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GLG News by Semiconductor & Component Experts

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Neil KellySeptember 4, 2008
Eagle finds a white knight.
Analysis of: Teradyne Coughs Up $250M For Eagle Test | www.forbes.com
Author: Neil Kelly, Semiconductor Test Consultant, Neil Kelly
Industry consolidation in this case will not lead to a reduction in available products in the short term, so is of little immediate benefit to the industry as a whole.  Verigy will be the strongest out of the remaining SOC test companies as they alone benefit from the economics of single platform,...
Thomas CoughlinSeptember 1, 2008
How Many is Enough SSD Companies ?
Analysis of: Shakeout looms in SSDs | www.eetimes.com
Author: Thomas Coughlin, President, Coughlin Associates
§ By some estimates there are over 50 companies currently offering products that they call solid state drives (SDDs)  §  Many of these products have been designed hastily and some of them show no improvement in benchmarking tests vs. hard disk drive metrics  §  There...
Thomas CoughlinAugust 29, 2008
Hard Disk Makers Work on Higher Performance Drives
Analysis of: Western Digital working on 20,000 RPM Raptor | www.bit-tech.net
Author: Thomas Coughlin, President, Coughlin Associates
* There are rumors that Western Digital is working on a 20,000 RPM Raptor drive  * Other HDD companies such as Seagate, Fujitsu and others are also working on improving rotational as well as track change drive latencies  * SSDs are starting to compete against HDDs for performance oriented...
August 26, 2008
No Recession For Computer Hardware
Analysis of: Computer Hardware: Recession-Proof? | www.businessweek.com
Author: Paul Massie, Sr. Director of IT and Facilities, Genesis Microchip Inc.
Both the server and PC markets seem to have held up very well during the past months, and barring a catastrophic collapse of the economy, likely will continue to do well.  Credit must go to the innovations in both technology and business processes achieved primarily by HP, Dell and Intel.
August 21, 2008
Open Source vs. VMWare and Microsoft
Analysis of: Xen Community proposing the latest feature set for 3.3 | weblog.infoworld.com
Author: Paul Massie, Sr. Director of IT and Facilities, Genesis Microchip Inc.
The next evolution of Xen software puts further pressure on VMWare’s market share and margins.  This is a clear indication that VMWare’s business model will require a major overhaul sometime in the next year or two.  Microsoft will be less impacted since they have less today. 
Thomas CoughlinAugust 18, 2008
Holographic Storage in Game Systems
Analysis of: Nintendo looking into holographic storage solutions | gonintendo.com
Author: Thomas Coughlin, President, Coughlin Associates
* Nintendo and InPhase are apparently doing some joint work on holographic storage  * InPhase has been pursuing a holographic storage system (primarily for write once archive applications) for several years  * Any holographic storage product likely will not be in a Nintendo game system for...
Thomas CoughlinAugust 18, 2008
SanDisk unveils durability metric for solid-state drives
Analysis of: SanDisk unveils metric for solid-state drives | www.eetimes.com
Author: Thomas Coughlin, President, Coughlin Associates
* SanDisk recently revealed a proposal for creating a single metric representing the expected lifetime of a solid state drive  * The SanDisk metric is called “Longterm Data Endurance” or LDE  * The SanDisk proposal comes at a time that several organizations such as IDEMA and JEDEC are discussing...
August 12, 2008
Intel’s Nehalem Drives Cloud Computing
Analysis of: Intel's Next Gen "Nehalem" to be Called Core i7 | www.dailytech.com
Author: Paul Massie, Sr. Director of IT and Facilities, Genesis Microchip Inc.
Intel’s next-gen Nehalem processor ups the performance bar, making it increasingly difficult for AMD.  Server manufacturers and software vendors will also be impacted, positively or negatively, by this generation of processors, which will also provide further impetus to cloud computing.
August 11, 2008
New Small Form Factor LED's Make Cree more competitive in lighting applications
Analysis of: Cree Announces Small Footprint XPC and XPE LED's | www.ledsmagazine.com
Author: GLG Expert Contributor
!. The introduction of these new LED's from Cree will alllow Cree to be able to compete both in applications where a smaller form factor is needed, and in applications such as linear strip lighting where a wider viewing angle LED is required. 2. This smaller form factor package is probably less costly...
Cliff BellAugust 7, 2008
On-line Apps ... Show me some customers
Analysis of: Online office apps get real: Google Docs vs. ThinkFree vs. Zoho | www.computerworld.com
Author: Cliff Bell, Chief Information Officer, Infogain Corporation
1. Using on-line apps as an experiment is possible 2. When will we see massive adoption?

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