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James "Jim" Cantore, President & Chief Analyst

James "Jim" CantorePresident & Chief AnalystJLC Associates 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.

If We Build It, A 450 mm Wafer Fab, Will Customers Come?

May 7, 2008

Will industry build 450-mm fabs? | www.eetimes.com

1. New Markets will be created, enabled by the 450mm revolution. 2. Opportunity is there for new equipment strategic alliances with major chip players. 3. Smarter, simpler electronics projects need very intelligent, very large 450mm wafer-based chips.

James "Jim" Cantore, President & Chief Analyst

James "Jim" CantorePresident & Chief AnalystJLC Associates 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.

How Can AMD Save Itself and Stay Independent? Is Nvidia AMD's Savior?

March 4, 2008

Nvidia-AMD: Deal or no deal? | www.eetimes.com

1. AMD got itself in a precarious position by failing to execute. 2. Nvidia acquiring AMD is not the solution. Nvidia does not need an AMD headache. Neither aspirin nor anything stronger will help Nvidia. 3. AMD needs financial and engineering resources.

James "Jim" Cantore, President & Chief Analyst

James "Jim" CantorePresident & Chief AnalystJLC Associates 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.

What's Up With Yet Another Numonyx Delay?

March 3, 2008

Could it be another Numonyx delay? | www.eetimes.com

1. The NOR market is a money loser, no matter who the players are. 2. If Numonyx, (Intel + STMicroelectronics), was such a great money making proposition it would have been funded months ago. 3. The financial world is well aware that the last big NOR Flash venture between AMD and Fujitsu, Spansion, resulted in a public company that to date has never ever made a profit.

Peter RoithmayrPrincipalPeter Roithmayr Associates 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.

EA's Model is Nothing New

February 29, 2008

EA Leaps into Free Video Games | www.businessweek.com

EA attempts to bring a successful Asian model stateside. Success is almost guaranteed given the penetration of internet play in US homes.

James "Jim" Cantore, President & Chief Analyst

James "Jim" CantorePresident & Chief AnalystJLC Associates 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.

AMD Looks Uphill: Bluster Dims Lost Luster

February 4, 2008

AMD: Is The Worst Over? | seekingalpha.com

Does AMD keep close enough tabs on the details? Risk underestimation cripples bold initiatives. Crisp execution and coordination of all the risks is something AMD needs to do better. AMD overpaid for ATI, ran short of cash and had to go overseas for capital.AMD will give up precious market share to Intel.AMD profitability remains just out of reach.At current market valuation AMD may be a takeover target.  

James "Jim" Cantore, President & Chief Analyst

James "Jim" CantorePresident & Chief AnalystJLC Associates 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.

Quo Vadis iPhone

September 24, 2007

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

Peter RoithmayrPrincipalPeter Roithmayr Associates 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.

PS3 Price Cut

July 11, 2007

Sony slashes PS3 price tag by $100 | www.cnn.com

$100 price drop will increase unit volume. New 80 gb SKU comes with a game packed in adding to its value. Price cuts seen early at Target.

James "Jim" Cantore, President & Chief Analyst

James "Jim" CantorePresident & Chief AnalystJLC Associates 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.

How Intel and STMicro Have Rocked the Flash Market

May 23, 2007

Intel, ST form independent flash company | www.edn.com

An Intel move had long been rumored in the last few years. In one big move the new JV is now the world's largest NOR Flash memory player. Whether or not this new JV creates a more rational NOR market is probably in the hands the major cell phone handset players. Based on past market shares, the new JV is the largest NOR Flash supplier. The infusion of financial resources from Francisco Partners will stablilize the transition of Intel and STMicro into the new JV. Layoffs are likely due to redundancies in Intel and STMicro. The new JV will put huge competitive pressure upon Spansion.

James "Jim" Cantore, President & Chief Analyst

James "Jim" CantorePresident & Chief AnalystJLC Associates 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.

Intel Profits From Cost Cuts; Forecast Lags

May 1, 2007

Intel Profits From Cost Cuts; Forecast Lags | www.smartmoney.com

The PC Market has slowed down. Intel's weak Q2 sales revenue guidance confirms this.

Intel did a good job of cost cutting and making yield improvements, but not as good a job in booking business so far this year.

PC Bookings were pretty weak in Q1; this negatively impacted Intel.

Better bookings will occur in June if stronger than expected back-to- school PC builds materialize.

 

James "Jim" Cantore, President & Chief Analyst

James "Jim" CantorePresident & Chief AnalystJLC Associates 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.

Intel, Samsung and other placing their bets on Phase Change Memory

April 2, 2007

Intel to sample phase change memory in 1H 2007 | www.eetimes.com

Intel, Samsung and other placing their bets on Phase Change Memory.

Customers may now try PCM in NOR Flash applications.

PCM is a potential replacement for NOR Flash memory.

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