GLG News(sm): Technology, Media & Telecom

Hardball 11/21/09: Calix’s IPO in Order to Buy Cyan?

Samuel Greenholtz — Sat, 21 Nov 2009 18:17:19 EST

In a 2005 BusinessWeek article, Calix’ CEO was quoted as saying: "The only thing that would cause me to go public is if we wanted to go do an acquisition. I don't know why else I'd do it." It was clear to us earlier this year that he had evidently not changed his stance in justifying an IPO.

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Joe Potter — Sat, 21 Nov 2009 11:51:30 EST

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Sony's new televisions spell the end of the console and set-top box

GLG Expert Contributor — Fri, 20 Nov 2009 09:01:16 EST

Sony has announced plans for a television service that evolves.In the Financial Times today, Sony CEO and Chairman Sir Howard Stringer said “Sony will have a one-to-one relationship with … customers to offer subscription services, cloud storage of personal content as well as unique entertainment”And that will all be based around the television. Does this mean the beginning of the end for the PlayStation?I think so.

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

Samuel Greenholtz — Fri, 20 Nov 2009 08:23:47 EST

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...?

GLG Expert Contributor — Thu, 19 Nov 2009 15:59:24 EST

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

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

Ryan Bott — Thu, 19 Nov 2009 14:47:46 EST

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?

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

Samuel Greenholtz — Thu, 19 Nov 2009 10:05:30 EST

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 ?

GLG Expert Contributor — Thu, 19 Nov 2009 09:10:02 EST

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 Limelight a cost advantage in the market ?

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

Mahesh Khera — Thu, 19 Nov 2009 08:30:04 EST

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 synergy for the NOC and field operations thereby further reducing the costs.

Orascom going for the emerging market opportunities and growth

GLG Expert Contributor — Thu, 19 Nov 2009 07:30:45 EST

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.

Boost for LED backed LCD TV by California Energy Commission

Munisamy Anandan — Wed, 18 Nov 2009 20:13:41 EST

(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

GLG Expert Contributor — Wed, 18 Nov 2009 15:43:14 EST

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.

Microsoft thrown out of court in an IPR lawsuit in China

GLG Expert Contributor — Wed, 18 Nov 2009 11:49:51 EST

China's reputation among the leading suppliers/global players like Microsoft , Motorola Inc. and Apple does not carry much credence with respect to numerous IPR battles taking place locally. In spite of high level representations by diplomats,trade/commerce officials and leading politicians, China seem to have turned a deaf ear to complaints and maintained their self righteousness. This does not augur well for China and its future trade prospects with the west.

Hardball 11/18/09: One Last Kick in Pants from WV to VZ Before Parting

Samuel Greenholtz — Wed, 18 Nov 2009 10:18:50 EST

The gloves are coming off one final time between Verizon and West Virginia. The state is probably going to be so relieved to get Verizon out that it will likely play ball with Frontier. It would hardly be an exaggeration to say that the relationship over the years between the two parties has been acrimonious.

Microsoft Protects its Flanks to Save It's Ass

J. Bruce Daley — Wed, 18 Nov 2009 10:08:40 EST

* Microsoft is making a defensive alliance to complete its stack* Fortunes will be made and lost developing cloud offerings* Despite the hype Cloud Computing is a real long term trend

Microsoft investing in Cloud Computing or a Server and PDA line of Computers?

GLG Expert Contributor — Wed, 18 Nov 2009 09:38:45 EST

Is Microsoft's investment in Taiwan to develop cloud computing technology or build its own line of PDA/laptops and Servers to function within "Cloud Computing"?Development of New Software always drives the need for improved and updated Computer hardware as the perfect combination for solving the ease of use and improve performance, flexibility, and security issues.

Was Autodesk a bubble stock?

L. Stephen Wolfe — Wed, 18 Nov 2009 00:29:35 EST

Today Autodesk became the last of the large publicly traded engineering software companies to announce its earnings. Whereas Autodesk had been a sales and profit leader during the run-up to the financial bubble that burst in 2008, its sales have fallen faster than its peers in the past 12 months. What's going on?

What Logitech Gets By Purchasing LifeSize Communications

GLG Expert Contributor — Tue, 17 Nov 2009 17:27:29 EST

By purchasing LifeSize Communications, Logitech gets to bundle LifeSize's HD standards-based videoconferencing codec with Logitech HD webcam. This should, overtime, dramatically lower the price-point of standards-based videoconferencing end-points and expand the distribution of standards based videoconferencing end-points to the Big Box Retailers that carry Logitech peripherials including Best Buy, Target, and Wal-Mart.

Hardball 11/17/09: AT&T's Version of Keystone Cops

Samuel Greenholtz — Tue, 17 Nov 2009 13:40:10 EST

Nothing illustrates more the state of disarray at AT&T than this bungled attempt to dispute Verizon Wireless’ claims. AT&T apparently even has trouble settling on a unified public relations/marketing response. The service provider just did not want the world to know about the disparity in 3G coverage between the two carriers.

Google enters web acceleration space with new SPDY project

GLG Expert Contributor — Tue, 17 Nov 2009 12:27:22 EST

Google announced “a new experimental protocol for a faster web” called “SPDY” (pronounced SPeeDY) this would seem to, at first glance, put Google head to head with the major CDN providers out there like Akamai and Limelight.