GLG News in Technology, Media & Telecom
October 29, 2008Sprint's WiMax Begins in Baltimore: Why Baltimore, you ask?
Analysis of: With UMB Left Behind, LTE and WiMAX Battle for 4G Supremacy | www.instat.com
Author: Kenneth Eisner, Principal, Eisner Consulting
The Baltimore Sprint deployment tells us a lot. In many ways, it shows us the predominance of relationships and ease in choosing a locale as opposed to the attraction of the demographic; if the opposite was the case, Baltimore never would have been selected. As for the LTE v WiMax debate, the winner likely will be determined as much is not more so by the companies who are executing the...
October 29, 2008
Video Conferencing IS the Future!
Analysis of: Polycom ups telepresence ante | telephonyonline.com
Author: Paul Massie, Sr. Director of IT and Facilities, Genesis Microchip Inc.
Video Conferencing IS the Future!
Analysis of: Polycom ups telepresence ante | telephonyonline.com
Author: Paul Massie, Sr. Director of IT and Facilities, Genesis Microchip Inc.
Several factors are converging to make video conferencing more commonly used. Improved technology, increased network bandwidth, and both the cost and effort/time invested in traveling are all factors. Telepresence provides the “halo effect” for video conferencing, similar to the effect the Corvette has for the overall Chevrolet product line.
October 28, 2008
A Fourth-Generation Slugfest: Can WiMAX Triumph Over Its Competitors?
Analysis of: With UMB Left Behind, LTE and WiMAX Battle for 4G Supremacy | www.instat.com
Author: GLG Expert Contributor
Analysis of: With UMB Left Behind, LTE and WiMAX Battle for 4G Supremacy | www.instat.com
Author: GLG Expert Contributor
Now that Sprint’s long-awaited Xohm service has launched in Baltimore
to mostly positive reviews, researchers, bloggers, and journalists are
beginning to place their bets on the upcoming battle between WiMAX and
long term evolution (LTE), its toughest challenger. In-Stat argues that because LTE will not be ready for at least another
year or two, the timing of network roll-outs favors WiMAX...
October 28, 2008Is AT&T dependent on Apple too much?
Analysis of: How AT&T Became Apple's Lap Dog | blog.wired.com
Author: Joe Weingarten, Executive Director, Macintosh Reseller Association
Apple and AT&T in two years will have to renew their contract, what if they don't.
October 27, 2008
Telepresence – An Investment Opportunity in a Time of Recession and its GREEN
Analysis of: Polycom ups telepresence ante | telephonyonline.com
Author: P.J. Louis, President, PJ Louis LLC
Telepresence – An Investment Opportunity in a Time of Recession and its GREEN
Analysis of: Polycom ups telepresence ante | telephonyonline.com
Author: P.J. Louis, President, PJ Louis LLC
Polycom has been a leader in corporate conferencing systems for years. I recall using their systems in the early 1990s.
October 27, 2008The iPhone Contribution to AT&T Net Income
Analysis of: How AT&T Became Apple's Lap Dog | blog.wired.com
Author: Gregg Kail, Former Reseller Manager, AT&T Corp
The 2.4 million 3G iPhone users are about a 5% contribution to net income over the next eight quarters or the 24 months of the contracted rate plan for $95 monthly APRU.
October 24, 2008
Microsoft: Notebook PCs Still Better Value Than MacBooks.
Analysis of: NPD: Apple iPhone 3G is #1 smartphone in U.S.; AT&T big beneficiary | macdailynews.com
Author: GLG Expert Contributor
Analysis of: NPD: Apple iPhone 3G is #1 smartphone in U.S.; AT&T big beneficiary | macdailynews.com
Author: GLG Expert Contributor
Apple (NSDQ:AAPL) is dominating the headlines this week with its new MacBook line and first sub-$1,000 MacBook, but Microsoft (NSDQ:MSFT) insists that PC notebooks still give consumers far more bang for their buck.
In an apparent bid to stifle the buzz around the new MacBooks,
Microsoft has published a chart with the headline "After the Mac
Refresh ... PCs are STILL a better value"....
October 24, 2008
A New Sheriff in Town: G1
Analysis of: NPD: Apple iPhone 3G is #1 smartphone in U.S.; AT&T big beneficiary | macdailynews.com
Author: GLG Expert Contributor
Analysis of: NPD: Apple iPhone 3G is #1 smartphone in U.S.; AT&T big beneficiary | macdailynews.com
Author: GLG Expert Contributor
Mobile platforms have exceeded laptops and other consumer devices as the primary form of communication devices and Internet access. Market for high end PDAs remain untapped and new entrants with proper business models can take advantage of this opportunity. Google definitely has an opportunity to become a major player with G1 and its ecosystem.
October 24, 2008Lower Oil Pricing May Have Positive Impact on FTTX Deployment
Analysis of: AT&T Doubles U-verse Base, Posts Largest TV Quarter | www.xchangemag.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1. Not too long ago, the price of oil was at $147 a barrel.
2. Now it has gotten below $70 a barrel.
3. Falling gas pricing may lead to noticeable reductions in OPEX for fiber to the premises.
October 24, 2008
Avoiding bankruptcy is virtually impossible at this stage fo SIRI
Analysis of: Sirius XM Radio Faces Sky-High Debt | www.businessweek.com
Author: GLG Expert Contributor
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of 5210Analysis of: Sirius XM Radio Faces Sky-High Debt | www.businessweek.com
Author: GLG Expert Contributor
Negative EBITDA & Interest Expense are consuming more than $150m/quarter.
Existing contracts as currently structured virtually guarantee that the company cannot achieve positive cash flow.
Restructuring is almost inevitable as the only way to achieve positive cash flow.
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