GLG News in Technology, Media & Telecom

What is Yahoo/Flickr thinking?  The Execs at Flickr have done it again - they have shown they lack the understanding of the value of what Flickr is and could be.  This week they announced a deal with Getty Images which allows Getty editors the exclusive right to peruse the site and select images that may be appropriate for publishers, designers and advertising creatives for licensing. ...

I believe that Sprint is viewing this venture to induce a quick cash flow and possibly move into some new markets. - They definitely need to increase there international coverage to compete with Verizon and AT&T in the respective markets - This would also give them additional cash against the current churn rate - This could possibly bring on new customers with additional offerings to follow..

AT&T will have to suggest new 3G VAS for iPhone 3G to drive people to buy it though it can sell itself. There should be some key differentiators products which AT&T should promote exclusively in order to mark itself as a unique player in the market

There are lots of reasons for launching the PTT over CDMA. Though it's a nieche product, it can still drive other VAS to be consumed by the subscribers.

Heidelberg's stock (HDD) is falling precipitously, from the mid 40's last August to the 10's today.  I see several scenarios playing out: Business as usual:  The stock will continue to perform poorly since the company is chasing the wrong target market.  At some point (perhaps now) the stock becomes attractive as a purchase for someone like Hewlett Packard (HPQ) who does not have...

1.      AT&T understands that it cannot afford to let its CAPEX slide very much.   2.      It does not have the luxury of being able to delay a major project six months to a year.   3.      If it does cut back in any substantial way for a prolonged period of time, the results could be as severe as fines...

* Seagate announced their Barracuda 1.5 TB disk drive, the first announced disk drive with more than 1TB capacity  * Seagate also announced their first 500 GB 2.5-inch drive products with 5200 and 7200 RPM  * The 3.5-inch 1.5 TB product will begin shipping in August 2008 while the 2.5-inch 500 GB products will ship in Q4 2008  * Separately Hitachi said that 5 TB HDDs will be possible...

1.      Why is the leap made in the source article that moving push-to-talk to CDMA means that Sprint is going after the consumer space in a big way for this service? 2.      And even if that assumption was  correct, why is there no questioning of Verizon’s move to put this capability on its own CDMA network? 3.      There...

The Photizo Group has identified Managed Print Services or MPS as a key dynamic which will fundamentally change the shape of the printer and copier markets and how decisions for these products are made.  This will impact all of the major players including HP (HPQ), Lexmark (LXK), Xerox (XRX), Oce (OCE), Samsung, Brother, Konica Minolta, Sharp, Okidata, Ricoh, and the remaining players in the...

While the US macro economic fundamentals are weakening, the market for data centers remains strong.  Further, the restriction in access to finance is limiting supply growth significantly.  The benefits of this environment will be reaped by the established players.