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GLG News by Communications Equipment Experts

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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...
October 29, 2008
It is all about customer ownership!
Analysis of: Cox Sets Plans to Build Its Own Cellular Network | online.wsj.com
Author: GLG Expert Contributor
Cox, Comcast and Time Warner are struggling with ownership of their subscribers' experience since majority of the telephone calls are made via mobile devices and not digital telephone service. Cable MSOs need to regain the customer loyalty and experience and having an MVNO model with Sprint will...
October 29, 2008
Cox Going Wireless for $500 Million Plus Billions More
Analysis of: Cox Sets Plans to Build Its Own Cellular Network | online.wsj.com
Author: P.J. Louis, President, PJ Louis LLC
I am not quite sure what to make of this announcement.  The cable giant is not a wireless carrier now.  What makes it think it can build a system and operate it? Cox may need a wireless partner.
October 29, 2008
Video Conferencing IS the Future!
Analysis of: Polycom ups telepresence ante | telephonyonline.com
Author: Paul Massie, Sr. Director of IT and Facilities, Genesis Microchip Inc.
Several factors are converging to make video conferencing more commonly used.  Improved technology, increased network bandwidth, and both the cost and effort/time invested in traveling are all factors.  Telepresence provides the “halo effect” for video conferencing, similar to the effect the...
October 27, 2008
Telepresence – An Investment Opportunity in a Time of Recession and its GREEN
Analysis of: Polycom ups telepresence ante | telephonyonline.com
Author: P.J. Louis, President, PJ Louis LLC
Polycom has been a leader in corporate conferencing systems for years.  I recall using their systems in the early 1990s.
October 24, 2008
A New Sheriff in Town: G1
Analysis of: NPD: Apple iPhone 3G is #1 smartphone in U.S.; AT&T big beneficiary | macdailynews.com
Author: GLG Expert Contributor
Mobile platforms have exceeded laptops and other consumer devices as the primary form of communication devices and Internet access. Market for high end PDAs remain untapped and  new entrants with proper business models can take advantage of this opportunity. Google definitely has an opportunity...
Samuel GreenholtzOctober 24, 2008
Lower Oil Pricing May Have Positive Impact on FTTX Deployment
Analysis of: AT&T Doubles U-verse Base, Posts Largest TV Quarter | www.xchangemag.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1.      Not too long ago, the price of oil was at $147 a barrel. 2.      Now it has gotten below $70 a barrel. 3.      Falling gas pricing may lead to noticeable reductions in OPEX for fiber to the premises.

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