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October 7, 2008
Is Tech a Safe Haven Today?
Analysis of: What Should Investors Do Now? | online.wsj.com
Author: Paul Massie, Sr. Director of IT and Facilities, Genesis Microchip Inc.
No segment of the market is completely safe from economic woes, but key tech players are as well positioned as any to weather the storm.  This is the time to choose carefully among investments, but the tech arena today boasts solid investment choices among both large and small companies. ...
Martin AlpertOctober 3, 2008
Financial Windfall: Assist someone with a crime?
Analysis of: Court: Relatives Who Assist In Suicide Can Inherit | www.lexisone.com
Author: Martin Alpert, Claim Director, CAMBRIDGE INTEGRATED SERVICES GROUP INC
This case on the right of inheritance could spill over to the financial sector.Could this Wisconsin decision affect the backbone of our over all judicial system & the theme of accountability?
September 29, 2008
WAMU CLOSED: SOLD TO JP MORGAN CHASE FOR $1.9 BILLION
Analysis of: WaMu Becomes Biggest Bank to Fail In US History | news.yahoo.com
Author: Kamala Worthington, Former VP, Marketing Product Manager, Bank of America Corporation
Rumors had been swirling over the last few weeks that WAMU was shopping for a buyer, however, the OTS (the Office of Thrift Supervision) couldn't allow WAMU to continue its operations under constraints of deposit outflows exceeding $16 billion in the last week or so and JP Morgan Chase becomes the benefactor...
Samuel GreenholtzSeptember 29, 2008
Nortel’s Damaged Brand Name is the All-Important Factor
Analysis of: Deconstructing Nortel, a former icon | www.canada.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1.      A very long time ago, Nortel was considered one of the premier corporations in the world. 2.      The company was able to coast along just on its reputation and presence despite a record of limited innovation. 3.     ...
Samuel GreenholtzSeptember 29, 2008
Nortel’s CO Installed Base is Still its Most Valuable Asset
Analysis of: Nortel 4G Plans Up in the Air | www.unstrung.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1.      In its revised outlook, the term “DMS” was not mentioned one time. 2.      At least there was recognition by Nortel that carrier VoIP is closely related to its heritage. 3.      It is reasonable to assume that wireless...
Samuel GreenholtzSeptember 29, 2008
ADC Makes Dramatic Comeback at AT&T at CommScope’s Expense
Analysis of: ADC is Party-Neutral Supplier of Fiber Connectivity Solutions at Democratic and Republican National Convention Sites | www.marketwatch.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1.      Everything indicated that CommScope was poised to totally take over AT&T’s connector business. 2.      It seemed only a matter of time when ADC was going to lose the entire account. 3.      To its credit, ADC,...
Samuel GreenholtzSeptember 29, 2008
Disappointing Turnout at FTTH Conference Could Signify Temporary Lull in Market
Analysis of: IS FIBER'S ROSE STILL BLOOMING? | telephonyonline.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1.      The number of people actually attending the just concluded FTTH Conference was at least 40 percent lower than the original estimates. 2.      Perhaps a big part of the problem is that there really have not been any dramatic changes in the fiber...
Samuel GreenholtzSeptember 29, 2008
The Liberation of Ciena Must Begin Now
Analysis of: Ciena Corp: No Longer A Value Play | seekingalpha.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1.      Fundamental “values” must be place in order to ensure a “value play.” 2.      Totally straight-shooting from the top leadership at Ciena has been lacking for a good number of years. 3.      A much higher level...
Samuel GreenholtzSeptember 29, 2008
RBOCs Should Encourage Fujitsu to Rescue Ciena
Analysis of: Sprint Picks Ciena | www.unstrung.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1.      While on paper, a Tellabs-Ciena merger would make a lot of sense, one problem is the deep cultural differences between the two suppliers. 2.      The earlier proposed merger between Tellabs and Ciena had a different CEO at the helm of the...
Al PappasSeptember 23, 2008
Gmail vs. Exchange
Analysis of: Google's Office Intrigue | www.forbes.com
Author: Al Pappas, Partner, The StrataFusion Group
I agree with Paul's analysis and associated conclusions.  I would also add that when Google reaches the level of reliability attained by other SaaS like suppliers (SalesForce.com, etc.) then their gmail offering will become acceptable to the enterprise businesses. 

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