GLG News by Communications Equipment Experts

1.      The number of people actually attending the just concluded FTTH Conference was at least 40 percent lower than the original estimates. 2.      Perhaps a big part of the problem is that there really have not been any dramatic changes in the fiber...

1.      Fundamental “values” must be place in order to ensure a “value play.” 2.      Totally straight-shooting from the top leadership at Ciena has been lacking for a good number of years. 3.      A much higher level...

1.      While on paper, a Tellabs-Ciena merger would make a lot of sense, one problem is the deep cultural differences between the two suppliers. 2.      The earlier proposed merger between Tellabs and Ciena had a different CEO at the helm of the...

An open model will promote wireless.  Of course that all depends on how “open” is defined.

1. Consolidation of service providers & equipment vendors 2. Reduction in use of data services 3. Reduction in sale of high end mobile devices & PDAs

The first thing you learn in restructuring is to accept the situation you are in and focus on moving forward. Since mid-2007, I have been saying we are in a recession.  You don’t need an economics degree to see we are in one.  We are seeing the financial underpinnings of the economy doing...

Competition is behind Verizon’s new cell service plan.  However, I believe the company is also taking a bold and smart step towards reaching deeper into that ever growing sector of the economy that lives on cash.

VDSL-2 will not provide the needed bandwidth at the distances AT&T is currently using it. AT&T will have to drastically alter their current architecture. This alteration will drive up Uverse's costs significantly.

1.      The concern level over the enterprise business has reached a higher level at Verizon as major financial firms are struggling. 2.      There is greater amount of concern over the possibility of a major crimp on commercial spending. 3.     ...

For the single shingle business person, the lone inventor, and the infringed inventor – Intellectual Ventures is a way of being made whole. I think the idea is great.