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GLG News by Flash Memory Experts

Analysis of: Will future historians write about the Great Depression of the 2000s as they did about the one in the 1930s? (www.iht.com)
Actual financial shock of the Wall Street will initially have bigger impact on Asia and Europe then on US itself, but on the long run it might set back the US economy to stagnation that could last 10-15 years. Nevertheless, there's still a place for good news...
Thomas Coughlin, President
Thomas Coughlin, President
Coughlin Associates
Analysis of: Oracle, HP collaborate on server, storage hardware (sanjose.bizjournals.com)
* Oracle announced that it is selling an Exadata Storage Server under its own brand  * HP makes the storage hardware which uses 64 Intel processors, hard disk drives with storage capacity up to 12 terabytes and runs Oracle database software  * The base HP platform is the HP ProLiant DL180...
Jerald Kolansky, Worldwide VP of Sales
Plx Technology, Inc.
Analysis of: Samsung Likely to Overcome Hurdles to SanDisk Buyout (www.eetimes.com)
1. If Samsung is successful in taking over SanDisk they will become the dominant player in the NAND flash business . 2. Samsung will gain a strong retail presence in flash products which it does not enjoy today.  This includes carfds, memory sticks, USB thumb drives, etc.
Jerald Kolansky, Worldwide VP of Sales
Plx Technology, Inc.
Analysis of: Avago Prepares IPO to gear up market plan (www.eetasia.com)
1. Since being spun out of Agilent the management has been focused on an IPO that would pay off the investors. 2. Avago has sold off business's such as storeage IC's, printer ASIC's, and Infrared components to help pay back initial private equity investors.  They have done a good job of cutting...
Analysis of: And Now Google Is Making Its Own 10-Gigabit Switches (gigaom.com)
The tremendous growth of IP traffic represents some exciting new revenue opportunities for service providers worldwide, but places significant capital and operational strains on networks carrying those services. As a result, many transport networks must transition from circuit- to packet-optimized architectures....
Analysis of: Seybold: Intel's WiMAX Exit Strategy? (www.fiercewireless.com)
What most operators have been doing in the early phases of deploying EV-DO or HSDPA is to provision additional T1/E1s, either over their own microwave infrastructure or by spending more on leasing T1/E1 services from a wireline service provider. The last two to threeyears have seen most 3G operators...
Thomas Coughlin, President
Thomas Coughlin, President
Coughlin Associates
Analysis of: Shakeout looms in SSDs (www.eetimes.com)
§ By some estimates there are over 50 companies currently offering products that they call solid state drives (SDDs)  §  Many of these products have been designed hastily and some of them show no improvement in benchmarking tests vs. hard disk drive metrics  §  There...
Thomas Coughlin, President
Thomas Coughlin, President
Coughlin Associates
Analysis of: Western Digital working on 20,000 RPM Raptor (www.bit-tech.net)
* There are rumors that Western Digital is working on a 20,000 RPM Raptor drive  * Other HDD companies such as Seagate, Fujitsu and others are also working on improving rotational as well as track change drive latencies  * SSDs are starting to compete against HDDs for performance oriented...
Thomas Coughlin, President
Thomas Coughlin, President
Coughlin Associates
Analysis of: Nintendo looking into holographic storage solutions (gonintendo.com)
* Nintendo and InPhase are apparently doing some joint work on holographic storage  * InPhase has been pursuing a holographic storage system (primarily for write once archive applications) for several years  * Any holographic storage product likely will not be in a Nintendo game system for...
Thomas Coughlin, President
Thomas Coughlin, President
Coughlin Associates
Analysis of: SanDisk unveils metric for solid-state drives (www.eetimes.com)
* SanDisk recently revealed a proposal for creating a single metric representing the expected lifetime of a solid state drive  * The SanDisk metric is called “Longterm Data Endurance” or LDE  * The SanDisk proposal comes at a time that several organizations such as IDEMA and JEDEC are discussing...

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