GLG News by Communications Equipment Sellers (North America)

The articles makes some important points: 1) There are many competitors in the market. Apple is just the newest and splashiest, 2) The market the IPhone addresses hasn't been as big of a hit as Apple is trying to make it, 3) Price and being locked into two vendors will provide the grounds for a dead...

1. Wireless Service Providers are assessing the deployment of a new form factor for radio, that is low power and gets packaged as a residential gateway (like DSL or cable modem), called Femtocell, to extend the reach of their broadband radio indoor, to improve their coverage, and to use an existing...

1. Too many SS7 carriers are trying to vie for a small market and consolidation is a natural outcome among the carriers in this space. 2. With consolidation of tier II mobile carriers, there are fewer opportunities in SS7 wholesale business that VeriSign, Syniverse and TNS (or known as Hub Providers)...

1. Verizon's announced Single Number Service is not necessarily a very unique service. 2. Other carriers have similar offerings. 3. The main issue is how Verizon is going to display the caller ID for an outbound call when a call is originated from a mobile hand set.

1. Prepaid service has been a success primarily in low end market or teen services for voice services and text message service 2. Mobile data so far has been adopted by the high end users. 3. Prepaid data will be a challenge for the mobile carriers

As far as this wireless technology goes, the manufacturers are creating profit potential even though it may seem like they are giving the consumer great discounts, margins are slim and they are holding onto their wireless devices longer. Manufacturers in the IT field have been playing this game for...

CDW has been in talks and has been considering selling to the highest bidder for quite awhile. Krasney, a 22% share holder and the founder of CDW, has made a deal not only to approve of and vote for the deal but to try to encourage others.

China's 3G Radio Market is dominated by their locally developed technology, based on their own standards (TDS-CDMA) ALU will benefit primarily from sale of core networking equipment and not as much radios.

1. Political barriers within the two organizations will not allow them to gain the benefit of the merger for some time to come. 2. Product reconciliation will not happen as fast as projected

Satellite broadband service is not meeting the needs of today's highspeed access consumers.  The notion of access for web browsing combines an outdated market need and an overpriced offering which results in a service platform that is below consumer expectation.  With the FCC Commissioner...