GLG News by Communications Equipment Sellers (North America)
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September 18, 2008
Nortel in Dire Need of Cash
Analysis of: Nortel Cuts Revenue Forecasts, Explores Sale of Metro Ethernet | online.wsj.com
Author: GLG Expert Contributor
Analysis of: Nortel Cuts Revenue Forecasts, Explores Sale of Metro Ethernet | online.wsj.com
Author: GLG Expert Contributor
Restructuring its Optical Business Unit and stopping development of LTE is a major indication that Nortel is in dire need of cash, in this depressed valuation time. New management must streamline the operation and bring focus to the areas where Nortel can effectively compete.
September 18, 2008
What Next for Nortel & Motorola?
Analysis of: Nortel 4G Plans Up in the Air | www.unstrung.com
Author: GLG Expert Contributor
Analysis of: Nortel 4G Plans Up in the Air | www.unstrung.com
Author: GLG Expert Contributor
Nortel announced that it is revisiting its 4G strategy, yet another time, in less than 3 months! What changed in these short few months that made Nortel rethink its 4G/LTE strategy? What about Motorola? When are they going to pull the plus on their 4G/LTE development?
September 17, 2008
Challenging Time for VoIP Market
Analysis of: GenBand Scores Nextpoint | www.lightreading.com
Author: GLG Expert Contributor
Analysis of: GenBand Scores Nextpoint | www.lightreading.com
Author: GLG Expert Contributor
GenBand announced the widely speculated acquisition of Nextpoint, a company that was itself a merger of two sub performing companies of Nextone and Reef Point in the VoIP security product lines! With the planned exit of AudioCodes from the Session Border Controller (SBC) market and financial struggles...
September 12, 2008
Messaging, One of the Most Profitable Services for Mobile Carriers
Analysis of: Text-Messaging Rates Come Under Scrutiny | online.wsj.com
Author: GLG Expert Contributor
Analysis of: Text-Messaging Rates Come Under Scrutiny | online.wsj.com
Author: GLG Expert Contributor
Text messaging (also known as Short Messaging Service, SMS) is one of the highest margin services for the carriers. The end-to-end cost of a delivering a SMS message for a carrier is less than $0.02 a message while they charge more than $0.10 a message. With the SMS volume doubling year over...
September 11, 2008
Not So Fast there Gates Fans
Analysis of: Microsoft Virtualization Products Due In Thirty Days | www.informationweek.com
Author: Luke Able, Systems and Network Engineer, Genesis Networks Incorporated
Not So Fast there Gates Fans
Analysis of: Microsoft Virtualization Products Due In Thirty Days | www.informationweek.com
Author: Luke Able, Systems and Network Engineer, Genesis Networks Incorporated
If you have ever worked with Microsoft’s Virtualization you will then know there is a reason it is free. It does not work very well. VMWare is so far in front of them that it’s not even funny. As long as MS keeps their virtualization technology dependent on their OS I will be skeptical from the get...
September 8, 2008Red Hat on the Run
Analysis of: Red Hat buys virtualization company for $107M | triangle.bizjournals.com
Author: Scott Holcomb, Chief Executive Officer, HOLCOMB ENTERPRISES
Talk about "hair on fire."
September 5, 2008
Another Ripe Opportunity for Chinese Vendors
Analysis of: 3G auction to also include CDMA: Raja | www.utvi.com
Author: GLG Expert Contributor
Analysis of: 3G auction to also include CDMA: Raja | www.utvi.com
Author: GLG Expert Contributor
Given the tough climate and price challenges associated with building mobile networks in India, the most likely winners will be ZTE and Huawei if CDMA is selected by Reliance and Tata for 3G radio technology. Nortel and Alcatel-Lucent have to bleed in order to get this business.
September 2, 2008
Canada goes WCDMA
Analysis of: Bell, Telus in 3G Pact | www.financialpost.com
Author: GLG Expert Contributor
Analysis of: Bell, Telus in 3G Pact | www.financialpost.com
Author: GLG Expert Contributor
With spectrum auctions concluded and multiple new entrants coming into the Canadian mobile wireless market, it seems that Bell Canada and Telus had to react in order to remain competitive in their market. More bad news for the CDMA technology as a whole and Nortel (a Canadian darling) specifically since...
August 14, 2008
Online applications has it's benefits, but there are issues to consider...
Analysis of: Online office apps get real: Google Docs vs. ThinkFree vs. Zoho | www.computerworld.com
Author: GLG Expert Contributor
Analysis of: Online office apps get real: Google Docs vs. ThinkFree vs. Zoho | www.computerworld.com
Author: GLG Expert Contributor
Certainly the potential is there. However there are some real limits as to just how successful this venture will be. It really harkins back to the mainframe and minicomputer days. The PC afforded individuals and companies the freedom to break free of IT control and this movement seems to bring us back...
August 13, 2008
Push-to-Talk no longer a differentiator
Analysis of: Sprint eyes sale of Nextel's iDen network | news.yahoo.com
Author: GLG Expert Contributor
Analysis of: Sprint eyes sale of Nextel's iDen network | news.yahoo.com
Author: GLG Expert Contributor
Sprint's acquisition of Nextel was to get a strong foothold int he small to medium size businesses, the stronghold of Nextel customer base. One of the main services was push-to-talk (PTT) or Walkie Talkie service Verizon and AT&T have both since launched their PTT service and going after the...
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