GLG News by Network Security Experts

1.      In addition to some advantages mentioned in earlier analyses, Hatteras claims that it has substantially differentiated itself from the competition in the Ethernet over Copper (EoC) market. 2.      Hatteras criticizes Adtran’s solution for just...

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.     ...

At a market cap of $7-8B and $2+B in the bank, along with healthy free cash flow, Sun is starting to look ripe for an acquisition.  It’s becoming increasingly clear that Sun’s current business model isn’t working, but their IP, customer base, brand recognition and employee base makes them attr...

CRT monitors are passe.  They take up way too much valuable desktop space. They have not been made in quantity for a few years and old monitors lose the crispness on the screen making it harder to read. Besides, studies have shown that eyestrain from trying to view these monitors can...

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...

Attempting to narrow the definition of asbestos to minimize lawsuit exposure will not be received well by our Supreme Court!

VMWare is doing great, so how could they be in trouble?  By having both Microsoft and open source invade their market.  Their easy growth is in the past, and now the question becomes whether they can thrive in a highly competitive environment.

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...