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GLG News by Communications Equipment Experts

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November 7, 2008
Negative Publicity May Dampen Offshore Outsourcing
Analysis of: Pfizer Accused of Using U.S. Workers to Train Foreign Replacements | www.eweek.com
Author: Paul Massie, Sr. Director of IT and Facilities, Genesis Microchip Inc.
There is an increasing backlash in the US to offshore outsourcing, particularly the large deals typically outsourced to large Indian providers.  The new political climate may embolden displaced US workers to complain more loudly, and Washington to listen more.   Even if little concrete...
November 7, 2008
Dear Motorola – When Life Hands You Lemons, Make Lemonade
Analysis of: Motorola Posts Loss, Guides Lower (Update) | www.thestreet.com
Author: P.J. Louis, President, PJ Louis LLC
This is not good for Motorola.  A separation of the handset unit would have generated desperately needed cash. However, when life hands you lemons you need to learn to make lemonade.
November 6, 2008
Sprint Hangs onto Nextel – Motorola Gets a Life Preserver
Analysis of: Sprint Will Hold On to Nextel | online.wsj.com
Author: P.J. Louis, President, PJ Louis LLC
The Nextel merger was a total failure.  Sprint needed to get rid of Nextel in order to climb out of the hole the entire corporation is in. However, realism is a trait needed to perform a restructuring properly.  In other words, you got to roll with the punches.
Samuel GreenholtzNovember 5, 2008
AT&T Wireless Leadership Role at Risk Because of Insufficient Spending
Analysis of: AT&T's Troubling Trends | www.businessweek.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1.      If it does not begin to increase its wireless budget – along with actually spending in adequate amounts -- AT&T is going to start hurting in the near term. 2.      The problems range from 3G upgrades to backhaul requirements. 3.     ...
November 5, 2008
Was Google’s Settlement a Victory or a Business Decision?
Analysis of: Viacom Sees a Concession in Google Settlement | bits.blogs.nytimes.com
Author: P.J. Louis, President, PJ Louis LLC
Legal settlements are never clear cut victories because both sides are able to claim victory.
November 4, 2008
NIchia Lawsuts Are a Weapon to Stall LED Competitors
Analysis of: U.S. Court Awards Judgement to Seoul Against Nichia | flashlightnews.org
Author: Jerald Kolansky, Worldwide VP of Sales, Plx Technology, Inc.
1. NIchia is very protective of it's intellectual property using legal proceeding to stall competitors from competing in key makrets such as backlighting for notebook computers, and genral purpose lighting. 2. Although some of the NIchia competitors may have violated Nichia intellectual property,...
November 3, 2008
Windows 7: A View from Someone with a Very Long Technology Memory
Analysis of: Windows 7: A First Look | www.businessweek.com
Author: P.J. Louis, President, PJ Louis LLC
All I can say is “Oh NO, not a again”, “Finally something to fix my Vista”, and “Oh no not again.”
November 3, 2008
Windows 7 = Vista SP3?
Analysis of: Windows 7 Upgrade Chaos Looms | www.informationweek.com
Author: Paul Massie, Sr. Director of IT and Facilities, Genesis Microchip Inc.
It appears Microsoft has listened to the complaints about Vista and is addressing them with a more-compatible, leaner and easier-to-use Vista/Windows 7.  Windows 7 looks like it could also be named Vista SP3.  This is exactly what enterprises are waiting for and if Microsoft delivers it in...
November 3, 2008
Qualcomm – Being Sued Again – Calm Down Everyone
Analysis of: Qualcomm: $1B lawsuit is ‘baseless’ | www.rcrwireless.com
Author: P.J. Louis, President, PJ Louis LLC
The problem with intellectual property nowadays is that you can sue someone for infringing on an insignificant claim. The problem with intellectual property, in general nowadays, is that suits are going to rise in number given the stakes involved. Investors need to proactively do their homework before...
October 31, 2008
iPhone 3G Success may be accelerating the need for Femtos
Analysis of: AT&T the Latest to Jump on the Femto Wagon | www.unstrung.com
Author: GLG Expert Contributor
AT&T's successful launch of Apple's 3G is going to increase the demand on the 3G network. With the economic downturn and credit challenges may force AT&T to accelerate the roll out of 3G Femto to reduce the capital expenditure for coverage and capacity. However, without standardization of femtocell...

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