Samuel Greenholtz

GLG News by Samuel Greenholtz, Principal

Verizon Bending Over Backwards to Get Fiber to NYC Apartments

July 26, 2009

Analysis of:Verizon Boosts FiOS Speeds, Adds Netbook Promo | www.pcmag.com

1.    In general, Verizon’s executives have been somewhat surprised by the number of demands by landlords in New York City when the service provider offers FiOS to them.2.    Clearly, the building owners have all of the bargaining power in the negotiations.3.    Their residents already have cable TV and high-speed Internet. 

A Sophomoric Analysis of CLECs

July 20, 2009

Analysis of:Analysts: Facilities-Based CLECs on the Upswing | www.xchangemag.com

1.    There is some effective CLEC growth in the US, but one will not find it clearly in this analysis.2.    The independent telcos are adding competitive services, particularly in adjacent territories to their incumbent areas.3.    There is also no mention in the source article about the countless CLECs that have bitten the dust. 

Let’s Hope the FCC Does Not Get “Fixed” Too Much

July 20, 2009

Analysis of:FCC Is Broken | www.broadcastingcable.com

1.    If “the FCC is broken,” perhaps it needs to be scaled back from its “enormous, wide-ranging authority.”2.    Chairman Jay Rockefeller of the Senate Commerce Committees says, “they will be watching” the FCC.3.    It is really something for these legislators when they are able to gain political cover in shifting so much of their responsibilities to a government agency. 

Vermont PUC Shutting Down FairPoint Operation is Just About an Idle Threat

July 17, 2009

Analysis of:Vt. could shut out FairPoint | www.nashuatelegraph.com

1.    First of all, yanking an operator’s license would involve a very long process. 2.    Even after a public hearing, by the time the lawyers get done wrangling about the matter in the courts, it could take several years. 3.    This idea by the Vermont PUC would result in the dumbest move possible.

Optimal Time for Large Independent Telcos to Buy Out FairPoint Assets

July 17, 2009

Analysis of:FairPoint 'time running out'? | www.unionleader.com

1.    CenturyLink, Frontier, and Windstream should all be making offers for at least part of FairPoint’s assets in northern New England. 2.    They may never have a better opportunity to buy them at such a low price. 3.    Perhaps only the properties in Vermont would be sold.

Despite FiOS Installations, Verizon’s Pittsburgh Assets Could Remain on the Block

July 15, 2009

Analysis of:Pittsburgh Verizon cable TV, Internet deal moves step closer | www.pittsburghlive.com

1.    Back in early 2007, we indicated that there was a stronger possibility of Verizon selling off its properties in Pittsburgh. 2.    The advantages are clear in including the NFL city in a package. 3.    However, if Verizon is forced to make substantial investments in Pittsburgh, it is not out of the question that it would keep the lines there.

Another Telecom Breakup Would be Misguided, But Potentially Simulative

July 15, 2009

Analysis of:Justice Department Reviews Telco Practices | www.thestreet.com

1.    One day in the future, at the stroke of 12:00 midnight, the US Department of Justice may be visited by the first of three ghosts. 2.    Judge Green and two of his selections could be present – good luck! 3.    While another enforced divestiture would be imprudent, it would certainly shake up the telecom equipment industry.

Anti-Stimulus Nature of the Broadband Bill

July 13, 2009

Analysis of:Reps say broadband stimulus rules complex, murky, rigid | www.nextgov.com

1.  The big gripe, particularly by the access suppliers, is that there has been attractive projects that are just waiting in line for free money. 2.  Certainly, a key requirement for the stimulus money is that it cannot be funded by any other source. 3.  Telcos have been waiting to start until everything shakes out on the cash distributions.

Difference Between Cisco and Juniper/NSN is Optics Quality

June 29, 2009

Analysis of:Juniper, NSN’s integrated optics faces divided market | blog.telephonyonline.com

1.  Cisco Systems has limited proficiency in fiber optic systems. 2.  Nokia-Siemens Networks has plenty of experience including with 40G equipment. 3.  NSN’s large installed base at AT&T of high-end optical gear is probably the major factor in the decision for the two suppliers to reach an agreement.

Tellabs Benefits from Nortel’s Demise in Enterprise

June 29, 2009

Analysis of:Tellabs: Joint sales initiatives paying off | telephonyonline.com

1.  The continuing exit of Nortel from the telecom business has created an opportunity for Tellabs in the enterprise optical space. 2.  Working with Verizon Business has its downside as well. 3.  The development of integrated products for the enterprise sector can lead to Tellabs eventually doing more of the same in the public network.

