GLG News by Network Security Experts

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.

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. 

Parmalat's adverse ruling may send mix messages to financial advisors!Class action certification may come under greater scrutiny!

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...

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...

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,...

1.      Whether it is HD-SDI, SD-SDI or ASI, almost all of the prominent fiber optic suppliers do not really support a video application. 2.      There are small, specialty companies, such as Net Insight, which specifically play in the video market....

Intel’s next-gen Nehalem processor ups the performance bar, making it increasingly difficult for AMD.  Server manufacturers and software vendors will also be impacted, positively or negatively, by this generation of processors, which will also provide further impetus to cloud computing.

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...

1.      The understanding in the industry has been that Ciena bought World Wide Packets (WWP) at the bidding of AT&T. 2.      However, at this point, Alcatel-Lucent’s TiMetra seems to be building a case for the RBOC’s business.   3.     ...