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GLG News by this Author

Will Smartphone Success Bring Busy Signals to the Mobile Network?

October 20, 2009

Analysis of:Airvana Identifies 8X Network Load Multiplier Effect for Smartphones | www.reuters.com

Airvana reports that smartphones as compared to laptop PCs are 8 x more demanding of their wireless data networks The market for smartphones from Research in Motion, Apple and those using Android from Google are growing very rapidly and represent 30-50% of post paid mobile users, depending on the operator and region Are the mobile operators going to run out of spectrum to accommodate all this traffic and all these devices and all these users?

Cisco To Sweeten TANDBERG Offer

October 19, 2009

Analysis of:UPDATE 5-Large Tandberg shareholder group snubs Cisco bid | www.reuters.com

October 1, 2009 Cisco announced a $3 billion bid to acquire outstanding shares of telepresence and video conferencing equipment leader, TANDBERG Price is 11% premium over Oslo Stock Market closing price Cisco's window to acquire 90% of shares expires on November 9, 2009 TANDBERG's major institutional shareholders accounting for 24% of shares, rejected the offer as inadequate  Cisco has no choice but to sweeten the deal

SCORE=70% Cisco-TANDBERG Not About Innovation

October 8, 2009

Analysis of:Cisco $3 Billion Tandberg Purchase Heats Up Video Conferencing Market - www.itchannelplanet.com | www.itchannelplanet.com

Cisco announced an agreement to buy TANDBERG for $3 billion Fredrik Halvorsen, CEO of TANDBERG to lead the new unit Deal is expected to close in the 1H10

Annuity versus Lump Sum on Email Service versus Software. A Winning Game Plan?

October 6, 2009

Analysis of:IBM undercuts Google with discount e-mail service | www.businessweek.com

IBM's new LotusLive iNotes to challenge Google's hosted productivity suite IBM sales relationships are supposed to be the difference in winning against Google's greater feature set? Will this affect IBM Lotus revenues?

Even a Neutered iPhone Will Sell in China

September 1, 2009

Analysis of:Apple, Facing Competition, Readies iPhone for Launch in Giant China Market | online.wsj.com

No doubt Apple will experience big revenue growth in China. However, the unique channel, radio barriers, economics and app store dynamics of the market will be challenging for every touch screen smart phone participant too. In our estimation, Apple is well positioned to lead the category in China too.

It's Easy To Double Your Business When It's Small

July 29, 2009

Analysis of:3Com goads Cisco with H3C push | www.channelweb.co.uk

3Com has consistently been a major disappointment for the past decade Success in China is not just about product Success in Europe is not just about product Success in the USA is not just about product 3Com lacks all of those other things that success depends on in mature markets

RIM / Canadian Government Not Likely To Intervene in Nortel-Ericsson

July 29, 2009

Analysis of:Canada Govt Intervention On Nortel/Ericsson Pact Undecided | online.wsj.com

Ericsson agreed to pay $1.13 billion to acquire Nortel Wireless assets in the bankruptcy court-supervised auction RIM complained about the court's auction rules and did not officially bid RIM has since asked the Canadian government to intervene The Finance Minister is considering an intervention

Score=90% Ericsson Acquires Nortel CDMA is Good Deal

July 27, 2009

Analysis of:Ericsson Wins Nortel Auction | online.wsj.com

Ericsson wins the bidding with $1.13 billion takeover of Nortel Wireless unit. The unit is debt-free and currently profitable (probably for the first time since formation in 1991). Ericsson will greatly expand their footprint in USA and Canada, doubling North American employees and revenues.  Some argue that Nokia Siemens Networks blinked and should have been willing to pay more to keep the unit out of their larger nemesis' hands.

Letter to Jerry Yang, CEO Yahoo!

January 29, 2008

Analysis of:Pink Slips at Yahoo -- How Long Before Jerry Yang Gets One? | blog.wired.com

Hi Jerry: You and your company are certainly taking a pounding. It seems that so many things are broken you may not know where to start. Let me suggest that search which is the beginning of Yahoo! is the natural place to start. It seems that the category you started over a decade ago has  been usurped by the folks at Google, who actually did it better.  You can fix that. Here's how...

iPhone Sets the Tone

January 29, 2008

Analysis of:AT&T Mobility repositions iPhone for business users | www.rcrnews.com

It's about the user experience, silly.  This is something that AT&T thinks Apple can teach Nokia, Motorola, RIM, Palm and HTC. Even Gartner's invocation against Apple as an enterprise-class device ignores the fundamental truth.

The Perfect Storm: Why Video Conferencing Will Dominate Business Communications

June 29, 2007

Analysis of:Is video conferencing really the answer to lowering carbon emissions? | community.zdnet.co.uk

The video conferencing market is facing a Perfect Storm. Improvements in network speed and quality, simpler and more powerful equipment combine with higher user expectations to change the dynamics of this form of business collaboration, which will increase its use throughout more of the business environment than ever before. Key beneficiaries include Cisco, Nortel, Polycom, TANDBERG, Radvision and LifeSize as well as service providers such as AT&T, Verizon, Level3, Yipes and Masergy.

Can The iPhone Make Fixed-Mobile Convergence Really Go?

June 28, 2007

Analysis of:iPhone Watch: The Summer Blockbuster Goes on Sale Tomorrow | ce.seekingalpha.com

According to Walt Mossberg (Wall Street Journal) and David Pogue (New York Times) the Apple iPhone will change the game in PDAs and smartphones affecting Motorola, Nokia, Palm, HTC and RIM. Up to now the Fixed-Mobile Convergence market has been stymied by weak devices. Can the iPhone be the dual mode device we've all been waiting for?

HaaS is a New Architectural Option for Enterprise IT Services

June 27, 2007

Analysis of:Hardware as a Service: Are You Ready? | www.esp.eweek.com

Packaging innovation plays a role in both consumer and high tech markets. HaaS blends the rapid software update features of services and the stability, security and control attributes of appliances. Enterprises get lower capital costs, automatic updates and predictive maintenance gleaned from the experiences of thousands of implementations.

Memo to Steve Balmer: Rise Above the Noise

June 26, 2007

Analysis of:Vista Security Report Raises More Doubts Than It Relieves | www.betanews.com

Microsoft suffers from three problems in terms of security: 1. their products have security flaws; 2. their products are perceived to have security flaws; 3. the sins of the past have made their products the target of choice. As usual, Microsoft counters competitive threats head on by challenging the data presented by others. Mostly because of 2 and 3 above, Microsoft must change the game instead of arrogantly arguing with the facts.

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