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GLG News by Network Security Experts

Samuel Greenholtz, Principal
Analysis of: Rascom turns to Nortel for optical upgrade (lw.pennnet.com)
1.      During the telecom bust, some folks in the industry actually would hardly have predicted that Nortel would wind up investing a fortune in 40G technology for the long-haul market.   2.      In developing an entirely new system, the 6500,...
Samuel Greenholtz, Principal
Analysis of: GigOptix Drives ZTE DWDM Systems (www.reuters.com)
1.      The Long-Haul (LH) hardware market is much tighter than in the metro or in the access markets in terms of margin. 2.      It is an interesting dynamic in the industry because at an initial glance, one notices that there are fewer equipment suppliers...
Martin Alpert, Claim Director
Martin Alpert, Claim Director
CAMBRIDGE INTEGRATED SERVICES GROUP INC
Analysis of: United Healthcare hit with hefty fine (www.investmentnews.com)
Will fines like this against a health care provider increase the likelihood of coverage for existing & future claims? Will insurance coverage in general be affected by fines like this?
Samuel Greenholtz, Principal
Analysis of: Opnext Steps Up With StrataLight (www.lightreading.com)
1.      It seemed that in the past, the safest strategy for a fiber optic vendor with a new technology was to go up to the subsystem level, especially because the timing of market takeoff is always so uncertain. 2.      There was supposedly the best...
Samuel Greenholtz, Principal
Analysis of: Huawei Touts 100G WDM (www.lightreading.com)
1.      It is always a good thing that there are firm believers in technology.   2.      However, the idea that 100G deployments will be realized in a couple of years is just implausible – and that it will almost certainly drag out for a much longer...
Samuel Greenholtz, Principal
Analysis of: ADC Telecom shares fall on revised outlook (money.cnn.com)
1.      We are talking about a telecom incumbent that has been around for over seven decades.   2.      Some industry analysts apparently look upon what amounts to be a very small adjustment in expectations at ADC -- as a significant development....
Samuel Greenholtz, Principal
Analysis of: Deutsche Telekom deploys Ericsson's 40G system throughout Germany (lw.pennnet.com)
1.      Despite assertions to the contrary heard in the industry, the 40G market has still not taken off. 2.      Despite implementing 40G with some sort of 10G streams right now, with 10-gig optics continuing to drop, the cost of these systems is still...
Samuel Greenholtz, Principal
Analysis of: Former Ciena Executive Rob Adams joins Ekinops as Vice President of Global Marketing (hdvoice.tmcnet.com)
1.      Getting Rob Adams was a big coup for Ekinops.   2.      As a high-level veteran of Ciena, Adams gives the newcomer a lot of credibility.   3.      Ekinops absolutely believes it can compete against Ciena su...
Samuel Greenholtz, Principal
Analysis of: Adtran sees possible Tier 2 spending decline (www.fiercetelecom.com)
1.      As far as the two large RBOCs are concerned,  regarding the TA 5000, Adtran has ironed out all of the inevitable bugs that arise with any new product. 2.      With both companies representing a combined 35 percent of its revenue last quarter,...
Samuel Greenholtz, Principal
Analysis of: RENCI Selects Infinera for "Breakable" N.C. Research Network (www.reuters.com)
1.      Infinera decided to keep its chip as a proprietary ASIC. 2.      So, it has been the only manufacturer of the technology. 3.      What could Infinera have done differently to improve its competitive position in the m...

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