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All GLG News Analyses Filed Under: Hardware

Analyses are solely the work of the authors and have not been edited or endorsed by GLG.

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.

Optical disc drives being replaced by flash memory in computers?

November 4, 2009

PC makeover: slimmer profile, no DVD drive | www.mercurynews.com

Many PC makers are not including optical drives, especially for laptops and netbooks. Leaving out optical drives is being done not to reduce cost but to allow slimmer laptop and netbook computers. Flash memory with built in programs and entertainment content are now on the market in USB as well as memory card formats. Downloading content and applications has become more common, replacing one of the big uses for optical drives in computers. As flash memory $/GB declines and as write speeds for flash devices improve will these devices replace current optical disk physical distribution formats?

Nokia to Close N-Gage and Refining Ovi Strategy

November 4, 2009

GLG Expert Contributor

Nokia to close N-Gage platform | www.telecompaper.com

Nokia has been toying with mobile services for a while, but N-Gage has never been a success. Will Nokia learn from this, to close the chapter or to better define Ovi strategy?

Is it the end of the miracle for Brocade ?

November 3, 2009

GLG Expert Contributor

Network Specialist Brocade Up for Sale | online.wsj.com

With the recent article on WSJ, we all understand and realize that Brocade is ready for a marriage. And many people to say "all that just for this", some others will applaud the move when it will be official if it will happen. Is Brocade just a miracle ? Several key steps and events allowed Brocade to grow, survive and navigate until now but the future of the company is fuzzy, the market changes with Ethernet, SSD and commodity everywhere, Virtualization and Cloud Computing development.

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.

3D Television without glass and with 3D-2D option

November 3, 2009

[FPDI] 3M Film Realizes 3D Panel Viewable With Naked Eye | techon.nikkeibp.co.jp

(1) 3D viewers prefer to view 3D images without wearing glasses, without paying high price, without sacrificing resolution and with option to change from 3D to 2D mode(2) Companies promoting 3D TV with glasses need to have a re-look at the unique technique of Sumitomo 3M Ltd that satisfies most of what consumers need in 3D TV. (3) The price penalty for Sumitomo 3M technique needs to be watched. There is a clear signal here for the domination of this novel 3M film in 3D TV application.

Nokia Closes Second Attempt at Custom Gaming Platform

November 3, 2009

GLG Expert Contributor

Nokia to close N-Gage platform | www.telecompaper.com

Nokia has shuttered their second attempt at making their own gaming platform in favor of building their own version of iTunes.It's a shift in strategy.  N-Gage was directed at Nintendo.  Their new Ovi store is following Apple.  Consumers won't miss N-Gage, as it never caught on.  Nokia is still struggling to redefine itself.

Under $100 is only a long term goal - Not anytime soon.

November 3, 2009

GLG Expert Contributor

Marvell’s new chips will bring cost of eBooks to under $100 | venturebeat.com

Until the price of the e INK screen itself comes down - currently elevated by patents and single source supplier (PVI) the idea that changing the electronics will drop the price this much is a pipe dream.

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.

LED Industry Continues Progress to Repalce Incandescent Light Bulb

November 2, 2009

Cree Demonstrates Record Breaking LED LIght Bulb | finance.yahoo.com

1. Cree and Philips are among the first LED firms to demonstrate prototypes of an LED replacement for the A19 size standard incandescent light bulb.2. There are numerous firms competing for the government prize for creating a production worthy A19 incandescent replacement.

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.

Flash Memory Not Ready to Replace Hard Drives in Most Enterprise Applications

November 2, 2009

Disc Storage Gone in a Flash | www.forbes.com

1. Despite the content of this article, flash memory is not ready to replace magnetic HDD's in most enterprise applications accept where the higher performance of flash can be taken advantage of.2. Flash memory today is 4-5 times more expensive than HDD magnetic memory, and in reality this past year NAND flash memory has almost doubled in price.

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.

Samsung and Toshiba Continue to Dominate over 75% of NAND Flash Market

November 2, 2009

Market View -- Q3 Sales Ranking of Brand NAND Flash IC Makers | www.dramexchange.com

1. Based on Q3 sales data Samsung and Toshiba continue to hold over 75% of the NAND Flash market. The 3 other players combined ( MIcron, Hynix,, etc) only have approximately 22-23% of the NAND flash market.2. NAND Flash pricing has stabilized to the up side this quarter after almost doubling in price from the first quarter of this year.

Iphone’s Popularity Helped Apple To Achieve Record Setting Figures in Q4

November 2, 2009

GLG Expert Contributor

Apple increases iPhone sales 7% to 7.4 mln in Q3 | www.telecompaper.com

With the release of Apple’s Q4 financial figures, market dominance of Iphone is made clear. The report produced shows record setting quarter for Iphone sales.  Apple has increased Iphone sales by 7% to 7.4 million in Q4 surpassing analysts’ estimates which was much below the achieved figures.

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