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Technology, Media & Telecom News by GLG Council Members

Analyses are solely the work of the authors and have not been edited or endorsed by GLG.
P.J. Louis, President
PJ Louis LLC
Analysis of: Fate of BCE Buyout in Doubt (online.wsj.com)
The failure of this deal has a number of pundits scratching their heads.  Why did the deal crater?
Jerald Kolansky, Worldwide VP of Sales
Plx Technology, Inc.
Analysis of: Cree R&D Achieves 161 LM/W for high power LED (www.ledsmagazine.com)
1. Cree;s  161 lumen device is just a lab creation that is not ready for production.  The color temperature of approx. 4600K makes it unuseable for general purpose lighting. 2. Approximately one year ago Cree demonstrated a 1000 lumen LED that was also a one of kind laboratory creation. 3. On the positve side,these laboratory creations show that the techmplogy of creating high brightness...
Joe Weingarten, Executive Director
Joe Weingarten, Executive Director
Macintosh Reseller Association
Analysis of: Analysts express unease with Apple's Black Friday (www.macnn.com)
Analysts keep putting Apple in the same boat as other manufacturers and don't want to realize you can't. Apple is a unique company and has to be viewed differently.
Analysis of: Time Warner suing AT&T over U-verse expansion work (www.mysanantonio.com)
1.      Insufficient spending on new equipment at AT&T could lead to significant degradation, especially in residential networks across the country. 2.      It is not out of the question that huge fines could be assessed to the RBOC. 3.      There could easily be situations in which the cost of constructing fiber...
Analysis of: Call rates may fall after new telcos start: Raja (www.business-standard.com)
I have been part of the liverisation of the Telecom sector. The customer should be the focal point of the liberisation.
Analysis of: Google Tool Lets Users Edit Search (online.wsj.com)
Google's New SearchWiki shows they know what their users are doing on the site.  Google users come to the site for 1) repeat navigation (to find places they have already visited); and 2) discovery (to find new things).  What they don't use Google for as much is bookmarking and social interaction.  With the advent of SearchWiki, Google brings the four together.  Potentially, at...
Analysis of: Telcos add record 10.42 mn subscribers in Oct (www.business-standard.com)
New emerging technologies. New handset capabilities. Widening coverage of Mobile signals.
Analysis of: Ciena AT&T News Gives Equipment Provider a Boost (www.washingtonpost.com)
1.      The source article is referring only to AT&T’s wireless spending. 2.      However, at this point, it appears that it is not out of the question that AT&T’s total CAPEX spending could be down even more than 10 percent in 2009 – if the carrier’s performance results do not begin to improve. 3.      Nevertheless,...
Cliff Bell, Chief Information Officer
Cliff Bell, Chief Information Officer
Infogain Corporation
Analysis of: Virtualization's Pain Points (www.forbes.com)
1. Virtualization strategies can make management complex.  2. New applications require experience before proper placement of the virtualized application.
Analysis of: Interoute Deploys Infinera (www.lightreading.com)
1.      Direct competitors of Infinera including Alcatel-Lucent, Ciena, Ericsson, Fujitsu, Nokia Siemens, and Nortel initially appeared apprehensive about the newcomer’s disruptive technology. 2.      However, Infinera’s entry into the market did not turn out to be really a long-term problem. 3.      Eventually, the vendor...
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