GLG News in Technology, Media & Telecom

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.

1. Newsprint 2. Advertisements

1. Float Voltage 2. Grounding Problems 3. Static Electricity

GM cut the cords on the Academy Awards. While it seems newsworthy, it's really only the latest move in a decade long trend of budget cuts that correspond with their decade long market share decline.  And the loss of the Academy Awards, while a glittering star in the media plan, will not negatively impact brand image or positively impact sales.  But given the dire market situation they are...

QCOM and its cheerleaders (Mr Seybold among them) will be touting 3G incremental enhancements as the only real option for operators at the moment, do not expect big pushes for LTE, since inviting operators to do that open the door to also consider WiMax (none of those are incremental steps from existing wireless technologies). While offering options to delay the decision to replace existing 3G networks...