Technology, Media & Telecom News by GLG Council Members

Recovery Through Retrofit Program Lifts Green Building Industry

October 21, 2009

Analysis by:GLG Expert Contributor

Analysis of:Recovery Through Retrofit Program Offers Numerous Homeowner Benefits | www.examiner.com

As noted in this core article, one of the main goals of the Recovery Through Retrofit program is to simplify and incentive the process for Americans to implement green building retrofits for major energy cost-savings, while reducing carbon emissions for environmental benefits.

The Great Search Engine Shootout

October 20, 2009

Analysis by:GLG Expert Contributor

Analysis of:Bing, the Imitator, Often Goes Google One Better | www.nytimes.com

Google is the mammoth market leader, the bright light that illuminates the SEO world first and foremost; Bing is the large moth that is fluttering around that light, hoping to block it out with large wings that span the globe - but a small butterfly flying on it's own is the one to watch- the visionary search engine NeXplore.com - ya gotta try it to believe it!

Another Nortel in the Making - NSN

October 20, 2009

Analysis by:GLG Expert Contributor

Analysis of:Nokia, Siemens search for exit out of NSN venture | www.reuters.com

The merger of Nokia and Siemens' telecom infrastructure units may have looked good on paper two years ago. But, the merger has been anything but a success and continued loss of market share is making NSN look like another Nortel in the making, followed closely by ALU.

Sony-Google is not a Long-Term Solution

October 20, 2009

Analysis by:GLG Expert Contributor

Analysis of:Sony's Google Gambit | www.businessweek.com

Sony was once synonym with innovation, then it slipped to become known for good quality hardware. However, value is in content and services to consumers, and Sony has found an ally to do just that.

The Analysis is Directionally Correct, with Femtocell Bias

October 20, 2009

Analysis by:GLG Expert Contributor

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

PDAs are indeed adding tremendous traffic on the mobile packet core, backhaul, and radio access. Airvana's footprint outside Verizon and Sprint is not large enough to be able to make a statement globally!It is a biased analysis to convince the analysts that their femtocell strategy is coherent!

Will Smartphone Success Bring Busy Signals to the Mobile Network?

October 20, 2009

Analysis by:GLG Expert Contributor

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...

Jay CuthrellPrincipalCuthrell Consulting, LLC

Cisco's Starent shot is straight pool: Mobile core in the side pocket

October 20, 2009

Analysis of:Cisco to Acquire Starent Networks for $2.9B | finance.yahoo.com

Let’s not mince words: Cisco sells routers. Cisco sells a great many IP things but you’ve probably heard: Cisco sells routers. While Cisco has a massive portfolio of solutions and an M&A trail that would make any MBA blush, the Starent deal is straight pool.

Nokia's Entrance into PC Hardware a Worthy Risk

October 19, 2009

Analysis by:GLG Expert Contributor

Analysis of:Nokia launches mini-laptop with AT&T, Best Buy in US | www.telecompaper.com

PC Hardware margins are slim, or negative in some cases. Both the manufacturers and retailers are pressured to make money on attachments to the core PC sale. Nokia has experience in this type of marketplace. By selling services and attachments, Nokia can compete and thrive. Best Buy and AT&T are good strategic partners to help Nokia launch the initiative.

Gregg Kail, MBAReseller ManagerAT&T CORP.

Airvana Research Relies on Mobile Indoor Usage

October 19, 2009

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

The Airvana research validates offloading of mobile networks, but the pitch for femtocells relies on indoor usage.

Cisco To Sweeten TANDBERG Offer

October 19, 2009

Analysis by:GLG Expert Contributor

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...

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