GLG News in Technology, Media & Telecom

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...

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.

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...

Apple and AT&T in two years will have to renew their contract, what if they don't.

Polycom has been a leader in corporate conferencing systems for years.  I recall using their systems in the early 1990s.

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.

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"....

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.

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.

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.