GLG News by Hardware Sellers

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.

Innovation can seriously be hampered

June 17, 2009

Beneficiaries in AT&T Vendor Streamlining | online.barrons.com

Existing vendors that are not selected as prime for their domain may have to sign reseller agreement with the domain primes and that would impact the bottom line and profitability. New vendors will be completely left out if not able to forge partnerships with the domain primes. Innovation can seriously be hampered.

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.

Palm is Back! Not Yet But They’re on the Right Track

June 10, 2009

Apple: $99 iPhone and New $199 3GS | www.wirelessweek.com

Palm’s new Pre device, along with its webOS software, gives the company its best (and maybe last) chance to survive and regain significant presence in a category it defined and once dominated.

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.

Pre-Paid Versus Post-Paid - the Next Chapter

May 19, 2009

Is prepaid growth an illusion? | telephonyonline.com

The increase in pre-paid mobile customers makes sense given the current economic conditions but the mobile industry, especially in the US, was built on post-paid or contract subscribers, and will not become pre-paid driven.

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 Not Completely Out Yet!

May 7, 2009

Rumor Mill: Did AT&T pick Ericsson, Alca-Lu, Huawei for LTE trial? | www.fiercewireless.com

Ericsson and ALU definitely the favorite, Huawei in the game to put pricing pressure on the other vendors, NSN may be able to play, if make a run at Nortel assets!

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.

Unlikely Scenario

April 30, 2009

Sprint, T-Mobile Heading for Imminent Tie-Up? | www.xchangemag.com

Given the challenging situation that Sprint is facing and continued loss of subscribers and technology mismatch between Nextel iDEN and Sprint CDMA, it is very unlikely that T-Mobile will make a move to acquire Sprint.  Regulatory environment does not provide an environment for a foreign owned carrier to acquire Sprint.

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.

CDMA Business to NSN

April 27, 2009

Nortel's slide into oblivion | www.ottawacitizen.com

NSN not interested in the entire carrier business of Nortel, only CDMA Key to getting LTE business from Verizon

Howard Bergman, Vice President

Howard BergmanVice PresidentDERIVE TECHNOLOGIES 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.

What's Hot about VMWare version 4

April 27, 2009

VMware unveils its cloud OS; Wants to be a bridge for the enterprise | blogs.zdnet.com

The best new feature of VMware v4.0 (dubbed vShphere) is the inclusion of "FT" - Fault Tolerance.  Essentially, if a primary server fails, the 2nd "Shadow" server will seamlessly assume the role of the primary server.  This means - zero - downtime. There are certain caveats, such as shared storage is required and a high speed link between the 2 servers is assumed, but IF you need true fault tolerance, this is a great idea.

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.

Look under the Hood

April 20, 2009

Starent Networks' New Platform Bridges Legacy and Next-Gen All-IP Multimedia Networks | ip-pbx.tmcnet.com

Starent has confirmed that XT-30 is a OEM product from Mavenir Systems that as a solution provides next generation IMS services for mobile carriers. Starent is planning to expand its reach beyond just a pure router to more network intelligent and applications. Starent is able to address the needs of an all packet mobile core with its data, messaging, and voice applications.

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.

It is all about Verizon & AT&T

April 13, 2009

Nokia Siemens Makes Offer for Parts of Nortel | online.wsj.com

NSN needs access to two key carriers in the US, namely Verizon and AT&T, especially for LTE radio. Acquiring the Carrier Networks business unit of Nortel can be the ticket to enter this battle against ALU and Ericsson. Can NSN effectively integrate and rationalize Nortel product lines and not add another boat anchor to its ankle?

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.

Redback is the corner stone for Ericsson's LTE Evolved Packet Core

April 6, 2009

Starent Networks Introduces Service Convergence Platform Bridging Legacy Mobile and Next Generation All-IP Multimedia Networks | www.foxbusiness.com

Ericsson has publicly announced that the Redback platform is going to be their product of choice for the 4G/LTE Evolved Packet Core (EPC) solution. It is very unlikely for Ericsson to acquire Starent and pay a premium. NSN and ALU are more likely candidates since they do not have significant footprint with their announced products and are very weak in the EPC space.

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