GLG News by Communications Equipment Experts

Despite the economic recession, the Internet continues to benefit from the “sea change” in the telecom space.

Red Hat’s acquisition of Qumranet will strengthen their virtualization offerings, thus providing more competition for VMWare and Microsoft.  Qumranet’s technology will move Red Hat significantly forward, particularly on desktop virtualization.  This is starting to raise the question of whether...

Given the tough climate and price challenges associated with building mobile networks in India, the most likely winners will be ZTE and Huawei if CDMA is selected by Reliance and Tata for 3G radio technology. Nortel and Alcatel-Lucent have to bleed in order to get this business.

Pat Russo and Serge Tchuruk have gone.  I wish them well.  Now we have Ben Verwaayen and Philippe Camus to run Alcatel-Lucent.   Healing is a bad word to describe what Verwaayen and Camus need to do,

1.      The ability to do firmware changes in the field and to do software adaptations of port speeds or protocols has been around for a while – and Ciena has been a leader with this type of capability. 2.      There is no question that as feature sets...

Qwest has been floundering as a phone company for years, having to deal with PSC fines and general business issues, which appeared to be keeping them from setting goals on newer technology and moving ahead with data sales in particular.  Their FTTNode strategy appears to be solving some of their...

With spectrum auctions concluded and multiple new entrants coming into the Canadian mobile wireless market, it seems that Bell Canada and Telus had to react in order to remain competitive in their market. More bad news for the CDMA technology as a whole and Nortel (a Canadian darling) specifically since...

1.      Several years ago, the proposed merger between Tellabs and Ciena made a lot of sense. 2.      Now from Tellabs’ perspective, a potential marriage would appear even more favorable. 3.      Private equity firms taking over...

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.