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GLG News by Semiconductor Capital Equipment Experts

Steve Fanchiu, SF, Adviser
Steve Fanchiu, SF, Adviser
Genttix, Inc.
Analysis of: Light Blue Optics Demonstrates Miniature Projection Systems (www.reuters.com)
How often have those projection display technology providers or developers claimed to bring a brilliant future, with excuses for repetitive delay in productization and market adoption? Pico-projector is just one of them.  .......................... Why has the development of many projection technologies...
Neil Kelly, Semiconductor Test Consultant
Neil Kelly, Semiconductor Test Consultant
Neil Kelly
Analysis of: Teradyne Coughs Up $250M For Eagle Test (www.forbes.com)
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 Coughlin, President
Thomas Coughlin, President
Coughlin Associates
Analysis of: Shakeout looms in SSDs (www.eetimes.com)
§ 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 Coughlin, President
Thomas Coughlin, President
Coughlin Associates
Analysis of: Western Digital working on 20,000 RPM Raptor (www.bit-tech.net)
* 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...
Thomas Coughlin, President
Thomas Coughlin, President
Coughlin Associates
Analysis of: Nintendo looking into holographic storage solutions (gonintendo.com)
* 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 Coughlin, President
Thomas Coughlin, President
Coughlin Associates
Analysis of: SanDisk unveils metric for solid-state drives (www.eetimes.com)
* 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...
Analysis of: Equinix Data Centers Certified 'Green' (www.tmcnet.com)
Organizations are increasingly evaluating and implementing liquid cooling solutions to meet the heat challenges of blade servers and high-density computing. Liquid cooling solutions utilize air/liquid heat exchangers to provide quiet, uniform, effective cooling.
Jerald Kolansky, Worldwide VP of Sales
Plx Technology, Inc.
Analysis of: Cree Announces Small Footprint XPC and XPE LED's (www.ledsmagazine.com)
!. 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...
Jerald Kolansky, Worldwide VP of Sales
Plx Technology, Inc.
Analysis of: Texas Size Savings, United Supermarkets USes GE Illumination LED Refrigerator Display LIghting to slash costs (www.ledjournal.com)
1. LED LIghting due to it's eneergy saving and reduced maintainance costs is beginning to be implemented in commercial applications. 2. The payback period for implementing the initially more expensive LED lighting is in the range of 2-3 years. 3. Company's such as Anthony Door who is a major supplier...
Jerald Kolansky, Worldwide VP of Sales
Plx Technology, Inc.
Analysis of: Avago Technology Names New CFO (news.moneycentral.msn.com)
1. Avago has become more profitable by selling off business's such as printer ASIC to Marvell, storeage IC to PMC Sierra, CMOS sensors to Micron, and camera modules to Micron. 2. KKR/Silverlake have been buildinbg up profitability by shedding workers in R&D, marketing, and sales leaving a profitable...

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