GLG News by Hardware Sellers

Tal RaesideManaging DirectorInsight Strategic Services 
          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Apple iPad - New Category, New Challenges

February 1, 2010

Apple's iPad Mistakes | www.pcworld.com

With its recently announced iPad, Apple is trying to bring to market a new product that in order to succeed needs to provide a materially improved user experience and carve out a position in the crowded consumer electronics marketplace.

Ken Kalinoski, President and General Partner

Ken KalinoskiPresident and General Partner100 Hill Rock LLC 
          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Kodak Seeks Play from Forgent Networks - Digital Media Patent Protection

January 25, 2010

Kodak Accuses RIM, Apple Of Patent Theft | www.itproportal.com

Kodak, a known master in still image compression techniques as well as digital compression, digital rights, etc is using a play from Forgent Networks (aka Compression Labs) who sought to exercise its patent protection rights against a broad set of potential industry infringers including Apple, Nokia, Kodak, IBM, Dell, HP, Sony, Hitachi, numerous telecom and cable providers, etc. in 2004. The "license strategy" yielded $125M in profits. See the "672" patent. Settlement in the works...

Tal RaesideManaging DirectorInsight Strategic Services 
          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Nokia: Focus on Product and Service Development

December 10, 2009

Nokia to close flagship US stores | www.totaltele.com

Nokia’s foray into the US retail market was ill-conceived and bound to fail. Nokia needs to focus on product development to overcome the issues it was addressing with its retail endeavor.

Ken Kalinoski, President and General Partner

Ken KalinoskiPresident and General Partner100 Hill Rock LLC 
          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Managed Services HOT in Innovative Areas: Collaboration & Telepresence

December 4, 2009

T-Systems secures five-year BP contract | www.totaltele.com

Managed Services have seen roller coaster expansion and contraction based on new levels of Innovation. New Innovation is MOST often left to strong, well invested Managed Service Providers. As technologies mature, corporate CIO's and IT heads general understand the nuances of technologies and begin to bring those technologies in-house, while continued to outsource other "new technologies". Examples:data management - in houseaudio communications- on the bubblevideo - out source

Ryan Bott, Director of Sales and OEM Development

Ryan BottDirector of Sales and OEM DevelopmentFusion-io 
          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

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

November 19, 2009

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?

Tal RaesideManaging DirectorInsight Strategic Services 
          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Nokia, Apple and Google - Driving the Mobile Revolution

November 5, 2009

Google, Nokia, Apple - who will win the mobile wars? | www.guardian.co.uk

Nokia, Apple and Google, along with several other companies, will shape the next phase of the mobile revolution.

Payam Maveddat, Chief Strategist & EVP - Product Management

Payam MaveddatChief Strategist & EVP - Product ManagementTaqua 
          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

NSN's HLR is not yet up to the task

November 5, 2009

T-Mobile US suffers another network outage | www.telecomseurope.net

T-Mobile US suffered a major network outage where a large number of subscribers could not send or receive voice or text messaging due to an outage in Nokia-Siemens' Home Location Register (HLR) as a result of an overload condition. This was the second incident that NSN has with their HLR that could prove to be costly.

Payam Maveddat, Chief Strategist & EVP - Product Management

Payam MaveddatChief Strategist & EVP - Product ManagementTaqua 
          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

IMS Backers Take Life Out of VoLGA

November 5, 2009

Operators Rally Round IMS for LTE Voice | www.unstrung.com

With the announced support of IMS-based voice and messaging over 4G/LTE by major mobile operators, T-Mobile International (now Deutsche Telekom) and other technology backers of VoLGA (a GSM-signaling over IP approach) are left with a key decision as whether to follow or remain isolated. Companies supporting VoLGA will be highly exposed, unless change course quickly.

Payam Maveddat, Chief Strategist & EVP - Product Management

Payam MaveddatChief Strategist & EVP - Product ManagementTaqua 
          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Wireless Backhaul plus EPC equal to Three?

October 22, 2009

Tellabs buys WiChorus for $165M | sanjose.bizjournals.com

The market for mobile internet infrastructure is heating up with the acquisition of WiChorus by Tellabs. Tellabs' main play in wireless so far has been in the backhaul, voice quality products, and transmission. Moving in the packet core is not going to change Tellabs' position within the mobile operators significantly.

Payam Maveddat, Chief Strategist & EVP - Product Management

Payam MaveddatChief Strategist & EVP - Product ManagementTaqua 
          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Another Nortel in the Making - NSN

October 20, 2009

Nokia, Siemens search for exit out of NSN venture | www.reuters.com

The merger of Nokia and Siemens' telecom infrastructure units may have looked good on paper two years ago. But, the merger has been anything but a success and continued loss of market share is making NSN look like another Nortel in the making, followed closely by ALU.

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