GLG News by GLG Leaders in the Telcommunications Council

Just when you thought it was safe to jump back into the intellectual property waters.

Like Ericsson was 10 years ago, Nokia is today – the indicator of industry health.

With Huawei's inability to successfully penetrate the US market, it may use the fire sale of Nortel's assets to get substantial footprint in the US market, as long as the regulators in Washington and Ottawa allow the deal to go through. Also, given the economic condition and down turn in capital expenditures...

I am still not quite sure how Sprint and the new Clearwire will coordinate and be able to generate revenue as independent entities. But this looks like good news.

My only concern is the investor. There are certain telecom sectors that will ride out the storm better than others.

undefined 1.     Obviously, Level 3 is being vocal about its traffic capacity requirements rapidly exceeding the combining of multiple 10G systems. 2.     Is this also perhaps a signal that Level 3 is sending to Infinera, which...

undefined 1.     Perhaps, many of us were mistaken about the need for 100G transmission. 2.     We believed that the industry would follow its normal pattern of moving up the line in optical networks as it always has in the past – the...

In word:  Great!!

Technological innovation today will need to focus on mining greater value out of existing systems. Technological innovation today will provide a level of stabilization in a destabilized technology environment. Alcatel has the right idea – move closer to development.

What would be Apple's strategy for a sustained position in the laptop market? What has hindered Apple to do more for a profit when cost reduction is a critical issue? How could the new lines appeal to catch more buys?