GLG News by Light Emitting Diode Evaluators

1. Avago, currently owned by private equity (KKR, and Silverlake partners) continues to be hollowed out in preparation for late 07, or 08 IPO. 2. Previous outsourcing of manufacturing in fiber/LED's, etc. has resulted in quality issues at key customers. 3. Combined with outsourcing of sales to manufacturer...

When comparing PS3 to Wii and XBOX, PS3 comes out a winner.  PS3 can catch up, and it's likely short term.  PS3 attributes make it a real winner.

1. SanDisk has made progress in this developing market having received significant design wins at Dell and now IBM in blade servers. 2. By the end of 2007 most major notebook PC vendors will have one or more products that will use a solid state drive.  By the end of 2008 it is possible that 20%...

1. 100 Lumen LED's from Lumileds and other LED manufacturers will enable significant growth in LED industry 2. Hi Power lighting LEDs will enable 4 key markets A. Portable lighting such as flashlights B. Emergency vehicle lighting C. Backlighting for LCD notebook and desk top monitor screens D. General...

1. Apples iPhone use of NAND flash will help drive recovery in NAND market during second of 2007. 2. Between IPHONE and IPOD's Apple will use approximately 20-22% of WW NAND capacity. 3. Nand Flash pricing will remain firm at least until late in Q4 when the seasonal demand will decrease after the holiday...

1. During 2006 DRAM Memory suppliers enjoyed stable to up pricing trends.  As usual capacity was added by most suppliers, and in fact there were discussions of a possible shortage in 2007.  As usual the suppliers put too much capacity in place, over estimating demand and as a result short...

Philips Electronics NV (PHG), one of three major global lighting companies, announced that it intends to acquire Color Kinetics (CLRK), one of few pure plays in the nascent solid-state lighting market. Having previously bought out Lumileds Lighting, a JV that it launched originally with HP, and most...

1. Toshiba is the number 2 NAND flash manufacturer who is partnered with SanDisk.  An investment in additional capacity is non trivial, indicating that both Toshiba and SanDisk have confidence that there will be a continued expansion in the NAND flash market. 2. Samsung is the number 1 supplier...

1. As flash memory continues to decrease in price flash memory drives will begin to be offered in both tablet and laptop PC's. 2. Both HP and Dell have shown laptops that will be available later this year with 32GB solid state drives. 3. Thre are current approx. 15- 20 million laptops built each...

1. Despite previous statements to the contrary Intel has cut a deal to rid itself of it's NOR flash business which has not been making much money, and which has been losing market share to Spansion over the last 3-4 years. 2. Despite gaining market, Spansion has continued to be unable to make money...