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Martin AlpertSeptember 1, 2008
ARS;Cutting the Lawsuit Horses off at the Pass!
Analysis of: Billions Not for the Plaintiffs Bar | www.law.com
Author: Martin Alpert, Claim Director, CAMBRIDGE INTEGRATED SERVICES GROUP INC
Will ARS settlements minimize potential lawsuits & regulatory review?
Samuel GreenholtzAugust 28, 2008
Would Tellabs Consider Merging With Ciena Again?
Analysis of: Bandwidth crisis is Tellabs' chance | www.suntimes.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1.      Several years ago, the proposed merger between Tellabs and Ciena made a lot of sense. 2.      Now from Tellabs’ perspective, a potential marriage would appear even more favorable. 3.      Private equity firms taking over...
Martin AlpertAugust 28, 2008
Fannie Mae & Freddie Mac:The Swan Song, going quietly into the night?
Analysis of: The Final Fate of Fannie and Freddie | www.businessweek.com
Author: Martin Alpert, Claim Director, CAMBRIDGE INTEGRATED SERVICES GROUP INC
What will be the ripple affect to financial institutions if Fannie Mae and/or Freddie Mac are bailed out or taken over?  
Martin AlpertAugust 26, 2008
Insurance/Reinsurance:Aon on the move!
Analysis of: Aon to buy reinsurance broker for $1.75B | www.investmentnews.com
Author: Martin Alpert, Claim Director, CAMBRIDGE INTEGRATED SERVICES GROUP INC
Is the beginning of the end for smaller insurers &/or reinsurers? Which insurance broker or reinsurer is the next likely candidate for takeover?
August 26, 2008
No Recession For Computer Hardware
Analysis of: Computer Hardware: Recession-Proof? | www.businessweek.com
Author: Paul Massie, Sr. Director of IT and Facilities, Genesis Microchip Inc.
Both the server and PC markets seem to have held up very well during the past months, and barring a catastrophic collapse of the economy, likely will continue to do well.  Credit must go to the innovations in both technology and business processes achieved primarily by HP, Dell and Intel.
August 21, 2008
Open Source vs. VMWare and Microsoft
Analysis of: Xen Community proposing the latest feature set for 3.3 | weblog.infoworld.com
Author: Paul Massie, Sr. Director of IT and Facilities, Genesis Microchip Inc.
The next evolution of Xen software puts further pressure on VMWare’s market share and margins.  This is a clear indication that VMWare’s business model will require a major overhaul sometime in the next year or two.  Microsoft will be less impacted since they have less today. 
Martin AlpertAugust 18, 2008
Parmalat: Takes one on the chin!
Analysis of: U.S. judge dismisses Parmalat suit vs BoA, Citigroup | www.reuters.com
Author: Martin Alpert, Claim Director, CAMBRIDGE INTEGRATED SERVICES GROUP INC
Parmalat's adverse ruling may send mix messages to financial advisors!Class action certification may come under greater scrutiny!
Samuel GreenholtzAugust 18, 2008
Not Enough Questions Asked by Ciena on AT&T Buying WWP equipment?
Analysis of: Does age matter when you're CEO? | www.usatoday.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1.      It is hard to ignore the irony of a recent statement in USA Today made by Ciena’s CEO, Gary Smith. 2.      He said, “Experience is not about having more answers.  It's about asking the right questions." 3.      AT&T...
Samuel GreenholtzAugust 18, 2008
Intriguing RFP Activity at AT&T
Analysis of: Fujitsu Confirms Verizon Packet Optical Win | www.lightreading.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
The stakes will be high in suppliers vying for the business of AT&T. 2.  The technologies span the network – from last mile access to high-capacity long haul at the largest RBOC.   3. Although Verizon has completed its major RFPs for now, there appears to be at least a couple out there...
Samuel GreenholtzAugust 18, 2008
Ciena’s Prospects Abroad are as Strong as Ever
Analysis of: The Acer, Intel & Economic Times Smart Workplace Awards Conclude | www.indiaprwire.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1.      Ciena’s international position is definitely looking up. 2.      Throughout Europe, the supplier is working really hard to get additional market penetration. 3.      While Asia has never really been a hot spot for Ciena,...

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