GLG News by WAN Equipment Market Experts

The recent terror attacks in Mumbai are bringing into question the safety and stability of the Indian environment.  American companies may be reluctant to move more of their business to India if they perceive the environment as unsafe or unstable.  Such reluctance could have a chilling effect...

1.      Vikram Saksena worked at AT&T for 16 years constructing its data network. 2.      He has an intimate understanding of the previous layers of the infrastructure. 3.      Tellabs’ new CEO is changing the corporate...

Linux is now a viable alternative for a desktop operating system.  It works cleanly with most modern and not so modern hardware.  It comes pre-packaged so someone less than a genius can install it.  Why hasn’t it taken the world by storm?  Largely because there isn’t a sufficient...

1.      Insufficient spending on new equipment at AT&T could lead to significant degradation, especially in residential networks across the country. 2.      It is not out of the question that huge fines could be assessed to the RBOC. 3.     ...

1.      The source article is referring only to AT&T’s wireless spending. 2.      However, at this point, it appears that it is not out of the question that AT&T’s total CAPEX spending could be down even more than 10 percent in 2009 – if...

1.      Direct competitors of Infinera including Alcatel-Lucent, Ciena, Ericsson, Fujitsu, Nokia Siemens, and Nortel initially appeared apprehensive about the newcomer’s disruptive technology. 2.      However, Infinera’s entry into the market did not...

Smartphones are increasingly capable, attractive and usable.  While they still represent a minority market share in the cell phone market, their popularity is growing.  Apple gets most of the publicity, but RIM, Nokia and others are not sitting still.

1.      If one did not know any better, it seems that Infinera has not received the memo that the large carriers have shifted their focus away from 40G to 100G. 2.      While the supplier puts a lot of emphasis on its 40G development, the predominant...

1.      As we stated in a previous article, it has become clear now that there is a high probability that 100G will ultimately dwarf 40G. 2.      However, Ekinops asserts that the cost advantages of its 40G solution will be so compelling that the...

The short answer is – yes!  Both enterprises and consumers seem unlikely to spend much on PCs this holiday season.  Nonetheless, bad times can work to the long-term advantage of vendors if they are properly positioned going in.