Technology, Media & Telecom News by GLG Council Members

Steve FanchiuAdviserGenttix, Inc.

Thrills and Obstacles to 3-D Television

October 23, 2009

Analysis of:3-D television expected to come to homes in 2010 | www.cnn.com

The technological innovation for 3-D television has been out of laboratory and prototyping stage. What does it mean to the marketplace while key players in different technologies are commencing a volume push in the consumer electronics market?

Free Computing!: Why the Cloud Model is Growing in Government

October 23, 2009

Analysis by: GLG Expert Contributor

Analysis of:5 steps to making the cloud a reality | fcw.com

Cloud computing undoubtedly changes how we individually and collectively will approach information technology.  The challenge, as the CIO of the United States Vivek Kundra has framed it, is to have the business of government IT work as well as IT does for ourselves in our personal business.Free (and low cost) alternatives to established software products will be an important part of IT strategy in the public sector for the next decade.

Apple's iPhone dominance threatened by Nokia's intellectual property lawsuit

October 23, 2009

Analysis by: GLG Expert Contributor

Analysis of:Apple increases iPhone sales 7% to 7.4 mln in Q3 | www.telecompaper.com

Apple's market performance with iPhone faces increasing threats from competitors: a. Products based on Google's Android operating system .b. International market challenges, in China e.g. c. Legal/technology based threats/challenges from Nokia e.g. http://money.cnn.com/2009/10/22/technology/Nokia_Apple_lawsuit/index.htmd. Market growth constraints due to customer dissatisfaction with poor service,performance and unstable software owing to premature market launch .

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 10/22/09: 100G & Mesh Takeoff in Lower Manhattan

October 23, 2009

Analysis of:Huawei Touts End-to-End 100G | www.lightreading.com

The horrific 9/11 tragedy has had a silver lining for the telecommunications industry.  In effect, it created a quasi-greenfield situation in lower Manhattan in which Verizon’s only option was to tear up and rebuild the network.   The RBOC was able to take advantage of the sympathies of New Yorkers in doing all the work there from the 140 West Street CO, including digging streets in areas that were not necessarily near Ground Zero.

HP needs a massively scalable file storage solution for next IT challenges

October 22, 2009

Analysis by: GLG Expert Contributor

Analysis of:HP Acquires IBRIX to Extend Scale-out Storage Capabilities to Global Customers | www.hp.com

HP acquired IBRIX , a file storage software company, after PolyServe a few years ago and unveils his wish  to position itself as a key cloud technology provider for the next cloud storage wave. HP implicitly recognized also his failure to integrate and market PolyServe with low market adoption.

Jerald KolanskyFormer Worldwide VP of SalesPLX TECHNOLOGY, INC.

Cree PLCC White LED's Appear to catch up and Surpass PLCC devices from NIchia

October 22, 2009

Analysis of:Cree Sets a new STandard of INdoor LED Lighting with the X Lamp R MX-6 LED, Industry's First Lighting class PLCC LED | finance.yahoo.com

1. Approximately 2 years ago Cree purchased Cotco a China based LED manufacturer which allowed Cree to expand it's product offering. With the release of the X Lamp R MX-6 device in the PLCC package, Cree now has a product that should allow it to successfully compete against Nichia and Osram who have been some of the market leader for PLCC lighting LEDs.

Jerald KolanskyFormer Worldwide VP of SalesPLX TECHNOLOGY, INC.

Four bit per cell Nand Flash Technology Fionally Brought to Market

October 22, 2009

Analysis of:SAnDisk Ships Worlds First Flash Memory Cards with 4 gb X-4, 4 bit per cell Nand Flash Technology | finance.yahoo.com

1. Sandisk purchased M-Systems approximately 4 years ago, and has finally been able to introduce to the market the X-4 ( 4 bit per cell technology) that M-Systems had announced but never had brought into production.2. The 4 bit per cell technology not only requires a new NAND chip technology, but a new controller technology that enable the NAND flash to be functional in a system.

Gregg KailFormer Reseller ManagerAT&T CORP.

AT&T Relying on Apple iPhone and TracFone Prepaid

October 22, 2009

Analysis of:AT&T tops estimates as customers flock to wireless | www.reuters.com

The third quarter results show that AT&T is relying on iPhone activations to offset the revenue declines of 10% in enterprise sales and 7% in overall landline.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 10/22/09: Wake-up Call for Large Independent Telcos

October 22, 2009

Analysis of:Windstream fights to change broadband stimulus rules | telephonyonline.com

The big independent telcos, especially the Tier 2s, such as CenturyLink, Frontier Communications, and Windstream, are heading into a conundrum.   They have to be aggressive in replacing revenue losses on the wireline side with new ventures. The Tier 3s appear to be doing reasonably well.

Wireless Backhaul plus EPC equal to Three?

October 22, 2009

Analysis by: GLG Expert Contributor

Analysis of:Tellabs buys WiChorus for $165M | sanjose.bizjournals.com

The market for mobile internet infrastructure is heating up with the acquisition of WiChorus by Tellabs. Tellabs' main play in wireless so far has been in the backhaul, voice quality products, and transmission. Moving in the packet core is not going to change Tellabs' position within the mobile operators significantly.

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