and ISE Labs Collaborate on Memory | www.tmworld.com

ISE Labs is owned by the large outsourced test and assembly company ASE Group, who have not previously been extensively involved in DRAM test.  The purchase of a DRAM tester by one of their feeder labs indicates a change in direction.

Previous Page : 12345678910Next11 to 20 of 188