GLG News by Hardware Sellers

It's Terabyte Galore. Capacity is no longer an issue as vendors have 1TB products on the market from Seagate, Western Digital, and Iomega.

Wireless services have become such an integral part of our everyday lives that the current financial turmoil will not significantly impact the mobile market.

1. Consolidation of service providers & equipment vendors 2. Reduction in use of data services 3. Reduction in sale of high end mobile devices & PDAs

Restructuring its Optical Business Unit and stopping development of LTE is a major indication that Nortel is in dire need of cash, in this depressed valuation time. New management must streamline the operation and bring focus to the areas where Nortel can effectively compete.

Nortel announced that it is revisiting its 4G strategy, yet another time, in less than 3 months! What changed in these short few months that made Nortel rethink its 4G/LTE strategy? What about Motorola? When are they going to pull the plus on their 4G/LTE development?

RIM’s growth aspirations have led the company to expand its offering to include less-popular and unproven solutions like pre-paid and Blackberry Connect, especially in emerging markets like India.

GenBand announced the widely speculated acquisition of Nextpoint, a company that was itself a merger of two sub performing companies of Nextone and Reef Point in the VoIP security product lines! With the planned exit of AudioCodes from the Session Border Controller (SBC) market and financial struggles...

RIM aims to leverage its enterprise and pro-sumer Blackberry success into the consumer market.  The transition will not be easy and comes with risk.

The argument that SMS pricing is not linked to cost has always been true.  There will come a point where SMS pricing is more elastic (either because the price becomes too high or there are messaging alternatives), but we have not reached that point yet.

Text messaging (also known as Short Messaging Service, SMS) is one of the highest margin services for the carriers. The end-to-end cost of a delivering a SMS message for a carrier is less than $0.02 a message while they charge more than $0.10 a message. With the SMS volume doubling year over...