Samuel Greenholtz

GLG News by Samuel Greenholtz, Principal

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.

Verizon’s Motivation in not Wanting Another 700 MHz Auction?

April 20, 2009

Analysis of:Verizon urges scrapping D-Block auction process | www.fiercewireless.com

1.  In “allocating the D-Block spectrum directly to public safety organizations on a state, local and regional basis,” it becomes strictly a governmental network. 2.  It seems logical that Verizon would not want to have its competitors possibly having control of such attractive spectrum. 3.  Verizon certainly comes up with effective rhetoric that this idea is totally based on community interests: "bold action" was necessary to overcome the inertia of creating an interoperable network for public safety.”

Thinking Outside the Box is Necessary for Sprint

April 20, 2009

Analysis of:Sprint Receives $7.3 million U.S. Department of Energy Grant to expand Hydrogen fuel cell Deployment | www.fiercewireless.com

1.  In a recent Wall Street Journal article, the Verizon CEO makes the point, “I don't know what Sprint thinks it is." 2.  It is just not convincing when Sprint responds, "We know exactly who we are and where we want to be." 3.  In order to be successful, Sprint really does have to become a different kind of company – because it will probably not be able to compete with AT&T and Verizon Wireless head to head effectively.

GPON Could Now Be Huawei’s Best Chance for Penetration into North America

April 20, 2009

Analysis of:Huawei Steps Up in North America | www.lightreading.com

1.  The smaller independent telcos in the US may be willing to take a chance on Huawei Technologies in broadband access. 2.  Stimulus funds should lead to a lot more activity and a greater likelihood of the supplier breaking into this sector. 3.  That “Huawei will not lead with price as the main way to win carrier business” is disingenuous.

Interview with Verizon CEO a Study in Contrasts

April 17, 2009

Analysis of:Verizon CEO Eyes Global Assets | online.wsj.com

1.  While AT&T’s CEO in his recent interview with the Wall Street Journal almost sounded like he was talking in the third person, the one with Verizon Communications’ Ivan Seidenberg was noticeably more direct in tone. 2.  In shifting over to more of a wireless focus and concentrating on enterprise opportunities, Seidenberg has effectively protected his position at the company. 3.  There will be no internal strife over these actions.

Coordinated Effort to Smear FairPoint Continues

April 16, 2009

Analysis of:Fairpoint bills 'crammed' with bogus charges | www.unionleader.com

1.  There is not much of an attempt to give a balanced view by the press regarding FairPoint Communications other than to get a comment from the service provider. 2.  Now there are cramming problems affecting a whopping dozen of subscribers. 3.  For the consumer affairs director at the PUC to call 12 incidents “a significant number” is a demonstration of the lack of fundamental fairness to a company that has become the ILEC for the state – an entity that it will need to closely work with for many years into the future.

AT&T Cannot Stay a Dominant Wireless Force Without Managerial Heads Rolling

April 16, 2009

Analysis of:AT&T vs. Verizon: Battle of the Wireless Giants | seekingalpha.com

1.  Another reason that AT&T CEO, Randall Stephenson, gave that exclusive interview to the Wall Street Journal recently was to back up an inevitable purge of high-level executives across the corporation. 2.  As with his predecessor, Stephenson needs to be firmly in charge. 3.  There cannot be little chiefs anymore from the original AT&T, ex-BellSouth, ex-Pac Bell, etc. – who believe they should be the head of the company.

Stimulus Will Not Make Tier 4 Markets More Attractive

April 16, 2009

Analysis of:Broadband stimulus: Is it really free money? | telephonyonline.com

1.  We have consistently said that there is no attraction to “very rural” areas by large carriers. 2.  As the source article points out, it is not just a matter of the first cost being handsomely subsidized. 3.  It is that “much of telecom carriers’ costs are operational and persistent long after infrastructure builds are complete.”

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