All Recent GLG News Analyses by Leading Experts at FROST & SULLIVAN, INC

Ronald GruiaProgram Leader-Emerging Communications Solutions &FROST & SULLIVAN, INC

Nortel Optical Sweepstakes

August 14, 2009

Analysis of:Is Ericsson the Hope for Nortel's MEN? | www.lightreading.com

As Nortel disposes of its business units, gaining market share via acquisition will be an way for vendors in the optical space to give the top two players (Huawei and Alcatel-Lucent) ar run for the money. This article examines the potential suitors for the Nortel MEN unit and their likelihood to bid on these assets, in addition to key considerations for each vendor. The list includes Ciena, Cisco, Ericsson, Fujitsu, Huawei, Infinera, Juniper, Nokia Siemens Networks (NSN) and Tellabs.

Nathan SmithIndustry Analyst - Aerospace & DefenseFROST & SULLIVAN, INC

“The Changing Market Dynamics of a beleaguered Airline Industry”

July 9, 2009

Analysis of:Wall Sreet Journal | online.wsj.com

The U.S. airline industry is besieged with inefficiency, will our government add to the industries woes or save it from self destruction. Are more regulations and restrictions necessary and is it the government's priority to save the industry, protect the consumer or can both be accomplished with success.

Ronald GruiaProgram Leader-Emerging Communications Solutions &FROST & SULLIVAN, INC

Nortel Fire Sale Begins

June 22, 2009

Analysis of:Nortel selling wireless unit to Nokia Siemens | finance.yahoo.com

Wireless assets acquired by NSN from Nortel include the CDMA business and LTE IP (Intellectual Property).  NSN gets relationships with operators such as Bell Mobility, VerizonWireless, Sprint Nextel, KDDI, China Telecom. CDMA is still profitable and will have a long tail. NSN also expands its footprint in North America, which represents only ~ 5% of its revenues and this acquisiton will certainly better position the company to tackle one of its Achilles heels. NSN gets Nortel's IP on LTE including SON (Self-Organizing Networks) and ongoing LTE relationships (NT had won KDDI tender and was carrying out a trial at T-Mobile AG); 400/2,500 employees that NSN is getting from Nortel were working on LTE, other 2,100 on CDMA. Who will fill in the void in terms of R&D spend in Canada? NSN will open up a lab and there are rumors that Huawei will expand its presence, but look for more from other entrepreneurs such as Sir Terry Matthews. It will be tough to match Nortel's R&D budget.

Ronald GruiaProgram Leader-Emerging Communications Solutions &FROST & SULLIVAN, INC

AT&T LTE Trial and Its Implications

May 7, 2009

Analysis of:Rumor Mill: Did AT&T pick Ericsson, Alca-Lu, Huawei for LTE trial? | www.fiercewireless.com

1- Details of the AT&T LTE buildout begin to emerge
2- Chinese NEVs such as Huawei and ZTE will become forces to be reckoned with in North America.
3- Ramifications to the other NEVs and LTE

Ronald GruiaProgram Leader-Emerging Communications Solutions &FROST & SULLIVAN, INC

NETC Q1 2009 Results & A Forward Look

May 4, 2009

Analysis of:Net Serviços: Resilient in a Tough Lat Am Macro Environment | finance.yahoo.com

Earlier this past week, NETC reported solid Q1 2009 results, which while expected by some, were met despite the worsening of macro conditions in Brazil.  In fact, from all Carlos Slim companies reporting this past week (i.e. AMX, TMX, NETC), NETC arguably had the strongest performance.  Issues going forward: Deteriorating macro environment and mitigating an unfavorable decision by the local regulator.

David BoulangerIndustry Analyst / Business DevelopmentFROST & SULLIVAN, INC

Oracle buying Sun changes the shape of the IT industry, creating a new, full-line Hardware, Software and Services Master Brand

April 23, 2009

Analysis of:Oracle Buys Sun: Oracle Becomes the Software and Hardware Arms Merchant for Cloud Computing | trigent.com

The match of Sun and Oracle is not surprising; for years they had a close relationship.  The Sun deal is the latest iteration of Oracle's acquisition-oriented growth strategy to become an IT Master Brand. But while Sun is primarily a hardware vendor the key for Oracle is Sun's software business.  Ellison stated on Sunday that Sun's Java programming langauge and Solaris operating systems were the main attractions. In addition to Java being a defacto industry development standard, this is also key to Oracle's own software development from database to applications to middleware.  This places Oracle in a core role when it comes to setting future industry direction. Sun's Solaris OS has presence in several key vertical industries - financial services, public and high-performance computing. Besides providing significant revenue and market presence well beyond Sun's core software business this also provides Oracle with a broad powerful set of technologies for Cloud computing.  

Dan RayburnPrincipal AnalystFROST & SULLIVAN, INC

CDN Highwinds Raises $55 Million, Targeting Resellers

April 14, 2008

Analysis of:CDN Highwinds Raises $55 Million, Targeting Resellers | blog.streamingmedia.com

In March, Highwinds announced it had raised $55 million from General Catalyst Partners and Alta Communications. Highwinds plans to use the capital to do additional build out of their network named "RollingThunder" which includes a CDN offering.

Dan RayburnPrincipal AnalystFROST & SULLIVAN, INC

CDNs Getting Ready To Benefit From Higher Bitrate Content

April 14, 2008

Analysis of:CDNs Getting Ready To Benefit From Higher Bitrate Content | blog.streamingmedia.com

Of all the calls I do with analysts, money managers and others tracking the content delivery market, rarely do those I speak with ask about video birates. For me, the growth of the content delivery market and the very success of the CDNs relies heavily on the trend we see developing for increased bitrates. Most think CDNs can only grow their business by signing new customers or growing their existing customer base. But increased video birates has a huge affect on any CDNs bottom line and 2008 is the year that the bitrates of old finally turn the corner.

Dan RayburnPrincipal AnalystFROST & SULLIVAN, INC

P2P Vendors Struggling, CDNs Not Interested In Adopting

April 14, 2008

Analysis of:P2P Vendors Struggling, CDNs Not Interested In Adopting | blog.streamingmedia.com

About six months ago, I was really convinced that P2P might start to get some traction in the new year and that we would see some content owners commit to the technology. But aside from the Pando Networks and NBC deal, as we enter Q2 not much has transpired from the end of last year. P2P networks are still talking up a storm in every interview I read about how much cheaper their pricing is as compared to CDNs and leading with price as the major value proposition. Most P2P companies are still missing the point that cost is not the only thing customers care about and if it was, then P2P networks would have a ton of business by now, which they don't.

Dan RayburnPrincipal AnalystFROST & SULLIVAN, INC

Akamai, Limelight and The Writers Strike: What It Really Means

April 14, 2008

Analysis of:Akamai, Limelight and The Writers Strike: What It Really Means | blog.streamingmedia.com

Limelight put out earnings this week and once again, many analysts are unfairly comparing Limelight and Akamai numbers and data. Why is it that so many analysts and reporters are willing to make very specific statements about CDN providers, but do so using general terms? Sounds confusing just saying it but I'll prove my point in a second.

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