GLG News by TMT Council Members in Member Programs

I have been talking about mobile commerce and its implications for over a year. See past opinions/analyses entitled: -    "Mobile Banking – Improves Access and Convenience" -    “The Cell Phone – The Mobile Wallet Has Arrived” -    “Mobile...

I wanted to release this at the beginning of September but I was too busy watching the market crater. But now I can’t hold back my opinion.  In this time of bank bailouts and talks of executive compensation I am frankly stunned investors have forgotten the Microsoft debacle. Oh my gosh, Yahoo...

1.      Everything indicated that CommScope was poised to totally take over AT&T’s connector business. 2.      It seemed only a matter of time when ADC was going to lose the entire account. 3.      To its credit, ADC,...

1.      The number of people actually attending the just concluded FTTH Conference was at least 40 percent lower than the original estimates. 2.      Perhaps a big part of the problem is that there really have not been any dramatic changes in the fiber...

1.      Fundamental “values” must be place in order to ensure a “value play.” 2.      Totally straight-shooting from the top leadership at Ciena has been lacking for a good number of years. 3.      A much higher level...

1.      While on paper, a Tellabs-Ciena merger would make a lot of sense, one problem is the deep cultural differences between the two suppliers. 2.      The earlier proposed merger between Tellabs and Ciena had a different CEO at the helm of the...

Nortel at its height commanded market valuation of US $398 billion in September 2000. This September the figure plummeted to menacingly low US $ 2.76 billion. The company is on the brink of failure due to unclear path on product portfolio & mergers to attain mega vendor status in past and now, accounting...

It's Terabyte Galore. Capacity is no longer an issue as vendors have 1TB products on the market from Seagate, Western Digital, and Iomega.

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...

For years and years we have viewed AT&T as an old fashioned phone company, too large to change and break out. But has working with innovate Apple caused a change in this old company of the last century?