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.
Analysis of:
BlackBerry maker battles back (money.cnn.com)
For several years the RIM with the Blackberry have done a remarkable job at gaining market share. They have been able to carve out a big share in the face of competition from the big suppliers such as LG and Nokia. But they were not looking in the rear view mirror! Last month Apple announced that their revolutionary IPhone has outpaced the Blackberry and become the #1 supplier outselling...
Analysis of:
Enterprise Software Vendors Now Vulnerable to Maintenance Payment Reduction (seekingalpha.com)
o The current economic conditions are causing organizations to take cost cutting measures such as deferring capital expenditures and reducing IT costs. o While companies will be looking for ways to reduce IT costs, eliminating maintenance on mission-critical enterprise applications is not a realistic option. o Organizations can try to renegotiate maintenance costs and attempt to get their software...
Analysis of:
BlackBerry maker battles back (money.cnn.com)
Smartphones are increasingly capable, attractive and usable. While they still represent a minority market share in the cell phone market, their popularity is growing. Apple gets most of the publicity, but RIM, Nokia and others are not sitting still.
Analysis of:
DoCoMo, KTF to sell Google phone next year: report (www.reuters.com)
The roll-out of the Google phone into Japan, through the largest carrier in the country and one of the data innovators, is a shot across the bow of Microsoft, RIM, and Nokia. It is impossible to stem the tide of the new OS mafia -- from Apple, Google, and LiMo -- but if Microsoft doesn't wake up quickly and radically re-invent, they will find themselves on the outside looking in. Good...
Analysis of:
TVB's Revised Spot Forecast: Down 7-11% (www.tvnewsday.com)
2009 is going to be a tough year but what else is new? TV, like other media is not immune to the economic downturn. Advertisers are being forced to re-look media/marketing expenditures, that in itself is not unusual or a bad thing per se.
Analysis of:
Econet promises low-cost services in Kenya roll-out (www.telecompaper.com)
- Better pricing for the consumers
- Cross Network charging will be high
- People will carry a phone for each type of SIM
- My driver had 3 phones when I saw him last.
- Price war what price war...
Analysis of:
TVB's Revised Spot Forecast: Down 7-11% (www.tvnewsday.com)
In late 2008, the advertising industry appeared to be headed in the same direction as the American economy, except that the federal government is expected to provide some help to the economy in 2009. Advertising couldn't even count on a Holiday bonus and 2009 had nothing in sight to replace the 2008 Olympics and federal election campaigns.
In its original forecast the Television Bureau of...
Analysis of:
Cumulus Picks Nielsen For Small-Market Ratings (www.radioink.com)
The Nielsen Company has won a request for proposals from Cumulus Media to provide radio ratings in 50 small markets. Radio giant Clear Channel is also on board with the new system. This is the first salvo in what should be an interesting war between Nielsen and Arbitron.
Analysis of:
Infinera to demo pre-production 100-GbE module at SC08 (lw.pennnet.com)
1. If one did not know any better, it seems that Infinera has not received the memo that the large carriers have shifted their focus away from 40G to 100G.
2. While the supplier puts a lot of emphasis on its 40G development, the predominant customers are worried that the lower speed may become obsolete before they would get their return...
Analysis of:
Apparently, Infinera has figured out confusion on where it is going with 100G (www.lightreading.com)
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of 53871. As we stated in a previous article, it has become clear now that there is a high probability that 100G will ultimately dwarf 40G.
2. However, Ekinops asserts that the cost advantages of its 40G solution will be so compelling that the large service providers will take a second look at the lower rate.
3. ...
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