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October 8, 2008Why should you Invest in Clean Lighting Sector?
Analysis of: Cree Announces Commercial Availability of XLamp MC-E LED | biz.yahoo.com
Author: Steve Fanchiu, President and Chief Executive Officer, Genttix, Inc.
How will the U.S. innovative firms prominently continue the global leadership in LED (Light Emitting Diode) device? How will the green energy incorporate newer lighting technologies? What are the challenges that affect the technological development in the clean lighting industry?
October 8, 2008Uverse Take Rate Bargain Basement Deal
Analysis of: AT&T Launches $200 Cash Back Deal for U-verse TV | www.xchangemag.com
Author: Joseph Upton, Pres/CEO, Kabel-X USA
ATT is following VZ's lead by offering $200 cash back to existing ATT customers that take one of the three Uverse bundled deals, with or without internet access. The current slowdown in ATT spending on Uverse and everything else, follows the negative economic climate and failing mortgages situation,...
October 7, 2008AT&T Re-org Likely to Be Part of Eventual Shift to FTTH Emphasis
Analysis of: In Shake-Up, AT&T Gives Wireless Chief Broader Role | online.wsj.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1. There could easily be another reason for AT&T “putting wireless chief Ralph de la Vega in charge of all consumer offerings...[than] to better coordinate marketing of landline and mobile services...”
2. It has been long known that...
October 7, 2008Google Remake in the Wind?
Analysis of: Google Increases Online Video Share with 5B Views | www.contentinople.com
Author: Joseph Upton, Pres/CEO, Kabel-X USA
Google has locked down the strongest online video share with their Youtube offering. Are they headed toward locking down customers via landline fiber, where they can act as ISP, Service Provider, and major advertising power on the net?
October 7, 2008Telecom Should be Safe Port to Ride Out Economic Storm
Analysis of: Recession Expected to Hit Telecom in Second Half | www.xchangemag.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1. Despite the economic downturn, the overall telecom services business in the US continues to remain rather good.
2. While residential building has taken a hard hit, the performance numbers at the three major service providers have stayed fairly strong – especially at AT&T and Verizon.
3....
October 7, 2008Incumbency Will Be Major Factor For Niche Suppliers in Troubled Market
Analysis of: Market Meltdown: Equipment, Software Vendors to Suffer Most | www.phoneplusmag.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
Incumbency will be critical in whether vendors win or lose during the downturn in the US telecom market.
R&D and service programs will suffer the most.
If layoffs occur at one of these suppliers, instead of getting rid of the most experienced employees, the company should try
as much as...
October 2, 2008What Could You Expect from Players for MEMS-based Pico Projector in North American Market?
Analysis of: Microvision Demonstrates Enhancements to Pico Projector Prototype at CEATEC Japan 2008 | biz.yahoo.com
Author: Steve Fanchiu, President and Chief Executive Officer, Genttix, Inc.
What is the merit and advantage for Japanese and other leading Asian brands in Korea and Taiwan to play with in the consumer electronics market? How spaciously could be U.S. firms to play in the portable consumer electronics market when Apple has lost its power in driving further cost reduction and...
September 29, 2008Nortel’s Damaged Brand Name is the All-Important Factor
Analysis of: Deconstructing Nortel, a former icon | www.canada.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1. A very long time ago, Nortel was considered one of the premier corporations in the world. 2. The company was able to coast along just on its reputation and presence despite a record of limited innovation. 3. ...
September 29, 2008Nortel’s CO Installed Base is Still its Most Valuable Asset
Analysis of: Nortel 4G Plans Up in the Air | www.unstrung.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1. In its revised outlook, the term “DMS” was not mentioned one time. 2. At least there was recognition by Nortel that carrier VoIP is closely related to its heritage. 3. It is reasonable to assume that wireless...
September 29, 2008ADC Makes Dramatic Comeback at AT&T at CommScope’s Expense
Analysis of: ADC is Party-Neutral Supplier of Fiber Connectivity Solutions at Democratic and Republican National Convention Sites | www.marketwatch.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
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,...
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Source Article | Expert Analyses
Offshore Outsourcing: What Role Will the Recession Play?
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Nuance buys Philips Speech Recognition for nearly $100M
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In Shake-Up, AT&T Gives Wireless Chief Broader Role
online.wsj.com
NPD: Apple iPhone 3G is #1 smartphone in U.S.; AT&T big beneficiary
macdailynews.com
Net effects of Recession on Offshore Outsourcing
October 8, 2008
Offshore Outsourcers Hurt by Financial Meltdown
October 7, 2008
Nuance updates earnings upwards
October 3, 2008
Here they go again!
October 3, 2008
Deconstructing Nortel – What Next? Time To Hunker Down
October 1, 2008

