Technology, Media & Telecom News by GLG Council Members

Vendor Selection Has No Surprises

November 16, 2009

Analysis by: GLG Expert Contributor

Analysis of:Telefonica unveils LTE partners shortlist | www.telecompaper.com

Telefonica selecting almost every major vendor available as part of their LTE trial in Europe and Latin America has no real surprises. Additionally there is no real conclusion about who will ultimately benefit from this trial in terms of revenue other than the absence of some suppliers such as Motorola. Additionally since most of Telefonica's competition have already announced their intent to move towards LTE, the market dynamics are unchanged.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 11/16/09: Infinera Lobs Up Some More Softballs

November 16, 2009

Analysis of:Infinera Named Second Fastest-Growing Tech Company in North America | money.cnn.com

Infinera’s statements continue to make it very easy to hit them out of the park. It would be much better off if it was really forthcoming about its business. While there are some executives that have appeared to have been truly kept in the dark on the company’s execution, it is the high-level people that know better that have been the most disappointing in their responses.

P.J. LouisPresidentPJ Louis LLC

Samsung and Qualcomm – Cut Cross Licensing Deal

November 16, 2009

Analysis of:Samsung to Pay $1.3B to Qualcomm for Licenses | www.wirelessweek.com

There seems to be a lot of benefit to this relationship – financial and political.

Net-book v.s. NOKIA N900

November 15, 2009

Analysis by: GLG Expert Contributor

Analysis of:Nokia's N900 Maemo device starts shipping | www.totaltele.com

NOKIA N900 is unique smart phone. His competitor is Net-book PC.I compare N900 & Net-book PC.

How Can Linkedin's New Features Help Job Seekers?

November 15, 2009

Analysis by: GLG Expert Contributor

Analysis of:How Can Linkedin's New Features Help Job Seekers? | recareered.blogspot.com

Linkedin has released some interesting upgrades in the past week that can help job seekers.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 11/15/09: Ciena Should Avoid Manufacture-Discontinuing CoreDirector I

November 15, 2009

Analysis of:Ciena offers Carrier Ethernet certification program | www.cedmagazine.com

There is still no doubt that Ciena has a virtual monopoly on the optical cross-connectmarket. With AT&T having over 500 CoreDirectors, it makes it difficult for the RBOCto go with another supplier. However, upon closer analysis, the 5400 could be sodifferent that it may as well be from a second manufacturer.

Will social networks finally pay on their promises?

November 15, 2009

Analysis by: GLG Expert Contributor

Analysis of:Holiday shoppers' search extends to social media | www.moneycontrol.com

Social networks, like MySpace, Facebook, LinkedIn and others, are about to be seen as an interesting target audience for marketing purposes. Will this be a first step into a new area of marketing campaigns?

Lionsgate Acquiring MGM? Finally, Order Will Be Restored.

November 14, 2009

Analysis by: GLG Expert Contributor

Analysis of:WILL THESE LIONS MATE? | www.showbizdata.com

The Seven Sisters will be re-defined (actually as same as before) MGM requires some daring team, not one better than Lionsgate's. A prestigious (even when badly diminished) library and BRAND, will join a HUGE (LG/Artisan/Live/Vestron) library containing its own set of jewel's (Dirty Dancing, Blair Witch, early Terminators).

Western Europe M Payment Competitive Landscape: Early Stages of Evolution

November 14, 2009

Analysis by: GLG Expert Contributor

Analysis of:W. European m-payments market to grow EUR 4-5 bln by 2013 | www.telecompaper.com

The growing popularity of mobile payment services, technological advancements and efforts by mobile operators to create new revenue opportunities and by banks to provide more convenience to their customers is driving the market for mobile payment services in Western Europe. A growing number of mobile service providers have become active in countries in the region.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 11/14/09: Potential Ciena Counter-bid – Bridge Too Far

November 14, 2009

Analysis of:Nortel postpones optical, Ethernet unit auction | blog.telephonyonline.com

Most of Ciena’s acquisitions in the past have been train wrecks. While it may not be totally apparent from the supplier’s previous rhetoric, the strength of its optical transport and switching line has bailed the company out.  However, if Ciena decided to bid up (if there was a counteroffer), its continuing existence would be at a huge risk for any amount “above $750 million” and its solid product lines would perhaps not be enough to save the firm this time.

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