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GLG News by Semiconductor Testing Experts

James "Jim" Cantore, President
James "Jim" Cantore, President
JLC Associates
September 24, 2007
Quo Vadis iPhone
Analysis of: Steve Jobs Offers Rare Apology, Credit for iPhone (online.wsj.com)
New product hype must match product reality Early adopters can become harsh critics A customer burned will cause lost sales
Mark Oskowsky, Principal
Wireless Tech
Analysis of: Apple Sets iPhone Price at $399 for this Holiday Season (www.apple.com)
BOM and Cost of Typical Cell Phone Bill Of Materials (BOM) for cell phone is constantly falling. This is especially true for gsm/gprs/edge phones built in high volumes. I summarize the BOM cost of typical and mature phone based on Nokia 7820. Nokia 7820 is the mid/high end phone that has been introduced...
Analysis of: Merck 'good' cholesterol drug meets trial goals (www.therapeuticsdaily.com)
Extended Release niacin has the second highest discontinuation rate.   Laropiprant is a selective antagonist of the prostaglandin D(2) receptor subtype 1, which reduces niacin-induced vasodilation. Is it better than Aspirin?! 
Analysis of: Patients Who Switched from Established Lipitor Therapy to Simvastatin Experienced a Significant 30 Percent Increase in Relative Risk of Cardiovascular Events or Death, New Observational Study Shows (www.pharmalive.com)
Prove the point that not all STATINS are the same. (Pleiotropic effects) Even though an observational study, still very impressive.
Analysis of: J&J Ends Plan to Seek Wider Procrit Use (online.wsj.com)
The result of this study was not a surprise Inflammation and infection hamper the respose to EPO HIF 1 Alpha stabilizer is the answer for this group of patients
Analysis of: Ranbaxy Gains Approval To Manufacture And Market Carvedilol Tablets In The U.S. Market (www.medicalnewstoday.com)
Carvidolol is an excellent drug indicated for the treatment of CHF Very Expensive drug on restricted formulary by many HMOs A good news to many physicians who  were restricted in using this drug.
Analysis of: Novartis's Tekturna shows promise in heart failure (www.reuters.com)
RAAS inhibition at many levels is an exciting idea! New Class of antihypertensive is welcomed by many physicians who struggle with BP controll in many of their HTN patients.
September 3, 2007
What is the strategy?
Analysis of: Acer, Lenovo Deals Just the Beginning? (www.eweek.com)
At a glance, “acquisitions and near-acquisitions by Asian PC manufacturers”, sends the indication that this market is destine for takeover. Not only the market but the brand names associated with it. As such, the smaller to mid side foreign companies will nudge there way into the higher end product
Analysis of: Potential safety issue identified in ongoing phase 2 clinical study of HCV-796 (www.pipelinereview.com)
High prevalence of hepatitis C virus infection worldwide! Most therapies available have limited success esp. genotype 1 HCV genotype 1 most prevalent in US Most treatments are toxic Combination therapy need to devised
Analysis of: New antihistamine gets FDA green light.(RX CARE)(Levocetirizine (Xyzal) by UCB Inc. and Sanofi-Aventis ) (www.therapeuticsdaily.com)
Levocertirizine is the active enantiomer of the well-known antihistamine Zyrtec. Both Zyrtic and Xyzal, undergo a rapid and complete uptake in the GI tract and then metabolized to a very limited extent and have a high renal clearance. Xyzal does not have any advantage over Zyrtec

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