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GLG News by Microcontroller Experts

Donald Rheault, Founder
Compass Technologies, Inc
Analysis of: Taiwan Semi Shares Fall on Only ‘Sell’ Recommendation (www.bloomberg.com)
Selling Taiwan Semi now would seem to be a bad bet because this might be close to the bottom of the cycle for semi stocks, and particularly for Taiwan Semi, because the outsourcing model is winning.It is predicted that those companies outsourcing their manufacturing are better off now without large,...
Jerald Kolansky, Worldwide VP of Sales
Plx Technology, Inc.
Analysis of: Lighting -- Eye Popping Future (www.forbes.com)
1. This forbes magazione article just begins to touch on a smalll number of commercial building applications that are using LED LIghting to replace more traditional technology such as florescents and incandescents. 2. Firms such as Color Kinetics have been producing color changing LED product for...
Donald Rheault, Founder
Compass Technologies, Inc
Analysis of: Fitch: Poor Economy May Boost Pace Of Switch To Wireless (money.cnn.com)
People are switching to wireless from land lines in droves, saving money in a bad economy. There are places where that is difficult to do, such as alarm systems in first and second homes. Freeze Alarm is a product made to warn a homeowner  especially in second homes that the furnace is not heating...
Jerald Kolansky, Worldwide VP of Sales
Plx Technology, Inc.
Analysis of: Cree Brings LED Lighting to Largest Commercial Lighitng Market (biz.yahoo.com)
1. Cree purchase of LLF in 2007 is allowing Cree to demonstrate feasability of LED commercial lighting. 2. LLF is led by one of the 3 founders of Cree, and holds over 100 WW patents on the creation of white light. 3. LLF fixtures have been rated as some of the best in industry for white light...
Jim Handy, Director
Jim Handy, Director
Objective Analysis
Analysis of: Hitachi, Intel to Co-Design High-End SSDs (www.pcmag.com)
With the recent announcement that Hitachi will be making Fibre Channel and SAS implementations of Intel's proprietary SSD architecture both companies should profit.  This will pose a threat to companies like Seagate, Western Digital (WD), and Fujitsu who do not have such an SSD and rely on sales...
Jim Handy, Director
Jim Handy, Director
Objective Analysis
Analysis of: Flash Makers Will Need $1 Trillion To Take Over the Disk Drive Storage Market, Skeptic Says (techpulse360.com)
HDD makers need not fear that SSDs will ruin their business.  It's not time to head for the hills.  The basic economics of both HDD and SSD will prevent this from happening anytime in the foreseeable future, yet SSDs will do well in their own right when they are matched with appropriate m...
Jerald Kolansky, Worldwide VP of Sales
Plx Technology, Inc.
Analysis of: ETG Introduces Family of Light Engine Modules with Cree Hi Power LED's (www.ledsmagazine.com)
1. Most luminaire firms are what the industry calls bulb heads.  They bend sheet metal and plastic, and screw in a bulb of varying technologies -- incandescent, flourescent, metal halogen, etc.  These firms tend to have very little knw how when it comes to implementing LED technology. 2....
Jerald Kolansky, Worldwide VP of Sales
Plx Technology, Inc.
Analysis of: Update: Toshiba to Halt Chip output Due to Weak Demand -- NHK (www.reuters.com)
1. Toshiba is the number 2 manufacturer of NAND Flash and also the fab partner of SanDisk.  If Toshiba is idling capacity it is most probable that other NAND flash manufactuers will also take some capacity offline. 2. I believe that SanDisk will also annnounce that it will reduce some production...
Donald Rheault, Founder
Compass Technologies, Inc
Analysis of: Samsung foundry poaches Xilinx 40-nm business, says report (www.eetimes.com)
Xilinx can quicken its entry into 40nm FPGA production using Samsung, but risks losing the capacity if and when Samsung gets busier. Obviously, Samsung would rather sell its own branded products as the margin is higher. The risks for Xilinx are mitigated because of the similar foundries offered by...
Afarin Bellisario, DSc, MS, Founder and President
Transtrategy, Inc
Analysis of: Surge in sales of LED-backlit notebook PCs (compoundsemiconductor.net)
The sales of PC's with LED based displayes have surged 63% in the most recent quarter and are expected to reach 2.1 million units in 2008, capturing a 5.4% market share. The trand is expceted to continue.

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