The Objective Analysis team stays on top of industry activities and its participants. Their analysts' views and observations are highly regarded by our clients, market leaders, and the press, as demonatrated by the following quotes provided by Jim Handy:

NOTE:
Companies listed in this overview are not to be contacted without prior written consent from
Clear Vision Advisors.

References are gladly provided
Please contact your Clear Vision Advisor Member or information@clearvisionadvisors.com

 

Does Renesas-NEC Electronics merger make sense?

(EE Times, 4/17/09)

“Merging with NEC's MCU operations would give this one vendor an unheard-of 30 percent market share of microcontrollers in a market where the biggest of 30 vendors barely trip into double-digit market shares,” said Tom Starnes, an analyst with Objective Analysis

TechInsights' ESC Silicon Valley 2009 Gets 'Thumbs Up' From Attendees, Electronics Industry Observers

(PR Newswire, 4/14/09)

“The exhibit floor of ESC is like a farmer's market for programmers and electronics engineers,” said Tom Starnes, processor analyst with market research firm Objective Analysis

Startup Claims Solid State Storage Breakthrough

(Enterprise Storage Forum, 4/13/09 )

Objective Analysis analyst Jim Handy said the company's claims are impressive.

New hope for US memory maker Spansion after big Samsung settlement

(betanews, 4/9/09)

Jim Handy of Objective Analysis said he believed the settlement was good news for Samsung as well.

Schooner Serves Up Faster Web 2.0 Caches

(InternetNews, 4/9/09)

Jim Handy, president of Objective Analysis, said he thinks Schooner has found itself a good niche in which to operate…

What's Behind Apple's Memory Buying Spree?

(InternetNews, 4/9/09)

It's happened before, noted Jim Handy, president of Objective Analysis. “Apple tends to make these gargantuan purchases.”

Taiwan Memory Chooses Elpida, May Still Work With Micron

(PC World, 4/1/09)

Jim Handy, an analyst at Objective Analysis, said building up revenue will be even more important for TMC than deciding on a technology partner.

Dell Offers Solid State Drives, New EMC Storage Array

(Enterprise Storage Forum, 3/25/09)

Objective Analysis analyst Jim Handy noted that STEC has a lower-priced enterprise line…

Micron status uncertain in Taiwan DRAM bailout deals

(Idaho Business Review, 3/16/09)

Talk of mergers independent of Taiwanese government support is not surprising, said Jim Handy, a Los Gatos, Calif.-based semiconductor industry analyst with Objective Analysis.

Rumor mill: Is SanDisk in play?

(EE Times, 3/13/09)

Jim Handy, an analyst with Objective Analysis, said he is "skeptical" that SanDisk will get acquired in the near term.

STEC Rockets on Strong Flash Storage Sales

(EnterpriseStorageForum, 3/13/09)

Objective Analysis analyst Jim Handy had this to say about STEC's results: "This really reinforces the notion of a first mover advantage.”

National Semiconductor to cut 25% of workforce

(San Francisco Chronicle, 3/12/09)

By 2008, however, overcapacity was beginning to cause a glut of chips, according to analyst Jim Handy with the market research firm Objective Analysis.

Sun pushes SSDs for the enterprise

(EETimes, 3/12/09)

The computer maker has been offering SSDs for its systems since last March, said Jim Handy, an analyst with Objective Analysis.

Is Taiwan DRAM venture already falling apart?

(EETimes, 3/11/09)

''I would not be surprised if (Taiwan Memory) falls apart,'' said Jim Handy, an analyst with Objective Analysis.

Sun Proposes New Solid State Storage Spec

(EnterpriseStorageForum, 3/11/09)

Objective Analysis analyst Jim Handy said PCIe would have been a better choice for an interface.

Texas Memory launches PCIe SSD

(InfoStor, 3/10/09)

Jim Handy, director at the Objective Analysis research firm, notes that with SSDs $/IOPS is a more relevant metric.

Sun, Rivals Seek New Uses for Flash-Based Storage

(The Wall Street Journal, 3/10/09, Subscription Required)

Jim Handy, an analyst at the research firm Objective Analysis, estimates that a 120-gigabyte hard drive costs makers of storage systems around $50 where an enterprise SSD that stores 32 gigabytes would cost them $3,000.

