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All GLG News Analyses Filed Under: Telecom

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Posted August 12, 2008
Clash of the Titans: Harmonization of WiMAX and LTE
Analysis of: Clash of the Titans: Harmonization of WiMAX and LTE | www.maravedis-bwa.com
Author: GLG Member Program Contributor
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.
Samuel Greenholtz Posted August 12, 2008
Ciena’s Prospects Abroad are as Strong as Ever
Analysis of: The Acer, Intel & Economic Times Smart Workplace Awards Conclude | www.indiaprwire.com
Author: Samuel Greenholtz, Principal Telecom Pragmatics
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...
Samuel Greenholtz Posted August 12, 2008
Are Sales of Ciena’s World Wide Packet Solutions to AT&T In Jeopardy?
Analysis of: Ciena Expects $5.0 to $6.0 Million Q3 GAAP Loss Related to Commercial Paper Investments | www.reuters.com
Author: Samuel Greenholtz, Principal Telecom Pragmatics
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.     ...
Stanislav Milanovic Posted August 11, 2008
Liquid Cooling for a Data Center
Analysis of: Equinix Data Centers Certified 'Green' | www.tmcnet.com
Author: Stanislav Milanovic, Principal Network Architect IBM Deutschland Gmbh
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.
Posted August 11, 2008
WiFi Nearing Takeoff-Airlines Compete to Offer Web Surfing in the Skies
Analysis of: WiFi Nearing Takeoff-Airlines Compete to Offer Web Surfing in the Skies | www.washingtonpost.com
Author: GLG Member Program Contributor
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.
Samuel Greenholtz Posted August 11, 2008
Shakeout Inevitable in Ethernet over Copper Market
Analysis of: XO finds demand for higher Ethernet speeds | telephonyonline.com
Author: Samuel Greenholtz, Principal Telecom Pragmatics
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...
Samuel Greenholtz Posted August 11, 2008
Smaller Cable Operators Could Greatly Benefit from CMC’s HITS
Analysis of: CMC Plugs Digital, HD | www.multichannel.com
Author: Samuel Greenholtz, Principal Telecom Pragmatics
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.     ...
Samuel Greenholtz Posted August 11, 2008
Telecom Industry Does Not Survive Without DPI
Analysis of: What the telecom industry will do about DPI | telephonyonline.com
Author: Samuel Greenholtz, Principal Telecom Pragmatics
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.     ...
Samuel Greenholtz Posted August 11, 2008
In DPI Market, Procera Seems to Have an Edge over Allot, Sandvine, etc.
Analysis of: Indonesia's Largest ISP Improves the Customer Experience With Procera Networks' Evolved DPI Platform | money.cnn.com
Author: Samuel Greenholtz, Principal Telecom Pragmatics
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.     ...
Posted August 8, 2008
BT gambles on speedy fibre download times
Analysis of: BT gambles on speedy fibre download times | www.ft.com
Author: GLG Member Program Contributor
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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