GLG News by Communications Equipment Sellers (North America)
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January 15, 2008
Telus is not a Giant killer!
Analysis of: Telus considers dumping its `Betamax' of wireless networks | www.thestar.com
Author: GLG Expert Contributor
Analysis of: Telus considers dumping its `Betamax' of wireless networks | www.thestar.com
Author: GLG Expert Contributor
With less than 3M CDMA subscribers, Telus' possible decision to migrate to GSM/UMTS is not going to make a significant dent in the CDMA market. Migration will possibly take years and requires a transition period where all users are migrated from one technology to another, assuming the coverage is there....
January 15, 2008
Consumer Reaction to Economic Down Turn
Analysis of: AT&T Feels Pinch Of Slowing Economy | online.wsj.com
Author: GLG Expert Contributor
Analysis of: AT&T Feels Pinch Of Slowing Economy | online.wsj.com
Author: GLG Expert Contributor
AT&T reported that it is beginning to see a slow down in its consumer and business market segment.
The impact of economic slow down will be felt in consumer expenditure in TV (entertainment) and fixed line service followed by Internet and Mobile service. Consumer see TV and fixed line...
December 17, 2007
Wireless Equipment Vendors Worried about Bottom Line
Analysis of: Ericsson Stalls on 3G Femtos | www.unstrung.com
Author: GLG Expert Contributor
Analysis of: Ericsson Stalls on 3G Femtos | www.unstrung.com
Author: GLG Expert Contributor
Wireless equipment vendors continue to be under pressure by the investor community to show top line growth and bottom line performance. They cannot invest in programs (such as Femtocell) that have a return-on-investment (ROI) that is low or break-even point that is far off in the future. Many technology...
December 10, 2007
One Model for Evolution of Session Border Controllers
Analysis of: NexTone, Reef Point (Finally) Merging | www.lightreading.com
Author: GLG Expert Contributor
Analysis of: NexTone, Reef Point (Finally) Merging | www.lightreading.com
Author: GLG Expert Contributor
With VoIP maturing, Session Border Controllers (SBC) must become more intelligent and take on additional functionalities more cost effectively. One key function is security gateway and it is a natural capability that will be required by the VoIP carriers. As a result, there will be shake up in...
December 10, 2007
Are there Assets or Liabilities?
Analysis of: Zander Steps Aside as Motorola CEO, But Stays on As Chairman | www.crn.com
Author: GLG Expert Contributor
Analysis of: Zander Steps Aside as Motorola CEO, But Stays on As Chairman | www.crn.com
Author: GLG Expert Contributor
Motorola has no leadership in any core technology, except cable and handset (even though has fallen behind recently in the latter). Motorola must revisit its strategy and decide what to keep and what to let go, especially in wireless radio and infrastructure.
December 10, 2007
When would Qualcomm abandon UMB?
Analysis of: Huawei Joins LTE/SAE Trial Initiative | www.convergedigest.com
Author: GLG Expert Contributor
Analysis of: Huawei Joins LTE/SAE Trial Initiative | www.convergedigest.com
Author: GLG Expert Contributor
Evolution of CDMA technology beyond EVDO Rev A, B, and C has been UMB (Ultra Mobile Broadband), a technology promoted by Qualcomm. Now that Verizon Wireless, the industry standards leader for CDMA has decided to abandon the CDMA's evolution in favor of LTE (Long Term Evolution), Qualcomm must decide...
November 19, 2007The Internet is not necessarily safe or accurate - CYA
Analysis of: Looming Online Security Threats in 2008 | www.businessweek.com
Author: Scott Holcomb, Chief Executive Officer, HOLCOMB ENTERPRISES
After 200 hundred years we have learn nothing. There is nothing secure that isn't in your pocket - you better watch that too. Mars - never been there.
November 15, 2007CNN can choose a direction
Analysis of: CNN enters the virtual world of Second Life | www.cnn.com
Author: Scott Holcomb, Chief Executive Officer, HOLCOMB ENTERPRISES
CNN virtual poll. Creating "entertainment" news. Investigative reporting?
November 9, 2007
Trademark Dilution-Two Edged Sword
Analysis of: EBay wins 'trademark dilution' suit | www.tradingmarkets.com
Author: GLG Expert Contributor
Analysis of: EBay wins 'trademark dilution' suit | www.tradingmarkets.com
Author: GLG Expert Contributor
I have conflicting views on this subject. Our company successfully fought a trademark dispute where a company inserted the word plus between the parts of the name of our software ValuePOS and thus our customers were confused as to who was the real ValuePOS. Since we had been using the name...
November 8, 2007
Another nail in CDMA's coffin!
Analysis of: Bezeq board approves new ILS1 billion 3.5G network for Pelephone | www.telegeography.com
Author: GLG Expert Contributor
Analysis of: Bezeq board approves new ILS1 billion 3.5G network for Pelephone | www.telegeography.com
Author: GLG Expert Contributor
More bad news for the CDMA camp! CDMA carriers cannot remain competitive for very long with more carriers opting to move away from that technology and cost/price points/variety of handsets will be at risk. Unfortunately, winning vendors will not be from North America...
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