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GLG News by Technology Council Members in Member Programs

Munisamy Anandan, Former President & Managing Member

Munisamy AnandanFormer President & Managing MemberORGANIC LIGHTING TECHNOLOGIES, LLC 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.

Boost for LED backed LCD TV by California Energy Commission

November 18, 2009

Calif. requires TVs to be more energy efficient | tech.yahoo.com

(1) LED backlight is becoming more efficient year by year leading to the reduction of power consumption of LCD TV backlit by LED.(2) Boost to LCD TV by LED backlight put pressure on plasma TV and OLED TV(3) Now additional boost comes through legislation by California Energy Commission

J. Bruce Daley, Principal

J. Bruce DaleyPrincipalGreat Divide Research 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.

Microsoft Protects its Flanks to Save It's Ass

November 18, 2009

Microsoft, Taiwan to develop cloud computing technology | www.totaltele.com

* Microsoft is making a defensive alliance to complete its stack* Fortunes will be made and lost developing cloud offerings* Despite the hype Cloud Computing is a real long term trend

L. Stephen Wolfe, Chief Executive Officer

L. Stephen WolfeChief Executive OfficerCAD/CAM Publishing, 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.

Was Autodesk a bubble stock?

November 18, 2009

Autodesk Increases Profitability in Third Quarter Fiscal 2010 | www.businesswire.com

Today Autodesk became the last of the large publicly traded engineering software companies to announce its earnings. Whereas Autodesk had been a sales and profit leader during the run-up to the financial bubble that burst in 2008, its sales have fallen faster than its peers in the past 12 months. What's going on?

Jerald KolanskyFormer Worldwide VP of SalesPLX TECHNOLOGY, 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.

Cypress Continue To Improve PSOC Family Performance

November 16, 2009

Cypress Introduces New PSOC 1 Device With Enhanced Analog Performance | finance.yahoo.com

1. Cypress Semiconductor has introduced PSOC 1 devices with enhanced analog performance. This should help with the adoption of these devices in touch screen phones, appliances, automotive applications, etc.2. Over the last few years Cypress has obtained hundred of design wins with it's PSOC family of devices and has obtained design wins with at least 5 of the leading cell phone manufacturers.

Jerald KolanskyFormer Worldwide VP of SalesPLX TECHNOLOGY, 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.

Potential TSMC Entry into LED Market Could Effect Current Supplier Base

November 16, 2009

TSMC Looks at Solid State Lighting Market | www.eetimes.com

1. Per this article and other commentary in SEA, it appears that TSMC is going to invest $46M in setting up a product line to make LED's for the lighting market.2. The $46M to be invested in setting up this line represents a substantial sum of money that could benefit equipment manufacturers such as Aixtron and Veeco.

Jerald KolanskyFormer Worldwide VP of SalesPLX TECHNOLOGY, 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.

Cree Adds Additional Manufactuing Capacity in China

November 12, 2009

Cree Buys Huge LED Plant in China | triangle.bizjournals.com

1. Cree's purchase of a large facility in China to manufacture both chips and components is a strong sign that Cree believe that its surge in business will continue in the future.2. The Chinese LED market is a significant one with the Chinese government subsidizing the cost of LED fixtures. In addition, many of the Cree's U.S. based lighting customers are manufacturing in China.3. The article says chip manufacturing and not phosphor deposition which is critical IP in manufacturing white LED's.

Jerald KolanskyFormer Worldwide VP of SalesPLX TECHNOLOGY, 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.

"Green" LED Lighting Continues to Replace Tradional Lighting Technologies

November 12, 2009

Starbucks Goes Bonkers for LED Lighting | seekingalpha.com

1. Starbucks is just one of a number of commercial business's which are converting their lighting to LED Lighting.2. Starbucks has selected GE for this lighting application in an attempt to become more "Green" and at the same time save on energy costs. 3. LED fixtures are generally still too expensive for most home applications, but the cost is beginning to come down as lighting class LED become more efficient, and the manufacturing costs come down the cost curve..

Thomas Coughlin, President

Thomas CoughlinPresidentCoughlin Associates 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.

Vast small hard drives fuel new consumer applications and smaller computers

November 8, 2009

Toshiba Introduces Two 1.8-Inch Hard Disk Drive Families for Both High Performance and Long Battery Life in Mobile Computing Applications | www.earthtimes.org

After its merger with Fujitsu, Toshiba is now the largest manufacturer of mobile hard disk drives (HDDs) (2.5 inch and 1.8 inch HDDs). Toshiba is also the largest manufacturer of 1.8-inch HDDs and the company has just introduced a HDD in this form factor with 320 GB storage capacity. This 2-disk 1.8-inch drive offers the highest storage capacity in such a small package and will enable more consumer and mobile computer applications

Munisamy Anandan, Former President & Managing Member

Munisamy AnandanFormer President & Managing MemberORGANIC LIGHTING TECHNOLOGIES, LLC 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.

LCD TV panel continues its low power march

November 6, 2009

[FPDI] LCD Panel Power Consumption Keeps Dropping | techon.nikkeibp.co.jp

(1) Power consumption of LCD in TV going down will be a concern for OLED TV and plasma TV.(2) This news of low power consumtion is welcome for LEDs for their market growth(3) The power consumption will continue to go down because LED is till marching towards high efficacy.

L. Stephen Wolfe, Chief Executive Officer

L. Stephen WolfeChief Executive OfficerCAD/CAM Publishing, 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.

Ansys results stronger than other engineering software vendors but risks remain

November 5, 2009

ANSYS, Inc. Reports Solid Revenue Results with Strong Margins and Non-GAAP EPS Outperformance for the Third Quarter 2009 | www.businesswire.com

Revenues and profits at Ansys, Inc. increased year-to-year in the third quarter, a better showing than the larger and more integrated engineering software companies such as Dassault Systèmes and Parametric Technology. So why is management hoarding cash?

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