GLG News by Video Game Software Experts

James "Jim" CantorePresident & Chief AnalystJLC Associates LLC

What's Up With Yet Another Numonyx Delay?

March 3, 2008

Analysis of:Could it be another Numonyx delay? | www.eetimes.com

1. The NOR market is a money loser, no matter who the players are. 2. If Numonyx, (Intel + STMicroelectronics), was such a great money making proposition it would have been funded months ago. 3. The financial world is well aware that the last big NOR Flash venture between AMD and Fujitsu, Spansion, resulted in a public company that to date has never ever made a profit.

James "Jim" CantorePresident & Chief AnalystJLC Associates LLC

AMD Looks Uphill: Bluster Dims Lost Luster

February 4, 2008

Analysis of:AMD: Is The Worst Over? | seekingalpha.com

Does AMD keep close enough tabs on the details? Risk underestimation cripples bold initiatives. Crisp execution and coordination of all the risks is something AMD needs to do better. AMD overpaid for ATI, ran short of cash and had to go overseas for capital.AMD will give up precious market share to Intel.AMD profitability remains just out of reach.At current market valuation AMD may be a takeover target.  

James "Jim" CantorePresident & Chief AnalystJLC Associates LLC

Quo Vadis iPhone

September 24, 2007

Analysis of:Steve Jobs Offers Rare Apology, Credit for iPhone | online.wsj.com

New product hype must match product reality Early adopters can become harsh critics A customer burned will cause lost sales

James "Jim" CantorePresident & Chief AnalystJLC Associates LLC

How Intel and STMicro Have Rocked the Flash Market

May 23, 2007

Analysis of:Intel, ST form independent flash company | www.edn.com

An Intel move had long been rumored in the last few years. In one big move the new JV is now the world's largest NOR Flash memory player. Whether or not this new JV creates a more rational NOR market is probably in the hands the major cell phone handset players. Based on past market shares, the new JV is the largest NOR Flash supplier. The infusion of financial resources from Francisco Partners will stablilize the transition of Intel and STMicro into the new JV. Layoffs are likely due to redundancies in Intel and STMicro. The new JV will put huge competitive pressure upon Spansion.

James "Jim" CantorePresident & Chief AnalystJLC Associates LLC

Intel Profits From Cost Cuts; Forecast Lags

May 1, 2007

Analysis of:Intel Profits From Cost Cuts; Forecast Lags | www.smartmoney.com

The PC Market has slowed down. Intel's weak Q2 sales revenue guidance confirms this.

Intel did a good job of cost cutting and making yield improvements, but not as good a job in booking business so far this year.

PC Bookings were pretty weak in Q1; this negatively impacted Intel.

Better bookings will occur in June if stronger than expected back-to- school PC builds materialize.

 

James "Jim" CantorePresident & Chief AnalystJLC Associates LLC

Intel, Samsung and other placing their bets on Phase Change Memory

April 2, 2007

Analysis of:Intel to sample phase change memory in 1H 2007 | www.eetimes.com

Intel, Samsung and other placing their bets on Phase Change Memory.

Customers may now try PCM in NOR Flash applications.

PCM is a potential replacement for NOR Flash memory.

Bart BardenSenior Director of Online BusinessPOPCAP GAMES, INC.

Yahoo Focusing on Premium Ad Inventory

February 15, 2007

Analysis of:Yahoo Loses, Founder Wins on YouTube Deal | blogs.business2.com

The deemphasizing of user generated video could be a great strategy to attract more valuable advertisers and keep video product eCPM's high.

Bart BardenSenior Director of Online BusinessPOPCAP GAMES, INC.

Is Yahoo Panama Too Late?

February 13, 2007

Analysis of:Friendster Using Google Search and Ads | blog.searchenginewatch.com

Key Point 1:  Yahoo has been losing publishers to Google prior to Panama Launch

Key Point 2:  Usage and reach decrease could impact Panama's effectiveness from a monetization perspective

Bart BardenSenior Director of Online BusinessPOPCAP GAMES, INC.

Mobile Advertising Needs Standard Products for Growth

February 9, 2007

Analysis of:Companies Vie For Ad Dollars On Mobile Web | www.rhythmnewmedia.com

Executive Summary:

Although mobile device usage is growing, the % of advertising dollars being spent on mobile is not proportional to the growth.  Several smaller companies are trying to position themselves to bridge the gap.

Key Point #1:  Standardization will drive more growth.

Key Point #2:  Currently there are room for 3rd parties to provide innovative services in the Mobile Advertising Value Chain.

Key Point #3:  Carrier fees and distribution have limited innovation. 

Jon PeddiePresidentJON PEDDIE RESEARCH

Video on the Wire

February 8, 2007

Analysis of:Internet to revolutionize TV in 5 years: Gates | news.yahoo.com

We’ve been hearing about ITV for ten years, and online TVs since WebTV popped up. Many of us have tried at one time or another to get (and pay for) a movie via the internet, only to be sadly disappointed in either the time it took, the quirkiness of the PC, the poor sound quality and the intermittent picture quality. Like the old expression “I’ll believe it when I see it,” well we’ll see it when we believe (in) it. That’s not to say that all the above cited service won’t be available, or that one or two of them may actually become successful to some degree, but IPTV is not going to quickly or easily replace FOA, Cable, Satellite and DVD (no mater how you get one.)

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