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GLG News by Semiconductor Capital Equipment Experts

Steve Fanchiu, SF, Adviser
Steve Fanchiu, SF, Adviser
Genttix, Inc.
Analysis of: Cree Announces Commercial Availability of XLamp MC-E LED (biz.yahoo.com)
How will the U.S. innovative firms prominently continue the global leadership in LED (Light Emitting Diode) device? How will the green energy incorporate newer lighting technologies? What are the challenges that affect the technological development in the clean lighting industry?
Jerald Kolansky, Worldwide VP of Sales
Plx Technology, Inc.
Analysis of: Nichia Initiates UK Patent Infringement suit Against Seoul Semiconductor (flashlightnews.org)
1. In the high power, emerging LED industry, for lighting, one of the ways the leading LED manufactuers can protect their business from becoming a commodity is to patent their technology and then vigorously protect it against copycats that infringe on their IP. 2. The leading supplier has been and...
Jerald Kolansky, Worldwide VP of Sales
Plx Technology, Inc.
Analysis of: Dell Driving Transition to Energy Efficient LED Displays (www.ledsmagazine.com)
1. LED's offer mover enrgy efficient solution than CFL for backlighting with energy savingss in the 35% to 50% area. 2. LED solutions do not have mercury in them as do the current CFL solutions, so this makes LED's a so called green technology. 3.Nichia will be main beneficiary of move to LED's...
Thomas Coughlin, President
Thomas Coughlin, President
Coughlin Associates
Analysis of: Hoya, Showa Denko to merge hard disk media business (www.reuters.com)
* Hoya is a major manufacturer of glass and supplies many of the glass substrates used in mobile hard disk drives.  * In addition to substrates Hoya manufactures some hard disk media as well.  * Showa Denko has been a customer of Hoya for media substrates and is the largest...
Thomas Coughlin, President
Thomas Coughlin, President
Coughlin Associates
Analysis of: Report: Fujitsu to Sell HDD Business to Western Digital (www.pcworld.com)
* Fujitsu is the sixth in unit shipping volume of HDD companies making 2.5-inch drives for notebook, consumer and enterprise applications.  * Fujitsu is one of the oldest companies in the HDD business and has been responsible for much technology innovation in the industry.  * Reports abound...
Steve Fanchiu, SF, Adviser
Steve Fanchiu, SF, Adviser
Genttix, Inc.
Analysis of: Microvision Demonstrates Enhancements to Pico Projector Prototype at CEATEC Japan 2008 (biz.yahoo.com)
What is the merit and advantage for Japanese and other leading Asian brands in Korea and Taiwan to play with in the consumer electronics market? How spaciously could be U.S. firms to play in the portable consumer electronics market when Apple has lost its power in driving further cost reduction and...
Thomas Coughlin, President
Thomas Coughlin, President
Coughlin Associates
Analysis of: Metadata Working Group Introduces First Specification for Interoperability and Preservation of Metadata in Digital Photography (www.examiner.com)
* Metadata is information that describes the contents of a piece of data or content  * Standards that make metadata created in one device readable in another device are in their infancy  * Most metadata today must be entered manually but this takes more time than most people can afford ...
Analysis of: IS FIBER'S ROSE STILL BLOOMING? (telephonyonline.com)
Fiber is actually still the dominant platform to transmit and receive high bandwidth data. The question if to extend it to the home ( FTTH) or to the node ( FTTN) is a valid one but does not shade its future. When IPTV and other bandwidth demanding applications will knock on the door- the solution...
Analysis of: IPTV subscriptions to grow 64 percent in 2008: Gartner (www.reuters.com)
Combining TV and PC was the ultimate dream of consumers. IPTV has proved that it's possible and now is time to harvest the fruits. Gartner's analysis should not come as a surprise since the platforms are ready and just regulations and rights are impeding the process. The huge increase of IPTV subscriptions...
Analysis of: Sprint Picks Ciena (www.unstrung.com)
Troubled Sprint that puts all its bets on WiMAX has first to prove that LTE is not generating a real threat. Ciena proved that it has a suitable solution and it will benefit first. However, Sprint's success is heavily dependent on the question whether G4 WiMax mobile will run. The fiber optic...

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