GLG News by LAN Equipment Market Experts

1.      Everything indicated that CommScope was poised to totally take over AT&T’s connector business. 2.      It seemed only a matter of time when ADC was going to lose the entire account. 3.      To its credit, ADC,...

1.      The number of people actually attending the just concluded FTTH Conference was at least 40 percent lower than the original estimates. 2.      Perhaps a big part of the problem is that there really have not been any dramatic changes in the fiber...

1.      Fundamental “values” must be place in order to ensure a “value play.” 2.      Totally straight-shooting from the top leadership at Ciena has been lacking for a good number of years. 3.      A much higher level...

1.      While on paper, a Tellabs-Ciena merger would make a lot of sense, one problem is the deep cultural differences between the two suppliers. 2.      The earlier proposed merger between Tellabs and Ciena had a different CEO at the helm of the...

1.      The concern level over the enterprise business has reached a higher level at Verizon as major financial firms are struggling. 2.      There is greater amount of concern over the possibility of a major crimp on commercial spending. 3.     ...

1.      Manufacturers always have at least a slightly different recipe for making their optical lasers. 2.      Getting a little edge on technology can help, but it hardly results in a high margin business in the telecom space   3.     ...

1.      This announcement from Verizon feeds the notion that the industry will see the market arrival of 100G in 2010. 2.      Although there will be obviously be a natural progression to go from 40G to 100G, as has been pointed out in previous articles,...

1.      Valmont, a well-diversified company, is not likely to depend greatly on its wireless business for profit margins. 2.      A manufacturer of towers, the supplier has been getting some stiff competition from a couple of key rivals in the US. 3.     ...

1.      Opnext has assumed a leadership role in 10G optics. 2.      It has every flavor – XFP, SFP, SFP+ -- and has tended in the past to remain ahead of the curve. 3.      However, it appears that Opnext’s competitors are catching...

1.      Apparently, getting manufacturing yields up to a higher level has always been a challenge for Infinera. 2.      It appears to be a function of the Indium Phosphide technology. 3.      There are good arguments against...