Spinning Off Nortel’s MEN is Probably Not a Viable Option

June 26, 2009

Analysis of:Selling Nortel's MEN | www.lightreading.com

1.  The source article is contemplating “what if Nortel can’t sell the [MEN] business.” 2.  This possibility seems rather unlikely in that it will get down to a price that will be attractive enough for another player to pull the trigger. 3.  It would be hard for the MEN division to survive on its own in a spinoff.  

Fiber Backhaul Definitely a Short-Term Solution

June 26, 2009

Analysis of:ADC: fiber to the cell tower will be key for growth | www.telecommagazine.com

1.    The previous analysis to the source article does acknowledge that fiber is the best means of carrying large capacity in the backhaul. 2.    However, the cost stated for deployment is by and large way too high. 3.    Fiber will increasingly become a necessity in the backhaul for wireless carriers.

Who Said “Mission Impossible” When Nortel CEO Took Over?

June 26, 2009

Analysis of:Nortel Asset Sale Sets a Low Bar | online.wsj.com

1.  Nortel’s CEO is offering some disingenuous spin. 2.  It was his failure to adapt the company’s strategy to a much more targeted one that resulted in an impossible mission. 3.  Nortel was lucky to get as much as it did for the wireless assets.

Verizon’s CEO Has His Hands Full with Domestic Concerns

June 26, 2009

Analysis of:Verizon CEO Seidenberg’s Words of Entrepreneurial Wisdom | gigaom.com

1.  When a CEO talks about “build[ing] out its wireless business internationally within the next 5-10 years,” it is clear that it is not a priority. 2.  Verizon has a lots on its plate in the US: the 4G network build-out, completing the FiOS infrastructure, penetrating metros outside of its traditional territories to go after large business customers, bolstering its long-haul optical facilities, and probably constructing a high-speed MPLS network. 3.  A few of Ivan Seidenberg’s responses omit critical information.

Juniper Leapfrogs Cisco on 100G

June 22, 2009

Analysis of:Juniper Offers 100GE | www.lightreading.com

1.  With the impact that Cisco Systems made with 40GbE on its routers, it is important to Juniper to leapfrog to 100G on its systems. 2.  It is interesting that Verizon has gone out of its way to provide an endorsement in the supplier’s press release. 3.  According to news reports, Cisco and AT&T appear to be in the process of solidifying a relationship that may leave Juniper out in the cold (at least for a while) on new systems.

AT&T – How Much More Bad News Can It Take?

June 18, 2009

Analysis of:Verizon Wireless CEO throws jabs: Plans to offer Palm Pre (and its 'cousin'); Scoffs at AT&T's network upgrade | blogs.zdnet.com

1.  AT&T has had a subpar year so far. 2.  It is not just the economy that has wreaked havoc on its business plans and on its growth. 3.  Both the wireless and wireline businesses have been hampered by cutbacks in spending and by the ongoing threat of a strike.

No Doubt Who is in Charge With CenturyTel/Embarq Merger

June 11, 2009

Analysis of:Embarq, CenturyTel will become CenturyLink after merger | www.bizjournals.com

1.  The “customers and employees” had nothing to do with the “Century” portion of the new name. 2.  Despite Embarq being three times CenturyTel’s size with the name of CenturyLink selected, it is pretty clear which company is running the show. 3.  It has one more board member than Embarq, and the top administrative jobs all come from the smaller entity.

Vital Element FCC Cannot Control in Rural Telco Networks

June 8, 2009

Analysis of:FCC rural broadband report notes middle mile, consumer demand concerns | telephonyonline.com

1.  The FCC “Report on a Rural Broadband Strategy” inevitably gets into the “network openness” madness.   2.  On a positive note, its discussion of “middle mile” connectivity is an important and often ignored consideration. 3.  However, the one critical aspect of the actual workings of the Internet does not appear to be addressed in the document.

Clearwire Cleaning House to Increase Executive Maturity Levels

May 25, 2009

Analysis of:Clearwire reshuffles executives | blog.telephonyonline.com

1.  It was practically inevitable that Clearwire’s Chief Network Architect would be “moving away from the day-to-day operations in the company.” 2.  His new position reflects the type of work he has been mainly doing all along – public relations. 3.  All of the new appointments appear to be well seasoned.

Why Do Some People Prefer to Think Verizon is Crazy?

May 20, 2009

Analysis of:Is Verizon's $23 Billion Bet With Fios Paying Off? | adage.com

1.  For over three years, we have been striving to convince many industry observers of the true intentions behind Verizon’s FiOS. 2.  It is not a theory based on conjecture. 3.  Yet, despite such a reasonable explanation, many individuals believe to this day that the RBOC being off of its rocker is more plausible as a justification for such a high level of investment.

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