Technology, Media & Telecom News by GLG Council Members

Apple has a strategy for is products and publicly dueling Microsoft works

October 25, 2009

Analysis by:GLG Expert Contributor

Analysis of:Preemptive Strike? Apple Upgrades Mac Computers | www.businessweek.com

Apple rarely stumbles (at least in a way that hurts their growth).   Contrasting what they have with Microsoft is part of their strategy and helps them justify slightly higher prices.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 10/24/09: The Case for Verizon Doing Nothing to Save FairPoint

October 24, 2009

Analysis of:FairPoint says new network backbone in place | www.nashuatelegraph.com

Recently, we wrote about Verizon possibly urging Windstream to buy the FairPoint assets. Even if there was a bankruptcy, it would help the RBOC in selling its properties if FairPoint was immediately picked up by a stable telco. Yet, Verizon has been very recently bending over backwards to state that it has done everything possible to help FairPoint – and will do no more. 

Emerging Trend of Solar Military Installations

October 23, 2009

Analysis by:GLG Expert Contributor

Analysis of:Being Army-Strong for Solar: largest DOD plant in U.S. | www.examiner.com

As noted in this original source article, the Fort Irwin U.S. Army installation will be housing the largest military solar energy plant in the country, and ACCIONA Solar Power and Clark Energy Group`s joint partnership for the project will likely develop more than the initial 500 megawatts of solar power, since expansion plans allow for up to 1 gigawatt to be generated in later years.

Steve Fanchiu, SFAdviserGenttix, Inc.

Thrills and Obstacles to 3-D Television

October 23, 2009

Analysis of:3-D television expected to come to homes in 2010 | www.cnn.com

The technological innovation for 3-D television has been out of laboratory and prototyping stage. What does it mean to the marketplace while key players in different technologies are commencing a volume push in the consumer electronics market?

Apple's iPhone dominance threatened by Nokia's intellectual property lawsuit

October 23, 2009

Analysis by:GLG Expert Contributor

Analysis of:Apple increases iPhone sales 7% to 7.4 mln in Q3 | www.telecompaper.com

Apple's market performance with iPhone faces increasing threats from competitors: a. Products based on Google's Android operating system .b. International market challenges, in China e.g. c. Legal/technology based threats/challenges from Nokia e.g. http://money.cnn.com/2009/10/22/technology/Nokia_Apple_lawsuit/index.htmd. Market growth constraints due to customer dissatisfaction with poor...

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 10/22/09: 100G & Mesh Takeoff in Lower Manhattan

October 23, 2009

Analysis of:Huawei Touts End-to-End 100G | www.lightreading.com

The horrific 9/11 tragedy has had a silver lining for the telecommunications industry.  In effect, it created a quasi-greenfield situation in lower Manhattan in which Verizon’s only option was to tear up and rebuild the network.   The RBOC was able to take advantage of the sympathies of New Yorkers in doing all the work there from the 140 West Street CO, including digging streets in areas that were...

HP needs a massively scalable file storage solution for next IT challenges

October 22, 2009

Analysis by:GLG Expert Contributor

Analysis of:HP Acquires IBRIX to Extend Scale-out Storage Capabilities to Global Customers | www.hp.com

HP acquired IBRIX , a file storage software company, after PolyServe a few years ago and unveils his wish  to position itself as a key cloud technology provider for the next cloud storage wave. HP implicitly recognized also his failure to integrate and market PolyServe with low market adoption.

Jerald KolanskyWorldwide VP of SalesPLX TECHNOLOGY, INC.

Cree PLCC White LED's Appear to catch up and Surpass PLCC devices from NIchia

October 22, 2009

Analysis of:Cree Sets a new STandard of INdoor LED Lighting with the X Lamp R MX-6 LED, Industry's First Lighting class PLCC LED | finance.yahoo.com

1. Approximately 2 years ago Cree purchased Cotco a China based LED manufacturer which allowed Cree to expand it's product offering. With the release of the X Lamp R MX-6 device in the PLCC package, Cree now has a product that should allow it to successfully compete against Nichia and Osram who have been some of the market leader for PLCC lighting LEDs.

Jerald KolanskyWorldwide VP of SalesPLX TECHNOLOGY, INC.

Four bit per cell Nand Flash Technology Fionally Brought to Market

October 22, 2009

Analysis of:SAnDisk Ships Worlds First Flash Memory Cards with 4 gb X-4, 4 bit per cell Nand Flash Technology | finance.yahoo.com

1. Sandisk purchased M-Systems approximately 4 years ago, and has finally been able to introduce to the market the X-4 ( 4 bit per cell technology) that M-Systems had announced but never had brought into production.2. The 4 bit per cell technology not only requires a new NAND chip technology, but a new controller technology that enable the NAND flash to be functional in a system.

Gregg Kail, MBAReseller ManagerAT&T CORP.

AT&T Relying on Apple iPhone and TracFone Prepaid

October 22, 2009

Analysis of:AT&T tops estimates as customers flock to wireless | www.reuters.com

The third quarter results show that AT&T is relying on iPhone activations to offset the revenue declines of 10% in enterprise sales and 7% in overall landline.

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