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All GLG News Analyses Filed Under: Telecom

Analyses are solely the work of the authors and have not been edited or endorsed by GLG.
Analysis of: Clash of the Titans: Harmonization of WiMAX and LTE | www.maravedis-bwa.com
The WiMax/LTE controversy about "harmonization" is yet another example of the tension between the virtues of competition - let innovation flourish and the market decide which is the "best" standard - and the benefits of a common standard such as economies of scale and ease of interoperability.
Analysis of: The Acer, Intel & Economic Times Smart Workplace Awards Conclude | www.indiaprwire.com
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...
Analysis of: Ciena Expects $5.0 to $6.0 Million Q3 GAAP Loss Related to Commercial Paper Investments | www.reuters.com
1.      The understanding in the industry has been that Ciena bought World Wide Packets (WWP) at the bidding of AT&T. 2.      However, at this point, Alcatel-Lucent’s TiMetra seems to be building a case for the RBOC’s business.   3.     ...
Analysis of: Equinix Data Centers Certified 'Green' | www.tmcnet.com
Organizations are increasingly evaluating and implementing liquid cooling solutions to meet the heat challenges of blade servers and high-density computing. Liquid cooling solutions utilize air/liquid heat exchangers to provide quiet, uniform, effective cooling.
Analysis of: WiFi Nearing Takeoff-Airlines Compete to Offer Web Surfing in the Skies | www.washingtonpost.com
Delta Airlines is planning to beat its competition by offering Wi-Fi acccess on its domestic flights. This will give travellers web access if they have a Wi-Fi enabled device. Voice calls will not be enabled.
Analysis of: XO finds demand for higher Ethernet speeds | telephonyonline.com
1.      Timing is everything. 2.      It appears that the Ethernet over copper market is finally moving beyond early adoption. 3.      Even with the most positive view of the technology potential, six or more vendors in the market...
Analysis of: CMC Plugs Digital, HD | www.multichannel.com
1.      The whole Tru2Way/OCAP concept is getting some traction now. 2.      As voice and data growth begins to taper off, the hope for small-to-medium sized cable TV companies is to be able to generate some additional revenue from their customers. 3.     ...
Analysis of: What the telecom industry will do about DPI | telephonyonline.com
1.      Ethernet and TCP/IP were designed for use in a friendly environment.   2.      In other words, there has been a fundamental assumption that all of the attachments to the Ethernet connection were going to be playing by the rules. 3.     ...
Analysis of: Indonesia's Largest ISP Improves the Customer Experience With Procera Networks' Evolved DPI Platform | money.cnn.com
1.      A key success factor for Deep Packet Inspection (DPI) vendors is the level of visibility that can be given to the service provider. 2.      Procera Networks appears to offer an impressive means of managing and presenting data. 3.     ...
Analysis of: BT gambles on speedy fibre download times | www.ft.com
Incumbent carriers have a vested interest to delay innovations in order to allow them to milk old assets for as long as possible, from a profit position an underdtandable strategy. Countries increasingly see the need of fibre infrastructure in order to push their digital economy along. Monopolies are...
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