Samuel Greenholtz

GLG News by Samuel Greenholtz, Principal

Way Over the Top Rhetoric Against DPI

April 28, 2009

Analysis of:Lawmakers Examine Privacy Practices at Cable, Web Firms | online.wsj.com

1.  The chairman of the subcommittee states that deep packet inspection’s “privacy intrusion potential is nothing short of frightening."   2.  Perhaps the congressman needs to get some help for his irrational fears. 3.  The president of the public interest group is simply wrong in saying that DPI “poses serious challenges to both the privacy and the openness of the Internet."

Slow Advancements in US Health IT Will Likely Persist

April 28, 2009

Analysis of:Big Challenges Await Health-Records Transition | online.wsj.com

1.  The obvious advantage of electronic health records is that physicians can access a patient’s history, including surgical procedures and testing from other institutions. 2.  Today, lots of patients do not just go to one hospital – they shop around. 3.  If they have complex medical problems, their care may be provided by a number of different doctors concurrently.

Apple LTE iPHONE for Verizon Wireless Would Makes Most Sense

April 28, 2009

Analysis of:Apple May Hear Verizon Now | www.washingtonpost.com

1.  “[A] Verizon iPhone version would [not] necessarily have to be CDMA-ready.” 2.  It could leapfrog right to 4G. 3.  All of the cost in making it compatible to 3G could be avoided.

Why Did Verizon Choose Rural Telecom Expert as New VP?

April 28, 2009

Analysis of:Verizon hires Qwest legislative exec | washingtontechnology.com

1.  The obvious answer to the question is that there is stimulus money available for underserved areas. 2.  However, despite some rhetoric to the contrary, Verizon has rural areas as last on its list for broadband expansion 3.  In addition, the carrier does not like the strings attached to these funds.

True “Hang-Up” is Not at Verizon

April 28, 2009

Analysis of:For Verizon, Land Lines Are a Hang-Up | online.wsj.com

1.  The trouble with certain market analyses is that they assume a stagnant situation. 2.  While “operating income from wireline” will continue to fall for Verizon, it is still moving forward in dramatically changing its business structure. 3.  Within five to ten years, the RBOC will look like a totally different company.

Not the Standard Dog and Pony Show for Verizon Wireless

April 27, 2009

Analysis of:Verizon: Calling all LTE developers | blog.telephonyonline.com

1.  Before starting FiOS, PON products were clearly ready to be shipped. 2.  With LTE, there will be a certain amount of anxiety over the availability of solutions. 3.  So while the stress on the word, “open,” may be over the top, Verizon Wireless’ initiative for product development has a high-stakes meaning to the carrier.

National Spectrum Inventory Should Not Need Separate Legislation

April 27, 2009

Analysis of:Chorus grows for inventory of nation's airwaves | www.fiercewireless.com

1.  The FCC is well-equipped by itself  “to provide data on the licensees or government users.” 2.  It should not need the help of the NTIA. 3.  Why the commission has not already done something resembling an inventory is a mystery.

More Practical Moves by Clearwire

April 27, 2009

Analysis of:Clearwire Signs WiMAX MOU With Vee Telecom; To Take Stake | online.wsj.com

1.  There is further evidence that the new leadership at Clearwire is heading in the right direction. 2.  The service provider has nothing really to lose by getting into deals with WiMAX carriers abroad at practically no monetary cost. 3.  One suspects that there will be other opportunities to take advantage of its expertise in the technology.

AT&T is Taking Different Tack on DPI

April 24, 2009

Analysis of:AT&T Backs Privacy Rules | online.wsj.com

1.  Recently, we wrote about Verizon Communications presenting all of the evidence on organized crime involvement in database breaches in support of DPI. 2.  “AT&T is taking a stance for stricter standards as it relates to “consumer privacy” involving “digital advertising.” 3.  AT&T is hoping that by voluntarily adopting what may be perceived to be more rigorous rules on visibility, the ultimate government bar will not be set too high.

Verizon’s FiOS Video Penetration Rates More Impressive than for AT&T’s U-verse

April 24, 2009

Analysis of:U-verse TV Adds Subscribers, Challenges Cable Rivals | www.mediapost.com

1.  Verizon Communications’ expectation is that when it offers FiOS TV in a community, it will get about 25% of the residents – relatively quick. 2.  AT&T is talking about “a 15% penetration rate” once “the TV service has been marketed for 18 months.” 3.  There is just a vast difference in terms of image in comparing fiber access to IPTV over copper.

