Technology, Media & Telecom News by GLG Council Members

Orascom going for the emerging market opportunities and growth

November 19, 2009

Analysis by: GLG Expert Contributor

Analysis of:Orascom Telecom Q3 net profit up to USD 180.9 mln | www.telecompaper.com

The growth rates as well as the EBIDA margins enjoyed by network operators are indicative of the need to service the pent up demand in these markets. The third quarter 2009 results from Orascom tend to re-enforce this.

Munisamy AnandanFormer President & Managing MemberORGANIC LIGHTING TECHNOLOGIES, LLC

Boost for LED backed LCD TV by California Energy Commission

November 18, 2009

Analysis of:Calif. requires TVs to be more energy efficient | tech.yahoo.com

(1) LED backlight is becoming more efficient year by year leading to the reduction of power consumption of LCD TV backlit by LED.(2) Boost to LCD TV by LED backlight put pressure on plasma TV and OLED TV(3) Now additional boost comes through legislation by California Energy Commission

Orascom: From The Sahara To The Tundra

November 18, 2009

Analysis by: GLG Expert Contributor

Analysis of:Orascom Telecom Q3 net profit up to USD 180.9 mln | www.telecompaper.com

Orascom operates in a very wide variety of economies and cultural and political environments. It will face the choice between divesting or expanding its relatively minor sub-Saharan holdings as the forces of regional consolidation and the initiatives of entrants eyeing the region gather momentum.

Microsoft thrown out of court in an IPR lawsuit in China

November 18, 2009

Analysis by: GLG Expert Contributor

Analysis of:Chinese court rules against Microsoft | edition.cnn.com

China's reputation among the leading suppliers/global players like Microsoft , Motorola Inc. and Apple does not carry much credence with respect to numerous IPR battles taking place locally. In spite of high level representations by diplomats,trade/commerce officials and leading politicians, China seem to have turned a deaf ear to complaints and maintained their self righteousness. This does not augur well for China and its future trade prospects with the west.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 11/18/09: One Last Kick in Pants from WV to VZ Before Parting

November 18, 2009

Analysis of:West Virginia protests Frontier's Verizon acquisition | www.fiercetelecom.com

The gloves are coming off one final time between Verizon and West Virginia.  The state is probably going to be so relieved to get Verizon out that it will likely play ball with Frontier.  It would hardly be an exaggeration to say that the relationship over the years between the two parties has been acrimonious. 

J. Bruce DaleyPrincipalGreat Divide Research

Microsoft Protects its Flanks to Save It's Ass

November 18, 2009

Analysis of:Microsoft, Taiwan to develop cloud computing technology | www.totaltele.com

* Microsoft is making a defensive alliance to complete its stack* Fortunes will be made and lost developing cloud offerings* Despite the hype Cloud Computing is a real long term trend

Microsoft investing in Cloud Computing or a Server and PDA line of Computers?

November 18, 2009

Analysis by: GLG Expert Contributor

Analysis of:Microsoft, Taiwan to develop cloud computing technology | www.totaltele.com

Is Microsoft's investment in Taiwan to develop cloud computing technology or build its own line of PDA/laptops and Servers to function within "Cloud Computing"?Development of New Software always drives the need for improved and updated Computer hardware as the perfect combination for solving the ease of use and improve performance, flexibility, and security issues.

L. Stephen WolfeChief Executive OfficerCAD/CAM Publishing, Inc.

Was Autodesk a bubble stock?

November 18, 2009

Analysis of:Autodesk Increases Profitability in Third Quarter Fiscal 2010 | www.businesswire.com

Today Autodesk became the last of the large publicly traded engineering software companies to announce its earnings. Whereas Autodesk had been a sales and profit leader during the run-up to the financial bubble that burst in 2008, its sales have fallen faster than its peers in the past 12 months. What's going on?

What Logitech Gets By Purchasing LifeSize Communications

November 17, 2009

Analysis by: GLG Expert Contributor

Analysis of:Logitech Acquires LifeSize Communications for $405MM with HPL President Howard S. Lichtman's Thoughts and Analysis | www.telepresenceoptions.com

By purchasing LifeSize Communications, Logitech gets to bundle LifeSize's HD standards-based videoconferencing codec with Logitech HD webcam.  This should, overtime, dramatically lower the price-point of standards-based videoconferencing end-points and expand the distribution of standards based videoconferencing end-points to the Big Box Retailers that carry Logitech peripherials including Best Buy, Target, and Wal-Mart. 

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 11/17/09: AT&T's Version of Keystone Cops

November 17, 2009

Analysis of:AT&T Rebuts Verizon Ads, Again | blogs.wsj.com

Nothing illustrates more the state of disarray at AT&T than this bungled attempt to dispute Verizon Wireless’ claims. AT&T apparently even has trouble settling on a unified public relations/marketing response. The service provider just did not want the world to know about the disparity in 3G coverage between the two carriers.

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