GLG News in Technology, Media & Telecom

1. Microwave Radio 2. Multiplexing

1. It is Far Sited 2. What Comes Next?

A record 9.22 million mobile subscriber additions in July, will soon lead India to break the 10 million barrier. In 2010, with tele-density approaching 45 per cent and sub $5 ARPUs in most regions, telecom players have to brace themselves for a new battle. Licenses and spectrum at abysmally low costs from any international standards and over 90% revenues from voice, SMS, ringtones & ring back...

1.      Several years ago, the proposed merger between Tellabs and Ciena made a lot of sense. 2.      Now from Tellabs’ perspective, a potential marriage would appear even more favorable. 3.      Private equity firms taking over Ciena cannot be ruled out.

The bottom line:  Ricoh now has one of the broadest distribution channels in the market, they have the broadest product line in the market, and they now have one of the strongest service delivery teams in the business.   The competitive impact:  Canon is the biggest looser.  IKON was their largest distribution channel in North America for their highly profitable copier / MFP...

No one has yet to figure out how to efficiently monetize  the traffic on social network sites, not even Google, MySpace or Facebook. This is because social networks are not conducive to the traditional advertising model / monetization approaches. It will take several years to figure out an effective business model.

While I agree that the open source community drives innovation, the myth of David and Goliath, or the romantic notion that somehow Xen will become the new standard remains just that--myth. Sun Micro Systems, perhaps the slowest student in the classroom finally realized that fighting open source software such as Linux is akin to Wiley Coyote trying to argue with Gravity.

Both the server and PC markets seem to have held up very well during the past months, and barring a catastrophic collapse of the economy, likely will continue to do well.  Credit must go to the innovations in both technology and business processes achieved primarily by HP, Dell and Intel.

Apple's revamp of it's product lines along with marketing changes in the iPhone can result in a massive holiday season for them.

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