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GLG News by DVD Replication Volume Trend Experts (North America)

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Thomas CoughlinJanuary 18, 2008
Next Generation Optical Format War May Be Nearing End
Analysis of: Warner Goes Blu-Ray Exclusive | www.engadgethd.com
Author: Thomas Coughlin, President, Coughlin Associates
* Just before the start of the CES in January 2008 Warner Brothers announced that they were dropping support for the HD-DVD format * The company announced that the would begin exclusive new releases in Blu-ray format later this year (after May 2008) * In announcing the decision Barry Meyer, Chairman...
Thomas CoughlinJanuary 18, 2008
Flash Memory Finds a Place in the Enterprise Market
Analysis of: EMC Seeks Edge with Large Flash-Memory Drives | online.wsj.com
Author: Thomas Coughlin, President, Coughlin Associates
* EMC said that it will start offering solid state drives with flash memory for high transaction rate applications * The solid state drives EMC is using come from STEC * The advantage for the flash devices is stated to be much faster data input and output compared to hard disk drives (30 times faster)...
Thomas CoughlinDecember 26, 2007
Is there a future for hard disk drives in portable players?
Analysis of: iPod Classic to ring loudly for Apple, analyst says | www.reghardware.co.uk
Author: Thomas Coughlin, President, Coughlin Associates
* Reports from iSuppli are that the 1.8-inch hard drive equipped iPod Classic contains $190 worth of components. The product sells for $349 leaving significant margin over the costs of production. * Estimates of sales of iPod Classic are 3.1 million units in 2007 compared to 26 million iPod Nanos and...
Thomas CoughlinDecember 26, 2007
Dell is Establishing itself as an Independent Storage System Contender
Analysis of: Dell Buying EqualLogic for $1.4 B | www.eweek.com
Author: Thomas Coughlin, President, Coughlin Associates
·         Dell announced that it will acquire storage startup EqualLogic for $1.4 billion dollars. ·         EqualLogic makes scalable iSCSI storage for IP SAN storage networks ·        ...
Thomas CoughlinDecember 26, 2007
Don’t Give up on Small Form Factor HDDs!
Analysis of: Samsung Readies Tiny 1.3 in HDD Format | www.trustedreviews.com
Author: Thomas Coughlin, President, Coughlin Associates
·         Samsung will introduce a 1.3-inch form factor hard disk drive at the 2008 CES ·         The camera is intended primarily for handheld camcorders where HDDs are becoming very popular   ·        ...
Thomas CoughlinDecember 26, 2007
Possible Hitachi GST End Game
Analysis of: Hitachi, Silver Lake in talks about hard drives, sources say | www.news.com
Author: Thomas Coughlin, President, Coughlin Associates
• Sources indicate that Silver Lake Partners is looking into a possible investment in Hitachi’s disk drive division• Silver Lake was involved in an earlier investment in Seagate Technology taking them private and then public again a few years ago• Reported discussed...
December 26, 2007
HDTV Update for North America
Analysis of: Sharp teaming up with Toshiba for LCDs | news.yahoo.com
Author: James Meyers, Chief Executive Officer , Alpha Media
1.  Sharp recently regained the number one spot for sales of HD LCD TV’s from Vizio.  2. 60% households who are planning to purchase a new television in the next six months are planning to buy an HDTV set.      3.  DIRECTV is achieving strong HD growth.
Marty ShindlerDecember 7, 2007
Will 3D be the savior for IMAX?
Analysis of: IMAX makes screen play | www.variety.com
Author: Marty Shindler, Chief Executive Officer , The Shindler Perspective, Inc.
Lots of us considered IMAX down and out in recent years as the institutional theater market (museums, etc.) began to dry up and as IMAX and others failed to provide sufficient appropriate content to the commercial theater circuits to which the Company was selling systems. Now with 3D being one of the...
Thomas CoughlinOctober 12, 2007
A path to saving Hitachi drive operations
Analysis of: Hitachi may sell stake in hard drive unit, sources say | www.computerworld.com
Author: Thomas Coughlin, President, Coughlin Associates
Hitachi Global Storage Technology has lost money almost every quarter since it was created by the merger of Hitachi and IBM’s disk drive units.In calendar 2006 the company lost $375 million, 60% more than in 2005.Hitachi provides a bit less than 20% of all the hard disk drives in the world, second only...
Thomas CoughlinOctober 12, 2007
The case for continued support for the 1.8-inch hard disk drive
Analysis of: Toshiba 1.8-inch hard drives reach 160 GB | news.digitaltrends.com
Author: Thomas Coughlin, President, Coughlin Associates
Toshiba introduced a 1.8-inch form factor hard disk drive with storage capacities as high as 160 GB.This is a 2 platter product with areal densities as high as 228 gigabits per square inch.In addition to higher storage capacity the product also uses about one third less power to operate than earlier...

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