GLG News by Semiconductor Experts in GLG Member Programs (outside North America)
Analysis of:
Moto's Signs of Hope (www.unstrung.com)
Motorola, once the leader of any wireless solution is facing again its well known situstion where she needs to invent itself from scratch. RAZR days are gone and now time to develop a new market, as RIM did with Blackberry and Apple in iPhone. However, it's more difficult than in the recent past, since...
Analysis of:
Steve Jobs Offers Rare Apology, Credit for iPhone (online.wsj.com)
The $100 rebate offered by Apple's Steve Jobs for his early adopters and "be-the-first" ones iPhone holders, expresses a high confidence in this solid group of Apple's fans that will go after any new product this company releases. No other company would have come out quite "clean" if it had done the...
Analysis of:
Good NewsFor SanDisk:Toshiba sold out of NAND, Turning Away Business (seekingalpha.com)
The combination of falling prices and increasing throughput of NAND Flash memories is the most dominant catalizator of having a clear path to 1$/GB of NAND memory. Annual growth rates of 100%-160% in NAND demand are the best fuel to fund the new 34nm-45nm fabs needed for best cost effective NAND pricing...
Analysis of:
Seagate bets big on solid state drives (www.vnunet.com)
Seagate, as one of the worldwide leaders of HDD, cannot overlook the emerging market of SSD. it knows it will come sooner or later ( sooner, I guess). Kodak saw it in film based photography and moved to the digital age after painful losses, and Sony knew when to move from CCD to CMOS imagers.
The path...
Analysis of:
Samsung Launches Tiny 160GB Hard Drive (www.pcworld.com)
As the 1.8" HDD size is gaining dominance as the leading form factor for portable gadgets, it seems that denser disks will pose a real challege to SSD.
The next step, after Samsung's announcement about its 160GB, will be the 250GB which will serve the notebook huge sector.
SSD should have a similar...
Analysis of:
Teen untethers iPhone from AT&T (alwayson.goingon.com)
This hacking action carries bless to Apple by creating a huge wave of public relations , more news headletters, thousands of talkbacks , and suddenly you do not hear about Nokia, Motorola or Sony Ericsson.
Apple may benefit from this event with its coming products and agreements with other countries...
Analysis of:
3-D printing for the masses (money.cnn.com)
1. 3D Imaging & display technology international conference 2007 2. 3D interaction & display alliance congress, 3DIDA 3. 3D industry, Present and future
Analysis of:
Coming soon: The solid state server and TVs with auto-rewind (news.com.com)
One of the many applications to absorb the SSDs is the STBs (Set Top Boxes) and the built in PVRs (Personal Video Recorders). The last thing you want to hear in a hi-fidelity audio system is the rotating noise of the HDD. Therefore, TVs and media centers will probably be the second phase of the SSD...
Analysis of:
Seagate to start shifting SSDs (www.channelregister.co.uk)
Seagate is doing the right and necessary step to walk into the SSD market. As Kodak understood that the world of chemical and film based photography is coming to its end, Seagate has to collaborate with NAND memories provider in order to step first into the booming (expected) market of SSD and moving...
Analysis of:
France Telecom confirms talks with Apple on iPhone (news.com.com)
Europe is getting polished to have a piece from the iPhone cake. The agreement set recently and those soon to be signed are another landmark in Apple's roadmap to have a clear presence in Europe.
Europe will serve as a test bench before applying a USA iPhone since it is diversified and easier to negotiate...
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