GLG News by Communications Equipment Sellers

Virtualization is here; Squeamish brokers only control short term markets; VMware has strong and stable product offerings.

Presence in Internet used for instant messaging and chat has been a very attractive application. Yahoo, Google, MSN, and Skype provide that as part of their communications services. Mobile carriers have been seeking applications for presence besides Push-to-Talk and have issues many RFxs without any...

LAMP is the future of the Internet; MySQL has a toe hold with good partners; Consolidation, in this case, is good.

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....

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...

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...

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...

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.

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...

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.