GLG News by Communications Equipment Sellers

Femtocell vendors all have proprietary interfaces to connect to the core network and follow different architectures and methodologies. Femtocells are also not yet suited for enterprise environment due to support of low number of simultaneous users and area of coverage. Only volume will reduce the...

The different drivers for Enterprise and Consumer will remain stable and more dynamic on the consumer side. HDD vendors will grow constantly as data and units growth is exceeding growth by tech and price decline. New stars on storage to come up and might drive interesting aquisitions.

Soho / consumer NAS will show stable growth in high 2digits over the next years. While the competition environement has become more close over the last 2 years, this segment is still in the beginning. Iomega offers a well known brand and market awareness for the low end segment.

No one noticed the stimulus for hell and now we get a new one.

Vista SP1 is for people and organizations that are non-believers in Microsoft Security promises. Vista have good good technology and security before SP! and SP1 makes it even better. Microsoft is better than Open-Source anytime.

In depth partnership between Ciena and Hitachi Data Systems will suggest both companies are targeting the ISP / Telecommunication market and are expecting further changes in regulations how (long) critical data in the www has to be stored tomorrow.

1) Due diligence is expected and the news of tightening belts was predicted. 2) In the last quarter we have found all verticals are experiencing some level of conservative spending. 3) However, we have also seen increased spending with some vendors and/or specific vendor products and solutions. ...

I will agree, that a collapse is overkill. But I see a softening of transactions and more projects help up at CFO level and because companies can't hire, and retain talent efficiently. This talent is the hold up of implementing new technologies, none the least is datacenter challenges around power. ...

WAN optimization may not be considered a luxury when customers have no choice but to add it to their infrastructure when bandwidth options are limited and response times have eroded.  Adding more bandwidth or server power does not solve all latency and performance issues, and optimization...

One of the primary reason for success of any wireless technology (especially GSM/3G) has been plug-and-play approach of various network elements and economic of scale. For femtocells to join that success path, they are required to have standard interfaces to connect back to the core network. Standardization...