GLG News by Semiconductor Experts (Asia)
Analysis of:
IS FIBER'S ROSE STILL BLOOMING? (telephonyonline.com)
Fiber is actually still the dominant platform to transmit and receive high bandwidth data. The question if to extend it to the home ( FTTH) or to the node ( FTTN) is a valid one but does not shade its future.
When IPTV and other bandwidth demanding applications will knock on the door- the solution...
Analysis of:
IPTV subscriptions to grow 64 percent in 2008: Gartner (www.reuters.com)
Combining TV and PC was the ultimate dream of consumers. IPTV has proved that it's possible and now is time to harvest the fruits.
Gartner's analysis should not come as a surprise since the platforms are ready and just regulations and rights are impeding the process.
The huge increase of IPTV subscriptions...
Analysis of:
Sprint Picks Ciena (www.unstrung.com)
Troubled Sprint that puts all its bets on WiMAX has first to prove that LTE is not generating a real threat. Ciena proved that it has a suitable solution and it will benefit first. However, Sprint's success is heavily dependent on the question whether G4 WiMax mobile will run.
The fiber optic...
Analysis of:
Deconstructing Nortel, a former icon (www.canada.com)
Nortel's situation is not easy. Actually, it is not easy since the bubble exploded in late 2000.
The decision to sell the Metro business will shave more revenue growth generators and it must fulfill the gap with fresh products.
The share decline is not just due to performance and market mood-...
Analysis of:
Oracle, HP collaborate on server, storage hardware (sanjose.bizjournals.com)
Collaboration between the two giants, HP and Oracle , can shake the storage world which is due to double digit growth in the next three years.
It can be a win-win situation based on both companies' reputation and strengths. on top of that, both companies are not new to the storage world's needs and...
Analysis of:
Google, T-Mobile unveil $179 G1, challenge iPhone (www.business-standard.com)
The launch of the long awaited Android based cellular phone by Google comes in the middle of the financial crisis. Thus , not having the enough attention as it was probably expecting.
However, on top of that, Google chose T-Mobile as its carrier , and we know that consumer selects carrier first and...
Analysis of:
iPhone 3g (www.computerworld.com)
The ability of Apple to shake the market time after time has probably been entered to business schools syllabus. However, this time, they seem to give a complete ( almost) answer to all the needs expressed by the cellular user community aiming to the less developed countries. 3G capability was a must...
Analysis of:
WSJ: Comcast, Time Warner May Fund WiMax (biz.yahoo.com)
WiMAX is a vital revenue growth driver for Sprint, and the fact that no announcement was made in CTIA does not have to indicate that things are going wrong. Such deal that involves the major CATV players takes time and the appearance of an event in the calendar does not mean it has to be finalized by...
Analysis of:
CTIA: LTE, sooner rather than later (telephonyonline.com)
The belief that LTE can come ahead of its original schedule is a wishful thinking. The industry has not seen any corner cutting in any of its emerging standards.
Even ISDN followed by the TDMA-CDMA-GSM standard wars took their time to be established as working standard. WiMAX itself is under development...
Analysis of:
Interview with Sriram Viswanathan, General Manger (sic) for WiMax at Intel (www.wimax.com)
After a long way spotted with many standard hurdles, WiMAX should see its way as the major platform for mobile wireless connectivity in 2009. Led by the chipset provided by Intel, WiMAX is now ready for broad market launch, and really carries the message of high speed hassle free wireless technolog...
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