Potential Retaliation by Time Warner Justifiable

April 24, 2009

Analysis of:Is TWC tying DOCSIS 3.0 to metered usage tests? | www.fiercetelecom.com

1.  As we wrote about recently, a particular US Congressman said Time Warner Cable has “yet to explain how increased Internet usage increases their costs.” 2.  Well, the MSO may show it very vividly by possibly “pulling DOCSIS 3.0 upgrade plans from markets that had been targeted for its now-suspended plans to expand its metered broadband usage trials.” 3.  Although it would obviously not be a permanent situation, with just the speculation, a powerful point will be made by TWC.

“Buy American” Really Has No Meaning Anymore

April 24, 2009

Analysis of:Zhone Says 'Buy American' | www.lightreading.com

1.  With every year that goes by, the economy is increasingly becoming a worldwide, interconnected one. 2.  The xenophobic tone of Zhone Technology’s pitch is related more to its own sense of desperation than in realistically addressing the supposed advantages of keeping jobs in the US. 3.  There just are no longer hard and fast associations between the nationality of a corporation and where they are employing people or in which locations they are getting their components.

Analysts Increasingly Getting It about Infinera

April 24, 2009

Analysis of:Infinera Dampens Q2 Expectations | www.lightreading.com

1.  There seemed to be little doubt that this last earnings conference call was the most painful to date. 2.  The attempted spinning of a bad outlook clearly was not appreciated by some of the industry analysts. 3.  Infinera’s credibility is at its most threatened state since starting up because of double talk and contradictory statements.

MSO Solution to Over-the-Top Video Providers – Buy Them?

April 24, 2009

Analysis of:Joost shopping itself to satellite and cable providers | news.cnet.com

1.  In addition to being an “online video solution,” Time Warner Cable could remove a prominent competitor. 2.  The MSOs would not have to spend as much time and resources in developing their own video on the Internet offerings. 3.  Perhaps companies like Joost cannot be stand-alone entities indefinitely.

Another Survey that Defies Commonsense

April 22, 2009

Analysis of:In-Stat: 66.3 Million US TV Viewers are Simultaneously Using a PC While Watching TV | finance.yahoo.com

1.  When it comes to a lot of these surveys, there is often a feeling in one’s gut that a conclusion is just way off the mark. 2.  The idea that people apparently shell out several thousand dollars in a tight economy for these studies defies belief.   3.  At least have a tiny bit of humility and state that over 65 million people are engaging in this activity.

US Subscribers Installing Fiber Themselves Intriguing Idea

April 22, 2009

Analysis of:NAB: FTTH provider’s customers bury their own fiber | telephonyonline.com

1.  In the continuing struggle to take cost out of FTTH, one way could be handing over the responsibility for burying the fiber on customers’ properties. 2.  In particular, there may be an interest by apartment owners to do it in exchange for a hefty discount. 3.  There would still have to be sufficient guidance from the carrier as indicated in the source article.

What is All the Excitement about on this CTO Selection?

April 22, 2009

Analysis of:Tech Industry Cheers as Obama Picks a CTO | blogs.wsj.com

1.  So, now we have a CIO, a CTO, and Chief Innovation Officer at the federal level. 2.  Given the new CTO’s rather modest accomplishments, one may wonder if there could be any selection about which Silicon Valley companies, such as Google, would have expressed criticism. 3.  The best news is that the more layers of bureaucracy that are created, the less of a chance of potentially harmful decisions by the current statist type of government.

Verizon Laying the Groundwork for DPI Justification

April 20, 2009

Analysis of:Verizon: Organized crime behind data breaches | washingtontechnology.com

1.  The main reason for Verizon Business releasing this report is not as a public service. 2.  Deep Packet Inspection (DPI) has been heavily criticized with calls for its elimination. 3.  When it is made clear that most infiltration into databases is not just by young hackers, but large criminal organizations, the more urgent the need will be perceived to better protect information on the carrier side of the router.

Of Course There Should Be Usage-Based Billing

April 20, 2009

Analysis of:ISPs need to rally around metered billing | blog.telephonyonline.com

1.  All of the ISPs will gradually take on the task of “consumer education.” 2.  “Rep. Charles Schumer didn’t comment on how Time-Warner Cable is supposed to continue supporting its high-speed offering as its customers consume more bandwidth” – because he does not care about that problem. 3.  It should be commonsense that “[t]he more you consume, the more you pay.”

Power Struggle at Federal Department over Stimulus

April 20, 2009

Analysis of:Dep't of Agriculture IG flames RUS broadband stimulus program | www.fiercetelecom.com

1.  One of the drawbacks of federal subsidies is that bloated agencies, such as the Department of Agriculture, will have infighting over the desire to get credit for funding. 2.  It will be just another factor in these types of funds being held up. 3.  The USDA managed to come up with 17 sub-agencies, including rural development, which are all vying for dominance.

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