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GLG News^SM Analyses by this Study Group's Leading Experts(?)

SK Telecom is likely moving on with the sales of their Virgin Mobile shares.

August 5, 2009

Analysis by:Ben Kwak, Principal Consultant,

Analysis of:Sprint Nextel-Virgin Mobile: What Does Sprint ‘Want to Be When It Grows Up?” | blogs.wsj.com

SK Telecom (SKT) is planning to sell all of its 15.3% shares of Virgin Mobiles USA for the pure investment purposes with Sprint acquiring Virgin Mobile USA. The 15.3% of shares are converted into a dismal 0.53% shares after Sprint's acquisition and this kills the South Korean global operator's strategic importance to Sprint. SK Telecom's future attempts to acquire any significant operator will definitely be on a hold for very long time with painful lessons learned from Helio MVNO.

M&A, JV in HDD Industry and SSD, Embedded System Replacement in 2011

February 19, 2009

Analysis by:Chuen-Yi Wang, Former Vice President,

Analysis of:Toshiba-Fujitsu Gives Storage Rivals an In | www.thestreet.com

HDD quantity of delivery under NB and the consumption electronic products demand leads, maintains 10~15% year growth rate, the hard disk quantity of delivery growth rate reaches as high as 18.9% in 2007, however because, on the other hand actually also the price competition day by day intensifies, causes the income earning to worsen, causes the hard disk market also to blow the purchase wind, even touches the related components factory. Stops to 2008, after eliminated and the conformity many times, the global hard disk entrepreneur from 41 in 1990, reduced to Seagate, WD, Hitachi Global Storage Technologies; HGST, Samsung, Toshiba and Fujitsu, Total 6. Seagate purchases and takes over Maxor after May, 2006, reaches as high as 35% of the global hard disk market in 2007. Fujitsu is the lowliest place in the hard disk market, because of hard disk enterprise deficit again and again, so that Toshiba is the most powerful customer to take over the Fujitsu hard disk enterprise.

More Rating Cut

February 18, 2009

Analysis by:Chuen-Yi Wang, Former Vice President,

Analysis of:Hynix Falls Most in Two Months on JPMorgan Rating Cut | www.bloomberg.com

Hynix will not have the reduction of capital plan. Hynix pass on the year's end to sell Oregon the Eugene factory to attain 306,000,000 US dollars in accordance to the turnover. Hynix, the beautiful light offers NAND the Flash technology Taiwan factory not to appreciate kindness rendered solves the DRAM difficult position most first. Hynix’s Creditor bank plans before the end of September to release the stockholder's rights value to estimate 880,000,000 US dollars again. Hynix reduces the workshop promotion disbursement and postpones the mainland joint capital factory investment. Hynix pelts capital outlay the global DRAM supply rate to grow only this year 20~30%, The 4th quarter, 2008 loses money 964,000,000 US dollars analysts anticipated in 2009 transport business difficult to show improvement after illness.   Obviously, JPMorgan will continuously the rating cut again. 

Pricing level based on supply and demand not consolidation

February 11, 2009

Analysis by:Chuen-Yi Wang, Former Vice President,

Analysis of:Winbond open to DRAM consolidation, says company executive | www.digitimes.com

As 30 X 12" memory fab were built in year 2007 and 14 of 30 were built in Taiwan for which the over supply statement happened with Zero Vista effect. Taiwan government trying to upgrade the advanced/ mainstream processing technology up to 48nm for DRAM and 30nm for NAND for cost down with high yield rate; integrate R&D power between Elpida, Micron and PSC, Inotera, Nanya, ProMos and Windbond. The technology alliance bundled with US$ 3B capitals. Above project is pending for an attractive business proposal. Qimonda went bankruptcy only provide around 10% of market demand which only created 20% price increases; 25% price gap to reach the breakeven price point. The global economic downturn made it worse as a serious storm in the 2nd layer although memory industry needs an M&A/ JV and cost down with advanced technology development as the industry dynamics.  As to the supply and demand relationship, expected to reach the balancing point in 2010 with basic Capex.   

California's Public K-12 Education System Is Worsening

August 12, 2008

Analysis by:Jason Ma, Co-Founder,

Analysis of:California at the Front of Education Trends | www.usnews.com

1) The Calfornia public K-12 education system has been suffering from budget cuts for decades, is not at the forefront, and is these days among the bottom 10% of the states in terms of standards and results. 2) It used to produce higher-quality student results two decades ago but since then it's been deteriorating as compared to some of the higher-standard systems in the East Coast and Midwest. 3) It is ironic that about 20 of the top 100 "Gold Medal" public high schools are in California, though these 20 are indeed very good schools, as I know the ones in the Bay Area. See: http://www.usnews.com/articles/education/high-schools/2007/11/29/gold-medal-schools.html.

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