GLG News by LAN Equipment Market Experts

1.      Expectations are that Level 3’s performance for the second quarter will not be fabulous – but it will not be bad either.   2.      The company continues to deserve attention as the number three carrier in the U.S. and in being a top-10 player...

1.      Dual polarization QPSK is getting a lot of press coverage right now because of the PMD issues that exist with 40G. 2.      Nortel’s marketing machine has been doing a good job of getting the word out. 3.      However,...

1.      There appears to have been bickering at the top levels of VeriSign about the future course of the company. 2.      Although Jim Bidzos apparently did not force the issue directly, he succeeded in taking control of the firm. 3.     ...

The large ILECs are increasingly using cabinets in their access networks. 2. CommScope has made a concerted effort to come up with some functionality that is currently missing in similar products from competitors.   3. While Emerson continues to sell its own cabinets, it has not been able to achieve...

1.      Any possible antitrust suit brought against Google will be most likely based on punishing the company for its success and for its innovation. 2.      The idea that “antitrust law is being reconsidered in a new context, shaped by Google” demonstrates...

1.      Big ISP providers, such as AT&T and Comcast, should not be the only companies calling for a more equitable means of obtaining fees for their network pipes. 2.      Equipment vendors have a vested interest in seeing that their customers can...

1.      Sadly, the U.S. federal government does need to get involved in order to have a nationwide network. 2.      However, its participation should just be limited to mandates to the large telephone companies and to providing funding to local governments....

1.      It is precisely because “[ULH] is a niche application” that an integrated product potentially makes sense. 2.      If ULH were more ubiquitous, then there could be more of a compelling need for a separate box. 3.     ...

1.      It is true that Dallas has more to offer in terms of lifestyle than San Antonio. 2.      It is also accurate that Verizon is beating up AT&T pretty well with fiber optic penetration in the Dallas region – and being closer to the action could...

1.      It is not an overstatement that executives at Cox in the past viewed the RBOCs as dinosaurs – and that these LECs allegedly had yet to realize their situation. 2.      But the latest RFI out of the MSO may be indicative of its worst nightmare....