GLG News by Converged Voice/Data Services Purchasers

Google's growing interest in the wireless industry and the rising stakes in the battle for a crucial chunk of airwaves.Goggle is working with EarthLink to provide a free Wi-Fi wireless broadband network in San Francisco. Google is going to spread its mobile search application far...

1.  Fujitsu is adding professional services by acquisition, adding to the purchase of Rapidigm last year2.  With the economics of IT solutions dropping it is creating an increasing cost effective opportunity to improve business processes.3.  As hardware margins fall, the need for...

After over half a decade of no interest, financial institutions are taking another look at telecom carriers as attractive target for M&A. Nationalism - local investors see incumbent telecom carriers as a national asset trying to block if from falling into foreign hands.

Tech spending for enterprise hardware and software remains very soft and doesn't yet appear to be improvingOracle has blamed the lower-than-expected results on a slowdown in AsiaThe company's sales in Asia fell 22 percent year over year, compared to 20 percent in the Americas.

1. Not all consumers see a reason to upgrade including my eleven year-old son2.  Microsoft has provided consumers with an option to upgrade now or over time.3. Does this present Linux or Apple with an opportunity?

1.  The email industry is becoming as critical as the electrical industry2.  IT Service providers need reliability as a given3.  Does this outage highlight that software as a service will become dominent.

Google announced that it would pay 3.1 billion for the ad outfit DoubleClick.This is less of a function of the value but more about what it can provide Google (and what is could have done for Microsoft).DoubleClick has something that Google doesn't have; a vibrant advertising business for banners/display...

1. The cost to power computers will soon exceed the cost to buy computers.2. The "new Moore's law" is to cut power consumption by half every 18 months for the same compute power.

1. Profits up at paypal2. Growth of business at Skype signals that EBAY may begin see returns from huge investment.3. The innovation with skype may be more than an alternative for a land line.

1.  Google is gaining access to Media and related advertising mind share2.  Good example of the merging of content creators (DoubleClick) and content delivery (Google).