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GLG News by Semiconductor & Component Experts

Cliff Bell, Chief Information Officer
Infogain Corporation

June 23, 2008
A single source for your data solutions

Analysis of: HP to Join 'Data Dedupe' Crowd (www.eweek.com)

1. Choosing one vendor that can give you data storage 2. Completes the picture for servers and storage as well as desktops and laptops

Thomas Coughlin, President
Coughlin Associates

June 20, 2008
Seagate Expanding to Cover More Enterprise Storage Options

Analysis of: Will Seagate buy Intel's stake in NAND JV? (www.eetimes.com)

 Seagate has stated that they will introduce a SSD device by the end of 2008 This is expected to be an enterprise level SSD to help protect the company’s position in the enterprise storage market There are several rumors that Seagate is looking at acquisitions to enable its SSD effort Intel...

Thomas Coughlin, President
Coughlin Associates

June 20, 2008
Everyone Needs a Dream!

Analysis of: Hitachi HDD Business to Surpass Seagate Profitability (www.blocksandfiles.co.uk)

* Hitachi president Kazuo Furukawa said that Hitachi wants to surpass Seagate’s HDD business profitability * Furukawa-san said that Hitachi has the latest technology required to be competive in the HDD business * He also said that there is synergy between Hitachi’s computer business and...

Alon Konchitsky, Chief Technology Officer
Noise Free, Inc.

June 20, 2008
LTE is going to win WiMax

Analysis of: Nortel, Alvarion in wireless pact (biz.yahoo.com)

LTE is going to win WiMax because LTE is a part of the 3GPP. WiMax is mainly supported by Intel that has never been successful in the wireless industry. Practically, I don’t see a mobile user, with 2 or 4 or even 4 inch screen, using more than 10Mbps on his device. Given that most of the fancy devices...

Alon Konchitsky, Chief Technology Officer
Noise Free, Inc.

June 20, 2008
Apple’s iPhone 3G - end of the marriage Apple – ATT

Analysis of: Apple may soon be free from AT&T (news.cnet.com)

The new iPhone is a 3G UMTS HSDPA capable device does not have a lock-unlock mechanism. The UMTS standard, is a universal standard. By definition UMTS stands for Universal Mobile Terrestrial System. Therefore, the lock-unlock mechanism is not required anymore. The GSM-GPRS-EDGE iPhone, which was Appl’s...

Neil Kelly, Semiconductor Test Consultant
Neil Kelly

June 20, 2008
Advantest picks up a Credence cast-off.

Analysis of: Credence sells auto ATE unit to Advantest (www.eetimes.com)

Advantest has acquired the remnants of SZ from Credence, giving them power and analog testers and some incremental customers. The technology won't be integrated into Advantest's SOC platforms - if that's why Advantest bought it, they're fooling themselves. Credence continues the divestment...

Paul Massie, Consultant
Self Employed

June 19, 2008
HP, Sun and EMC Push SSD

Analysis of: HP adding solid-state memory to its servers (www.infoworld.com)

The move from rotating disks to Solid State Disks (SSD) is happening faster than most predicted. Rotating disk vendors such as Seagate will likely see margins erode as they lose the high-end disk business to SSD.

Ian Wood, Partner
Wireless Foundry

June 19, 2008
Is Business a core segment to Nokia?

Analysis of: Nokia unveils new business phones (news.yahoo.com)

With ever more of the business done by Nokia in the Emerging Markets just how important is a handset with such a rich feature set? The Blackberry like E71 whilst attractive suffers from a limited number of Enterprise Applications. How does these handsets fit into the OVI service?

June 18, 2008
Apple iPhone cost is not possible for $100

By a GLG Expert Contributor

Analysis of: Early teardown: iPhone 3G could cost Apple as little as $100 (apple20.blogs.fortune.cnn.com)

The semiconductor and other component's margin would be lower.

Cliff Bell, Chief Information Officer
Infogain Corporation

June 18, 2008
Will Google finally gain access to enterprise computing by becoming the datacenter?

Analysis of: Is Google your next data center? (www.computerworld.com)

1. Commodity computing is here and managing servers is not core to the business. 2. Focus IT on solving business problems.