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Jim Handy, Objective Analysis

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Latest Analyst Comments by Jim Handy, Objective Analysis
 

Micron challenges Samsung with $1.27 billion acquisition (The Salt Lake Tribune - Business) - Feb 10, 2010

He recommends buying the stock Micron shares lost 57 cents, or 628 percent, to finish at $851 in trading Wednesday The shares had dropped 14 percent this year Issuing 140 million shares would increase Micron's outstanding stock by about 16 percent Jim Handy, of Objective Analysis of Los Gatos, Calif, pointed out that Micron in the past has acquired companies at a low point in the market using depressed Micron stock 
Recent Research on Micron Technology, Inc. (MU)
Q1 2010 Micron Technology Earnings Conference Call (Thomson Street Events)- Dec 22, 2009
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Share:  <span class="analyst">Jim Handy</span>, of Objective Analysis of Los Gatos, Calif, pointed out that <span class="company">Micron</span> in the past has acquired companies at a low point in the market using depressed <span class="company">Micron</span> stock Tweet this 

SSD Maker Micron to Acquire Numonyx for $1.27 Billion (eWeek Retail) - Feb 10, 2010

particularly during the past 18 months "By acquiring Numonyx, Micron is buying the current leader in the NOR market, a position Numonyx is believed to have held for the past two quarters," flash industry analyst Jim Handy of Objective Analysis wrote in a news brief 
Share:  "By acquiring Numonyx, <span class="company">Micron</span> is buying the current leader in the NOR market, a position Numonyx is believed to have held for the past two quarters," flash industry analyst <span class="analyst">Jim Handy</span> of Objective Analysis wrote in a news brief Tweet this 

Micron-Numonyx deal: What analysts are saying (EE Times Europe) - Feb 10, 2010

Our opinion is that this transaction will take time to bear fruit in the long run NOR has much higher gross margin than DRAM/NAND, and share gains in memory will be significant as customers realize Micron is vital to balancing out Samsung's position in the industry We remain positive on the memory markets in 2010'' Jim Handy, an analyst with Objective Analysis: ''Micron re enters NOR 
Share:  We remain positive on the memory markets in 2010'' <span class="analyst">Jim Handy</span>, an analyst with Objective Analysis: ''<span class="company">Micron</span> re enters NOR Tweet this 

Our opinion is that this transaction will take time to bear fruit in the long run NOR has much higher gross margin than DRAM/NAND, and share gains in memory will be significant as customers realize Micron is vital to balancing out Samsung's position in the industry We remain positive on the memory markets in 2010'' Jim Handy, an analyst with Objective Analysis: ''Micron re enters NOR 
Recent Research on Samsung Electronics Co., Ltd. (005930)
Samsung Song of Excess Memory Capacity Sounds Out of Tune (Moody's Global Credit Research)- Mar 01, 2010
Summary: Samsung Electronics Co. Ltd. (S&P Credit Research)- Feb 25, 2010
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Share:  We remain positive on the memory markets in 2010'' <span class="analyst">Jim Handy</span>, an analyst with Objective Analysis: ''Micron re enters NOR Tweet this 

SSD storage fixes data center bottlenecks for a price (The Industry Standard) - Feb 08, 2010

To be sure, despite their declining prices, SSDs remain much more expensive than hard drives on a cost per gigabyte basis Depending on performance, SSDs can range in cost from $3 to $20 per gigabyte, says Jim Handy, a Los Gatos, Calif based SSD analyst with Objective Analysis, a semiconductor market research consultancy Hard drives range in price from 10 cents per gigabyte on the low end to $2 to $3 per gigabyte for enterprise level, 15,000 rpm models 
Share:  Depending on performance, <span class="company">SSDs</span> can range in cost from $3 to $20 per gigabyte, says <span class="analyst">Jim Handy</span>, a Los Gatos, Calif based SSD analyst with Objective Analysis, a semiconductor market research consultancy Tweet this 

