GLG News by Amdocs Product Experts

Both the server and PC markets seem to have held up very well during the past months, and barring a catastrophic collapse of the economy, likely will continue to do well.  Credit must go to the innovations in both technology and business processes achieved primarily by HP, Dell and Intel.

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. 

Boingo’s increased hotspot usage from WiFi-enabled devices indicates that VoIP-over-WiFi could impact mobile revenue for carriers.  

Best Buy Mobile could face a challenge to consistently earn both handset margins and carrier compensation from competing device manufacturers and wireless providers.

Best Buy and the iPhone has three factors: 1) Shows the power of the Apple brand and product line; 2) Relegates AT&T to the traditional carrier role; 3) Tests the store-within-a store model.  

If Verizon agrees to wage increases and medical benefit changes that AT&T doesn't want to accept, this can have severe complications on the AT&T/CWA negotiations scheduled to begin in April, 2009.  AT&T, however, also have many possible changes to the current CWA contract that may inflame...

Frontier has shown growth in broadband lines while its larger counterparts (T and VZ) are having difficulties  showing positive growth in that segment.  We need to study the reasons why Frontier is doing so well, even though they are seeing heavy wireline losses like all the telco players,...

Intel’s next-gen Nehalem processor ups the performance bar, making it increasingly difficult for AMD.  Server manufacturers and software vendors will also be impacted, positively or negatively, by this generation of processors, which will also provide further impetus to cloud computing.

High definition television broadcasting is at its peak now, with most local stations and virtually all national network stations either already converted or about to fully convert to HD transmission.  The FCC mandated digital conversion is February, 2009, and customers with the older analog sets...

Consolidation among the RLECs has been happening at a steady pace over the last couple of years.  Mergers or acquisitions for a company such as Windstream could either help or cause problems, depending on the activity they choose.