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GLG News by Audio/Video Conferencing Equipment Sellers (North America)

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Michael Horsch FizzApril 11, 2008
There are lucrative sweet spots.
Analysis of: Cisco Signals Trouble Ahead | money.cnn.com
Author: Michael Horsch Fizz, Senior Advisor, FCI Inc.
1) Due diligence is expected and the news of tightening belts was predicted. 2) In the last quarter we have found all verticals are experiencing some level of conservative spending. 3) However, we have also seen increased spending with some vendors and/or specific vendor products and solutions. ...
March 31, 2008
WAN Optimization Not A Luxury Technology
Analysis of: Riverbed Shares Jump on Upbeat Note | biz.yahoo.com
Author: Bill Yassinger, Networking and Security Solutions Manager , Incentra Solutions, Inc.
WAN optimization may not be considered a luxury when customers have no choice but to add it to their infrastructure when bandwidth options are limited and response times have eroded.  Adding more bandwidth or server power does not solve all latency and performance issues, and optimization...
January 30, 2008
It's a good thing for the market, overall
Analysis of: Millions of iPhones Go AWOL | www.businessweek.com
Author: GLG Expert Contributor
Are they really AWOL? Only to AT&T, assuming their records are accurate. Perhaps they're holding out on Apple and will "discover their mistake" down the road. Greater Market share for the entire product line, as consumers who buy one product from Apple tend to buy a second, or a third; Larger adoption...
May 31, 2007
Dell + Wal Mart = A Bad Channel Strategy
Analysis of: Dell to sell computers through Wal-Mart | www.ft.com
Author: Zeke Margolis, Senior Account Manager, Key Code Media, Inc
1. Dell needs to move into the indirect channel to remain competitive with HP and IBM. 2. Wal Mart is not the right partner. 3. Entry level desktops are not the way to gain market share and profitability.
May 29, 2007
3D Projection - Feature Film Exhibitors Silver Bullet?
Analysis of: U2 performs 'Streets' on Croisette | www.hollywoodreporter.com
Author: Zeke Margolis, Senior Account Manager, Key Code Media, Inc
1. Exhibitors Need to Find New Ways to Differentiate in the Marketplace 2. The Movie Going Publics expectations of exhibitors is increasing 3. CGI and Live Action content is enhanced by 3D Projection Technology
January 29, 2007
Hardware Margins Overlook the Real Profit Opportunity of iPhone
Analysis of: Apple to rake in 50% margin on iPhone | www.telecoms.com
Author: Zeke Margolis, Senior Account Manager, Key Code Media, Inc
1. Apple and AT&T will earn more after the sale than on it2. The cost of making the phone is not the cost of goods to providers
January 29, 2007
More Choices = More Costs for Consumers
Analysis of: Will 'unlocked' cellphones free consumers? | www.usatoday.com
Author: Zeke Margolis, Senior Account Manager, Key Code Media, Inc
1. Without carrier subsidies, consumers will pay more for phones2. Too many choices will confuse consumers3. Quality of service experience may suffer4. Carriers will find ways to recoup the lost revenue
Michael Horsch FizzNovember 20, 2006
Is the Bulk muscle or fat?
Analysis of: Sun Bulks Up HPC Offerings | www.eweek.com
Author: Michael Horsch Fizz, Senior Advisor, FCI Inc.
1) Sun is better positioned today than in the last three years.2) No longer stepping on their own shoelaces.3) In IBM's shadow.
Michael Horsch FizzNovember 20, 2006
A lot of players on the river.
Analysis of: Riverbed goes with the flow | www.techworld.com
Author: Michael Horsch Fizz, Senior Advisor, FCI Inc.
1) The waters are heating up with old and new competitors.2) Will continue to grow in the next three quarters - and then....

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