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October 13, 2008
When will LED Lighting Market growth accelerate?
Analysis of: Department of Energy report estimates LED Savings in Niche Makrets | www.ledsmagazine.com
Author: Jerald Kolansky, Worldwide VP of Sales, Plx Technology, Inc.
1. DOE report discusses niche applications for LED LIghting, but does not indicate when significant market growth will occur. 2. Greatest potential growth areas for LED lighting are in both interior and exterior lighting. 3. Todays niche applications are primarily in commercial buildings where...
October 13, 2008
Broadcom and Marvel will benfit from continued ethernet market growth
Analysis of: The Linley Group Predicts Modest Growth in the Communications Silicon Market | www.marketwatch.com
Author: Jerald Kolansky, Worldwide VP of Sales, Plx Technology, Inc.
1. Although the overall semiconductor business is only predicted to grow at a 4-6% pace for the next few year, Ethernet looks like it will continue to grow at 10% rate. 2. 10G bit ethernet will continue to grow but will not replace 1Gbit ethernet over the next few years.
Joe WeingartenOctober 13, 2008
The Next Apple Block Buster.
Analysis of: .Calacanis: Apple to release networked HDTVs | reviews.cnet.co.uk
Author: Joe Weingarten, Executive Director, Macintosh Reseller Association
Look at the real history of Apple and its jumps upward. 1. Computers 2. iPod 3. iPhone 4. What's next?
October 13, 2008
Paradigm Shift in Storage, SSD and HDD
Analysis of: TDK Crams 260 GB Into 1.8-inch HDD, Sets a New Density Benchmark | gizmodo.com
Author: Thomas O'Brien, Owner, Digital Amplifier Company
Soon, there will a paradigm shift in storage.  This shift is as much driven by economics as by technological developments.  The uses of large storage in some devices will become prevalent and change our view of memory forever.
Thomas CoughlinOctober 13, 2008
HDD Areal Density Climbing Towards 1 Tb per square inch
Analysis of: TDK Crams 260 GB Into 1.8-inch HDD, Sets a New Density Benchmark | gizmodo.com
Author: Thomas Coughlin, President, Coughlin Associates
* TDK is the last independent HDD head supplier. * In order to remain competitive to vertically integrated HDD companies TDK must push magnetic recording technology.  * At the CEATEC conference in Taiwan TDK announced technology with a magnetic recording areal density of 803 Gbpsi.  *...
Cathy StaufferOctober 9, 2008
Is This The End of Circuit City?
Analysis of: CREDIT Circuit City Loses Recommendation | www.washingtonpost.com
Author: Cathy Stauffer, Founder, Cathy Stauffer Consulting
Credit managers are extremely nervous right now about many things outside of their control.  One thing they can control is limiting their risk.  Making the decision to cut off, or fatally limit, the credit of a long standing and large customer like Circuit City may be a hard decision to make,...
October 7, 2008
Offshore Outsourcers Hurt by Financial Meltdown
Analysis of: Offshore Outsourcing: What Role Will the Recession Play? | www.cio.com
Author: Paul Massie, Sr. Director of IT and Facilities, Genesis Microchip Inc.
As the economy contracted many thought that would actually help offshore outsourcing, as the effort to reduce costs would drive more business their way.  Judging from early returns, that doesn’t appear to be the case.  On the contrary, this may well be the beginning of a sea change in the...
Joe WeingartenOctober 7, 2008
ATT wins big as people switch to iPhone.
Analysis of: NPD: Apple iPhone 3G is #1 smartphone in U.S.; AT&T big beneficiary | macdailynews.com
Author: Joe Weingarten, Executive Director, Macintosh Reseller Association
Actually both Apple and ATT win in this game, with Apple exceeding the 10 million phone mark already.
Joe WeingartenOctober 7, 2008
Why pay for ads when you can get it free.
Analysis of: Apple mellowing its tone on leaks? | www.appleinsider.com
Author: Joe Weingarten, Executive Director, Macintosh Reseller Association
Apple was famous for it's cease-and-desist orders to web site overs the years. The lawsuits against web site were legendary. Now all of a sudden they have slowed down and stopped.  Has Apple discovered something we all knew for a long time, they were getting free advertising.
October 7, 2008
IP Protection Key to Future LED Business Success
Analysis of: Nichia Initiates UK Patent Infringement suit Against Seoul Semiconductor | flashlightnews.org
Author: Jerald Kolansky, Worldwide VP of Sales, Plx Technology, Inc.
1. In the high power, emerging LED industry, for lighting, one of the ways the leading LED manufactuers can protect their business from becoming a commodity is to patent their technology and then vigorously protect it against copycats that infringe on their IP. 2. The leading supplier has been and...

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