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GLG News by Telecom/Cable Service Purchasers, Evaluators, and Pricing Trend Experts

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July 3, 2008
3-D Cinema: A Three-Way Format War
Analysis of: Digital cinema 3-D | mkpe.com
Author: James Meyers, Chief Executive Officer , Alpha Media
1.    Real D, Dolby and NuVision battle it out over ease of use, technology and business model      2.    The number of 3-D Cinema installations is tiny compared to the total number of screens worldwide… there is an extensive market waiting to be...
Cliff BellJuly 1, 2008
Cut IT Spending by virtualizing the desktop and reduce Power consumption
Analysis of: Data Centers Nearing Power-Usage, Cost Crisis | www.eweek.com
Author: Cliff Bell, Chief Information Officer, Infogain Corporation
1. Power consumes more than the cost of the PC. 2.  Virtualization of PC's can reduce the IT budget.
Samuel GreenholtzJuly 1, 2008
Could Ethernet over Copper Gear be Sold Directly to Enterprises?
Analysis of: Speakeasy joins XO Ethernet resellers | telephonyonline.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1.      An Ethernet over Copper (EoC) supplier, such as Hatteras Networks, sells to service providers and mobile operators that either own or have access to copper facilities through special access, leased lines, UNE-Ls and LLUs. 2.      Hatteras is...
July 1, 2008
Oracle Not Enthusiastic About SaaS
Analysis of: Oracle Will Keep Shopping, Just Not in the SaaS Aisle | finance.yahoo.com
Author: Paul Massie, Sr. Director of IT and Facilities, Genesis Microchip Inc.
According to the media and several prominent individuals, SaaS is the future of the software business.  The “old-fashioned” licensed software model is doomed.  Yet the most profitable and biggest software companies have only a limited presence in SaaS.  Does this mean they are out of...
Samuel GreenholtzJuly 1, 2008
Verizon Determined to Dump Vodafone.
Analysis of: Verizon presses Vodafone to leave venture | www.ft.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1.      It is probably not an exaggeration to say that Verizon is hell-bent on taking full control of its wireless business. 2.      The acquisition of Alltel was only kind of a half victory. 3.      Verizon might be signaling...
July 1, 2008
Clearwire Oh No!!! – Please Don’t Get Distracted!!!!!
Analysis of: Clearwire in Euro Partner Talks | www.unstrung.com
Author: P.J. Louis, President, PJ Louis LLC
This was what I feared – distraction and lack of coordination. We may be seeing the beginning of the end of Sprint’s WiMAX plans.
July 1, 2008
Sprint v. Verizon – Verizon May Have Nothing to Worry About
Analysis of: Verizon COO undaunted by WiMAX | nxtcommnews.com
Author: P.J. Louis, President, PJ Louis LLC
Verizon has a lot going on right now.  Verizon is inviting Vodafone to leave the Verizon Wireless venture.  Verizon is acquiring Alltel. What did people think Strigl was going to say? However, Sprint may be its own worse enemy.
Samuel GreenholtzJuly 1, 2008
Embarq’s Reason for Selecting CEO was Evidently in Anticipation of a Merger
Analysis of: All eyes are on Embarq’s rookie CEO | www.kansascity.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1.      Many industry observers were scratching their heads as to why Embarq selected a lawyer to run the company. 2.      The fact that regulatory issues are so much a part of an ILEC’s operation seemed way too inadequate as an explanation. 3.     ...
June 26, 2008
Nokia Plus Symbian – Setting New Rules for the Handset Business
Analysis of: Nokia to Buy Phone-Software Firm | online.wsj.com
Author: P.J. Louis, President, PJ Louis LLC
Nokia is already competition for all handset manufacturers.  Nokia sells about 37 Million handsets a month. Apple is not even in the same league as Nokia.
June 26, 2008
Sonus – Just the tip of the Iceberg
Analysis of: Sonus Networks Directors Re-Elected Amid Squabble | online.wsj.com
Author: P.J. Louis, President, PJ Louis LLC
Isn’t foreign investment in publicly traded American companies is supposed to be carefully monitored by the SEC?  

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