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GLG News by LAN 3 Router Market Experts

Michael Horsch Fizz, Senior Advisor
Michael Horsch Fizz, Senior Advisor
FCI Inc.
Analysis of: Cisco Signals Trouble Ahead (money.cnn.com)
1) Due diligence is expected and the news of tightening belts was predicted. 2) In the last quarter we have found all verticals are experiencing some level of conservative spending. 3) However, we have also seen increased spending with some vendors and/or specific vendor products and solutions. ...
Cliff McElroy, President
Cliff McElroy, President
Datec, Inc.
Analysis of: Cisco Signals Trouble Ahead (money.cnn.com)
I will agree, that a collapse is overkill. But I see a softening of transactions and more projects help up at CFO level and because companies can't hire, and retain talent efficiently. This talent is the hold up of implementing new technologies, none the least is datacenter challenges around power. ...
Analysis of: Google Plan Would Open TV Band for Wireless Use (www.nytimes.com)
IEEE 802.22 WRAN has been underway for approximately two years developing the technology for this spectrum. Google's support would be welcomed by that community and may help to remove the politcal barriers blocking the FCC from adopting the Proposed Rule Making (PRM) necessary to allow white space ...
Analysis of: Up Next for Buyouts: Cable TV (www.businessweek.com)
Cable will consolidate through the acquisition of smaller operators, but also look for the potential acquisition or merger of cable giants. Both the need for nationwide mobile services, and efficiency of scale will drive these developments. But don't be surprised to see cable grow beyond cable by acquisition....
Analysis of: Up Next for Buyouts: Cable TV (www.businessweek.com)
I agree that cable operators are likely buyout targets. Cable will increasingly need to have a virtual national presence to compete with quad-play services. That is, those services that include video, voice, and data (at home) plus wireless mobile services (which would include video, voice and data...
Analysis of: Level 3's Metro Fiber Frenzy (www.lightreading.com)
It's not just the fiber. Word on the street is that they are talking to vendors about buying FTTP equipment. With that they could provide service directly to enterprises.
David Newman, President
Network Test Inc
Analysis of: The Multi-Touch Screen (pogue.blogs.nytimes.com)
Graphical interfaces on all kinds of devices -- ATMs, cell phones, microwave ovens, and PCs, to name a few -- will soon look very different.Apple's iPhone is only the beginning. New "soft" interfaces will change shape and content depending on the context in which they're used.This will likely be...
David Newman, President
Network Test Inc
March 9, 2007
Spirent Slims Down
Analysis of: Spirent Spikes CEO (www.lightreading.com)
After years of moribund performance, Spirent may again see significant growth in the test and measurement area.New CEO is a turnaround specialist focused on improving profitability. Spirent has some unprofitable divisions and product lines that could be jettisoned. The result would be a leaner and more...
David Newman, President
Network Test Inc
Analysis of: Apple, Cisco Reach Accord Over iPhone (online.wsj.com)
1. Seasick gains entry into Apple atones Music store2. Seasick becomes Apple's networking partner3. Deal strengthens Sussex continued move into consumer networking
David Newman, President
Network Test Inc
Analysis of: IBM Slows Light: Announces Major Milestone for Optical Computing (www.dailytech.com)
IBM researchers have solved one of the key problems in optical computing -- how to slow down light flows long enough to store information. This technology is basic research today, but has the potential for vast improvements in microprocessing and storage power as soon as three to five years from today....

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