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GLG News by IPTV Experts

Samuel Greenholtz, Principal
Analysis of: Infinera Announces Participation in Needham Growth Stock Conference (money.cnn.com)
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...
Samuel Greenholtz, Principal
Analysis of: Juniper maps out 2009 plans (www.networkworld.com)
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...
Samuel Greenholtz, Principal
Analysis of: Ciena Pushes 100-Gig (www.lightreading.com)
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...
Samuel Greenholtz, Principal
Analysis of: US telco spending could drop 10% in 2009 (telephonyonline.com)
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...
P.J. Louis, President
PJ Louis LLC
Analysis of: Microsoft Web Browser Loses Ground (online.wsj.com)
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.
P.J. Louis, President
PJ Louis LLC
Analysis of: Apple May Unveil Cheaper IPhone in 2009, Analyst Says (Update2) (www.bloomberg.com)
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.
P.J. Louis, President
PJ Louis LLC
Analysis of: Motorola wins China Telecom network upgrade work (www.reuters.com)
Between the recession and its own internal issues, Motorola finally gets a break.
P.J. Louis, President
PJ Louis LLC
Analysis of: Mobile phone market to shrink in 2009 (www.reuters.com)
In two words: I agree.
P.J. Louis, President
PJ Louis LLC
Analysis of: Sprint/Clearwire Slapped with WiMax Patent Challenge (www.eweek.com)
From my perspective this is an odd case not because of the infringement but because a vendor is suing a carrier.
P.J. Louis, President
PJ Louis LLC
Analysis of: Verizon's New Prepaid Plans for Wireless Users (internetcommunications.tmcnet.com)
In my posting entitled “Verizon’s Month-to-Month Plan – A Smart Move in Tough Times”, I had said that Verizon was taking a bold and smart step towards reaching deeper into that ever growing sector of the economy that lives on cash by moving to month-to-month plans.  This is the next step.

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