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November 24, 2008
Apple’s iPhone, RIM’s Blackberry, and Windows Mobile
Analysis of: BlackBerry maker battles back | money.cnn.com
Author: Paul Massie, Sr. Director of IT and Facilities, Genesis Microchip Inc.
Smartphones are increasingly capable, attractive and usable.  While they still represent a minority market share in the cell phone market, their popularity is growing.  Apple gets most of the publicity, but RIM, Nokia and others are not sitting still.
Samuel GreenholtzNovember 19, 2008
Infinera Appears Somewhat Unforthcoming on How It Ultimately Gets to Native 100G
Analysis of: Infinera to demo pre-production 100-GbE module at SC08 | lw.pennnet.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1.      If one did not know any better, it seems that Infinera has not received the memo that the large carriers have shifted their focus away from 40G to 100G. 2.      While the supplier puts a lot of emphasis on its 40G development, the predominant...
Samuel GreenholtzNovember 19, 2008
Are There Solutions to Help Avoid Leapfrogging 40G to 100G?
Analysis of: Apparently, Infinera has figured out confusion on where it is going with 100G | www.lightreading.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1.      As we stated in a previous article, it has become clear now that there is a high probability that 100G will ultimately dwarf 40G. 2.      However, Ekinops asserts that the cost advantages of its 40G solution will be so compelling that the...
Martin AlpertNovember 13, 2008
Consumer Product Safety Commission: Buyer Beware!
Analysis of: Toy Recalls Drop 46 Percent | www.washingtonpost.com
Author: Martin Alpert, Claim Director, CAMBRIDGE INTEGRATED SERVICES GROUP INC
Are product recalls down this year because of the CPSC?Will litigation be reduced by the lack of recalls?
Martin AlpertNovember 13, 2008
Federal Preemption: The Supreme Court Sidesteps Again!
Analysis of: FULL DISCLOSURE: DRUG REACTION | www.callawyer.com
Author: Martin Alpert, Claim Director, CAMBRIDGE INTEGRATED SERVICES GROUP INC
Overturning the State Court action in Wyeth v. Levine could be the end of a State Court remedy for mislabeling drugs!Does the Supreme court really want to issue a definitive rule for Federal Preemption?
November 11, 2008
Will It Be a Cold Christmas for PC Vendors?
Analysis of: Holiday shoppers like Apple and Dell | apple20.blogs.fortune.cnn.com
Author: Paul Massie, Sr. Director of IT and Facilities, Genesis Microchip Inc.
The short answer is – yes!  Both enterprises and consumers seem unlikely to spend much on PCs this holiday season.  Nonetheless, bad times can work to the long-term advantage of vendors if they are properly positioned going in.
Samuel GreenholtzNovember 11, 2008
Uncertain Direction at AT&T over U-verse Could Mean Fiber Optic Budget Troubles
Analysis of: Cable company capitalizes on AT&T's failure to deploy DSL, inabilty of telco's aged copper cable plant to support bundled services | eldotelecom.blogspot.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1.      Nobody at AT&T appears to be sure where its wireline CAPEX is going to come in. 2.      AT&T is apparently struggling to figure out what is the best solution or even solutions for delivering cable services. 3.     ...
Samuel GreenholtzNovember 11, 2008
Verizon Looking to Go Beyond 18 Million Mark Passed with FiOS
Analysis of: Verizon Enhances FiOS Services, Availability in Third Quarter | www.marketwatch.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1.      Originally, Verizon was intending to slow down on FiOS around the 18- million point. 2.      However, given the level of success the carrier has achieved, its apparent intention is to push out even further.   3.     Indications...
Samuel GreenholtzNovember 11, 2008
Ericsson Possibly Acquiring Ciena is Logical
Analysis of: Ciena Gets Lift From Takeover Rumors | blogs.barrons.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1.      By a process of elimination, Ericsson would be the most likely vendor to buy Ciena. 2.      Ericsson has lots of cash and it wants to make further inroads into the US optical market.   3.      Historically,...
Martin AlpertNovember 10, 2008
FDA Changes:What Federal Preemption taketh away the FDA may balance the scales!
Analysis of: New FDA Leaders Could Be Tougher on Drug Makers | online.wsj.com
Author: Martin Alpert, Claim Director, CAMBRIDGE INTEGRATED SERVICES GROUP INC
Will New potential FDA changes balance the scales on possible federal Preemption?

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