Technology, Media & Telecom News by GLG Council Members

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 11/20/09/13:00 GMT: NSN Likely for NT’s Optical Assets– Infinera Entry?

November 20, 2009

Analysis of:One at a time, please: Nortel delays one auction because of another | localtechwire.com

Nokia Siemens Networks desperately needs to establish a sizable public network presence in North America. Even if Ericsson places a bid, NSN appears to be the favorite to get Nortel’s optical assets. There has been speculation about Infinera entering the fray.

AOL spins off TW... and the change will be...?

November 19, 2009

Analysis by:GLG Expert Contributor

Analysis of:AOL spinoff to become effective 10 Dec | www.totaltele.com

... minimal if at all.AOL and TimeWarner were never happy bedfellows. Now they will continue their own merry ways separately.

Ryan BottDirector of Channel/OEM DevelopmentFusion-io

Salesforce's Benioff Delivers at Dreamforce. Revenue Builders or Social Fodder?

November 19, 2009

Analysis of:Salesforce.com Announces new Social Applications | www.thestandard.com

Salesforce.com announced major initiatives with Computer Associates,Facebook and Twitter all around their new Chatter feature which Mark Benioff calls the greatest changes since Dreamforce.com began 8 yrs ago. But are these additions social fodder or new streams of revenue for the CRM giant?

New Policies Aid U.S. in Cleantech Race

November 19, 2009

Analysis by:GLG Expert Contributor

Analysis of:New clean energy policies target U.S- China trade balance | www.examiner.com

As noted in this core article, the new U.S.-China partnership coupled with the Solar Manufacturing Jobs Creation Act will enhance America’s competitiveness in the cleantech race- not to become simply be a consumer of renewables to meet greenhouse gas emissions standards, but a producer as well.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 11/19/09: Kiss of Death for Clearwire?

November 19, 2009

Analysis of:Clearwire: 'Google Believes in Us' | www.unstrung.com

Google’s lack of investment in the last round speaks volumes. As we have said in the past, no company does as much agonizing cost analysis as the search engine provider. We still believe that if Clearwire does survive, it will be with a far less ambitious, targeted metro approach.

Does Limelight have a cost advantage over Akamai ?

November 19, 2009

Analysis by:GLG Expert Contributor

Analysis of:Is Limelight Networks really a more efficient at CDN delivery than Akamai? | reports.rrgroupllc.com

Limelight networks entered the CDN scene in 2006. Limelight’s claim to fame is that it has built a next generation CDN that can deliver Media CDN services at a lower cost due to its “newer” technology.  Despite it’s claims of “newer” technology Limelight network has been embattled in a nasty IP patent lawsuit against Akamai technologies.Is Limelight’s newer technology really unique and does it give...

Mahesh KheraPrincipal Consultant, Telecom Media TechnologyM SQUARED CONSULTING, INC.

Network and Tower Operations Center (NTOC) – An Optimizer for Network Opex

November 19, 2009

Analysis of:The Operations of Telecom Networks and Data Centers Need a Paradigm Shift to Become Green, Reduce Global Warming and Optimize Total Cost of Operations (TCO) | /councils.glgroup.com/news/Analyses.mvc/Details/29290

Telecom network operations are most opex intensive. Some innovative steps taken to optimize these costs are to share network infrastructure between multiple operators and managed services of network operations. However, with the emergence of tower companies who create and maintain the passive infrastructure in which even active network elements reside, there is a possibility of achieving greater...

Orascom going for the emerging market opportunities and growth

November 19, 2009

Analysis by:GLG Expert Contributor

Analysis of:Orascom Telecom Q3 net profit up to USD 180.9 mln | www.telecompaper.com

The growth rates as well as the EBIDA margins enjoyed by network operators are indicative of the need to service the pent up demand in these markets. The third quarter 2009 results from Orascom tend to re-enforce this.

Munisamy AnandanPresident & Managing MemberORGANIC LIGHTING TECHNOLOGIES, LLC

Boost for LED backed LCD TV by California Energy Commission

November 18, 2009

Analysis of:Calif. requires TVs to be more energy efficient | tech.yahoo.com

(1) LED backlight is becoming more efficient year by year leading to the reduction of power consumption of LCD TV backlit by LED.(2) Boost to LCD TV by LED backlight put pressure on plasma TV and OLED TV(3) Now additional boost comes through legislation by California Energy Commission

Orascom: From The Sahara To The Tundra

November 18, 2009

Analysis by:GLG Expert Contributor

Analysis of:Orascom Telecom Q3 net profit up to USD 180.9 mln | www.telecompaper.com

Orascom operates in a very wide variety of economies and cultural and political environments. It will face the choice between divesting or expanding its relatively minor sub-Saharan holdings as the forces of regional consolidation and the initiatives of entrants eyeing the region gather momentum.

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