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GLG News by Council Members who Sell Consumer Electronics

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Chuen-Yi WangDecember 11, 2006
Advance Technology - AMD/ TSMC; Deleted Rumor of 65nm Processor Voltages
Analysis of: Rumor: AMD is having trouble with 65nm processor voltages | www.legitreviews.com
Author: Chuen-Yi Wang, Former Vice President, TAIWAN SEMICONDUCTOR CO., LTD.
1. Advance Technologies - Foundry and IC designer2. Interactive Partnerships 
Chuen-Yi WangDecember 7, 2006
Flash Market - Competition Between TSMC and SMIC
Analysis of: DRAM contract price growth to weaken in 2HOct ; NAND Flash prices to stay firm amid strategic supply policies (article) | www.dramexchange.com
Author: Chuen-Yi Wang, Former Vice President, TAIWAN SEMICONDUCTOR CO., LTD.
1. TSMC - NOR FLASH2. SMIC - NAND FLASH
Chuen-Yi WangDecember 5, 2006
IPTV is Raising Up in Japan in the Coming Two Years
Analysis of: Internet Protocol TV making inroads in Europe | www.boston.com
Author: Chuen-Yi Wang, Former Vice President, TAIWAN SEMICONDUCTOR CO., LTD.
1. Market trend2. Technologies trend3. Profitability
Chuen-Yi WangDecember 5, 2006
IPTV Services - Booming Market in Europe
Analysis of: Internet Protocol TV making inroads in Europe | www.boston.com
Author: Chuen-Yi Wang, Former Vice President, TAIWAN SEMICONDUCTOR CO., LTD.
1. IPTV Services Booming in Europe2. Telecom Companies are Running the Market Layout Aggressively
December 4, 2006
Everyone for Sale at the right price
Analysis of: Telcordia Up for Grabs Again? | www.lightreading.com
Author: GLG Expert Contributor
1.The split of ATT due to the Telecommunication Act in the 80th 2.Telecommunication business is not profitable anymore 3.What is the rule of Telecordia? 4.The struggle for identity
Chuen-Yi WangDecember 1, 2006
Telcordia/SAP - Integrating Both Vertical + Horizontal Business Systems for Network and Telecomm
Analysis of: Telcordia Up for Grabs Again? | www.lightreading.com
Author: Chuen-Yi Wang, Former Vice President, TAIWAN SEMICONDUCTOR CO., LTD.
1 Telcordia - Vertical Business Process Support Systems2. SAP - Horizontal Business Process Systems3. Integration Power after M&A - Unique Competitive Advantage4. Acquisition - Year 2005 and 2007
Chuen-Yi WangDecember 1, 2006
RFID Suppliers - Unable to Speak for Self-Defense
Analysis of: RFID Consortium Names Patent-Pool Administrator | www.rfidjournal.com
Author: Chuen-Yi Wang, Former Vice President, TAIWAN SEMICONDUCTOR CO., LTD.
1. RFID policy of Wal-Mart2. Standard and Cost3. Right RFID system4. Patents
November 28, 2006
Will the business be there through Christmas - will it arrive for Wal-Mart
Analysis of: CE Retailers Plumbed Pricing Depths On Black Friday | www.twice.com
Author: GLG Expert Contributor
Generally speaking the Thanksgiving weekend (Black Friday) was a resounding success with most retailers. With over 140 Million shoppers invading the aisles of stores across the country, the "average spend" almost reached a 20% increase over last year. With a successful weekend under their belts, the...
Chuen-Yi WangNovember 27, 2006
BRAND NAME REPUTATION OF SONY
Analysis of: PlayStation 3 Lacks Upscaler to 1080i | www.dailytech.com
Author: Chuen-Yi Wang, Former Vice President, TAIWAN SEMICONDUCTOR CO., LTD.
1. PS3 - PLM ISSUE2. PORTABLE POWER - BATTERY PACKAGE ISSUE 
Chuen-Yi WangNovember 24, 2006
RFID - A LONG-TERM REVOLUTION
Analysis of: Radio-frequency tracking tags pose recycling challenge | www.govexec.com
Author: Chuen-Yi Wang, Former Vice President, TAIWAN SEMICONDUCTOR CO., LTD.
RFID TECHNOLOGYISO/EPC/MITPRICING LEVELLINKING AND INTEGRATION SYSTEM

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