GLG News by Semiconductor Pricing Trend Experts

Jim TurleyOwner and AnalystSilicon Insider

Growth Is No Longer in PCs, It's In Embedded Systems

June 5, 2009

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

Intel's acquisition of embedded-software vendor Wind River Systems (WRS) outlines today's reality for the company: the growth is no longer in PCs, it's in so-called "embedded" systems, or computers that don't look like computers. Only two percent (2%) of the world's microprocessor chips go into PCs. The other 98% are used in these embedded sytems, such as cars, TVs, games, HVAC, appliances, aircraft, etc. It's not a glamorous market, but it's a huge one. With PC sales leveling off, Intel needs to look elsewhere for growth, even if it antagonizes long-time partner Microsoft. (Microsoft has its own embedded-software strategy.) With Moblin and now WRS, Intel has stepped firmly into the embedded-systems marketplace.

Mel BurksFounder / Senior PartnerTech Quest Research, LLC

A Contender for the Number-Two Spot in Wafer Foundry Services

June 2, 2009

Analysis of:Chartered Denies Bid From Abu Dhabi’s ATIC | www.semiconductor.net

In 2007, Chartered was ranked number four in revenue market share behind TSMC, UMC and SMIC.   However, an acquisition of Chartered, combined with GlobalFoundries, could conceivably compete for the number two slot challenging UMC but likely not before 2011. An acquisition of Chartered Semiconductor folded into GlobalFoundries would not dislodge TSMC's position as number one foundry provider for fabless companies.

Jim TurleyOwner and AnalystSilicon Insider

Good move for the netbook market

June 1, 2009

Analysis of:Microsoft to Drop Three-Application Limit of Windows 7 Starter | www.bloomberg.com

Good work, Microsoft. This change makes Windows 7 more palatable for the fast-growing "netbook" market, where Windows was previously overpriced. * PC buyers show a strong preferance for Windows, they just don't want ot pay for it. * Intel, Linux vendors, and others are actively developing Windows alternatives * By dropping this restriction on Windows 7 Starter, Microsoft stays in the game.

Jim TurleyOwner and AnalystSilicon Insider

Intel needs to sell processors any way it can

June 1, 2009

Analysis of:Intel goes after Windows 7 on netbooks with Linux | www.computerworld.com

* Netbooks have upset the apple cart for both Intel and Microsoft, so old alliances are starting to crumble. * To remain relevant, Intel has developed its own low-cost alternative to Windows, hoping to cling to the hardware-side of the equation. * It won't help much, as most netbook buyers want the Windows experience more than they want Intel hardware.

Jim TurleyOwner and AnalystSilicon Insider

Netbook popularity grows as conventional PCs reach overkill

May 26, 2009

Analysis of:One in Five Laptops Shipped in Q1 Was a Netbook | www.informationweek.com

After my initial skepticism, I'm now a believer in netbooks. They slot nicely between feature-phones like BlackBerry or iPhone, and below traditional laptop computers. Price is the limiting factor, so cost-competitiveness is everything. Features and performance are secondary. Indeed, the who reason netbooks exist is because PCs are now faster and more feature-laden than most uers need. * Solid-state disks (SSD) may have finally found their niche. * Traditional hard disks will continue to sell well because of their greater capacity and established supply chain. * Linux will not maky any significant inroads. * Windows will remain the operating system of choice. * Netbooks will supplement, not replace, traditional PCs and laptops.

Tal RaesideManaging DirectorInsight Strategic Services

Pre-Paid Versus Post-Paid - the Next Chapter

May 19, 2009

Analysis of:Is prepaid growth an illusion? | telephonyonline.com

The increase in pre-paid mobile customers makes sense given the current economic conditions but the mobile industry, especially in the US, was built on post-paid or contract subscribers, and will not become pre-paid driven.

Jim TurleyOwner and AnalystSilicon Insider

Oracle should kill SPARC. It's among the slowest CPU chips around, and the engineering costs are staggering.

May 14, 2009

Analysis of:Ellison Insists Sun's Sparc Still Has a Future | seekingalpha.com

* Microprocessor development is hugely expensive, to the tune of tens of millions of dollars per year, every year, forever. * It's an expensive treadmill. You can never stop improving the processor or you rapidly fall behind. * Unique CPU technologies do not translate into customer benefits. So what's the point? * In-house CPU development is largely an ego-driven enterprise. "Real men make microprocessors" is not a good business strategy. * SPARC is a dog. If you're going to bet the farm on an in-house CPU, pick a different one. * Using Intel (or other commercial supplier's) chips would be a much better use of Oracle's resources and it wouldn't hurt customers a bit.

Jim TurleyOwner and AnalystSilicon Insider

Do It - It's the Best Option for a Dwindling Sun

April 6, 2009

Analysis of:IBM Talks Teeter as Sun Board Splits | online.wsj.com

* Sun's value in the industry has been declining for years. It needs an exit strategy before all the value is gone. * The company no longer innovates in any meaningful way and it's lost its importance, becoming an undifferentiated provider of hardware by the pound. * IBM would benefit from Sun's market share, and perhaps some patents and other technology.

Jim TurleyOwner and AnalystSilicon Insider

No, they're both better off separate

April 3, 2009

Analysis of:Should Nvidia Merge with AMD? | www.rahulsood.com

Merging nVidia and AMD is a fair question. After all, there's a lot of consolidation happening in the industry, with more to come. But this particular combination won't work well. For starters, AMD already owns ATI, nVidia's major competitor. Acquiring nVidia as well would put both of the major formerly independant graphics companies under AMD's umbrella. Apart from antitrust concerns, it just just doesn't help AMD -- or nVidia -- very much. There's no synergy between ATI and nVidia technology, so there's no real gain to be had there. AMD would find itself with two very complelx and competing technologies and no good way to combine them. The whole would be worth exactly the sum of its parts. Second, the acquisition would be expensive. AMD's had a tough enough time swallowing the price of ATI, with little to show for it. Gobbling up nVidia too would be tough.   Finally, although it might take nVidia out of Intel's hands, Intel doesn't need nVidia, either.

Tal RaesideManaging DirectorInsight Strategic Services

Wireless Spending Under Scrutiny but Mobile is Here to Stay

March 24, 2009

Analysis of:60 Million Consumers Contemplate Ditching Wireless | blog.telephonyonline.com

Mobile expenditures may come under scrutiny but ultimately consumers will continue to spend on wireless, and mobile operators need to properly segment their users to maximize profits and position themselves for future growth.

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