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GLG News by Communications Equipment Experts

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Mahesh KheraNovember 18, 2008
The Operations of Telecom Networks and Data Centers Need a Paradigm Shift to Become Green, Reduce Global Warming and Optimize Total Cost of Operations (TCO)
Analysis of: The Operations of Telecom Networks and Data Centers Need a Paradigm Shift to Become Green, Reduce Global Warming and Optimize Total Cost of Operations (TCO) | /news.glgroup.com
Author: Mahesh Khera, Head - Corporate Strategy and Business Excellence , Reliance Communications Ltd
    There are approximately four billion mobile subscribers in the world being served through more than 4 million base stations. For this, the telecom networks and data centers remain powered up for 24 hours a day.        With very low tele density...
November 18, 2008
Sprint – Cleaning House By First Asking For Volunteers – Will Not Work
Analysis of: Sprint offers voluntary package to employees | www.fiercewireless.com
Author: P.J. Louis, President, PJ Louis LLC
Companies in Sprint’s situation will ask for volunteers first.
November 17, 2008
Seoul Semiconductor Phosphor License Agreement may improve it's postion in LED LIghting
Analysis of: Seoul Semiconductor Concludes a Cross License With TOE in Europe | www.sslighting.net
Author: Jerald Kolansky, Worldwide VP of Sales, Plx Technology, Inc.
1. If this is an improved phosphor it will improve Seoul's competitve position against Cree, Lumileds. Nichia, etc. 2. Seoul white LED's use blue chips from Cree and other blue LED manufacturers.  The phosphor system placed on the blue chip is what creates the white light in a spectrun of white...
November 17, 2008
USB 3.0 Enabled Consumer Devices Will Reach market in Late 2009
Analysis of: Synopsis Announces USB 3.0 Cores | www.eetimes.com
Author: Jerald Kolansky, Worldwide VP of Sales, Plx Technology, Inc.
1. The increased speed of USB 3.0 will result in the repacement of USB 2.0 as the standard interface specification in consumer and computer devices. 2. Firewire 400 and 800 specifcations will die a  quick death in the late 2009/2010 time frame being replaced by USB 3.0.
November 17, 2008
Will New Cree Hi-brightness LED's enable Cree to compete with Nichia?
Analysis of: Cree Introduces New Generation of High Brightness Oval LED's | www.flashlightnews.org
Author: Jerald Kolansky, Worldwide VP of Sales, Plx Technology, Inc.
1. Nichia, Avago, and Osram have dominated the U.S. high brightness LED market which has an approximate market size of $250M 2. High brightness LED's should not be confused with Hi-Power LED's which are white an used in interior and exterior lighting applications.
November 13, 2008
Green – The Color of Money - The New Investment Haven
Analysis of: Everything's Gone Green | www.lightreading.com
Author: P.J. Louis, President, PJ Louis LLC
Well thank goodness, AT&T, Verizon, and Sprint are stepping up efforts to promote the Green movement.
November 11, 2008
Will It Be a Cold Christmas for PC Vendors?
Analysis of: Holiday shoppers like Apple and Dell | apple20.blogs.fortune.cnn.com
Author: Paul Massie, Sr. Director of IT and Facilities, Genesis Microchip Inc.
The short answer is – yes!  Both enterprises and consumers seem unlikely to spend much on PCs this holiday season.  Nonetheless, bad times can work to the long-term advantage of vendors if they are properly positioned going in.
Samuel GreenholtzNovember 11, 2008
Uncertain Direction at AT&T over U-verse Could Mean Fiber Optic Budget Troubles
Analysis of: Cable company capitalizes on AT&T's failure to deploy DSL, inabilty of telco's aged copper cable plant to support bundled services | eldotelecom.blogspot.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1.      Nobody at AT&T appears to be sure where its wireline CAPEX is going to come in. 2.      AT&T is apparently struggling to figure out what is the best solution or even solutions for delivering cable services. 3.     ...
Samuel GreenholtzNovember 11, 2008
Verizon Looking to Go Beyond 18 Million Mark Passed with FiOS
Analysis of: Verizon Enhances FiOS Services, Availability in Third Quarter | www.marketwatch.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1.      Originally, Verizon was intending to slow down on FiOS around the 18- million point. 2.      However, given the level of success the carrier has achieved, its apparent intention is to push out even further.   3.     Indications...
Samuel GreenholtzNovember 11, 2008
Ericsson Possibly Acquiring Ciena is Logical
Analysis of: Ciena Gets Lift From Takeover Rumors | blogs.barrons.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1.      By a process of elimination, Ericsson would be the most likely vendor to buy Ciena. 2.      Ericsson has lots of cash and it wants to make further inroads into the US optical market.   3.      Historically,...

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