GLG News by GLG Leaders in the Telcommunications Council

1.      If one did not know any better, it seems that Infinera has not received the memo that the large carriers have shifted their focus away from 40G to 100G. 2.      While the supplier puts a lot of emphasis on its 40G development, the predominant...

1.      As we stated in a previous article, it has become clear now that there is a high probability that 100G will ultimately dwarf 40G. 2.      However, Ekinops asserts that the cost advantages of its 40G solution will be so compelling that the...

    There are approximately four billion mobile subscribers in the world being served through more than 4 million base stations. For this, the telecom networks and data centers remain powered up for 24 hours a day.        With very low tele density...

Companies in Sprint’s situation will ask for volunteers first.

I don't think the Sprint voluntary package is going to draw mass defections.  The market is too weak, and options for the unemployed are not rosy.  However, on the margin, higher up employees might be the most likely to bolt, and this post goes through a theoretical breakdown.

This PwC study really got me riled because it reflects a nonsensical version of the brand, one that can only be broadcast over the TV, that is just no longer true.  Sure, Comcast and Time Warner and ESPN may want you to believe it it true, but Google's interactive medium is the wave of the future,...

The release of the first "Google phone" certainly does not come at an ideal time, given the economic environment.  Sure, they can price high, then lower as everyone does.  However, the true measure of how long they can sustain the high price is looking at pent-up demand, which is done in this...

The ChangeWave survey paints an overly positive picture on Apple and Dell sales this year.  As Circuit City and Best Buy foreshadow, this holiday season will be awful for high-end products, especially those whose purchase can be forestalled.

Well thank goodness, AT&T, Verizon, and Sprint are stepping up efforts to promote the Green movement.

1.      Nobody at AT&T appears to be sure where its wireline CAPEX is going to come in. 2.      AT&T is apparently struggling to figure out what is the best solution or even solutions for delivering cable services. 3.     ...