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GLG News by Semiconductor & Component Experts

Ryan Bott, Director of Channel/OEM Development

Ryan BottDirector of Channel/OEM DevelopmentFusion-io What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Salesforce's Benioff Delivers at Dreamforce. Revenue Builders or Social Fodder?

November 19, 2009

Salesforce.com Announces new Social Applications | www.thestandard.com

Salesforce.com announced major initiatives with Computer Associates,Facebook and Twitter all around their new Chatter feature which Mark Benioff calls the greatest changes since Dreamforce.com began 8 yrs ago. But are these additions social fodder or new streams of revenue for the CRM giant?

Munisamy Anandan, Former President & Managing Member

Munisamy AnandanFormer President & Managing MemberORGANIC LIGHTING TECHNOLOGIES, LLC What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Boost for LED backed LCD TV by California Energy Commission

November 18, 2009

Calif. requires TVs to be more energy efficient | tech.yahoo.com

(1) LED backlight is becoming more efficient year by year leading to the reduction of power consumption of LCD TV backlit by LED.(2) Boost to LCD TV by LED backlight put pressure on plasma TV and OLED TV(3) Now additional boost comes through legislation by California Energy Commission

Jerald KolanskyFormer Worldwide VP of SalesPLX TECHNOLOGY, INC. What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Cypress Continue To Improve PSOC Family Performance

November 16, 2009

Cypress Introduces New PSOC 1 Device With Enhanced Analog Performance | finance.yahoo.com

1. Cypress Semiconductor has introduced PSOC 1 devices with enhanced analog performance. This should help with the adoption of these devices in touch screen phones, appliances, automotive applications, etc.2. Over the last few years Cypress has obtained hundred of design wins with it's PSOC family of devices and has obtained design wins with at least 5 of the leading cell phone manufacturers.

Jerald KolanskyFormer Worldwide VP of SalesPLX TECHNOLOGY, INC. What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Potential TSMC Entry into LED Market Could Effect Current Supplier Base

November 16, 2009

TSMC Looks at Solid State Lighting Market | www.eetimes.com

1. Per this article and other commentary in SEA, it appears that TSMC is going to invest $46M in setting up a product line to make LED's for the lighting market.2. The $46M to be invested in setting up this line represents a substantial sum of money that could benefit equipment manufacturers such as Aixtron and Veeco.

Jerald KolanskyFormer Worldwide VP of SalesPLX TECHNOLOGY, INC. What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Cree Adds Additional Manufactuing Capacity in China

November 12, 2009

Cree Buys Huge LED Plant in China | triangle.bizjournals.com

1. Cree's purchase of a large facility in China to manufacture both chips and components is a strong sign that Cree believe that its surge in business will continue in the future.2. The Chinese LED market is a significant one with the Chinese government subsidizing the cost of LED fixtures. In addition, many of the Cree's U.S. based lighting customers are manufacturing in China.3. The article says chip manufacturing and not phosphor deposition which is critical IP in manufacturing white LED's.

Jerald KolanskyFormer Worldwide VP of SalesPLX TECHNOLOGY, INC. What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

"Green" LED Lighting Continues to Replace Tradional Lighting Technologies

November 12, 2009

Starbucks Goes Bonkers for LED Lighting | seekingalpha.com

1. Starbucks is just one of a number of commercial business's which are converting their lighting to LED Lighting.2. Starbucks has selected GE for this lighting application in an attempt to become more "Green" and at the same time save on energy costs. 3. LED fixtures are generally still too expensive for most home applications, but the cost is beginning to come down as lighting class LED become more efficient, and the manufacturing costs come down the cost curve..

Thomas Coughlin, President

Thomas CoughlinPresidentCoughlin Associates What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Vast small hard drives fuel new consumer applications and smaller computers

November 8, 2009

Toshiba Introduces Two 1.8-Inch Hard Disk Drive Families for Both High Performance and Long Battery Life in Mobile Computing Applications | www.earthtimes.org

After its merger with Fujitsu, Toshiba is now the largest manufacturer of mobile hard disk drives (HDDs) (2.5 inch and 1.8 inch HDDs). Toshiba is also the largest manufacturer of 1.8-inch HDDs and the company has just introduced a HDD in this form factor with 320 GB storage capacity. This 2-disk 1.8-inch drive offers the highest storage capacity in such a small package and will enable more consumer and mobile computer applications

Munisamy Anandan, Former President & Managing Member

Munisamy AnandanFormer President & Managing MemberORGANIC LIGHTING TECHNOLOGIES, LLC What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

LCD TV panel continues its low power march

November 6, 2009

[FPDI] LCD Panel Power Consumption Keeps Dropping | techon.nikkeibp.co.jp

(1) Power consumption of LCD in TV going down will be a concern for OLED TV and plasma TV.(2) This news of low power consumtion is welcome for LEDs for their market growth(3) The power consumption will continue to go down because LED is till marching towards high efficacy.

Mark FendleyContinuous Improvement ManagerBMW MANUFACTURING CO., LLC What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Magna Will Find Better Targets for Their Attention and Their Cash

November 6, 2009

Magna Ends Hunt for Automaker, Eyes Suppliers | www.autonews.com

Magna may have risked alienating certain customers, especially in regards to component technology development, if they had succeeded with the Opel partial purchase.Magna is developing good partnerships in the growth segments of electronic, software, sensor, battery, and power management, so a growing interest in shopping for those suppliers that can be added to Magna's electronics or eletrical component product portfolio makes very good sense.

Steven Harnsberger, President

Steven HarnsbergerPresidentSHI Digital What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Hollywood Internet Movie Download Sites - Still Looking for a Business Model

November 6, 2009

(Hollywood) Industry Slowly Embracing New Media | www.hollywoodreporter.com

Good article - the ugly truth about digital movies on the web is that no stand alone digital video content service makes money today, not CinemaNow (Sonic Nasdaq SNIC), Amazon, Vudu, or BlockBuster.  The business model is missing, the revenue share small and the demand absent.Many have tried and failed including: Intertainer, MovieLink, Akimbo, Moviebeam - even CinemaNow was sold because it could not make money. The digital movie business model is broken....

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