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Michael Horsch Fizz, Senior Advisor

Michael Horsch FizzSenior AdvisorFCI Inc. What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Cisco's advantages and challenges. Comparisons to Juniper, ProCurve, Brocade.

August 5, 2009

Cisco’s Sales Will Drop as Much as 17%, Chambers Says | www.bloomberg.com

Cisco's strengths and challenges for their first fiscal quarter and beyond can be further defined when we compare them to their competition.  Juniper, HP ProCurve, Avaya, Brocade (Foundry), Nortel, 3COM are vendors that can help us define and understand Cisco. Cisco's success may very well be due to the weakness of their competition versus the strengths of Cisco.  In addition, with $30 plus billion of cash they are better positioned than most.

Afarin BellisarioFounder and PresidentTranstrategy, Inc What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Intel inside everything?

March 3, 2009

Intel vs. Qualcomm | www.businessweek.com

The partnership between Intel and TSMC will allow expanding Intel platform well beyond PC, notebooks and Net Books. Access to IP, will allow a set of customers who value customization consider Intel platform. In addition to access to IP and ASIC design capability, TSMC can offer Intel a lower cost manufacturing facility to compete more effectively.

Afarin BellisarioFounder and PresidentTranstrategy, Inc What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

One Step Forward, More to Go

March 3, 2009

Solar Power For $2 A Day | www.forbes.com

Designers in CA are using the current generation of solar technology to create smaller, easy to install and modular panels which are afforadble for younger people, even those living in rental housing. Using existing technology while eliminating large cost of installation is an mportant step to spread the utility of panels. This will allow people to experiment with solra power without haveing to lay out thousands of dollars. Solving safety and integration problems with the grid will be the next.  

Michael Horsch Fizz, Senior Advisor

Michael Horsch FizzSenior AdvisorFCI Inc. What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Balancing a Load

February 27, 2009

Alteon deal worth just $17.65M, Nortel says | www.ottawacitizen.com

-May be enough to finally give Radware a push into profitability;  -Nortel (Alteon) clients win;  -Radware may increase their market reach.  -Competition is already going after existing Nortel clients.

Afarin BellisarioFounder and PresidentTranstrategy, Inc What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

LED Displays are Here to Stay

December 5, 2008

Surge in sales of LED-backlit notebook PCs | compoundsemiconductor.net

The sales of PC's with LED based displayes have surged 63% in the most recent quarter and are expected to reach 2.1 million units in 2008, capturing a 5.4% market share. The trand is expceted to continue.

Kenneth Eisner, Managing Director, OE Ventures

Kenneth EisnerManaging Director, OE VenturesONE ECONOMY CORP. What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

What VCs Should Invest In ... In this Economy

November 24, 2008

What Should Investors Do Now? | online.wsj.com

Consumers aren't in a buying mood this holiday, but there are opportunities for new companies.  I don't recommend the hi-tech plays that won't actualize for another decade, but rather look at some opportunities that should spark demand in a 1-3 year time frame.  Anyway, it is the holiday season, and nothing goes better under the Christmas tree than a fresh bowl of optimism.

Kenneth Eisner, Managing Director, OE Ventures

Kenneth EisnerManaging Director, OE VenturesONE ECONOMY CORP. What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Advice to RIM Blackberry: How to Attack Apple's B2C Advantage

November 24, 2008

BlackBerry maker battles back | money.cnn.com

RIM, like Nextel before the merger with Sprint, needs to move with lightning speed into the consumer arena.  Apple and Google have huge advantages in this arena, with greater consumer know-how and a marketing reach that blows RIM out of the water.  In this article, I look beyond RIM's new products to brainstorm some strategies that might be useful in this very difficult assault.

Kenneth Eisner, Managing Director, OE Ventures

Kenneth EisnerManaging Director, OE VenturesONE ECONOMY CORP. What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Big NTT DoCoMo Nets Google and LiMo: Microsoft and RIM Should be Worried

November 24, 2008

DoCoMo, KTF to sell Google phone next year: report | www.reuters.com

The roll-out of the Google phone into Japan, through the largest carrier in the country and one of the data innovators, is a shot across the bow of Microsoft, RIM, and Nokia.  It is impossible to stem the tide of the new OS mafia -- from Apple, Google, and LiMo -- but if Microsoft doesn't wake up quickly and radically re-invent, they will find themselves on the outside looking in.  Good for the consumer, bad for the complacent incumbents.

Kenneth Eisner, Managing Director, OE Ventures

Kenneth EisnerManaging Director, OE VenturesONE ECONOMY CORP. What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Higher-Pay Employees Most Likely to Leave Sprint

November 17, 2008

Sprint offers voluntary package to employees | www.fiercewireless.com

I don't think the Sprint voluntary package is going to draw mass defections.  The market is too weak, and options for the unemployed are not rosy.  However, on the margin, higher up employees might be the most likely to bolt, and this post goes through a theoretical breakdown.

Kenneth Eisner, Managing Director, OE Ventures

Kenneth EisnerManaging Director, OE VenturesONE ECONOMY CORP. What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

PwC TV Ad Study Reaches Silly Conclusions: Branding isn't just TV Domain

November 14, 2008

Cutting TV advertising will harm your brand | www.mandmglobal.com

This PwC study really got me riled because it reflects a nonsensical version of the brand, one that can only be broadcast over the TV, that is just no longer true.  Sure, Comcast and Time Warner and ESPN may want you to believe it it true, but Google's interactive medium is the wave of the future, even the branding future.  The shift to interactive has been far too slow, and this study paints exactly the wrong picture.

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