GLG News in Technology, Media & Telecom

Cox must have something up their sleeve with wireless.  Otherwise, why would they become a Sprint MVNO, right on the heels of the huge flame-outs by Amped, Helio, Disney, and others?  Bundling surely can't be the only answer, as there has been precious little proof behind that strategy; there must be another reason.

Wireline phones and service of any sort (analog/digital/VoIP) is 2oth century technology.  With an ever increasing number of non-tethered households, if you want to provide voice service, you have to do it via a wireless platform. With the two big TelCo's making a big push into cable/video services, CableCo's need an equally strong platform of competitive services to be able to effectively...

Yahoo faces a miserable head wind entering this holiday season.  Retail marketers, those likely to drop big bucks around Turkey Day, are having a very bad Fall and may not chase the ghost of Christmas Future.  Yahoo's dependence on online display ad revenue could be disastrous for their holiday quarter.

In just this instance, Apple's arrogance may be its undoing over the holiday season and into next year.  It is generally wise, and always tempting, to stay true to the brand, and, in Apple's case, deliver premium pricing on its premium product.  However, there are several pricing strategies that could maintain their brand and maximize revenue; arrogance is not that strategy.

The jury in the cross-lawsuits trial between Cisco (NSDQ:CSCO) and a former Cisco solution provider has awarded the VAR damages of more than $6 million. The jury found that Cisco violated its reseller agreement and deal registration agreement with the solution provider, Infra-Comm, by cutting it out of a registered deal in favor of another VAR, which significantly harmed Infra-Comm's...

Cox, Comcast and Time Warner are struggling with ownership of their subscribers' experience since majority of the telephone calls are made via mobile devices and not digital telephone service. Cable MSOs need to regain the customer loyalty and experience and having an MVNO model with Sprint will not be sufficient. Is becoming another (6th or 7th) mobile carrier in a major metropolitan area the...

Cox’s entry into wireless could merely be a defensive tactic to protect its cable market share against the three factors of telcos deploying femtocells, bundling, and discounting home connectivity.

1. Strong Technology companies like Cisco, Oracle, Apple, and Amazon will gain new technology in Recession.  2.  Will we see anoher I-POD like device?

I am not quite sure what to make of this announcement.  The cable giant is not a wireless carrier now.  What makes it think it can build a system and operate it? Cox may need a wireless partner.

Google will see slowing search business domestically, of course, but they continue to expand in other arenas that take advantage of their competitive positioning.  Like Amazon.com and Apple, they make moves based on the opportunity, even if the opportunity may not be apparent to the investment community.  These companies have an approach to innovation that is not arrogant, even though Bezos,...