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GLG News by DSP Semiconductor Components Experts

Analysis of: AT&T Feels Pinch Of Slowing Economy (online.wsj.com)
AT&T reported that it is beginning to see a slow down in its consumer and business market segment.  The impact of economic slow down will be felt in consumer expenditure in TV (entertainment) and fixed line service followed by Internet and Mobile service. Consumer see TV and fixed line...
Mel Burks, Founder / Senior Partner
Mel Burks, Founder / Senior Partner
Tech Quest Research, LLC
Analysis of: Nano Flakes May Revolutionize Solar Cells (www.sciencedaily.com)
Development of silicon and III-V compound semiconductor nanostructures offers yet another path for low cost production and increased photovoltaic efficiencies. The real question is when how soon these advanced methods will become commercialized. The decisive factor for the success and production of...
Mel Burks, Founder / Senior Partner
Mel Burks, Founder / Senior Partner
Tech Quest Research, LLC
Analysis of: Lam Research rival may bid up price for SEZ Group (www.bizjournals.com)
This acquisition is not Lam Research’s first step into wet processing but will be the most significant and application intensive. A very good match considering the industry is in the transitional phase for new materials and device structures at and below the 65nm node and requires an in-depth understanding...
Yongmao Frank Chang, Principal Engineer
Vitesse Semiconductor Corporation
Analysis of: Source Photonics, Inc. (formerly Luminent, Inc). Files Registration Statement for Initial Public Offering (biz.yahoo.com)
1) Big year in 2007 for tech IPOs especially for optical/semi ones. 2) Expect 2008 will be even bigger.  3) Is the market ready for an optical-only public offering?   
Mel Burks, Founder / Senior Partner
Mel Burks, Founder / Senior Partner
Tech Quest Research, LLC
Analysis of: Chip Makers Delay a Merger of Their Memory Divisions (www.nytimes.com)
The sluggish memory market combined with the credit crunch changes the dynamic for bank funding of the Intel, STMicroelectronic and Francisco Partners joint venture agreement. This delay could impact select semiconductor capital equipment vendors. Competitor Spansion won’t likely benefit from a 3-month...
Mel Burks, Founder / Senior Partner
Mel Burks, Founder / Senior Partner
Tech Quest Research, LLC
Analysis of: Agilent and Multiprobe bring nanoprober to Asia (www.tmworld.com)
Nanoscale probing directly at the transistor level for 65nm, 45nm and 32nm IC's has come of age. Agilent and MultiProbe's strategic partnership using Agilent's tester and MultiProbe's atomic force probe (AFP) system is posed to strengthen Agilent’s product offerings to include...
Analysis of: Ericsson Stalls on 3G Femtos (www.unstrung.com)
Wireless equipment vendors continue to be under pressure by the investor community to show top line growth and bottom line performance. They cannot invest in programs (such as Femtocell) that have a return-on-investment (ROI) that is low or break-even point that is far off in the future. Many technology...
Afarin Bellisario, DSc, MS, Founder and President
Transtrategy, Inc
Analysis of: AMD Plans to reach profitability in 2008 (news.yahoo.com)
AMD CEO has appologized for delays in launching Barcelona chip, and promised that the company has already gone through a transitional year and is now projecting profitability in the second half of 2008.  The engines of growth will be the launch of the much delayed Barcelona and new integrated...
Analysis of: NexTone, Reef Point (Finally) Merging (www.lightreading.com)
With VoIP maturing, Session Border Controllers (SBC) must become more intelligent and take on additional functionalities more cost effectively. One key function is security gateway and it is a natural capability that will be required by the VoIP carriers. As a result, there will be shake up in...
Analysis of: Zander Steps Aside as Motorola CEO, But Stays on As Chairman (www.crn.com)
Motorola has no leadership in any core technology, except cable and handset (even though has fallen behind recently in the latter). Motorola must revisit its strategy and decide what to keep and what to let go, especially in wireless radio and infrastructure.

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