GLG News by Communications Equipment Experts

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.

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,...

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...

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...

Google has locked down the strongest online video share with their Youtube offering.  Are they headed toward locking down customers via landline fiber, where they can act as ISP, Service Provider, and major advertising power on the net?

1. Despite the economic downturn, the overall telecom services business in the US continues to remain rather good. 2. While residential building has taken a hard hit, the performance numbers at the three major service providers have stayed fairly strong – especially at AT&T and Verizon. 3....

Incumbency will be critical in whether vendors win or lose during the downturn in the US telecom market. R&D and service programs will suffer the most. If layoffs occur at one of these suppliers, instead of getting rid of the most experienced employees, the company should try as much as...

1. In the high power, emerging LED industry, for lighting, one of the ways the leading LED manufactuers can protect their business from becoming a commodity is to patent their technology and then vigorously protect it against copycats that infringe on their IP. 2. The leading supplier has been and...

1. LED's offer mover enrgy efficient solution than CFL for backlighting with energy savingss in the 35% to 50% area. 2. LED solutions do not have mercury in them as do the current CFL solutions, so this makes LED's a so called green technology. 3.Nichia will be main beneficiary of move to LED's...

No segment of the market is completely safe from economic woes, but key tech players are as well positioned as any to weather the storm.  This is the time to choose carefully among investments, but the tech arena today boasts solid investment choices among both large and small companies. ...