GLG News by Software Experts: Technology Council GLG Leaders
January 5, 2009
Fibre to the home is not a holy grail for UK Telco's. BT and C&W need to work harder.
Analysis of:
UK behind in global rush to broadband (www.guardian.co.uk)
Fibre to the home is not a holy grail for UK Telco's. BT and C&W need to work harder.
The assumption that the UK is behind is false if on a relative basis you consider that 99.5% of the country has access to ADSL Max (up to 8Mbps DSL), 50% of the UK potentially has access to 50Mbps cable service.
Currently FTTH (Fibre to the Home) would cost in at GBP28bn, approx US$42bn for every...
Analysis of:
Open Source: The Model is Broken (www.businessweek.com)
1. The value of open source and collaboration has been over-valued and lacks a long term revenue plan. This strikes at the heart of Novell's model.
2. Novell’s top-line revenue and bottom-line profits remain problematic.
Analysis of:
Sprint-Clearwire WiMAX deal clears final hurdle (www.bizjournals.com)
With Clearwire targeting to provide coverage for over 140m people across continental US - and assuming it reaches a penetration rate of 10% over 3 years - thats 14m devices or nearly 5m per year.
Clearwire will be supplying either directly or indirectly WiMAX modems, USB Dongles and laptops with...
October 3, 2008
Looking for a Better Investment? Why You Should Consider the Enterprise Software Sector
Analysis of:
What Should Investors Do Now? (online.wsj.com)
Looking for a Better Investment? Why You Should Consider the Enterprise Software Sector
1. In percentage terms this is not biggest loss in my memory much less history
2. Enterprise Software behaves differently than most markets
3. Enterprise Software tends to follows its own cycle and lag behind the economic so short term there are still some good days ahead for...
Analysis of:
What now for wireless? (www.rcrwireless.com)
While there is a definite impact on the low-income sector, and cable/telcos are seeing the impact with users canceling subscriptions, wireless/cellular does carry easy access (good for consumers) and higher margins (less susceptible economic low down) and will weather the storm.
So yes there will...
Analysis of:
Nortel 4G Plans Up in the Air (www.unstrung.com)
As was the case years back when ISDN and other carrier technologies first started coming out of the factory, the vendors have always argued,
- economy of scale will always bring real returns
- there is always a minimum entry price
- stay in or work a partnership
It would seem that having exited...
Analysis of:
Power-control software blamed for iPhone 3G reception issues (news.cnet.com)
The question posed at the end of the article is key:-
The unanswered question--assuming this account is accurate--is why the
iPhone 3G shipped with balky power-control software, something that
ostensibly could have been discovered in testing?
It is true this could have been discovered, but...
Analysis of:
Ofcom knocks back spectrum auction (www.theregister.co.uk)
The real issue here is one of knowing what the regulatory position is going to be 3 to 4 years out. Will the mobile operators be allowed to re-farm their 2G spectrum, will they be able to use the technology of their choosing and then work the investment plans to make it happen? Is the regulator doing...
Analysis of:
BT Suffers as Ofcom Delays 2.6GHz Auctions (www.lightreading.com)
BT has a backhaul network second to none, the mobile operators do not. It is currently spending close to £8bn on its 21CN all IP network, with this it has all the capacity needed for a data centric LTE deployment. Second LTE could serve both voice and data without cannibalising existing revenue...
Analysis of:
California at the Front of Education Trends (www.usnews.com)
1) The Calfornia public K-12 education system has been suffering from budget cuts for decades, is not at the forefront, and is these days among the bottom 10% of the states in terms of standards and results. 2) It used to produce higher-quality student results two decades ago but since...
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