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GLG News by Communications Equipment Experts

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October 16, 2008
Sprint Switches on WiMAX - Baltimore
Analysis of: Curtain Rises on WiMax Network Is Set to Launch in Baltimore | online.wsj.com
Author: P.J. Louis, President, PJ Louis LLC
In word:  Great!!
October 16, 2008
The Power of Innovation During a Recession
Analysis of: Telephony Live: Bell Labs president outlines future of innovation | telephonyonline.com
Author: P.J. Louis, President, PJ Louis LLC
Technological innovation today will need to focus on mining greater value out of existing systems. Technological innovation today will provide a level of stabilization in a destabilized technology environment. Alcatel has the right idea – move closer to development.
October 14, 2008
Sprint – Finding Buyers For Nextel WORSENS
Analysis of: Sprint Finds Bidders for Nextel, but Hurdles Remain | online.wsj.com
Author: P.J. Louis, President, PJ Louis LLC
Debt, Equity Price Tag, and Poor Access to Capital are the obstacles to finding a buyer to Nextel.
October 14, 2008
AT&T is Posturing – But Its Decision is Correct
Analysis of: AT&T: 3G to hold out for 2-3 more years | www.electronista.com
Author: P.J. Louis, President, PJ Louis LLC
AT&T’s comment about WiMAX is pure posturing.  No two wireless technologies are alike.  
October 13, 2008
Oracle’s Fusion Apps in 2010?
Analysis of: Oracle Fusion apps: Is 2010 delivery too little, too late? | www.networkworld.com
Author: Paul Massie, Sr. Director of IT and Facilities, Genesis Microchip Inc.
Oracle’s Fusion Apps have the potential to be a “game-changer” in the ERP market.  Although Fusion likely won’t be delivered when initially expected, and will instead trickle out into the marketplace in pieces during 2009 and 2010, that is soon enough.  Details on schedule and content are...
October 13, 2008
When will LED Lighting Market growth accelerate?
Analysis of: Department of Energy report estimates LED Savings in Niche Makrets | www.ledsmagazine.com
Author: Jerald Kolansky, Worldwide VP of Sales, Plx Technology, Inc.
1. DOE report discusses niche applications for LED LIghting, but does not indicate when significant market growth will occur. 2. Greatest potential growth areas for LED lighting are in both interior and exterior lighting. 3. Todays niche applications are primarily in commercial buildings where...
October 13, 2008
Broadcom and Marvel will benfit from continued ethernet market growth
Analysis of: The Linley Group Predicts Modest Growth in the Communications Silicon Market | www.marketwatch.com
Author: Jerald Kolansky, Worldwide VP of Sales, Plx Technology, Inc.
1. Although the overall semiconductor business is only predicted to grow at a 4-6% pace for the next few year, Ethernet looks like it will continue to grow at 10% rate. 2. 10G bit ethernet will continue to grow but will not replace 1Gbit ethernet over the next few years.
Joseph UptonOctober 8, 2008
Uverse Take Rate Bargain Basement Deal
Analysis of: AT&T Launches $200 Cash Back Deal for U-verse TV | www.xchangemag.com
Author: Joseph Upton, Pres/CEO, Kabel-X USA
ATT is following VZ's lead by offering $200 cash back to existing ATT customers that take one of the three Uverse bundled deals, with or without internet access.  The current slowdown in ATT spending on Uverse and everything else, follows the negative economic climate and failing mortgages situation,...
Samuel GreenholtzOctober 7, 2008
AT&T Re-org Likely to Be Part of Eventual Shift to FTTH Emphasis
Analysis of: In Shake-Up, AT&T Gives Wireless Chief Broader Role | online.wsj.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1.      There could easily be another reason for AT&T “putting wireless chief Ralph de la Vega in charge of all consumer offerings...[than] to better coordinate marketing of landline and mobile services...” 2.      It has been long known that...
October 7, 2008
Offshore Outsourcers Hurt by Financial Meltdown
Analysis of: Offshore Outsourcing: What Role Will the Recession Play? | www.cio.com
Author: Paul Massie, Sr. Director of IT and Facilities, Genesis Microchip Inc.
As the economy contracted many thought that would actually help offshore outsourcing, as the effort to reduce costs would drive more business their way.  Judging from early returns, that doesn’t appear to be the case.  On the contrary, this may well be the beginning of a sea change in the...

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