GLG News by VOIP Experts (North America)

Given the tough climate and price challenges associated with building mobile networks in India, the most likely winners will be ZTE and Huawei if CDMA is selected by Reliance and Tata for 3G radio technology. Nortel and Alcatel-Lucent have to bleed in order to get this business.

1.      The ability to do firmware changes in the field and to do software adaptations of port speeds or protocols has been around for a while – and Ciena has been a leader with this type of capability. 2.      There is no question that as feature sets...

Qwest has been floundering as a phone company for years, having to deal with PSC fines and general business issues, which appeared to be keeping them from setting goals on newer technology and moving ahead with data sales in particular.  Their FTTNode strategy appears to be solving some of their...

With spectrum auctions concluded and multiple new entrants coming into the Canadian mobile wireless market, it seems that Bell Canada and Telus had to react in order to remain competitive in their market. More bad news for the CDMA technology as a whole and Nortel (a Canadian darling) specifically since...

1.      Several years ago, the proposed merger between Tellabs and Ciena made a lot of sense. 2.      Now from Tellabs’ perspective, a potential marriage would appear even more favorable. 3.      Private equity firms taking over...

Both the server and PC markets seem to have held up very well during the past months, and barring a catastrophic collapse of the economy, likely will continue to do well.  Credit must go to the innovations in both technology and business processes achieved primarily by HP, Dell and Intel.

The next evolution of Xen software puts further pressure on VMWare’s market share and margins.  This is a clear indication that VMWare’s business model will require a major overhaul sometime in the next year or two.  Microsoft will be less impacted since they have less today. 

1.      It is hard to ignore the irony of a recent statement in USA Today made by Ciena’s CEO, Gary Smith. 2.      He said, “Experience is not about having more answers.  It's about asking the right questions." 3.      AT&T...

The stakes will be high in suppliers vying for the business of AT&T. 2.  The technologies span the network – from last mile access to high-capacity long haul at the largest RBOC.   3. Although Verizon has completed its major RFPs for now, there appears to be at least a couple out there...

1.      Ciena’s international position is definitely looking up. 2.      Throughout Europe, the supplier is working really hard to get additional market penetration. 3.      While Asia has never really been a hot spot for Ciena,...