GLG News by GLG Leaders in the Telcommunications Council

The assumption that the UK is behind is false if on a relative basis you consider that 99.5% of the country has access to ADSL Max (up to 8Mbps DSL), 50% of the UK potentially has access to 50Mbps cable service. Currently FTTH (Fibre to the Home) would cost in at GBP28bn, approx US$42bn for every...

1.      A sense of overconfidence pervaded CommScope after its merger with Andrew. 2.      The supplier took it for granted that all that mattered was being number one. 3.      It appears that ADC was able to increase its business...

1.      Nortel does offer some interesting technology for high-speed optical electronics. 2.      However, the company has put itself in a risky situation by appearing to have stopped development on that technology. 3.      Along...

1.      In trying to have it both ways, Infinera has gotten itself into a bind. 2.      Infinera is very different in funneling everything through a chip. 3.      It is also the same in that it really does not do anymore...

1.      When it comes to routers and other data communications equipment used in the federal government, Juniper has been the high flyer. 2.      While Cisco Systems is not precluded from participating in any upcoming contracts, Juniper appears to...

1.      Ciena has been trying to work on its own100G solution for a while. 2.      Its current approach is a slight modification from PM-QPSK, which the OIF is trying to get everybody to follow. 3.      There is no question...

1.      In the last several weeks, telecom CAPEX budgets have continued to contract pretty much across the board. 2.      Although the wireless and FiOS expenditures should be protected at AT&T and Verizon, respectively, it is not out of the...

I remember Netscape.  Man!!  What a browser.  It set the benchmark for everyone else and no one could compare.  Then one day, AOL bought them and they disappeared.  Now it is back as Firefox.

I could take a few shots at Apple for doing this.  I have been harping since July 2007 about how expensive the handset was.  But this is good news. Even better a new chipmaker steps in.

Between the recession and its own internal issues, Motorola finally gets a break.