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GLG News by this Author

AT&T steps up pressure on FCC to get involved

October 8, 2009

Analysis of:AT&T asks FCC for curbs on Google | www.totaltele.com

AT&T is using a modern day battle with Google to highlight to the FCC underlying problems with how telephone calls are routed today and that the 1950's model is not only no longer valid, but that gray market providers have emerged to take advantage and profit from the gaps created.

International rates, the last hope for telephony

October 8, 2009

Analysis of:Vonage Goes Mobile: First of New Calling Applications Now Available | finance.yahoo.com

Only about 10% of adult American's make an international call in any given month and a fierce battle has ensued by new players hoping to provide the user easy access to ever competitive rates from their device of choice -- their mobile phone. The race to the bottom continues.

Google Voice - who should be scared?

June 19, 2009

Analysis of:Google Voice secret weapon: number portability | hvrietsc.blogspot.com

Google Voice continues Google's path as a product house, put it on the shelf and "hope" people will use it. The primary failing is explaining why I should use Google Voice? The application is far from clear. Google's biggest issue is that it needs to figure out whether they're trying to advertise to me or get my credit card. While many people will likely sign up for Google Voice (it's free after all), few are likely to really use the service (some applications in the commentary) and fewer still are likely to use Google as their prepaid international calling card.

Acme Packet UP or DOWN?

November 8, 2006

Analysis of:Acme Packet (AKPT) | www.chriskranky.com

Acme Packet will ...

> continue to hold their market position
> face increasing margin pressure due to competition
> increasing support costs as their base expands
> continue to threat the market held by Sonus Networks

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