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GLG News by Semiconductor Capital Equipment Experts

Analysis of: "Chindia" Rushes Into Solar (sst.pennnet.com)
As other countries continue to thrive on the solar boom, the United States is falling behind in solar cell capacity and adoption of panels and plants.  China surpassed Japan and Germany in 2007 as the top world producer of solar cells, and may eventually develop a monopoly over time. ...
Analysis of: HSBC targets new bank at China rich (www.ft.com)
This overview is important for business analysts, which consider or deal already with markets in China and India. It points out actual economy trends taking place in today's markets of China and India.
Thomas Coughlin, President
Thomas Coughlin, President
Coughlin Associates
Analysis of: Iomega Announces Termination of Share Purchase Agreement with ExcelStor Entities (www.freshnews.com)
* Iomega had previously entered into an agreement with ExcelStor Great Wall Technology owned by the Chinese government  * Iomega terminated this purchase agreement with ExcelStor  * Iomega entered into an agreement to merge with EMC  * EMC will probably use Iomega as a means to move into...
Analysis of: iSuppli lowers semi sales forecast to 4% (www.edn.com)
As AMD and other semiconductor companies continue to spin their wheels, lay off engineers, consolidate product lines further, and watch their executives walk out the door, leading to a major decline in revenue, hopefully they will try to replicate the Intel model for doing business in...
Analysis of: WSJ: Comcast, Time Warner May Fund WiMax (biz.yahoo.com)
WiMAX is a vital revenue growth driver for Sprint, and the fact that no announcement was made in CTIA does not have to indicate that things are going wrong. Such deal that involves the major CATV players takes time and the appearance of an event in the calendar does not mean it has to be finalized by...
April 14, 2008
Hot WAFS Market
Analysis of: Riverbed goes with the flow (www.techworld.com)
Wide Area File Services (WAFS) products have now been shipping for about two years.The main benefit to be derived from WAFS is the ability to improve data delivery to workers at remote sites, while saving money compared to alternative configurations and solutions.
Thomas Coughlin, President
Thomas Coughlin, President
Coughlin Associates
April 9, 2008
Small yet Vast
Analysis of: Samsung unveils proper 2.5-inch 500GB hard disk drive (www.pureoverclock.com)
* Hitachi introduced a 500 GB 2.5-inch hard disk drive in January 2008 but the product would not fit into a conventional 2.5-inch hard drive bay  * Fujitsu followed suit with a 500 GB 2.5-inch HDD announcement with a similar thicker drive package  * Samsung announced in March that they would...
Thomas Coughlin, President
Thomas Coughlin, President
Coughlin Associates
Analysis of: Seagate Claims Solid-State Drive Makers May Infringe Seagate's Patents. (www.xbitlabs.com)
* Seagate says that if SSDs start to threaten HDDs Seagate may sue SSD companies such as Intel and Samsung for patent infringement  * Seagate and WD have patents with many of the ways that a storage device communicates with a computer and SSDs may use some of these approaches  * SSDs are being...
Analysis of: CTIA: LTE, sooner rather than later (telephonyonline.com)
The belief that LTE can come ahead of its original schedule is a wishful thinking. The industry has not seen any corner cutting in any of its emerging standards. Even ISDN followed by the TDMA-CDMA-GSM standard wars took their time to be established as working standard. WiMAX itself is under development...
Analysis of: Interview with Sriram Viswanathan, General Manger (sic) for WiMax at Intel (www.wimax.com)
After a long way spotted with many standard hurdles, WiMAX should see its way as the major platform for mobile wireless connectivity in 2009. Led by the chipset provided by Intel, WiMAX is now ready for broad market launch, and really carries the message of high speed hassle free wireless technolog...

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