To be sure, despite their declining prices, SSDs remain much more expensive than hard drives on a cost per gigabyte basis Depending on performance, SSDs can range in cost from $3 to $20 per gigabyte, says Jim Handy, a Los Gatos, Calif based SSD analyst with Objective Analysis, a semiconductor market research consultancy Hard drives range in price from 10 cents per gigabyte on the low end to $2 to $3 per gigabyte for enterprise level, 15,000 rpm models 
Recent Research on Rovi Corporation (ROVI)
Rovi Corporation (Moody's Global Credit Research)- Mar 11, 2010
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Share:  Depending on performance, <span class="company">SSDs</span> can range in cost from $3 to $20 per gigabyte, says <span class="analyst">Jim Handy</span>, a Los Gatos, Calif based SSD analyst with Objective Analysis, a semiconductor market research consultancy Tweet this 

Samsung moving ahead of schedule on $500M Austin project (Statesman - Latest Business Stories Headlines) - Feb 07, 2010

It is always exciting" But analyst Jim Handy, with Objective Analysis in San Jose, Calif, says there is another reason Samsung is pushing hard on the project Business is booming in the flash memory market as electronics companies sell more battery powered products, like personal media players, smart phones and tablet computers NAND flash chips, which can store data for years at a time even when the power of a device is turned off, are far more battery efficient than conventional computer memories 
Share:  But analyst <span class="analyst">Jim Handy</span>, with Objective Analysis in San Jose, Calif, says there is another reason <span class="company">Samsung</span> is pushing hard on the project Tweet this 

Flying solo (The Deal Newsweekly) - Feb 05, 2010

As is often the case between companies in the competitive flash memory sector, Samsung was in a high stakes licensing contract negotiation with SanDisk when it began its six month pursuit, and it was simply cheaper for it to buy the company than pay the royalties, says Jim Handy, an analyst at semiconductor market research firm Objective Analysis 
Share:  As is often the case between companies in the competitive flash memory sector, <span class="company">Samsung</span> was in a high stakes licensing contract negotiation with SanDisk when it began its six month pursuit, and it was simply cheaper for it to buy the company than pay the royalties, says <span class="analyst">Jim Handy</span>, an analyst at semiconductor market research firm Objective Analysis Tweet this 

As is often the case between companies in the competitive flash memory sector, Samsung was in a high stakes licensing contract negotiation with SanDisk when it began its six month pursuit, and it was simply cheaper for it to buy the company than pay the royalties, says Jim Handy, an analyst at semiconductor market research firm Objective Analysis 
Recent Research on SanDisk Corporation (SNDK)
SanDisk Corp. at Barclays Technology Conference (Thomson Street Events)- Dec 08, 2009
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Share:  As is often the case between companies in the competitive flash memory sector, Samsung was in a high stakes licensing contract negotiation with <span class="company">SanDisk</span> when it began its six month pursuit, and it was simply cheaper for it to buy the company than pay the royalties, says <span class="analyst">Jim Handy</span>, an analyst at semiconductor market research firm Objective Analysis Tweet this 

Intel, Micron intro 25-nm NAND (EDN News Center) - Feb 01, 2010

For consumer electronics manufacturers, the device provides density in a single 2 bits per cell MLC (multi level cell) die that will fit an industry standard, TSOP (thin small outline package) Intel and Micron were quick to point out that they have doubled NAND density roughly every 18 months IMFT moved on a 50 nm process in summer 2006, followed by a 34 nm process in spring 2008, and now followed by today's winter 2010 25 nm process announcement Other leading NAND makers have recently announced memory processes ranging from 32 nm to 26 nm "At a die size of 167 mm sq a 300 mm fab should be able to manufacture just over 400 die per wafer," Jim Handy, an analyst with Objective Analysis, reported 
Recent Research on Intel Corporation (INTC)
Q4 2009 Intel Corporation Earnings Conference Call (Thomson Street Events)- Jan 14, 2010
Intel Conference Call Regarding U.S. FTC Suit (Thomson Street Events)- Dec 16, 2009
Intel Corp. (S&P Credit Research)- Dec 09, 2009
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Share:  "At a die size of 167 mm sq a 300 mm fab should be able to manufacture just over 400 die per wafer," <span class="analyst">Jim Handy</span>, an analyst with Objective Analysis, reported Tweet this 

