GLG News by Hardware Sellers

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.

Lenovo reboot may hang.

January 12, 2009

Lenovo set to reboot from the top | www.ft.com

Spending several recent years in Lenovo's sales channel, this latest restructure will not speed revenue due to: * Antiquated IBM policies * Slow distribution channels

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.

Year of Huawei

January 12, 2009

Huawei Predicts 29% Growth in 2009 | www.lightreading.com

Huawei is a major force in the telecom equipment space. Price pressure on the European vendors and cost of capital will drive the NA carriers to invite the Chinese vendors to participate. US carriers cannot put their whole trust in the European vendors to meet their unique NA requirements. The Chinese government being one of the largest US government bond holders will put political pressure on the US carriers to deal with the Chinese vendors.  

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.

Where is IT spending heading in 2009

December 8, 2008

How much data centers really cost | www.networkworld.com

What technology will businesses purchase in 2009?   Most people and firms are concerned about technology spending slowdowns based on current macroeconimic trends. Surveys and comments all suggest a slowdown at best, or a major stop at worst.  So if businesses will invest next year, the ROI (return on investment) MUST be faster and more assured than ever.

Scott Holcomb, Chief Executive Officer

Scott HolcombChief Executive OfficerHOLCOMB ENTERPRISES INC 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 dead?

December 8, 2008

Open Source: The Model is Broken | www.businessweek.com

Novell product vs. profit

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.

iPhone 3G Success may be accelerating the need for Femtos

October 31, 2008

AT&T the Latest to Jump on the Femto Wagon | www.unstrung.com

AT&T's successful launch of Apple's 3G is going to increase the demand on the 3G network. With the economic downturn and credit challenges may force AT&T to accelerate the roll out of 3G Femto to reduce the capital expenditure for coverage and capacity. However, without standardization of femtocell network interfaces, the cost of the femtocells may not go down rapidly enough to make them economical.  

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 customer ownership!

October 29, 2008

Cox Sets Plans to Build Its Own Cellular Network | online.wsj.com

Cox, Comcast and Time Warner are struggling with ownership of their subscribers' experience since majority of the telephone calls are made via mobile devices and not digital telephone service. Cable MSOs need to regain the customer loyalty and experience and having an MVNO model with Sprint will not be sufficient. Is becoming another (6th or 7th) mobile carrier in a major metropolitan area the answer?

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.

A New Sheriff in Town: G1

October 24, 2008

NPD: Apple iPhone 3G is #1 smartphone in U.S.; AT&T big beneficiary | macdailynews.com

Mobile platforms have exceeded laptops and other consumer devices as the primary form of communication devices and Internet access. Market for high end PDAs remain untapped and  new entrants with proper business models can take advantage of this opportunity. Google definitely has an opportunity to become a major player with G1 and its ecosystem.

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.

Microsoft and RIM: Oil and Water

October 22, 2008

Will Microsoft Buy Research in Motion? | www.businessweek.com

A RIM acquisition by Microsoft could be interesting but would face significant hurdles.

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.

MOT is Still Alive

October 17, 2008

Motorola introduces touchscreen phone | tech.yahoo.com

Despite its recent woes, Motorola is not dead and may have successful product releases in its future.

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.

Is Nortel MEN Business Unit the answer?

October 17, 2008

Huawei Retreat Sets Back China Tech Plans | www.businessweek.com

With Huawei's inability to successfully penetrate the US market, it may use the fire sale of Nortel's assets to get substantial footprint in the US market, as long as the regulators in Washington and Ottawa allow the deal to go through. Also, given the economic condition and down turn in capital expenditures among all carriers, it is not clear as which vendor will remain standing after the dust settles. Huawei is already viewed among the top three global equipment vendors, at least by its competitors!

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