SanDisk Sees Leap for Data Chips

(The Wall Street Journal, 3/10/09)

Jim Handy, an analyst at the market-research firm Objective Analysis, said it "remains to be seen" whether other companies will be able to overcome technical or legal hurdles…

Analyst: Spansion has three options

(EE Times Asia, 3/10/09)

Jim Handy, an analyst with Objective Analysis, said that Spansion has three options: a merger with another company; re-working the company into a new Spansion; getting additional financing options.

Sales collapse puts chips on the skids

(Canberra Times, 3/9/09)

Memory prices fell 60 percent last year and could fall 40 percent this year, according to Jim Handy, director of chip research firm Objective Analysis.

Solid-state disks offer performance, reliability in x86 servers

(SearchServerVirtualization.com, 3/9/09)

…you may find 1% to 2% of the HDDs being replaced by SSDs in a ratio of one SSD for every 10 HDDs or so, according to Jim Handy of Objective Analysis, a market research firm.

Taiwan to Consolidate Chip Makers in New Company

(The Wall Street Journal, 3/6/09, Subscription Required)

Jim Handy, and analyst at market researcher Objective Analysis, estimates that costs to build the new factories are rising at 12% a year…

Some analysts say Spansion will face more challenges

(Austin American Statesman, 3/2/09)

Analyst Jim Handy with Objective Analysis said Spansion needs to keep the confidence of its top customers or face a potentially devastating deterioration of its business.

Chip makers watch sales fall sharply

(New York Times, 3/2/09)

Memory prices fell 60 percent last year and could fall 40 percent this year, according to Jim Handy, the director of the chip research firm Objective Analysis.

Spansion's Chapter 11 Signals the Erosion of the Flash Memory Market

(betanews, 3/2/09)

…as Objective Analysis' Jim Handy writes, in this market, ORNAND isn't very handy for Spansion to have around.

Is Apple Snarfing RAM and all of Samsung’s Capacity?

(BNET, 2/20/09)

I emailed memory market expert Jim Handy of Objective Analysis and asked him what he knew about the story…

Who uses SSDs, and why? Contributed Article

(InfoStor, 2/18/09)

Objective Analysis’ Jim Handy explains that flash-based SSDs will be hot in the budget PC and enterprise server markets…

Spansion Japan files for bankruptcy protection

(NetworkWorld, 2/10/09)

Spansion has been taking significant market share from its main rival in the NOR flash memory chip market in recent years, Jim Handy of Objective Analysis, noted in a recent report.

The chips are down for local memory makers

(Austin American-Statesman, 2/7/09)

“Memory has been doing significantly worse than the rest of the semiconductor industry since the middle of 2007,” said analyst Jim Handy with Objective Analysis

Memory Industry Shakeup: Q&A with Jim Handy

(BNet, 2/4/09)

It’s a rough time in the industry. For some clarity I spoke with memory expert Jim Handy of Objective Analysis.

Spansion changes include ex-KLA-Tencor exec as new CEO

(EDN, 2/4/09)

“Should the company be forced into bankruptcy several alternatives are available, the best of which will be chosen by the bankruptcy arbitrator,” Jim Handy, an analyst with Objective Analysis, said

Asian DRAM Firms Benefit from Qimonda's Insolvency

(Daily Tech 1/28/09)

Jim Handy from Objective Analysis said, "The Qimonda move is simply one more step toward the inevitable process of consolidation in DRAM. We anticipate that, by the end of 2009, there will exist at least one less DRAM maker.

Qimonda's woes will zap gamers, PC and servers users

(Tech World, 1/27/09)

“If Qimonda exits the DRAM business, their competitors are likely to prosper while their partners will suffer,” says Jim Handy, analyst at Objective Analysis.

ISS '09: Semi outlook grim -- is boom or lengthy downturn next?

(WaferNews, 1/26/09)

Nevertheless, he cited a recent briefing given to VLSI by memory market expert Jim Handy with some hope for the future.