GLG News in Technology, Media & Telecom

Concentrating photovoltaics (CPV) are not quiet ready for primetime on commercial rooftops. (a) Commercial roof tops are highly dependent on financing via power purchase agreements (PPA). (b) Concentrating photovoltaics are an unproven technology in terms of performance, reliability, price and O&M requirements. (c) PPA financiers will want to see field data before they finance this technology...

AT&T Mobility’s cautious approach to its Long Term Evolution (LTE) roll out is appropriate given the lack of demand, undeveloped ecosystem and current economic turmoil.

undefined 1.     Obviously, Level 3 is being vocal about its traffic capacity requirements rapidly exceeding the combining of multiple 10G systems. 2.     Is this also perhaps a signal that Level 3 is sending to Infinera, which believes one can package ten 10G systems and call it a 100G? 3.     If...

undefined 1.     Perhaps, many of us were mistaken about the need for 100G transmission. 2.     We believed that the industry would follow its normal pattern of moving up the line in optical networks as it always has in the past – the ITU way of going from 10G to 40G – and then maybe even to 160G. 3.    ...

In word:  Great!!

Technological innovation today will need to focus on mining greater value out of existing systems. Technological innovation today will provide a level of stabilization in a destabilized technology environment. Alcatel has the right idea – move closer to development.

What would be Apple's strategy for a sustained position in the laptop market? What has hindered Apple to do more for a profit when cost reduction is a critical issue? How could the new lines appeal to catch more buys?

1.  NAND and DRAM already have higher supply than Demand can absorb 2.  Housing crisis and oil already hurts consumers 3.  Financial crisis double whammy on consumers 4.  Evidence of upcoming job losses and sales declines

1.  Financial Crisis drives consumer weakness 2.  Micron is just one fo the first - more to come 3.  Buyers are cutting back on orders expecting a consumer slowdown.

1.  Financial crisis negatively affects consumer confidence 2. Transitiong to a new std in this financial and consumer confidence crisis 3.  Positive move for AT&T based on current market conditions