Mr. James "Jim" Cantore

GLG News by Mr. James "Jim" Cantore, President & Chief Analyst

If We Build It, A 450 mm Wafer Fab, Will Customers Come?

May 7, 2008

Analysis of:Will industry build 450-mm fabs? | www.eetimes.com

1. New Markets will be created, enabled by the 450mm revolution. 2. Opportunity is there for new equipment strategic alliances with major chip players. 3. Smarter, simpler electronics projects need very intelligent, very large 450mm wafer-based chips.

How Can AMD Save Itself and Stay Independent? Is Nvidia AMD's Savior?

March 4, 2008

Analysis of:Nvidia-AMD: Deal or no deal? | www.eetimes.com

1. AMD got itself in a precarious position by failing to execute. 2. Nvidia acquiring AMD is not the solution. Nvidia does not need an AMD headache. Neither aspirin nor anything stronger will help Nvidia. 3. AMD needs financial and engineering resources.

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.

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.  

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

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.

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.

 

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.

Tough Times Never Last for the Memory Industry, but Tough Memory Suppliers Do

February 6, 2007

Analysis of:Flash memory makers heading for tough times | news.com.com

This is the time of year for worrisome sentiment.

Seasonality is often forgotten.

Potential for overcapacity does exist but the industry has ways to adapt.

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