GLG News by Semiconductor Pricing Trend Experts

Tal RaesideManaging DirectorInsight Strategic Services 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.

RIM Continually Searching for Growth

September 18, 2008

Pre-paid B'Berry services soon | www.business-standard.com

RIM’s growth aspirations have led the company to expand its offering to include less-popular and unproven solutions like pre-paid and Blackberry Connect, especially in emerging markets like India.

Tal RaesideManaging DirectorInsight Strategic Services 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.

RIM Beware: Consumer Segment is Appealing but Risky

September 16, 2008

CTIA: Blackberry aims for consumer appeal | telephonyonline.com

RIM aims to leverage its enterprise and pro-sumer Blackberry success into the consumer market.  The transition will not be easy and comes with risk.

Tal RaesideManaging DirectorInsight Strategic Services 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.

SMS - The Little Engine That Keeps Driving the Mobile Industry

September 12, 2008

Text-Messaging Rates Come Under Scrutiny | online.wsj.com

The argument that SMS pricing is not linked to cost has always been true.  There will come a point where SMS pricing is more elastic (either because the price becomes too high or there are messaging alternatives), but we have not reached that point yet.

Tal RaesideManaging DirectorInsight Strategic Services 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.

US Mobile Innovation Slow to Develop but Here to Stay

September 10, 2008

The U.S. Closes the Mobile Innovation Gap | www.businessweek.com

The US was not initially a leader in mobile, but the Internet is the great equalizer that will propel the US to the top of mobile innovation.

Tal RaesideManaging DirectorInsight Strategic Services 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.

Smartphones Still Have Growth Ahead

September 10, 2008

Smart-Phone Sales Growth Slows As Consumer Demand Declines | online.wsj.com

There is still plenty of growth left in the smartphone market but device manufacturers and operators must continue to innovate to entice customers to keep upgrading.  

Afarin BellisarioFounder and PresidentTranstrategy, 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.

Games as

August 6, 2008

No Recession for Game Console Makers | www.ecommercetimes.com

Enteratinment has always been one industry thrieving during a recession.  Today, games are the dominant form of entertainment, especially for young people.  With the sales of both hardware and software (content) at record levels, the article speculates that the expenditure on the games will be dominated by tried and true, well known titles. 

Afarin BellisarioFounder and PresidentTranstrategy, 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.

iPhone is really not a big deal

July 30, 2008

Verizon Says iPhone Has Had Minimal Impact | www.ipodobserver.com

Verizon business appears to be expanding as a result of strength in wireless and FiOS, and not be effected by iPhone.  This confirm the fundumentals of the market and trends.

John Berg, Chief Technology Officer

John BergChief Technology Officer AMERICAN SEMICONDUCTOR, 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.

When will Phase Change Memory make an Impact in the IC business?

July 1, 2008

Spansion: Numonyx' PCM is 'marketing fluff' | www.eetimes.com

Bertrand Cambou, CEO of Spansion, has an opinion on Numonyx' push into phase-change memories: "Phase-change memory is pure marketing fluff." Although Cambou is correct that existing Numonyx phase change memories are not ready for prime time, the situation will be quite different below 32nm, which is a technology node that Spansion may never reach, if it continues to hemorrhage cash as it is. Below 32nm, the issues surrounding FLASH will require an architectural change in order to scale products to the 22nm node and below. Phase change memory is a leading contender to replace the traditional double poly FLASH cell. Samsung, Hynix, and Numonyx are actively pursuing this technology. Mr. Cambou's company is behind the curve, as a failure to plan for the future in high tech is a plan for failure.

Dieter Mackowiak, Principal

Dieter MackowiakPrincipalIndependent Consultant (Dieter Mackowiak) 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.

Seagate Needs To Move Or Loose

June 23, 2008

Will Seagate buy Intel's stake in NAND JV? | www.eetimes.com

SSD's will replace HDD's in Notebooks and Blade servers within the next five years. Anybody who wants to participate in this market needs access to competitive NAND flash products and have stability of supply. 

Jim Handy, Director

Jim HandyDirectorObjective Analysis 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.

Large Sclae Solar is Nothing New

June 13, 2008

Calif. solar power test begins — in Israeli desert | www.msnbc.msn.com

Large scale solar energy plants are not new, but can be useful if fossil fuels maintain high prices. They can help put a cap on high energy costs, but since they are large-scale projects they take years to install. The impact of these on photovoltaics should be minimal.

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