GLG News by Semiconductor Pricing Trend Experts

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?

John BergChief Technology Officer AMERICAN SEMICONDUCTOR, INC.

Applied Materials: The new 800 pound gorilla in Solar

July 9, 2009

Analysis of:Applied jumps to top of solar equipment rankings | www.eetimes.com

Applied Materials is the largest equipment provider of photovoltaic (PV) manufacturing equipment in 2008, its first full year in the market, according to market research firm VLSI Research Inc. Although this revenue includes  its 2007 HCT acquisition's reveue, Applied has gained traction with its SunFab Solar Module Production Line. The implication is ominous for the other nine suppliers on this list, many of whom have been in the solar equipment business for some time: the 800 pound solar equipment gorilla has arrived.

John BergChief Technology Officer AMERICAN SEMICONDUCTOR, INC.

Spansion: A Titanic in Disguise?

July 6, 2009

Analysis of:Spansion names fourth CFO in less than five months | www.siliconbeat.com

When a company replaces a CFO, it is important to look at the new individual's background to determine whether the company has placed a knowledgeable hand on the corporate financial rudder.

Tal RaesideManaging DirectorInsight Strategic Services

Best Buy Betting Big on Mobile

June 29, 2009

Analysis of:Best Buy to Target 15% Cellphone Share | online.wsj.com

Best Buy’s stated goal of 15% mobile phone market share is aggressive and likely unattainable but mobile is an area of growth that Best Buy should continue to pursue.

Jim TurleyOwner and AnalystSilicon Insider

Clearer Signs of Intel's Post-PC Future

June 24, 2009

Analysis of:Intel Wins Nokia as Customer, Will Work on Devices (Update2) | www.bloomberg.com

Intel's tie-up with Nokia is more evidence, as if any was required, that the future is not with PCs. Intel has tried many times, and mostly failed, to penetrate this very large market. Only two percent (2%) of microprocessor chips are used in PCs; the other 98% is a market Intel has largely ignored. Having missed out on cell phones, Intel is now gunning for the next tier: portable Interned devices, a segment that has many names. It's a fair target, and Intel has a decent shot at making a dent there.

Jim HandyDirectorObjective Analysis

The NOR Flash Market is Headed for Big Changes

June 10, 2009

Analysis of:SST Strengthens Management Team by Appointing Bertrand F. Cambou as President | www.marketwatch.com

With Spansion moving away from their Wireless business they will have to grow by taking share from other embedded companies like SST (Silicon Storage Technology, Inc), Winbond, Macronix, ISSI, and others.  This will also impact long-time rival Numonyx, the merger of Intel's and STmicroelectronics' NOR flash businesses, and even Samsung.

Jim HandyDirectorObjective Analysis

Samsung-SanDisk Deal Good for Both Companies

June 10, 2009

Analysis of:SanDisk, Samsung ink patent cross license, flash supply agreements amidst memory industry turmoil | www.edn.com

SanDisk has renewed its license agreement with Samsung on terms that are more agreeable to Samsung although less profitable for SanDisk.  The royalty rate is still higher than the industry norm, though, which has negative implications to companies who are not yet SanDisk licensees, like Micron and Hynix and Kingston technology, as well as for existing licensees, whose rates could creep up when renewal time comes around.  This would include Intel, Toshiba, Numonyx, and the many card companies like STEC, SMART Modular, Sanmina-SCI Viking, and many more.

Tal RaesideManaging DirectorInsight Strategic Services

Palm is Back! Not Yet But They’re on the Right Track

June 10, 2009

Analysis of:Apple: $99 iPhone and New $199 3GS | www.wirelessweek.com

Palm’s new Pre device, along with its webOS software, gives the company its best (and maybe last) chance to survive and regain significant presence in a category it defined and once dominated.

John BergChief Technology Officer AMERICAN SEMICONDUCTOR, INC.

Ex-Spanion CEO Parachutes into SST: Will this be another Dunkirk?

June 8, 2009

Analysis of:SST Strengthens Management Team by Appointing Bertrand F. Cambou as President | www.marketwatch.com

Bertrand Cambou has moved into his new role as President at SST, a company mired in a difficult situation: a fabless embedded memory semiconductor company that is trying to re-invent itself as a NAND controller company. In reaching for outside management, the Board acknowledges that the existing senior management team of Bing Yeh (CEO), Dr. Yaw Wen Hu (COO), Paul Lui (SVP), and Chen Tsai (SVP) need an outsider to energize the company.

Donald RheaultFounderOurSalesRep

Companies losing market share

June 8, 2009

Analysis of:10 companies in trouble | www.eetimes.com

There are many companies selling electronic components that are losing market share quietly and persistently. This will be evident after the rebound. And they are heavily concentrated in the analog IC area. There are several ways to sell your ICs into the OEM market: a direct sales force, through distribution, and through manufacturer's reps. Intel has a fine, dominant direct force with a fairly small, identified account base. The analog/mixed signal and discrete IC companies need to win designs at a broad base of accounts necessitating a large sales force. In a declining market the rep force earns less but keeps their number of sales people intact- a variable cost of sales. Companies such as Analog Devices, National, and Fairchild among others are decreasing their sales people because they don't have a variable cost of sales model. This will result in fewer deign wins now, resulting in a slower emergence from the downturn and a significant loss of market share.

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