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GLG News by Flash Memory Experts

John Berg, Chief Technical Officer
American Semiconductor
Analysis of: Spansion: Numonyx' PCM is 'marketing fluff' (www.eetimes.com)
Bertrand Cambou, CEO of Spansion, has an opinion on Numonyx' push into phase-change memories: "Phase-change memory is pure marketing fluff." Although Cambou is correct that existing Numonyx phase change memories are not ready for prime time, the situation will be quite different below 32nm, which...
Thomas Coughlin, President
Thomas Coughlin, President
Coughlin Associates
Analysis of: eSATA Connector provides backup at speeds up to 3 Gb/s. (news.thomasnet.com)
* USB 2.0 provides external data rates of 480 Mbps sustained.  eSATA, an external version of the SATA interface currently provides data rates of 3 Gbps sustained  * Next generation USB will have 5 Gbps and next generation eSATA will have 6 Gbps data rates * Recently several laptop and external...
Thomas Coughlin, President
Thomas Coughlin, President
Coughlin Associates
Analysis of: Intevac to Acquire Oerlikon Group's Magnetic Media Equipment Business (news.moneycentral.msn.com)
* Oerlikon sold its disk drive sputtering assets to Intevac and exits the hard disk drive business  * Oerlikon, in a former incarnation as Balzers used to be one of the major players in the disk sputtering equipment market but had lost most of its business over the last 10 years  * Despite...
Dieter Mackowiak, Principal
Independent Consultant (Dieter Mackowiak)
Analysis of: Will Seagate buy Intel's stake in NAND JV? (www.eetimes.com)
SSD's will replace HDD's in Notebooks and Blade servers within the next five years. Anybody who wants to participate in this market needs access to competitive NAND flash products and have stability of supply. 
Thomas Coughlin, President
Thomas Coughlin, President
Coughlin Associates
Analysis of: Will Seagate buy Intel's stake in NAND JV? (www.eetimes.com)
 Seagate has stated that they will introduce a SSD device by the end of 2008 This is expected to be an enterprise level SSD to help protect the company’s position in the enterprise storage market There are several rumors that Seagate is looking at acquisitions to enable its SSD effort Intel...
Thomas Coughlin, President
Thomas Coughlin, President
Coughlin Associates
Analysis of: Hitachi HDD Business to Surpass Seagate Profitability (www.blocksandfiles.co.uk)
* Hitachi president Kazuo Furukawa said that Hitachi wants to surpass Seagate’s HDD business profitability  * Furukawa-san said that Hitachi has the latest technology required to be competive in the HDD business  * He also said that there is synergy between Hitachi’s computer business and...
Analysis of: Early teardown: iPhone 3G could cost Apple as little as $100 (apple20.blogs.fortune.cnn.com)
The semiconductor and other component's margin would be lower.
Analysis of: Green power supplies could dwarf all other power saving efforts (www.tgdaily.com)
2007 as a whole was a banner year for UPS suppliers worldwide. The global Uninterruptible Power Supply (UPS) market is worth $7.4 billion, with APC-MGE the largest supplier with a market share of more than 30%. As we see the financial sector globally suffering from uncertainty, it will be interesting...
Jim Handy, Director
Jim Handy, Director
Objective Analysis
Analysis of: Calif. solar power test begins — in Israeli desert (www.msnbc.msn.com)
Large scale solar energy plants are not new, but can be useful if fossil fuels maintain high prices. They can help put a cap on high energy costs, but since they are large-scale projects they take years to install. The impact of these on photovoltaics should be minimal.
Analysis of: iPhone 3g (www.computerworld.com)
The ability of Apple to shake the market time after time has probably been entered to business schools syllabus. However, this time, they seem to give a complete ( almost) answer to all the needs expressed by the cellular user community aiming to the less developed countries. 3G capability was a must...

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