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GLG News in Technology, Media & Telecom

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Samuel GreenholtzAugust 28, 2008
Would Tellabs Consider Merging With Ciena Again?
Analysis of: Bandwidth crisis is Tellabs' chance | www.suntimes.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
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.
Edward CrowleyAugust 28, 2008
An Industry Giant Gains Momentum - And A Serious Blow to Canon
Analysis of: RICOH to Acquire IKON Office Solutions, Inc. | www.marketwatch.com
Author: Edward Crowley, Principal, PHOTIZO GROUP
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...
August 27, 2008
Making Money with Advertising on Social Netowrks is Elusive
Analysis of: Capitalizing on the Traffic of Social Networking Sites | www.connectthru.com
Author: GLG Expert Contributor
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.
August 27, 2008
Innovation through Imitation
Analysis of: Xen Community proposing the latest feature set for 3.3 | weblog.infoworld.com
Author: GLG Expert Contributor
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.
August 26, 2008
No Recession For Computer Hardware
Analysis of: Computer Hardware: Recession-Proof? | www.businessweek.com
Author: Paul Massie, Sr. Director of IT and Facilities, Genesis Microchip Inc.
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.
August 26, 2008
Apple posed for big sales gain.
Analysis of: New iPods Coming Very Soon | kevinrose.com
Author: Joe Weingarten, Executive Director, Macintosh Reseller Association
Apple's revamp of it's product lines along with marketing changes in the iPhone can result in a massive holiday season for them.
August 25, 2008
Whats Next
Analysis of: Intel, Yahoo partnering on Internet TV concept | www.businessweek.com
Author: GLG Expert Contributor
1. Newsprint 2. Advertisements
August 25, 2008
Wireless Batteries
Analysis of: Intel Moves to Free Gadgets of Their Recharging Cords | www.cnbc.com
Author: GLG Expert Contributor
1. Float Voltage 2. Grounding Problems 3. Static Electricity
August 25, 2008
GM--Cut out the incrementalism and make the hard choices
Analysis of: General Motors pulls sponsorship of Oscars | www.msnbc.msn.com
Author: Lisa Baird, Managing Partner, Brand Value Advisors LLC
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...
Carlos SilvaAugust 22, 2008
QCOM's message: 3G is here to stay
Analysis of: Seybold: Intel's WiMAX Exit Strategy? | www.fiercewireless.com
Author: Carlos Silva, Director of Enterprise Services, Grupo Iusacell
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...
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