GLG News by Flash Memory Experts

1. Toshiba is the number 2 manufacturer of NAND Flash and also the fab partner of SanDisk.  If Toshiba is idling capacity it is most probable that other NAND flash manufactuers will also take some capacity offline. 2. I believe that SanDisk will also annnounce that it will reduce some production...

* Microsoft will have lower ASP's in both their OS and Application products * The driver will be sub-$200 Netbooks * Netbooks will gain more traction, * The threat of the Linux OS is enough to pressure Microsoft margins, which has already started.

1. Cree;s  161 lumen device is just a lab creation that is not ready for production.  The color temperature of approx. 4600K makes it unuseable for general purpose lighting. 2. Approximately one year ago Cree demonstrated a 1000 lumen LED that was also a one of kind laboratory creation. 3....

1. If this is an improved phosphor it will improve Seoul's competitve position against Cree, Lumileds. Nichia, etc. 2. Seoul white LED's use blue chips from Cree and other blue LED manufacturers.  The phosphor system placed on the blue chip is what creates the white light in a spectrun of white...

1. The increased speed of USB 3.0 will result in the repacement of USB 2.0 as the standard interface specification in consumer and computer devices. 2. Firewire 400 and 800 specifcations will die a  quick death in the late 2009/2010 time frame being replaced by USB 3.0.

1. Nichia, Avago, and Osram have dominated the U.S. high brightness LED market which has an approximate market size of $250M 2. High brightness LED's should not be confused with Hi-Power LED's which are white an used in interior and exterior lighting applications.

Solar cell technology is an example where Europe can defend or increase its market share. Solar cell technology was never going to be ignored by the European Commission because it fits into its environmental theme. This means that it benefits from a concerted and organized system of funding. Until recently,...

This overview relates to current European market positioning within optical networking sector. It presents actual industry trends and directions for future growth.

What is going on here?  Samsung is working in their shareholders' best interests, as is SanDisk.  In the end, the separation between these two interests is thwarting meaningful progress in negotiations.  Objective Analysis, in its Alerts, has outlined the impact this should have on each...

1. NIchia is very protective of it's intellectual property using legal proceeding to stall competitors from competing in key makrets such as backlighting for notebook computers, and genral purpose lighting. 2. Although some of the NIchia competitors may have violated Nichia intellectual property,...