GLG News by Semiconductor Experts

What is going on here?  Samsung is working in their shareholders' best interests, as is SanDisk.  In the end, the separation between these two interests is thwarting meaningful progress in negotiations.  Objective Analysis, in its Alerts, has outlined the impact this should have on each...

1. NIchia is very protective of it's intellectual property using legal proceeding to stall competitors from competing in key makrets such as backlighting for notebook computers, and genral purpose lighting. 2. Although some of the NIchia competitors may have violated Nichia intellectual property,...

It appears Microsoft has listened to the complaints about Vista and is addressing them with a more-compatible, leaner and easier-to-use Vista/Windows 7.  Windows 7 looks like it could also be named Vista SP3.  This is exactly what enterprises are waiting for and if Microsoft delivers it in...

1. Strong Technology companies like Cisco, Oracle, Apple, and Amazon will gain new technology in Recession.  2.  Will we see anoher I-POD like device?

Several factors are converging to make video conferencing more commonly used.  Improved technology, increased network bandwidth, and both the cost and effort/time invested in traveling are all factors.  Telepresence provides the “halo effect” for video conferencing, similar to the effect the...

* HP hailed Intel’s entry into SSDs announced at the IDF in August  * HP announced that they have selected Samsung SSDs for their virtualization blade server system  * The Samsung SSDs in this application replace 2.5-inch hard disk drives  * HP says that use of SSDs in this application...

1. The stand by power used in gadgets suchs as power supply's in TV's, cell phones, PC's, etc., are typicallly veri inefficient and waste power.  These devices use power even if the off state. 2.These small stand by power supply's are also known in the industry as flea supply's typically use...

Concentrating photovoltaics (CPV) are not quiet ready for primetime on commercial rooftops. (a) Commercial roof tops are highly dependent on financing via power purchase agreements (PPA). (b) Concentrating photovoltaics are an unproven technology in terms of performance, reliability, price and O&M...

1.  NAND and DRAM already have higher supply than Demand can absorb 2.  Housing crisis and oil already hurts consumers 3.  Financial crisis double whammy on consumers 4.  Evidence of upcoming job losses and sales declines

1.  Financial Crisis drives consumer weakness 2.  Micron is just one fo the first - more to come 3.  Buyers are cutting back on orders expecting a consumer slowdown.