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March 3, 2008
Optimal Trends for LEDs
Analysis of: LED ASPs for handset backlighting fall 10-15% in January | www.digitimes.com
Author: GLG Expert Contributor
Analysis of: LED ASPs for handset backlighting fall 10-15% in January | www.digitimes.com
Author: GLG Expert Contributor
The overall potential for LED lighting is enormous which has fueled the rumors of traditional lighting companies such as General Electric showing interest in acquiring LED companies before it is too late. For good measure, as shifting away from the highly competitive commodity oriented business...
March 3, 2008
Sonus Networks: A great time to buy
Analysis of: Sonus Networks: What now? | seekingalpha.com
Author: GLG Expert Contributor
Analysis of: Sonus Networks: What now? | seekingalpha.com
Author: GLG Expert Contributor
Why you should ignore their latest delayed financial statement and study the business.
February 28, 2008
Sterile Injectables Contract Manufacturing Market Outlook
Analysis of: Jubilant News for Hollister-Stier | www.contractpharma.com
Author: GLG Expert Contributor
Analysis of: Jubilant News for Hollister-Stier | www.contractpharma.com
Author: GLG Expert Contributor
As demand of the sterile injectables products grows, more and more contract manufacturers are evaluating this landscape as a potential opportunity for growth. The major concerns in this market outlook are how complex is the technology, how much capacity is needed and will this technology be the...
February 25, 2008
How to Deal with Your Failing Memory..…Market?
Analysis of: Apple flash order reduction hurts NAND outlook, iSuppli reports | www.edn.com
Author: GLG Expert Contributor
Analysis of: Apple flash order reduction hurts NAND outlook, iSuppli reports | www.edn.com
Author: GLG Expert Contributor
As projections show the first year-to-year decline for NAND flash orders since the last recession which companies will be willing to test the calmer waters of MEMS, solar cells and LEDs to avert profit losses and potentially ride-the-tide successfully to 2009 and beyond. Any successful transition...
February 19, 2008
Looks like Sabotage
Analysis of: Internet failure hits two continents | www.cnn.com
Author: GLG Expert Contributor
Analysis of: Internet failure hits two continents | www.cnn.com
Author: GLG Expert Contributor
Who and why are very interesting questions.
February 19, 2008
Solar Cell Industry Trends for Poly-silicon
Analysis of: SunPower Announces 3-Gigawatt Silicon Supply Agreement with Jupiter, Qingdao DTK Industries Co., Ltd. | www.semiconductor.net
Author: GLG Expert Contributor
Analysis of: SunPower Announces 3-Gigawatt Silicon Supply Agreement with Jupiter, Qingdao DTK Industries Co., Ltd. | www.semiconductor.net
Author: GLG Expert Contributor
Achieving grid parity of $1/Watt in the solar cell industry is the holy grail for replacing common methods of energy production. The increased demand for polycrystalline silicon has hampered the most developed and highest efficiency solar cells from meeting this objective. Thus,...
February 12, 2008
The End of DRAM and Flash Memory?
Analysis of: ISSCC news: Intel, Numonyx disclose "breakthrough" MLC phase-change memory | www.edn.com
Author: GLG Expert Contributor
Analysis of: ISSCC news: Intel, Numonyx disclose "breakthrough" MLC phase-change memory | www.edn.com
Author: GLG Expert Contributor
The long-awaited breakthrough to achieve a functional and manufacturable phase-change memory integrated circuit appears to have been achieved by Samsung and Numonyx over the last five monthes. Samsung has approximately a six-month lead in this emerging market over all other competitors. ...
February 7, 2008
Security Software and Services is Ripe for Budget Cuts
Analysis of: Spyware forum: Computer users often to blame for problems | www.computerworld.com
Author: Michael Cherry, President, Cherry Biometrics, Inc.
Security Software and Services is Ripe for Budget Cuts
Analysis of: Spyware forum: Computer users often to blame for problems | www.computerworld.com
Author: Michael Cherry, President, Cherry Biometrics, Inc.
Expect budget cuts in Security Software and Services by the 3rd quarter of 2008. The prospect of corporate criminal prosecution will bring major changes. Hacker activity is at an all time high and many security products and services have been oversold. Some corporate executives believe...
February 5, 2008
Expansion of MEMS Market to $14 Billion
Analysis of: Yole Ranks Top 30 MEMS Suppliers; Sees Rapid Growth in Consumer, Medical | www.semiconductor.net
Author: GLG Expert Contributor
Analysis of: Yole Ranks Top 30 MEMS Suppliers; Sees Rapid Growth in Consumer, Medical | www.semiconductor.net
Author: GLG Expert Contributor
The success of the micro-electro-mechanical systems (MEMS) device market has truly fallen under the radar of the electronic materials world of late. There has been ample attention garnered by the crash of the DRAM industry, decline of the semiconductor capital equipment sector, and growth of the...
February 4, 2008
Three cable cuts in a week cannot be an accident
Analysis of: Internet failure hits two continents | www.cnn.com
Author: GLG Expert Contributor
Analysis of: Internet failure hits two continents | www.cnn.com
Author: GLG Expert Contributor
Three cable cuts in the same geographical area and in a short period of time suggests sabotage.
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