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GLG News by Graphic IC Chip Experts (North America)

Joe Weingarten, Executive Director
Joe Weingarten, Executive Director
Macintosh Reseller Association
January 14, 2008
Has Big Brother Arrived?
Analysis of: Digital Watermarks to Replace DRM (yro.slashdot.org)
Are we starting to see the use of technology that if it continues will bring us even closer to Big Brother?
Joe Weingarten, Executive Director
Joe Weingarten, Executive Director
Macintosh Reseller Association
Analysis of: U.K. music fans to enjoy cheaper iTunes downloads (www.news.com)
Two Factors: 1. Apple will have less revenue. 2. Europe tells everyone we are one.
Joe Weingarten, Executive Director
Joe Weingarten, Executive Director
Macintosh Reseller Association
Analysis of: HD DVD Promoter Cancels Event After Time Warner Drops Format (www.bloomberg.com)
It was a battle for the next generation, just as many years ago the battle between BetaMax and VHS. VHS won and Panasonic made a great deal of money as the owner of the technology. It appears that Blu-ray will be the next standard format. I am sure to the relief of Sony and Phillips. The disclose that...
Mel Burks, Founder / Senior Partner
Mel Burks, Founder / Senior Partner
Tech Quest Research, LLC
Analysis of: Nano Flakes May Revolutionize Solar Cells (www.sciencedaily.com)
Development of silicon and III-V compound semiconductor nanostructures offers yet another path for low cost production and increased photovoltaic efficiencies. The real question is when how soon these advanced methods will become commercialized. The decisive factor for the success and production of...
Mel Burks, Founder / Senior Partner
Mel Burks, Founder / Senior Partner
Tech Quest Research, LLC
Analysis of: Lam Research rival may bid up price for SEZ Group (www.bizjournals.com)
This acquisition is not Lam Research’s first step into wet processing but will be the most significant and application intensive. A very good match considering the industry is in the transitional phase for new materials and device structures at and below the 65nm node and requires an in-depth understanding...
Joe Weingarten, Executive Director
Joe Weingarten, Executive Director
Macintosh Reseller Association
Analysis of: Hitachi to exit small hard drive business-Nikkei (www.reuters.com)
Memory keeps dropping in price, inventory is flush,how will changes in the near terms effect the long term.
Mel Burks, Founder / Senior Partner
Mel Burks, Founder / Senior Partner
Tech Quest Research, LLC
Analysis of: Chip Makers Delay a Merger of Their Memory Divisions (www.nytimes.com)
The sluggish memory market combined with the credit crunch changes the dynamic for bank funding of the Intel, STMicroelectronic and Francisco Partners joint venture agreement. This delay could impact select semiconductor capital equipment vendors. Competitor Spansion won’t likely benefit from a 3-month...
Mel Burks, Founder / Senior Partner
Mel Burks, Founder / Senior Partner
Tech Quest Research, LLC
Analysis of: Agilent and Multiprobe bring nanoprober to Asia (www.tmworld.com)
Nanoscale probing directly at the transistor level for 65nm, 45nm and 32nm IC's has come of age. Agilent and MultiProbe's strategic partnership using Agilent's tester and MultiProbe's atomic force probe (AFP) system is posed to strengthen Agilent’s product offerings to include...
Joe Weingarten, Executive Director
Joe Weingarten, Executive Director
Macintosh Reseller Association
Analysis of: NAND flash contract price incentives worsening spot price slump (www.digitimes.com)
Apple for the most part maintains constant pricing with almost never a discount or sale. As component parts drop in price Apple will increase its profit margin. NAND is a major component in many Apple products.
Joe Weingarten, Executive Director
Joe Weingarten, Executive Director
Macintosh Reseller Association
Analysis of: Adobe profits jump on strong sales (money.cnn.com)
To follow Adobe just follow Apple's computer sales.

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