For consumer electronics manufacturers, the device provides density in a single 2 bits per cell MLC (multi level cell) die that will fit an industry standard, TSOP (thin small outline package) Intel and Micron were quick to point out that they have doubled NAND density roughly every 18 months IMFT moved on a 50 nm process in summer 2006, followed by a 34 nm process in spring 2008, and now followed by today's winter 2010 25 nm process announcement Other leading NAND makers have recently announced memory processes ranging from 32 nm to 26 nm "At a die size of 167 mm sq a 300 mm fab should be able to manufacture just over 400 die per wafer," Jim Handy, an analyst with Objective Analysis, reported 
Share:  "At a die size of 167 mm sq a 300 mm fab should be able to manufacture just over 400 die per wafer," <span class="analyst">Jim Handy</span>, an analyst with Objective Analysis, reported Tweet this 

Rambus' legal wranglings could lead to big payoff (Mercury News - Business) - Dec 31, 2009

Now, with its conspiracy suit against Hynix, Samsung and Micron nearing trial, Rambus hopes it's on the verge of its biggest triumph Without offering an opinion on Rambus' claims, Jim Handy, of the chip market research firm Objective Analysis, said it's important for innovations to be fairly rewarded Otherwise, he said, "that could pull the plug out of Silicon Valley" Yet others say a Rambus victory would send a troubling message throughout the tech industry 
Recent Research on Rambus, Inc. (RMBS)
Rambus Inc. at Credit Suisse Group Technology Conference (Thomson Street Events)- Dec 03, 2009
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Share:  Without offering an opinion on <span class="company">Rambus</span>' claims, <span class="analyst">Jim Handy</span>, of the chip market research firm Objective Analysis, said it's important for innovations to be fairly rewarded Tweet this 

Seagate jumps into crowded flash drive market (EE Times Europe) - Dec 08, 2009

It can deliver 240 MBytes/s data for a sequential read and 200 MB/s for a sequential write. Analysts are generally bullish on Seagate's late entrance into what is a highly competitive market. "The company will be a force to contend with once it reaches its stride," said Jim Handy of Objective Analysis (Los Gatos, Calif.) in a written analysis. "With its well established OEM and eco system relationships and a long history of serving global storage OEMs, Seagate is in a unique position to fortify its leading enterprise storage position with its entry into the enterprise solid state storage market," said Dave Reinsel, a group vice president at International Data Corp., speaking in a prepared statement from Seagate. Seagate will be able to ride the still growing market for flash drives in servers. 
Recent Research on Seagate Technology, Inc. (STX)
Summary: Seagate Technology (S&P Credit Research)- Nov 19, 2009
Seagate Technology at Needham & Company HDD Investor Day (Thomson Street Events)- Nov 04, 2009
Moody's affirms Seagate's Ba2 CFR; outlook revised to stable (Moody's Global Credit Research)- Nov 02, 2009
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Share:  "The company will be a force to contend with once it reaches its stride," said <span class="analyst">Jim Handy</span> of Objective Analysis (Los Gatos, Calif.) in a written analysis. Tweet this 

Bio
 

Jim Handy

Objective Analysis

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Jim Handy

About Jim Handy:

Jim Handy, a widely recognized semiconductor analyst, comes to Objective Analysis with over 30 years in the electronics industry including 14 years as an industry analyst for Dataquest (now Gartner) and Semico Research. His background includes marketing and design positions at market-leading suppliers including Intel, National Semiconductor, and Infineon. A frequent presenter at trade shows, Mr. Handy is known for his widespread industry presence and volume of publication. He has written hundreds of articles for trade journals, Dataquest, Semico, and other prior employers, and is frequently interviewed and quoted in the electronics trade press and other media. Mr. Handy has a strong technical leaning, with a Bachelor's degree in Electrical Engineering from Georgia Tech, and is a patent holder in the field of cache memory design. He is the author of "The Cache Memory Book" (Harcourt Brace, 1993), the leading reference in the field. Handy also holds an MBA degree from the University of Phoenix. He has performed rigorous technical analysis on the economics of memory manufacturing and sales, discrediting some widely held theories while unveiling other true motivators of market behavior. Mr. Handy is on the Advisory Board of the Flash Memory Summit, a member of the Embedded System Conference's Embedded Leader Community, a member of the Mass Storage Technical Working Group of the International Electronics Manufacturing Initiative (iNEMI), the chair of the iNEMI photovoltaics Product Emulator Group, a member of the Storage Networking Industry Association (SNIA) Solid State Storage Initiative (SSSI), and is a Leader in the Gerson Lehrman Group Councils of Advisors.

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