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GLG News in Technology, Media & Telecom

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October 21, 2008
Verizon and being GREEN – The New Investment Haven For Telecom/Tech Investors
Analysis of: Green Telecom Part VI: Verizon a telecom leader | telephonyonline.com
Author: P.J. Louis, President, PJ Louis LLC
Green is not just about burning cleaner fuels in our cars or alternative energy.  It is also about operating equipment more effectively in a manner that requires less energy and release less waste.  
October 21, 2008
Voice is a give-away by the carriers, revenue and market share growth now rely on unique and differentiable applications.
Analysis of: Carriers Buy into Startups to Boost Their Networks | www.businessweek.com
Author: GLG Expert Contributor
Voice is a give-away by the carriers, revenue and market share growth now rely on unique and differentiable applications. Carrying voice phone calls is now an un-differentiable commodity that drives no revenue or EBITDA gro Unique applications that drive market share gains and revenue growth is now the focus of the wireless carriers, particularly the...
Thomas CoughlinOctober 21, 2008
SSD Vendors Vie for Customers
Analysis of: HP Jilts Intel SSDs | www.theregister.co.uk
Author: Thomas Coughlin, President, Coughlin Associates
* HP hailed Intel’s entry into SSDs announced at the IDF in August  * HP announced that they have selected Samsung SSDs for their virtualization blade server system  * The Samsung SSDs in this application replace 2.5-inch hard disk drives  * HP says that use of SSDs in this application allows faster performing blade servers  * The SSDs will server for local booting and “scratch”...
Munisamy AnandanOctober 21, 2008
Rapid slow down in economy forces Large size LCD price and demand downward
Analysis of: Large-size LCD panel prices trending down again | www.digitimes.com
Author: Munisamy Anandan, President & Managing Member, ORGANIC LIGHTING TECHNOLOGIES, LLC
Large size LCD price going down due to bad economy forces the revenue of main componensts like LCD glass to go down. The common philiosophy of price going down increases the demand is not valid during bad economy especially for large size LCD panels. All key components like LED and CCFL used for LCD panle assembly will also suffer. This phenomena is not seasonal as used to be the case every year...
Samuel GreenholtzOctober 21, 2008
Mixed Bag for Telecom Companies in Market Crisis
Analysis of: Verizon CEO optimistic despite economic crisis | www.technologypublic.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1.      The biggest problem right now in telecom is access to money. 2.      Small companies will be feeling the pressure the most because they all need further investment. 3.      With potential investment opportunities for cents on the dollar, there will probably be more M&A activity.
October 20, 2008
Qualcomm Wins One in Court – Intellectual Property Wars Continue
Analysis of: Court Lifts Import Ban on Qualcomm Chips | online.wsj.com
Author: P.J. Louis, President, PJ Louis LLC
Just when you thought it was safe to jump back into the intellectual property waters.
Joe WeingartenOctober 20, 2008
Apple Lower Prices - You have the wrong Company.
Analysis of: Apple: New MacBooks, Same Old Prices | www.businessweek.com
Author: Joe Weingarten, Executive Director, Macintosh Reseller Association
Apple does not lower prices, it instead increases capabilities and functions. That way it always keeps its margins the same and its method of business the same.
October 20, 2008
Power reduction is available when it's important
Analysis of: Gadgets use a lot of power,but there tips to save on energy costs | www.siliconvalley.com
Author: GLG Expert Contributor
When the price of power consumption and estimated life-time costs are aggressively marketed on plugged-in appliances, consumers will differentiate products based on these factors. Only then will power consumption for plug-in appliances emerge as a competitive advantage. Power reduction technology and design techniques are available today. They are not free, they increase the cost...
October 20, 2008
Super High Efficiency IMM Solar Cells Poised to Compete with Thin Film
Analysis of: New approach may power future of solar | articles.latimes.com
Author: GLG Expert Contributor
Thin film and nanotechnology solar cells are receiving tons of press, hype and funding, but they are not the surefire, low cost solution for the future.  Thin film and nanotech solar cells offer much promise, but also require great technological and manufacturing achievements and discoveries.  Existing players in high efficiency, space rated solar cells may be able to deliver all of those...
October 17, 2008
Nokia – The Acid Test of How Healthy The Telecom Environment Is
Analysis of: Nokia as Rorschach card: Investors reward results, then resume gloom | www.rcrwireless.com
Author: P.J. Louis, President, PJ Louis LLC
Like Ericsson was 10 years ago, Nokia is today – the indicator of industry health.
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