Gerson Lehrman Group - Intelligently Connecting Institutions and Expertise.

Study Group: Carrier Edge (Access) Equipment Sellers

Council Members in this Study Group: 18

This study group may include experts knowledgeable on topics such as IT Services, consumer electronics, wireless devices, software, hardware, information technology, semiconductors, media, cable, satellite, internet, broadband, global positioning systems, advertising, online media, telecommunications, networking, wireless, and data storage, among others.

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Leading Experts in this Study Group

Michael Horsch Fizz, Senior Advisor, FCI Inc.Michael Horsch Fizz

Senior Advisor
FCI 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.

Michael Horsch Fizz is a Senior Advisor at FCI, a company providing system integration and strategy consulting services. Mr. Fizz specializes in monitoring and predicting industry trends coupled with quantitative and qualitative reviews of technology...

Jacob Larsen, VP, Global Operations and Business Transformation, Alcatel-Lucent - CCJacob Larsen

VP, Global Operations and Business Transformation
Alcatel-Lucent - CC
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.

Jacob Larsen is the Vice President, Global Operations and Business Transformation at Alcatel-Lucent. He oversees the company's global real estate portfolio across all practice areas including sales, R&D, manufacturing, and logistics. Post-merger, he coordinated...

Thomas Flynn

Executive Director
FOUR POINTS TECHNOLOGY, L.L.C.
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.

Thomas Flynn is the Executive Director of Four Points Technology, providing IT products and Services to the Federal government. Previously, he was the Executive Director - Partners & Programs at Apptis.<br/><br/>Apptis is a privately held company with...

Cliff McElroy, President, DATEC, INC.Cliff McElroy

President
DATEC, 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.

Cliff McElroy is the President of Datec, systems integrator and value added reseller located in Pacific Northwest. Datec provides data center solutions, LAN, WAN and VPN, application optimization, global availability, data center power, backup recovery,...

Dennis DeLillo

Regional Manager Professional Services Account Exe
SHI INTERNATIONAL 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.

Dennis DeLillo is a Senior Account Executive at SHI, a privately held, 100% minority-owned, women owned, $3.303 billion; 2007 Growth:17%. SHI is a global procurement outsourcing company and leading business-to-business solution provider. In addition...

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GLG NewsSM Analyses by this Study Group's Leading Experts(?)

Opinions and analyses expressed in GLG News are solely those of the author. See the Terms of Use for details.

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.

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.

There are lucrative sweet spots.

April 11, 2008

Cisco Signals Trouble Ahead | money.cnn.com

1) Due diligence is expected and the news of tightening belts was predicted. 2) In the last quarter we have found all verticals are experiencing some level of conservative spending. 3) However, we have also seen increased spending with some vendors and/or specific vendor products and solutions.  There are profits to be made during these next few quarters.  

Economic slowdown for network vendors

April 2, 2008

Cisco Signals Trouble Ahead | money.cnn.com

I will agree, that a collapse is overkill. But I see a softening of transactions and more projects help up at CFO level and because companies can't hire, and retain talent efficiently. This talent is the hold up of implementing new technologies, none the least is datacenter challenges around power.  Wan Opt product realization of layer 4 possible challenges, may change course of companies looking for wan opt done at layer 3 instead.

Is the Bulk muscle or fat?

November 20, 2006

Sun Bulks Up HPC Offerings | www.eweek.com

1) Sun is better positioned today than in the last three years.

2) No longer stepping on their own shoelaces.

3) In IBM's shadow.

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Members in this Study Group include these company types:

  • Networking Equipment Manufacturer
  • Value Added Reseller (VAR)
  • Network Management Software
  • Individual/Small Consultancy
  • Market Research Company*
  • Messaging & Groupware Software
  • Original Equipment Manufacturer
  • Systems Integrator (SI)

Members in this Study Group often have these job titles:

  • Director
  • Account Manager
  • President
  • Operations Executive
  • Sales
  • Regional Sales Manager
  • Marketing Manager
  • Sales and Marketing Director
  • Design Engineer