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GLG News by 3G Handsets Experts

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October 1, 2008
Deconstructing Nortel – What Next? Time To Hunker Down
Analysis of: Deconstructing Nortel, a former icon | www.canada.com
Author: P.J. Louis, President, PJ Louis LLC
I don’t mind kicking a company that is ignoring its shareholders, but Nortel has had its share of trouble and when you think about all of the trouble its had; you got to give the company a break some time.
September 30, 2008
Ellison’s Rant – There is a Point to be Made Here!!
Analysis of: Larry Ellison’s Brilliant Anti-Cloud Computing Rant | blogs.wsj.com
Author: P.J. Louis, President, PJ Louis LLC
One of the things you learn if you can last long enough is that words and terms are used to classify, categorize, and box ideas. The reason this is done is so that those who are typically not in the business/sector/scientific endeavor/or whatever you want to call it can get their minds and arms around...
September 30, 2008
Fiber - Still the King of Wide Bandwidth Communications
Analysis of: IS FIBER'S ROSE STILL BLOOMING? | telephonyonline.com
Author: GLG Expert Contributor
Fiber is actually still the dominant platform to transmit and receive high bandwidth data. The question if to extend it to the home ( FTTH) or to the node ( FTTN) is a valid one but does not shade its future. When IPTV and other bandwidth demanding applications will knock on the door- the solution...
September 30, 2008
IPTV- The Next Internet Revolution
Analysis of: IPTV subscriptions to grow 64 percent in 2008: Gartner | www.reuters.com
Author: GLG Expert Contributor
Combining TV and PC was the ultimate dream of consumers. IPTV has proved that it's possible and now is time to harvest the fruits. Gartner's analysis should not come as a surprise since the platforms are ready and just regulations and rights are impeding the process. The huge increase of IPTV subscriptions...
September 30, 2008
Sprint and Ciena- A Meaningful Step?
Analysis of: Sprint Picks Ciena | www.unstrung.com
Author: GLG Expert Contributor
Troubled Sprint that puts all its bets on WiMAX has first to prove that LTE is not generating a real threat. Ciena proved that it has a suitable solution and it will benefit first. However, Sprint's success is heavily dependent on the question whether G4 WiMax mobile will run. The fiber optic...
September 30, 2008
Nortel- Will They Stay in the Game?
Analysis of: Deconstructing Nortel, a former icon | www.canada.com
Author: GLG Expert Contributor
Nortel's  situation is not easy. Actually, it is not easy since the bubble exploded in late 2000. The decision to sell the Metro business will shave more revenue growth generators and it must fulfill the gap with fresh products. The share decline is not just due to performance and market mood-...
September 30, 2008
The Storage Behemoth
Analysis of: Oracle, HP collaborate on server, storage hardware | sanjose.bizjournals.com
Author: GLG Expert Contributor
Collaboration between the two giants, HP and Oracle , can shake the storage world which is due to double digit growth in the next three years. It can be a win-win situation based on both companies' reputation and strengths. on top of that, both companies are not new to the storage world's needs and...
September 30, 2008
Carrier Comes First
Analysis of: Google, T-Mobile unveil $179 G1, challenge iPhone | www.business-standard.com
Author: GLG Expert Contributor
The launch of the long awaited Android based cellular phone by Google comes in the middle of the financial crisis. Thus , not having the enough attention as it was probably expecting. However, on top of that, Google chose T-Mobile as its carrier , and we know that consumer selects carrier first and...
September 29, 2008
Substantial Gains for New 2G Licensees. Whose Midas Touch For Whom
Analysis of: It's a windfall for new telecom operators | www.business-standard.com
Author: GLG Expert Contributor
Beginning of 2008, some companies with no telecom experience pay $400 million and get pan India 2G licenses with spectrum. Next 3G licensing terms are formulated such as to compel foreign Telcos to tie up with 2G license holders to enter high growth Indian market. The valuations of these companies shoot...
September 29, 2008
Nortel – Making The Right Moves – Showing Fiscal Responsibility
Analysis of: Nortel’s great downsizing: a sign of the new telecom economy? | www.telecommagazine.com
Author: P.J. Louis, President, PJ Louis LLC
Restructuring is about understanding your circumstance and taking appropriate reaction.  Restructuring is not for the dreamer it is for the realist.  

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