GLG News by Light Emitting Diode Evaluators
Analysis of:
Telcordia Up for Grabs Again? (www.lightreading.com)
1.The split of ATT due to the Telecommunication Act in the 80th
2.Telecommunication business is not profitable anymore
3.What is the rule of Telecordia?
4.The struggle for identity
Analysis of:
DRAM Market Reports Solid Q3 Look to up Q4 (www.edn.com)
1. Solid Q3 and upbeat outlook for Q4 show that PC manufacturers are preparing for Microsoft Vista launch.2. Currently PC manufacturers are trying to selling Vista ready computers with 1GB to 2GB of DRAM3. PC manufacturers will introduce new Vista installed PC's in late January that will show many more...
Analysis of:
Samsung Shows 32 GBIT NAND at Electronica (www.edn.com)
1. This article demonstrates that NAND flash product will be available at the 40-50NM process node. The feasibility of NAND at this process node level has been questioned. 2. Samsung continues to demonstrate leading edge technology in the NAND space despite market share gains by Toshiba....
Analysis of:
Soft Sales of MP3 Players Dampen NAND (www.eetimes.com)
1. MP3 Players use substantial amount of industry capacity for NAND with Apple alone using 20%+ of total NAND market.2. Lower sales with put pressure for lower spot market pricing, and ultimately contract pricing in OEM applications.3. Spot pricing will go under $10 for an 8 gbit chip by...
Analysis of:
MetroFi Teams With AT&T for Muni WiFi (gigaom.com)
Where is the Business Model?
What about the digital divide?IF it was me I will target suburbia and areas with no broadband services
Analysis of:
Tandberg TV Stock Off 38% After Warning (www.lightreading.com)
1. The Video Conference Industry
2. HD is it mature yet?
Analysis of:
Intel Unveils 1Gbit NORon 65NM (www.eetimes.com)
1. NOR manufacturers such has Intel continue to invest in the NOR flash technology2. Cell phone manufacturers will continue to use NOR flash in many phones because of it's advantage over naked NAND flash in code storage.
Analysis of:
Spansion Widens Lead in NOR Ranking (www.eetimes.com)
1. Although Spansion has gained a significant lead over Intel's NOR flash business will Spansion be able to make any significant progress in making money in this business.2. Despite some recent new products is Intel going to remain in the NOR flash business or sell it to someone.
Analysis of:
Nvidia Agrees to Buy Portal Player for $350M (www.eetimes.com)
1. Portal Player is being saved from oblivion by becoming part of NVidia.2. Nvidia which is focused on the video graphics end of the business gains expertise on the audio side of the business.
Analysis of:
KDDI plans common mobile phone operating system (www.w2forum.com)
1. External display (secondary) in cell phone is now dominated by LCD.2.OLED is being used increasingly as secondary display in cell phones. 3. Qualcomm is manufacturing MEM based display for this application.
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