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GLG News by Network Security Experts

Samuel Greenholtz, Principal
Analysis of: BT revenue tops expectations; maintains FY guidance (www.marketwatch.com)
1.      There are signs at British Telecom that it has been frustrated with Huawei regarding optical transport systems. 2.      It is not out of the question that the Chinese giant could be com pletely knocked out (at least in this particular space)...
Martin Alpert, Claim Director
Martin Alpert, Claim Director
CAMBRIDGE INTEGRATED SERVICES GROUP INC
Analysis of: 11 Charged In Connection With Credit Card Fraud (www.lexisone.com)
Identity theft continues to be an issue with no safe haven in sight!Personal financial data seems to have no absolute protection!
Samuel Greenholtz, Principal
Analysis of: Satellite Radio: Dead Companies Walking (www.lightreading.com)
1.      The new Sirius XM is now the second biggest radio company in the US with revenues of $2.2 billion.   2.      It is only second to Clear Channel. 3.      The odds are better that Sirius XM becomes the largest...
Samuel Greenholtz, Principal
Analysis of: Qwest Reports Second Quarter 2008 Results (finance.denverpost.com)
There is a high likelihood that Qwest will expand its optical equipment budget for its interexchange network.   2.      Qwest has evaluated at least three suppliers for 40G technology: Ciena, Infinera, and Nortel. 3.      In addition to other factors,...
Cliff Bell, Chief Information Officer
Cliff Bell, Chief Information Officer
Infogain Corporation
Analysis of: Online office apps get real: Google Docs vs. ThinkFree vs. Zoho (www.computerworld.com)
1. Using on-line apps as an experiment is possible 2. When will we see massive adoption?
Al Pappas, Partner
Al Pappas, Partner
The StrataFusion Group
Analysis of: Cisco Won't Buy EMC, Will It? (www.informationweek.com)
I believe that both Cisco and EMC are expanding their base technologies to translate Data into meaningful Information.  They both have capabilities to analyze and direct Data into predetermined and structured storage and processing domains. The translation of Data into meaningful Information for...
Samuel Greenholtz, Principal
Analysis of: The carrier commodity conundrum (www.networkworld.com)
1.      As the source article points out, carriers across the board are stressing managed services -- their version of ‘convenience.’”   2.      So, any positive impressions by equipment suppliers in that space are likely to influence decisions...
Samuel Greenholtz, Principal
Analysis of: RCN Metro taps Infinera for regional network (lw.pennnet.com)
1.      There appear to be some clues that the first thing that Infinera will do to play in the metro market a little better is to develop a 4 x PIC. 2.      The vendor should be able to slowly work its way into the space. 3.     ...
Samuel Greenholtz, Principal
Analysis of: 4G or Not 4G (www.unstrung.com)
1.      Several years ago, the difference in the terms, 2 1/2G and 3G, were not clear. 2.      Certain technologies/releases that were recognized by standards bodies as being third generation conflicted with the perspectives of the trade press and others...
Paul Massie, Consultant
Self Employed
Analysis of: Cisco Won't Buy EMC, Will It? (www.informationweek.com)
Rumors abound that Cisco might purchase EMC, but that seems very unlikely given the cost involved and the lack of apparent synergy.  Cisco could, however, purchase VMWare.  Cisco has made virtualization a key strategic focus, and adding VMWare would instantly catapult them to the top of the...

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