GLG News in Technology, Media & Telecom

The next evolution of Xen software puts further pressure on VMWare’s market share and margins.  This is a clear indication that VMWare’s business model will require a major overhaul sometime in the next year or two.  Microsoft will be less impacted since they have less today. 

1. Alan Greenspan 2. Alan Greenspan 3. Alan Greenspan

AT&T will not lose out on its mobile revenue to any significant degree, as the growth in traffic will far outstrip any flow to VoIP-over-Wi-Fi. In fact it helps carriers like AT&T deal with backhaul capacity issues in their networks, while offering their users a good service. The Wi-Fi market is seeing accelerated growth in traffic as cellular networks encourage subscribers to visit Wi-Fi...

The presence of a "kill switch" to disable misbehaving applications on the iPhone isn't a betrayal, it's just standard practice for the cellular business.

- Dual mode handsets are making their way into the enterprise today, (particularly iPhone, Nokia E6x series and others) - Mobile minutes are being routed from cellular networks to the enterprise WLANs - Key drivers for adoption are :     + increased coverage in areas with weak cellular signal     + increase in the quality  of the connection     +...

* Nintendo and InPhase are apparently doing some joint work on holographic storage  * InPhase has been pursuing a holographic storage system (primarily for write once archive applications) for several years  * Any holographic storage product likely will not be in a Nintendo game system for several years  * It is likely that Nintendo will need some other storage device such as a hard...

Analyst David Miller for Caris & Co. tells Bloomberg that Disney might sell its ten television stations to exit the distribution business.  Such a move would be a huge change for the traditional network powers.

* SanDisk recently revealed a proposal for creating a single metric representing the expected lifetime of a solid state drive  * The SanDisk metric is called “Longterm Data Endurance” or LDE  * The SanDisk proposal comes at a time that several organizations such as IDEMA and JEDEC are discussing standards for SSD reliability  * SNIA, the Storage Networking Industry Association, is also...

1.      It is hard to ignore the irony of a recent statement in USA Today made by Ciena’s CEO, Gary Smith. 2.      He said, “Experience is not about having more answers.  It's about asking the right questions." 3.      AT&T certainly did not have any evident motive to mislead Ciena on future purchases of the World...

All stock holders need to calm down.  Of course things are going to get worse before they get better. It is the nature of restructuring – pain first, followed by healing, followed by growth. Sprint needs ot rid itself of non-core assets now to pay down debt.