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

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.

Neil KellySemiconductor Test ConsultantNeil Kelly

Good Deal for both Teradyne and Teseda

October 17, 2009

Analysis of:Teradyne Partners with Teseda to Provide Scan Diagnosis Tool | www.tmworld.com

The exclusive agreement between Teradyne and Teseda to produce Scan Workbench provides Teradyne a competing product to Verigy's Inovys line, without the messy acquisition.  Teseda gets a world-class distribution network for its product, and targets the most popular installed base for SOC testers.

Nathan BrookwoodResearch FellowInsight 64

Even 2-D Users Will Miss Nvidia's Integrated 3-D Graphics on Core i3/i5 Systems

October 8, 2009

Analysis of:Nvidia Escalates Feud With Intel | online.wsj.com

Nvidia's chipsets outperform Intel's when it comes to integrated 3-D graphics, but Intel's move to incorporate graphics into its Core i3/i5 CPUs leaves no room for Nvidia's integrated solution. Too bad! Windows 7's DirectCompute feature speeds up media operations on systems with AMD or Nvidia discrete or integrated GPUs, but won't work with Intel's integrated graphics. Even users who don't care about 3-D may notice this media deceleration on Core i3/i5 systems that lack discrete GPUs.

Nathan BrookwoodResearch FellowInsight 64

Fermi versus AMD Radeon: Who Wins, Who Loses in Supercomputing Applications?

October 4, 2009

Analysis of:Supercomputer to use new Nvidia 'Fermi' chip | news.cnet.com

While AMD and Nvidia battle for supremacy in the GPU computing arena, there's one obvious loser, Intel. AMD's 5870 appeared on schedule. Nvidia's Fermi is late, but its GTX 280 series still is competitive. Intel's Larrabee remains a no-show. End users who buy their systems by the teraflop have discovered and validated an alternative approach that requires fewer x86 CPUs, less power, and less space. GPU computing is here to stay, and the market will punish those who lack a competitive offering.

Jim HandyDirectorObjective Analysis

Samsung and Numonyx See PRAM-PCM as Next Winner

October 3, 2009

Analysis of:Samsung upbeat about PRAM market | www.digitimes.com

Flash memory will hit the end of its life in the next few years.Samsung and Numonyx are betting that phase-change memory, PRAM or PCM, will fill the void to become flash's successor.Other companies, Spansion, Macronix, SST, Sharp, and Hynix, have not disclosed their plans, but Intel, Toshiba, and Micron have outlined different plans.

Jim TurleyOwner and AnalystSilicon Insider

Software - The New Silicon Business

October 1, 2009

Analysis of:Intel Gets Deep Into Software | online.wsj.com

Software is becoming the key differentiator among silicon company, and especially among microprocessor companies. Intel's move is reflective of a larger trend already taking place among chip suppliers and IP vendors.

Donald RheaultFounderOurSalesRep

The need for Cloud Selling and Lean Selling

September 7, 2009

Analysis of:How to Stay Relevant in Sales | blog.inc.com

Sales forces are structured now as they have been for decades, even as some of the software management tools have evolved. A basic redesign is necessary.Those companies using reps will come out of the recession with better balance sheets and more orders because of a continual presence at their customers versus companies that have cut their direct sales forces..

Bhanu KapoorConsultant/OwnerMimasic

Implications of Microsoft and Nokia Alliance

August 13, 2009

Analysis of:Microsoft and Nokia Reach a Mobile Agreement | online.wsj.com

Microsoft and Nokia alliance is an important development in the mobile market. The main battle here is between Microsoft and Google. Microsoft is looking to leverage all of its strengths in its fight with Google. And Nokia is looking to strengthen itself in the smartphone market.

John BergChief Technology Officer AMERICAN SEMICONDUCTOR, INC.

Agilent Technologies and Varian: Good Deal

July 28, 2009

Analysis of:Agilent to Buy Varian for $1.5 Billion | online.wsj.com

Agilent Technologies Inc. agreed to acquire Varian Inc. for about $1.5 billion. This acquisition will expand Agilent's product portfolio in the industrial and life sciences markets and will give Agilent entry to the NMR, imaging, and vacuum technology fields. This is another major step in Agilent's evolution into a leading bioanalytical measurement company. One should expect the deal to be accretive in 2010, as Agilent estimates $75 million in cost savings from the deal.

John BergChief Technology Officer AMERICAN SEMICONDUCTOR, INC.

Sun Microsystems and Oracle: Perfect Together?

July 20, 2009

Analysis of:Sun Holders Approve Oracle Deal | online.wsj.com

The shareholders of Sun Microsystems $7.4 billion takeover. Will the be buyer's delight or buyer's remorse for Oracle? Are the winners Oracle's shareholders or Sun Microsystems' competitors?

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