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GLG News by Communications Equipment Experts

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September 30, 2008
The Storage Behemoth
Analysis of: Oracle, HP collaborate on server, storage hardware | sanjose.bizjournals.com
Author: GLG Expert Contributor
Collaboration between the two giants, HP and Oracle , can shake the storage world which is due to double digit growth in the next three years. It can be a win-win situation based on both companies' reputation and strengths. on top of that, both companies are not new to the storage world's needs and...
September 30, 2008
Carrier Comes First
Analysis of: Google, T-Mobile unveil $179 G1, challenge iPhone | www.business-standard.com
Author: GLG Expert Contributor
The launch of the long awaited Android based cellular phone by Google comes in the middle of the financial crisis. Thus , not having the enough attention as it was probably expecting. However, on top of that, Google chose T-Mobile as its carrier , and we know that consumer selects carrier first and...
September 29, 2008
Nortel – Making The Right Moves – Showing Fiscal Responsibility
Analysis of: Nortel’s great downsizing: a sign of the new telecom economy? | www.telecommagazine.com
Author: P.J. Louis, President, PJ Louis LLC
Restructuring is about understanding your circumstance and taking appropriate reaction.  Restructuring is not for the dreamer it is for the realist.  
September 29, 2008
The Wireless Industry Will Feel The Impact if Things Get Worse – AND THEY WILL
Analysis of: Wireless riding out financial meltdown | www.rcrwireless.com
Author: P.J. Louis, President, PJ Louis LLC
Let’s make sure we understand what Verizon is saying.  Verizon is saying the financial-services industry doesn't contribute a significant amount of revenue to the Verizon revenue stream. How is that good news? Consider investing for long term gains.
September 29, 2008
Ciena – Spot On
Analysis of: In the Spotlight: Ciena CEO Gary Smith | telephonyonline.com
Author: P.J. Louis, President, PJ Louis LLC
Recession or not, the Internet over time will continue to grow and grow and grow.   Hardware is always going to be needed.  However, the intelligence in networks is no longer hardwired.  It is all in the software.
Samuel GreenholtzSeptember 29, 2008
Nortel’s Damaged Brand Name is the All-Important Factor
Analysis of: Deconstructing Nortel, a former icon | www.canada.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1.      A very long time ago, Nortel was considered one of the premier corporations in the world. 2.      The company was able to coast along just on its reputation and presence despite a record of limited innovation. 3.     ...
Samuel GreenholtzSeptember 29, 2008
Nortel’s CO Installed Base is Still its Most Valuable Asset
Analysis of: Nortel 4G Plans Up in the Air | www.unstrung.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1.      In its revised outlook, the term “DMS” was not mentioned one time. 2.      At least there was recognition by Nortel that carrier VoIP is closely related to its heritage. 3.      It is reasonable to assume that wireless...
September 29, 2008
Life May Take Visa But Google is Giving Life To Mobile Commerce
Analysis of: Visa Teams With Google for Mobile Play Using Android | adage.com
Author: P.J. Louis, President, PJ Louis LLC
I have been talking about mobile commerce and its implications for over a year. See past opinions/analyses entitled: -    "Mobile Banking – Improves Access and Convenience" -    “The Cell Phone – The Mobile Wallet Has Arrived” -    “Mobile...
September 29, 2008
Yea!! Yahoo Did It – They Actually Drove Their Stock Price Down!!
Analysis of: Yahoo's 5-Year Low Draws Rebound Bets | online.wsj.com
Author: P.J. Louis, President, PJ Louis LLC
I wanted to release this at the beginning of September but I was too busy watching the market crater. But now I can’t hold back my opinion.  In this time of bank bailouts and talks of executive compensation I am frankly stunned investors have forgotten the Microsoft debacle. Oh my gosh, Yahoo...
Samuel GreenholtzSeptember 29, 2008
ADC Makes Dramatic Comeback at AT&T at CommScope’s Expense
Analysis of: ADC is Party-Neutral Supplier of Fiber Connectivity Solutions at Democratic and Republican National Convention Sites | www.marketwatch.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1.      Everything indicated that CommScope was poised to totally take over AT&T’s connector business. 2.      It seemed only a matter of time when ADC was going to lose the entire account. 3.      To its credit, ADC,...

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