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GLG News by Communications Equipment Sellers (North America)

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September 21, 2007
How about the Core?
Analysis of: Verizon, Vodafone Head for LTE | www.unstrung.com
Author: GLG Expert Contributor
Verizon and Vodafone's decision to evolve their radio access technologies towards a common standard is an excellent approach to provide seamless roaming across their properties overseas and here in the United States. The question remains as what they may do with their core network. GSM core and CDMA...
September 21, 2007
Credit for IPhone
Analysis of: Steve Jobs Offers Rare Apology, Credit for iPhone | online.wsj.com
Author: Lisa Prichard, Sales Executive, WORLD WIDE TECHNOLOGY, INC
Tthey are hoping that this credit and reduction in price will increase sales since retail session begins in fourth quarter.  They made a mistake in the pricing and now they are trying correct it.  I will be curious to see if the pricing drops again in December.  My opinion is that it...
September 17, 2007
CDMA Slow Down Domino Effect
Analysis of: From Bad to Worse for Alcatel-Lucent | www.businessweek.com
Author: GLG Expert Contributor
With Alcatel-Lucent preannouncing that they have to reduce their revenue projection due to slowness in wireless expenditure in North America (primarily CDMA), it is surprising that single pony companies, like Starent and Airvana, are not negatively impacted. Other carriers such as Bell Mobility in Canada...
September 12, 2007
Microsoft Beware, You Can be Replaced... Eventually
Analysis of: After Ubuntu, Windows Looks Increasingly Bad, Increasingly Archaic, Increasingly Unfriendly | www.sys-con.com
Author: Melissa Mitchell, President, MGME Group
The implications are clear. Even though Microsoft isn't shivering in fear as of yet, there are viable options out there. The only issue is these options are not marketed like MS Office and Windows.
September 7, 2007
Virtualization King
Analysis of: Does Citrix Stand A Chance Against VMware In Virtualization? | seekingalpha.com
Author: GLG Expert Contributor
VMWare is the undisputed king of virtualization right now, even Microsoft is trying to displace VMWare. Virtualization squarely hits on the pressing need of SMBs. It's an easier way to manage IT and implement advanced functionality. Virtualization will become the standard infrastructure. It helps with...
September 4, 2007
MetroPCS Leaps Over Cricket
Analysis of: MetroPCS Offers $5.12B for Leap | biz.yahoo.com
Author: GLG Expert Contributor
Not a surprising move, given that market was anitcipating it. Process of consolidation continues in the wireless carrier market. Transaction may benefit Alcatel-Lucent & Tekelec, and negatively impact Nortel and VeriSign. The process of consolidation continues in the mobile wireless market! Could...
August 27, 2007
Saving Grace of WiMAX
Analysis of: The Road To WiMAX | www.businessweek.com
Author: GLG Expert Contributor
There is significant difference between WiFi and WiMAX from a deployment perspective and business models that could potentially prove to be the achilles heel of WiMAX. The business case for the carriers should be for services other than voice and pure internet access. So far, except Sprint Nextel, no...
August 22, 2007
Window of Opportunity Closing for the US Telecom Equipment Vendors
Analysis of: Operators Tap Into African Growth | www.lightreading.com
Author: GLG Expert Contributor
After China and India, the next growth market for mobile application is the Middle East and Africa. The rise in price of oil has made some of the economies in the region very wealthy and the governments and private industry are making significant investment in the infrastructure. Chinese government...
August 21, 2007
This Relationship is All About Rural Market
Analysis of: Nortel Resells Genband Gateways | www.lightreading.com
Author: GLG Expert Contributor
Genband acquired switching assets of Siemens/Siemens Stromberg Carlson, including the intellectual properties associated with connecting to the proprietary interface of the line bays of these manufacturing-discontinued switches. Nortel is planning to upgrade the core of these switches with CS1500 (next...
August 20, 2007
Next Gen Mobile Carriers May Change the Game
Analysis of: Mobile Advertising Reaches for the Sky | www.wirelessweek.com
Author: GLG Expert Contributor
Nontraditional mobile operators may emerge when the 700 MHz spectrum is finally auctioned off in the coming year that could potentially change the landscape and business model of existing mobile carriers, like AT&T and Verizon Wireless. The communication service may be completely free of charge...

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