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Peter Bornstein, Partner and Consultant in Infectious Diseases

Peter BornsteinPartner and Consultant in Infectious DiseasesSt. Paul Infectious Disease Associates, Ltd What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

The good news is that these drugs are already approved

October 28, 2009

Triple-combo Drug Shows Promise Against Antiviral Resistant H1N1 | www.medicalnewstoday.com

Adamas has a proprietary mixture of three drugs: amantadine, oseltamivir and ribavirin to treat antiviral resistant strains of novel H1N1 Influenza A.

Steve Fanchiu, Adviser

Steve FanchiuAdviserGenttix, Inc. What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Thrills and Obstacles to 3-D Television

October 23, 2009

3-D television expected to come to homes in 2010 | www.cnn.com

The technological innovation for 3-D television has been out of laboratory and prototyping stage. What does it mean to the marketplace while key players in different technologies are commencing a volume push in the consumer electronics market?

Nathan Brookwood, Principal Analyst

Nathan BrookwoodPrincipal AnalystInsight 64 What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Even 2-D Users Will Miss Nvidia's Integrated 3-D Graphics on Core i3/i5 Systems

October 8, 2009

Nvidia Escalates Feud With Intel | online.wsj.com

Nvidia's chipsets outperform Intel's when it comes to integrated 3-D graphics, but Intel's move to incorporate graphics into its Core i3/i5 CPUs leaves no room for Nvidia's integrated solution. Too bad! Windows 7's DirectCompute feature speeds up media operations on systems with AMD or Nvidia discrete or integrated GPUs, but won't work with Intel's integrated graphics. Even users who don't care about 3-D may notice this media deceleration on Core i3/i5 systems that lack discrete GPUs.

Nathan Brookwood, Principal Analyst

Nathan BrookwoodPrincipal AnalystInsight 64 What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Fermi versus AMD Radeon: Who Wins, Who Loses in Supercomputing Applications?

October 4, 2009

Supercomputer to use new Nvidia 'Fermi' chip | news.cnet.com

While AMD and Nvidia battle for supremacy in the GPU computing arena, there's one obvious loser, Intel. AMD's 5870 appeared on schedule. Nvidia's Fermi is late, but its GTX 280 series still is competitive. Intel's Larrabee remains a no-show. End users who buy their systems by the teraflop have discovered and validated an alternative approach that requires fewer x86 CPUs, less power, and less space. GPU computing is here to stay, and the market will punish those who lack a competitive offering.

Jim Handy, Director

Jim HandyDirectorObjective Analysis What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Samsung and Numonyx See PRAM-PCM as Next Winner

October 3, 2009

Samsung upbeat about PRAM market | www.digitimes.com

Flash memory will hit the end of its life in the next few years.Samsung and Numonyx are betting that phase-change memory, PRAM or PCM, will fill the void to become flash's successor.Other companies, Spansion, Macronix, SST, Sharp, and Hynix, have not disclosed their plans, but Intel, Toshiba, and Micron have outlined different plans.

Jim Turley, Owner and Analyst

Jim TurleyOwner and AnalystSilicon Insider What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Software - The New Silicon Business

October 1, 2009

Intel Gets Deep Into Software | online.wsj.com

Software is becoming the key differentiator among silicon company, and especially among microprocessor companies. Intel's move is reflective of a larger trend already taking place among chip suppliers and IP vendors.

John BergChief Technology Officer American Semiconductor, Inc What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Agilent Technologies and Varian: Good Deal

July 28, 2009

Agilent to Buy Varian for $1.5 Billion | online.wsj.com

Agilent Technologies Inc. agreed to acquire Varian Inc. for about $1.5 billion. This acquisition will expand Agilent's product portfolio in the industrial and life sciences markets and will give Agilent entry to the NMR, imaging, and vacuum technology fields. This is another major step in Agilent's evolution into a leading bioanalytical measurement company. One should expect the deal to be accretive in 2010, as Agilent estimates $75 million in cost savings from the deal.

John BergChief Technology Officer American Semiconductor, Inc What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Sun Microsystems and Oracle: Perfect Together?

July 20, 2009

Sun Holders Approve Oracle Deal | online.wsj.com

The shareholders of Sun Microsystems $7.4 billion takeover. Will the be buyer's delight or buyer's remorse for Oracle? Are the winners Oracle's shareholders or Sun Microsystems' competitors?

Peter Bornstein, Partner and Consultant in Infectious Diseases

Peter BornsteinPartner and Consultant in Infectious DiseasesSt. Paul Infectious Disease Associates, Ltd What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Potential game changer for patients and hospitals regarding C. difficile colitis

July 18, 2009

Rapid DNA Test to Detect Clostridium difficile Infection Approved by FDA Today | www.medscape.com

Clostridium difficile-associated colitis is a disabling, and potentially life-threatening infection.  Moreover, hospitals spend great resources in isolating patients with this disease to prevent infection within the hospital. This new technology from Cepheid offers faster, and more accurate diagnosis, leading to potentially quicker treatment for patients, but potentially huge savings for hospitals, that can shorten isolation periods for these patients. 

John BergChief Technology Officer American Semiconductor, Inc What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Applied Materials: The new 800 pound gorilla in Solar

July 9, 2009

Applied jumps to top of solar equipment rankings | www.eetimes.com

Applied Materials is the largest equipment provider of photovoltaic (PV) manufacturing equipment in 2008, its first full year in the market, according to market research firm VLSI Research Inc. Although this revenue includes  its 2007 HCT acquisition's reveue, Applied has gained traction with its SunFab Solar Module Production Line. The implication is ominous for the other nine suppliers on this list, many of whom have been in the solar equipment business for some time: the 800 pound solar equipment gorilla has arrived.

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