GLG News by Networking Communication Semiconductor Experts

1.      Just for starters, in early 2007, it was known that Verizon was penetrating Qwest’s territory in Oregon for FiOS. 2.      It is not the “first time that one carrier has directly competed with another in its own franchised territory for residential...

Set-top boxes have been around a long, long time, and now it appears that the technology of those boxes and viewer requirements/desires appear to have set off a whirlwind of competition.  NetFlix, Apple, Amazon, and many others are vying for the lead position to be your set-top choice of the day. ...

1.      There really is only one potential competitive threat to AT&T and to Verizon for enterprise services at the high end. – Level 3. 2.      TW Telecom is an important niche player – but at this point, can do much less harm to the two largest...

1.      “ADC could wind up in a deal with a rival as consolidation pressures mount” – the question is which adversary? 2.      Given that it will take time to fully integrate CommScope and Andrew -- along with dealing with its high level of debt – it...

The telcos, both RBOC and RLEC, continue to lose voice landlines to cell and CATV after years of competition.  Their video/data salvation solutions, Uverse and FIOS still fall short in comparison to the customer numbers of Comcast and Time Warner Cable.  If 2009 is going to be a very slow...

1.      A sense of overconfidence pervaded CommScope after its merger with Andrew. 2.      The supplier took it for granted that all that mattered was being number one. 3.      It appears that ADC was able to increase its business...

1.      Nortel does offer some interesting technology for high-speed optical electronics. 2.      However, the company has put itself in a risky situation by appearing to have stopped development on that technology. 3.      Along...

1.      In trying to have it both ways, Infinera has gotten itself into a bind. 2.      Infinera is very different in funneling everything through a chip. 3.      It is also the same in that it really does not do anymore...

1.      When it comes to routers and other data communications equipment used in the federal government, Juniper has been the high flyer. 2.      While Cisco Systems is not precluded from participating in any upcoming contracts, Juniper appears to...

1.      Ciena has been trying to work on its own100G solution for a while. 2.      Its current approach is a slight modification from PM-QPSK, which the OIF is trying to get everybody to follow. 3.      There is no question...