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GLG News by Load Balancing and Traffic Management Solutions Experts (North America)

Samuel Greenholtz, Principal
Analysis of: Fiber showdown looms as Verizon builds in AT&T territory (www.macworld.com)
1.      Just for starters, in early 2007, it was known that Verizon was penetrating Qwest’s territory in Oregon for FiOS. 2.      It is not the “first time that one carrier has directly competed with another in its own franchised territory for residential...
Samuel Greenholtz, Principal
Analysis of: Level 3 Hopes Buybacks, Other Help, Prevent Bankruptcy (www.xchangemag.com)
1.      There really is only one potential competitive threat to AT&T and to Verizon for enterprise services at the high end. – Level 3. 2.      TW Telecom is an important niche player – but at this point, can do much less harm to the two largest...
Samuel Greenholtz, Principal
January 6, 2009
Would Corning Buy ADC?
Analysis of: Citadel Gambles $33 Million on ADC (www.thestreet.com)
1.      “ADC could wind up in a deal with a rival as consolidation pressures mount” – the question is which adversary? 2.      Given that it will take time to fully integrate CommScope and Andrew -- along with dealing with its high level of debt – it...
Samuel Greenholtz, Principal
Analysis of: CommScope Amends Terms of Senior Credit Agreements (www.forbes.com)
1.      A sense of overconfidence pervaded CommScope after its merger with Andrew. 2.      The supplier took it for granted that all that mattered was being number one. 3.      It appears that ADC was able to increase its business...
Samuel Greenholtz, Principal
Analysis of: Nortel's Optical, Ethernet Chief Morin talks 40G (telephonyonline.com)
1.      Nortel does offer some interesting technology for high-speed optical electronics. 2.      However, the company has put itself in a risky situation by appearing to have stopped development on that technology. 3.      Along...
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...
Paul Massie, Consultant
Self Employed
January 5, 2009
Satyam Stumbles
Analysis of: No Heads Rolling at Satyam -- Yet (www.fool.com)
In troubled times even large and healthy companies need to avoid major missteps, yet Satyam has just been guilty of one (possibly two) such missteps.  At best this will dent their growth.  At worst it could signal a company sale or dissolution.  The focus now has to be on retaining existing...

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