GLG News by TMT Council Members in Member Programs

Qwest’s 2nd quarter results show increased business and broadband revenues, but wireless subscribers would have to reach 2.6 million to match the prior year’s total revenues.

1.      Level 3 is faced with an expensive, work-intensive, but doable undertaking of dealing with SONET boxes that came from a couple of dozen different suppliers. 2.      One way would be almost akin to building a dam for a river – only doing it numerous...

1.      Run-of-the-mill ISPs might be very attracted to operating a municipal fiber network, especially one with open access. 2.      However, they lack the necessary experience and support equipment. 3.      Also, with not much...

My view of femtocells has been focused on how a company like Verizon could leverage the technology with its FiOS business.  Sprint’s use of the technology is an interesting way of managing its capital.  I would love to tell you that I had thought of it earlier but I did not.  It just...

1.      There are signs at British Telecom that it has been frustrated with Huawei regarding optical transport systems. 2.      It is not out of the question that the Chinese giant could be com pletely knocked out (at least in this particular space)...

There were many impediments to a successful merger, these included: 1.     Diverse cultures 2.     Diverse geographies limit economy of scale 3.     Diversion of the merger caused both companies to take their eye off the ball in terms of their real problems...

The recorded music industry is transitioning from a single product model (music retail) to a diversified service model (licensing, broadcasting, marketing, on-demand services). Bertelsmann sold its stake because it's a traditional, horizontally-integrated media company. Sony bought it because it's a...

The Portland (OR) Oregonian featured a lengthy piece concerning layoff rumblings around HP's Corvallis and Vancouver inkjet-printer-related divisions, including quotes from an HP Vice President and his concern for future growth (or lack thereof) in the inkjet business. The news trickle made it to Boise,...

Satellite radio is (and always has been) a car-based service. Auto manufacturers can rely on satellite radio to be there for many years to come (due to the long-lived satellite assets) and so don't risk obsolescence, which has been a big problem for navigation systems. In comparison terrestrial wireless...

Article summarizes the latest Veronis Suhler Stevenson report which predicts that TV advertising will surpass newspapers in 2008, but in just three years the Internet will be in first place.