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GLG News in Technology, Media & Telecom

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August 21, 2008
Open Source vs. VMWare and Microsoft
Analysis of: Xen Community proposing the latest feature set for 3.3 | weblog.infoworld.com
Author: Paul Massie, Sr. Director of IT and Facilities, Genesis Microchip Inc.
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. 
August 19, 2008
Age vs Talent, Talent vs Age
Analysis of: Does age matter when you're CEO? | www.usatoday.com
Author: GLG Expert Contributor
1. Alan Greenspan 2. Alan Greenspan 3. Alan Greenspan
August 19, 2008
Increased usage from WiFi-enabled mobile handsets will not materially affect mobile carrier revenues
Analysis of: Phones Go Boingo | www.unstrung.com
Author: GLG Expert Contributor
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...
August 18, 2008
A Dose Of Reality For The Apple Faithful
Analysis of: Steve Jobs Confirms iPhone Has a Kill Switch | news.yahoo.com
Author: GLG Expert Contributor
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.
August 18, 2008
It's already happeining in the enterprise
Analysis of: Phones Go Boingo | www.unstrung.com
Author: GLG Expert Contributor
- 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     +...
Thomas CoughlinAugust 18, 2008
Holographic Storage in Game Systems
Analysis of: Nintendo looking into holographic storage solutions | gonintendo.com
Author: Thomas Coughlin, President, Coughlin Associates
* 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...
Alan AlbarranAugust 18, 2008
Will Disney Create a Paradigm Shift for TV Distribution
Analysis of: Disney May Sell ABC TV Stations, Caris Analyst Says | www.bloomberg.com
Author: Alan Albarran, Professor and Director, UNIVERSITY OF NORTH TEXAS
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.
Thomas CoughlinAugust 18, 2008
SanDisk unveils durability metric for solid-state drives
Analysis of: SanDisk unveils metric for solid-state drives | www.eetimes.com
Author: Thomas Coughlin, President, Coughlin Associates
* 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...
Samuel GreenholtzAugust 18, 2008
Not Enough Questions Asked by Ciena on AT&T Buying WWP equipment?
Analysis of: Does age matter when you're CEO? | www.usatoday.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
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...
August 18, 2008
Sprint – Stock Slides on Second Quarter Results
Analysis of: Sprint Nextel reports 2Q loss, its stock slides | ap.google.com
Author: P.J. Louis, President, PJ Louis LLC
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.
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