GLG News by Handset Software Experts

1.      There really is only one potential competitive threat to AT&T and to Verizon for enterprise services at the high end. – Level 3. 2.      TW Telecom is an important niche player – but at this point, can do much less harm to the two largest...

1.      “ADC could wind up in a deal with a rival as consolidation pressures mount” – the question is which adversary? 2.      Given that it will take time to fully integrate CommScope and Andrew -- along with dealing with its high level of debt – it...

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...

1. This forbes magazione article just begins to touch on a smalll number of commercial building applications that are using LED LIghting to replace more traditional technology such as florescents and incandescents. 2. Firms such as Color Kinetics have been producing color changing LED product for...