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GLG News by Council Members Knowledgeable about Steel Castings

October 30, 2006
Semi excess inventory still lingering
By a GLG Expert Contributor
Analysis of: Chartered dazzles in 3Q, warns of downturn (www.eetimes.com)
1.  Lingering high lnventory - keeping prices in check.2.  Lingering high lnventory should keep lead-times reasonable, opposed to typical extensions that occur in Q3-4 seasonality.3.  Chartered comments that game console, MP3 player and networking device may be weaker that typic...
October 30, 2006
Procurement view of NAND market - continued price weakness and good availability
By a GLG Expert Contributor
Analysis of: NAND vendors upbeat despite slowdown (www.eetimes.com)
Article continues to support the buyers view that NAND pricing will be stable to falling.  In addition availability in 2007 should be good with continued capacity expansions.  Title attempts to portray a positive outlook, with mostly negative content in the article - some spin maybe?
October 27, 2006
Procurement view of current DRAM market
By a GLG Expert Contributor
Analysis of: Firm DRAM contract prices to persist through November (www.digitimes.com)
DRAM pricing direction for Nov.DRAM makers efforts to increase prices.Procurement Outlook on DRAM pricing and Supply.
October 12, 2006
Purchasing perspective or HDD vs. Flash or collaboration
By a GLG Expert Contributor
Analysis of: Disk drives, NAND find common ground (www.eetimes.com)
1.  Shows that there is new collaboration occurring and that the HDD vs. Flash is not completely adversarial2.  Shows potential of a slow down in the Flash market share gains from HDD markets.

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