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September 18, 2008
Nortel Takes Aggressive Action – The Recession Impacts Telecom
Analysis of: Nortel Cuts Revenue Forecasts, Explores Sale of Metro Ethernet | online.wsj.com
Author: P.J. Louis, President, PJ Louis LLC
Nortel Takes Aggressive Action – The Recession Impacts Telecom
Analysis of: Nortel Cuts Revenue Forecasts, Explores Sale of Metro Ethernet | online.wsj.com
Author: P.J. Louis, President, PJ Louis LLC
No one should be surprised. We are in a recession. The telecom carriers have begun rethinking their cap ex programs.
Carriers have weasel worded their actions by saying things like: “Spending smarter”, “Spending less in some areas and spending more in other areas”, “We are optimizing...
September 18, 2008Why TiVO is in trouble
Analysis of: New TiVo DVR Records150 Hours of HD Fare | www.multichannel.com
Author: Samuel Russ, Assistant Professor, University of South Alabama
TiVO has unveiled a CableCARD-compatible set-top with a huge storage capacity (1 Terabyte). This is an obvious effort to break into the cable market via retail, but the approach has some profound limitations. TiVO is also trying other ways to break into Cable.
September 18, 2008
iPhone Troubles – Time for AT&T to add another vendor to its list
Analysis of: Apple (AAPL) iPhone problems undermine AT&T (T) marketing | www.bloggingstocks.com
Author: P.J. Louis, President, PJ Louis LLC
iPhone Troubles – Time for AT&T to add another vendor to its list
Analysis of: Apple (AAPL) iPhone problems undermine AT&T (T) marketing | www.bloggingstocks.com
Author: P.J. Louis, President, PJ Louis LLC
The iPhone has troubles. Frankly, it is not a surprise. Further, the iPhone is not alone.
September 17, 2008
New revenue opportunities for Converged Ethernet Transport
Analysis of: And Now Google Is Making Its Own 10-Gigabit Switches | gigaom.com
Author: GLG Expert Contributor
Analysis of: And Now Google Is Making Its Own 10-Gigabit Switches | gigaom.com
Author: GLG Expert Contributor
The tremendous growth of IP traffic represents some exciting new revenue opportunities for service providers worldwide, but places significant capital and operational strains on networks carrying those services. As a result, many transport networks must transition from circuit- to packet-optimized architectures....
September 17, 2008Why are SSDs Slow to Take Off?
Analysis of: Why are SSDs slow to take off? | www.eetimes.com
Author: Samuel Russ, Assistant Professor, University of South Alabama
Solid-state disk drive (SSD) makers are trying to break into small-capacity markets such as small laptops and enterprise servers. There are too many manufacturers and they face significant issues to complete with magnetic hard disk drives (HDDs).
September 16, 2008
Blackberry – Going Mass Market
Analysis of: CTIA: Blackberry aims for consumer appeal | telephonyonline.com
Author: P.J. Louis, President, PJ Louis LLC
Blackberry – Going Mass Market
Analysis of: CTIA: Blackberry aims for consumer appeal | telephonyonline.com
Author: P.J. Louis, President, PJ Louis LLC
After spending years dominating the business segment, it is time for Blackberry to move out into the mass market.
September 15, 2008
Nielsen Metrics Notoriously Skewed - Don't Put Too Much Weight On Findings
Analysis of: Nielsen: TV Households to Increase 1.5% for 2008-09 Season | www.mediaweek.com
Author: GLG Expert Contributor
Analysis of: Nielsen: TV Households to Increase 1.5% for 2008-09 Season | www.mediaweek.com
Author: GLG Expert Contributor
- Nielsen comes out with a new study - telling us everything we already know, and analysts rush to measure the industry-changing impact. The knee-jerk reaction is that the advertising industry will adjust spending from "mainstream" markets to ethnically-diverse outlets; however, Entertainment companies...
September 15, 2008Samsung and Sandisk: Why now?
Analysis of: Samsung considers buying SanDisk | www.ft.com
Author: Samuel Russ, Assistant Professor, University of South Alabama
Besides consolidating the flash-memory industry, the merger will also help Samsung's foray into solid-state disk storage.
September 15, 2008Solid State Disks Take on Hard Disk Drives
Analysis of: WD VelociRaptor 300GB HDD vs SSD | www.reghardware.co.uk
Author: Samuel Russ, Assistant Professor, University of South Alabama
Solid state disks are catching up to hard disk drives in terms of performance, capacity, and cost. In what ways are they ahead and behind, and will they catch up? If and when they do catch up, the storage industry will undergo major changes.
September 15, 2008
Femtocells – A Driving Force For WiMAX and Next Gen?
Analysis of: Operators Eye WiMax Femtos | www.unstrung.com
Author: P.J. Louis, President, PJ Louis LLC
Femtocells – A Driving Force For WiMAX and Next Gen?
Analysis of: Operators Eye WiMax Femtos | www.unstrung.com
Author: P.J. Louis, President, PJ Louis LLC
I have openly supported femtocell technology for sometime. I think the technology’s ability to support residential and small business wireless local area networks was always attractive. I think the technology’s inherent intelligent base station design gives carriers greater flexibility.
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