GLG News by Semiconductor Pricing Trend Experts

Jim HandyDirectorObjective Analysis

Flash Not Poised to Kill off HDDs, Not Now, Not Ever

December 17, 2008

Analysis of:Flash Makers Will Need $1 Trillion To Take Over the Disk Drive Storage Market, Skeptic Says | techpulse360.com

HDD makers need not fear that SSDs will ruin their business.  It's not time to head for the hills.  The basic economics of both HDD and SSD will prevent this from happening anytime in the foreseeable future, yet SSDs will do well in their own right when they are matched with appropriate markets.

Donald RheaultFounderOurSalesRep

The timing is good for Xilinx to add Samsung as its 40nm foundry, but there are risks.

December 8, 2008

Analysis of:Samsung foundry poaches Xilinx 40-nm business, says report | www.eetimes.com

Xilinx can quicken its entry into 40nm FPGA production using Samsung, but risks losing the capacity if and when Samsung gets busier. Obviously, Samsung would rather sell its own branded products as the margin is higher. The risks for Xilinx are mitigated because of the similar foundries offered by IBM and Chartered where Xilinx can move if bumped by Samsung. A significant risk occurs if Xilinx is repaced at UMC by a FPGA start up- this would set up a time line where as business gets better and Samsung needs the 40nm capacity for its own products Xilinx is forced to go to IBM or Chartered because it cant go back to UMC. The timing is good for Xilinx because it should be a long while for business to get better for Samsung, and it gets Xilinx into 40nm process now.

Afarin BellisarioFounder and PresidentTranstrategy, Inc

LED Displays are Here to Stay

December 5, 2008

Analysis of:Surge in sales of LED-backlit notebook PCs | compoundsemiconductor.net

The sales of PC's with LED based displayes have surged 63% in the most recent quarter and are expected to reach 2.1 million units in 2008, capturing a 5.4% market share. The trand is expceted to continue.

Jim HandyDirectorObjective Analysis

Samsung's Shrewd Play to Manage Royalty Costs

November 4, 2008

Analysis of:Samsung Drops Bid to Buy SanDisk | www.businessweek.com

What is going on here?  Samsung is working in their shareholders' best interests, as is SanDisk.  In the end, the separation between these two interests is thwarting meaningful progress in negotiations.  Objective Analysis, in its Alerts, has outlined the impact this should have on each company.  We do not anticipate the consummation of this deal before the memory market returns to profitability in mid-2009.  See: http://www.Objective-Analysis/Reports

Tal RaesideManaging DirectorInsight Strategic Services

Microsoft and RIM: Oil and Water

October 22, 2008

Analysis of:Will Microsoft Buy Research in Motion? | www.businessweek.com

A RIM acquisition by Microsoft could be interesting but would face significant hurdles.

Tal RaesideManaging DirectorInsight Strategic Services

MOT is Still Alive

October 17, 2008

Analysis of:Motorola introduces touchscreen phone | tech.yahoo.com

Despite its recent woes, Motorola is not dead and may have successful product releases in its future.

Tal RaesideManaging DirectorInsight Strategic Services

AT&T: LTE Can Wait

October 16, 2008

Analysis of:AT&T: 3G to hold out for 2-3 more years | www.electronista.com

AT&T Mobility’s cautious approach to its Long Term Evolution (LTE) roll out is appropriate given the lack of demand, undeveloped ecosystem and current economic turmoil.

Tal RaesideManaging DirectorInsight Strategic Services

Apple’s iPhone Raises the Bar

October 14, 2008

Analysis of:NPD: Apple iPhone 3G is #1 smartphone in U.S.; AT&T big beneficiary | macdailynews.com

Apple’s iPhone has set a new standard in smartphones and mobile entertainment devices.  The mobile industry will spend the next few years digesting the new paradigm Apple and others have helped usher in.  The clear winner will be mobile consumers who will benefit from improved mobile devices and a better user experience.

Donald RheaultFounderOurSalesRep

The potential is great, but the problems waiting to be overcome may be greater.

October 2, 2008

Analysis of:New technology to make smaller, smarter, faster computer chips | www.business-standard.com

There periodically appears seeming breakthroughs in process that could change the fundamental way semiconductors are made or perform. This new technique could be very significant because of its impact on speed and power Ther have been other "breakthroughs" like GaAs and SOS substrates that have limited success due to cost, performance, or other unforseen problems. The good news is this would use the same existing factories with a change in lithographic process. What is not yet known is performance over temperature, unknown quantum effects, potential frequency resonance, etc. The new techniques major impact would be on niche semi companies nibbling on the speed/power edge using exotic processes, and on end use devices by reducing power and increasing processing power- extending  Moore's Law.                

Tal RaesideManaging DirectorInsight Strategic Services

Mobile Will Weather the Storm

September 24, 2008

Analysis of:What now for wireless? | www.rcrwireless.com

Wireless services have become such an integral part of our everyday lives that the current financial turmoil will not significantly impact the mobile market.

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