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GLG News by Communications Equipment Sellers

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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...
July 30, 2007
Ebay is Losing a Lot of Ground with the Public and Private Sectors
Analysis of: EBay dealt blow on fake Rolexes by German court | news.yahoo.com
Author: Melissa Mitchell, President, MGME Group
Point one is that Ebay is in financial trouble. The second point is that some of it could have been avoided. The third is - the problem can be partially resolved, but it will take time, money, and will loose Ebay some of its "charm."
July 23, 2007
Mobility is Critical, but at what cost and how different?
Analysis of: Cable’s wireless adventure | www.telecommagazine.com
Author: GLG Expert Contributor
Mobility is the single most important attribute of voice service and without mobility, voice carriers' long term viability will depend on offering mobility and roaming, cost effectively. WiMAX deployment cost of building the radio networks (for coverage and capacity) and cost of handsets will determine...
July 16, 2007
Traffic over IMS is just a Myth Today!
Analysis of: VeriSign: Pacific Crest Sees Possible Sale Of Telecom Business, Other Units | blogs.barrons.com
Author: GLG Expert Contributor
1. Traffic and service over IMS (IP Multimedia Subsystem) have not yet seriously picked up significantly to impact SS7 traffic significantly. 2. SS7 traffic continues to grow dramatically in wireless, mostly driven by new IN/CAMEL-based services and SMS 3. Consolidation of fixed line and mobile carriers...
July 9, 2007
Another Comsumer Fad Hits the Streets
Analysis of: The Computer Of The Future | www.forbes.com
Author: GLG Expert Contributor
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...
July 3, 2007
Femtocell & Its Relationship with Wireless Data Service
Analysis of: TELECOM REPORT: Seeding The Future Of Communications | www.marketwatch.com
Author: GLG Expert Contributor
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...
June 26, 2007
Process of Consolidation
Analysis of: VeriSign: Pacific Crest Sees Possible Sale Of Telecom Business, Other Units | blogs.barrons.com
Author: GLG Expert Contributor
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)...
June 22, 2007
Not a True FMC Play
Analysis of: Verizon products merge wireless, wireline services | www.rcrnews.com
Author: GLG Expert Contributor
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.

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