GLG News by Salesforce Outsourcing Experts

Ben KwakPrincipal ConsultantMobileSpace Consulting

SK Telecom is likely moving on with the sales of their Virgin Mobile shares.

August 5, 2009

Analysis of:Sprint Nextel-Virgin Mobile: What Does Sprint ‘Want to Be When It Grows Up?” | blogs.wsj.com

SK Telecom (SKT) is planning to sell all of its 15.3% shares of Virgin Mobiles USA for the pure investment purposes with Sprint acquiring Virgin Mobile USA. The 15.3% of shares are converted into a dismal 0.53% shares after Sprint's acquisition and this kills the South Korean global operator's strategic importance to Sprint. SK Telecom's future attempts to acquire any significant operator will definitely be on a hold for very long time with painful lessons learned from Helio MVNO.

Chuen-Yi WangFormer Vice PresidentTAIWAN SEMICONDUCTOR CO., LTD.

M&A, JV in HDD Industry and SSD, Embedded System Replacement in 2011

February 19, 2009

Analysis of:Toshiba-Fujitsu Gives Storage Rivals an In | www.thestreet.com

HDD quantity of delivery under NB and the consumption electronic products demand leads, maintains 10~15% year growth rate, the hard disk quantity of delivery growth rate reaches as high as 18.9% in 2007, however because, on the other hand actually also the price competition day by day intensifies, causes the income earning to worsen, causes the hard disk market also to blow the purchase wind, even touches the related components factory. Stops to 2008, after eliminated and the conformity many times, the global hard disk entrepreneur from 41 in 1990, reduced to Seagate, WD, Hitachi Global Storage Technologies; HGST, Samsung, Toshiba and Fujitsu, Total 6. Seagate purchases and takes over Maxor after May, 2006, reaches as high as 35% of the global hard disk market in 2007. Fujitsu is the lowliest place in the hard disk market, because of hard disk enterprise deficit again and again, so that Toshiba is the most powerful customer to take over the Fujitsu hard disk enterprise.

Chuen-Yi WangFormer Vice PresidentTAIWAN SEMICONDUCTOR CO., LTD.

More Rating Cut

February 18, 2009

Analysis of:Hynix Falls Most in Two Months on JPMorgan Rating Cut | www.bloomberg.com

Hynix will not have the reduction of capital plan. Hynix pass on the year's end to sell Oregon the Eugene factory to attain 306,000,000 US dollars in accordance to the turnover. Hynix, the beautiful light offers NAND the Flash technology Taiwan factory not to appreciate kindness rendered solves the DRAM difficult position most first. Hynix’s Creditor bank plans before the end of September to release the stockholder's rights value to estimate 880,000,000 US dollars again. Hynix reduces the workshop promotion disbursement and postpones the mainland joint capital factory investment. Hynix pelts capital outlay the global DRAM supply rate to grow only this year 20~30%, The 4th quarter, 2008 loses money 964,000,000 US dollars analysts anticipated in 2009 transport business difficult to show improvement after illness.   Obviously, JPMorgan will continuously the rating cut again. 

Chuen-Yi WangFormer Vice PresidentTAIWAN SEMICONDUCTOR CO., LTD.

Pricing level based on supply and demand not consolidation

February 11, 2009

Analysis of:Winbond open to DRAM consolidation, says company executive | www.digitimes.com

As 30 X 12" memory fab were built in year 2007 and 14 of 30 were built in Taiwan for which the over supply statement happened with Zero Vista effect. Taiwan government trying to upgrade the advanced/ mainstream processing technology up to 48nm for DRAM and 30nm for NAND for cost down with high yield rate; integrate R&D power between Elpida, Micron and PSC, Inotera, Nanya, ProMos and Windbond. The technology alliance bundled with US$ 3B capitals. Above project is pending for an attractive business proposal. Qimonda went bankruptcy only provide around 10% of market demand which only created 20% price increases; 25% price gap to reach the breakeven price point. The global economic downturn made it worse as a serious storm in the 2nd layer although memory industry needs an M&A/ JV and cost down with advanced technology development as the industry dynamics.  As to the supply and demand relationship, expected to reach the balancing point in 2010 with basic Capex.   

Jason MaCo-FounderIvyMax, Inc.

California's Public K-12 Education System Is Worsening

August 12, 2008

Analysis of:California at the Front of Education Trends | www.usnews.com

1) The Calfornia public K-12 education system has been suffering from budget cuts for decades, is not at the forefront, and is these days among the bottom 10% of the states in terms of standards and results. 2) It used to produce higher-quality student results two decades ago but since then it's been deteriorating as compared to some of the higher-standard systems in the East Coast and Midwest. 3) It is ironic that about 20 of the top 100 "Gold Medal" public high schools are in California, though these 20 are indeed very good schools, as I know the ones in the Bay Area. See: http://www.usnews.com/articles/education/high-schools/2007/11/29/gold-medal-schools.html.

Jason MaCo-FounderIvyMax, Inc.

New Oriental and China's For-Profit Education Space

August 12, 2008

Analysis of:China's Little Dragons | www.forbes.com

1) Chinese parents in China spend a much higher amount of their annual income on their one child's education, as compared to parents in the U.S., and do almost anything to help their (sometimes spoiled) kids. 2) More and more yuppies in China are increasing their wealth and spend to get ahead in life (and to show off status symbols), including acquiring better English for better career opportunities. 3) New Oriental will continue to lead China's growing, for-profit education space. 4) As an aside, the unstoppable China train will surpass the U.S. in GDP sooner than 2030, not 2040!  It's only going back to the old long-term trend line two centuries ago, if you will.  When the U.S. was a baby, China and India were over 40% of the worldwide GDP.

Gregory BirgeFounder and Managing DirectorF5 Digital Consulting

Apple increases its pressure on industry

June 11, 2008

Analysis of:iPhone 3g | www.computerworld.com

Apple tried for many years to enter the industry world. Will they succeed with the new iPhone and SDK2.0 ?

Yongmao Frank ChangPrincipal EngineerVITESSE SEMICONDUCTOR CORPORATION

Optical Components Vendor Consolidation Well Underway

May 27, 2008

Analysis of:Finisar/Optium Merge: Finisar and Optium agree to combine in all-stock merger | www.byteandswitch.com

1) The new Finisar create the world’s largest supplier of optical module and subsystem solutions for the communications industry. 2) The merger makes sense with little product overlap and potential for revenue synergies in shared system customer base. 3) What impact to the rest? the merger would trigger significant consolidation within the optical components, modules and subsystem space. 

Ben KwakPrincipal ConsultantMobileSpace Consulting

New unlimited plans by Top 3 further increase pressure on MVNOs

February 25, 2008

Analysis of:Verizon Wireless Introduces New Unlimited Plans That Are as Worry Free as the Guarantee | biz.yahoo.com

Recent AT&T and T-Mobile moves to match Verizon's $99.99 all-you-can-eat wireless plan is just beginning of unlimited price plan war against MVNO and regional players like Metro PCS and Cricket by offering higher quality of service and network reliability that other players lack or cannot have.

Gregory BirgeFounder and Managing DirectorF5 Digital Consulting

What is the next step for Apple

January 28, 2008

Analysis of:Are Investors Unfairly Sour on Apple? | www.businessweek.com

The Apple stock price went from $10 to $200 in less than 7 years. This is a remarkable performance but most investors are worried and would like to have insights on Apple's next move.

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