Samuel Greenholtz

GLG News by Samuel Greenholtz, Principal

Timing and Message of AT&T CEO Interview Revealing

April 14, 2009

Analysis of:AT&T Chief Looks to Keep iPhone, Deepen Wireless Push | online.wsj.com

1.  The frustration level of AT&T CEO, Randall Stephenson, about the internal politics within his corporation may be at an all-time high. 2.  He is also sending a message to his unionized workers on the wireline side. 3.  When he says, “We tend to come at this backwards," he is making a public statement against his opponents at the executive level and on the board of directors.

Verizon’s Potential Interest in Cuba

April 14, 2009

Analysis of:U.S. Eases Firms' Access to Cuba | online.wsj.com

1.  As the source article points out, Verizon Communications is “among a handful of phone carriers currently allowed to exchange phone and Internet traffic with Cuba, albeit indirectly.” 2.  Undoubtedly, Verizon’s negative experience in Venezuela is still fresh in the minds of the top-level executives. 3.  However, there would be very little risk in just “enter[ing] into roaming-service agreements.”

Congressman’s Legislation Not Likely to go Anywhere

April 14, 2009

Analysis of:N.Y. Congressman Plans Bill Banning Internet-Usage Billing | www.multichannel.com

1.  Time Warner Cable has "yet to explain how increased Internet usage increases their costs,” according to the legislator. 2.  Somebody on the Congressman’s staff ought to do some research on the capabilities of coax technology. 3.  Perhaps the lawmaker can also justify caps resulting in “job killing.”

States Will be Active in Further Telecom Deregulation

April 14, 2009

Analysis of:Southern telecom deregulation marches on | www.fiercetelecom.com

1.  About a year ago, we wrote that relief granted to AT&T on rates by the North Carolina PUC was a big watershed. 2.  That there was the potential for effects on other states. 3.  AT&T is seeing success in going after a large portion of the southeast.

Nortel as an Entity is Finished

April 14, 2009

Analysis of:The death and life of Nortel | www.fiercetelecom.com

1.  There was nothing “strange” about Nortel retaining “its identity and remain[ing] independent.” 2.  Remnants of the culture of self-importance can be found today. 3.  Its biggest success was back in the 1970s with the development of the first digital CO switch – ever since that time with some notable spikes up along the way, it was on a overall downward trajectory.

Time Warner Cable’s Pricing Strategy Caused by Supposed Do-Gooders

April 14, 2009

Analysis of:TWC Dons Larger Consumption Caps | www.lightreading.com

1.  Too much government compulsion often results in the law of unintended consequences. 2.  It is reasonable for an ISP to charge an additional sum for the relatively small percentage of users taking advantage of a lopsided amount of capacity. 3.  As a result of the “pressure” from consumer groups and “politicos,” the average user is now likely to pay considerably more for Internet service.

A More Subdued Executive at Clearwire on WiMAX

April 13, 2009

Analysis of:Clearwire President & Chief Architect Barry West | www.unstrung.com

1.  It was not that long ago that the current President and Chief Architect of Clearwire, Barry West, was perhaps the most ardent proponent regarding the supposed uniqueness of WiMAX. 2.  Now the previous talk about “no other horse in sight” has fallen by the wayside. 3.  It appears that West’s excessive rhetoric was reigned in to a large extent after Dan Hesse took over as CEO of Sprint.

Adtran Could Greatly Benefit from Increased AT&T Wireless Spending

April 13, 2009

Analysis of:Adtran Adds Ethernet Backhaul | www.unstrung.com

1.  Adding capacity to the 3G network is AT&T’s primary concern right now. 2.  In the recent past, Adtran has taken a hit on optical products when wireless spending was put off by the RBOC because there was less expenditure on backhaul gear. 3.  It seems logical that purchases of backhaul equipment from the supplier should be significant in 2009.

FairPoint Adhering to “Strict Requirements” Will Only Slow its Progress

April 13, 2009

Analysis of:PUC's new rules require FairPoint to straighten up | www.nashuatelegraph.com

1.  There is no doubt that some FairPoint Communications subscribers have been suffering from lack of service and inadequate customer care. 2.  If the original incumbent, Verizon, had made northern New England more of a priority, the situation would probably be better now. 3.  However, with the avalanche of criticism on a telco that is really looking forward to providing advanced services to residents and businesses in the region, there needs to be a sense of perspective.

Ericsson’s Redback – Dream World

April 13, 2009

Analysis of:Redback’s DeNuccio: Kill the legacy networks quicker | telephonyonline.com

1.  Every so often there are these calls in the industry to do complete overhauls of the landline legacy networks right away. 2.  They are never based in reality. 3.  The idea that telcos are going to “look a little bit past the dollars and cents,” especially during a recession, is implausible.

FCC Should Not be Allowed to “Map Out” Infrastructure

April 13, 2009

Analysis of:Internet Providers Gird for Fight With FCC | online.wsj.com

1.  The FCC sounds like it perhaps wants to put out kind of a “five-year plan” that is reminiscent of totalitarian governments. 2.  The statement, “If the government were to suddenly suggest it will get into the business of deciding how networks should be designed, that would be chilling” – is the least that could be said. 3.  It is one thing for the federal government to foster a new refinement of universal service – it is quite another to actually build the roadmap.

Cable Fell out of Lock-Step Some Time Ago

April 13, 2009

Analysis of:Cable falls out of lock-step when it comes to wireless | www.fiercewireless.com

1.  There is this continuing notion in current news articles that the association between cable TV companies and wireless started with Pivot. 2.  During the 1990s, a couple of these MSOs were parts owners of a wireless company. 3.  Over a year ago, we wrote, “If Cox [and] Comcast...had been more patient as part of Sprint Spectrum, they...would have [had a nationwide] wireless company.

Private Equity Firms’ Desire for Verizon Wireless Assets Inherently Risky

April 13, 2009

Analysis of:Blackstone, KKR Said to Make Bids for Verizon Assets | www.bloomberg.com

1.  The recent track record for private equity firms purchasing prominent telecom companies has been less than stellar – to say the least. 2.  The lack of due diligence as well as the bad luck of poor timing have made investments in this sector by equity companies quite dicey 3.  The Verizon Wireless assets appear to have their own potential pitfalls.

Cisco Appears to be Expanding Market for its Servers

April 13, 2009

Analysis of:Cisco: Moving into Content Delivery? | seekingalpha.com

1.  In a better market, there would probably have been at least a few more new CDN entrants by now. 2.  As it did with Cogent Communications several years ago, Cisco Systems would have financed the purchase of equipment for the service provider. 3.  It seems unlikely that Cisco would stay in the CDN space indefinitely.

Verizon’s 3G/4G Captive Strategy

April 13, 2009

Analysis of:Roger Gurnani, Senior VP of Product Development, Verizon Wireless | www.unstrung.com

1.  There was a particularly big reason why wireless carriers in the US were in the past resistant to moving to 3G. 2.  In forcing the subscribers to change handsets, it opened the door to competitors. 3.  In offering dual mode devices and modules in advance of the arrival of an LTE network, Verizon Wireless will avoid this problem.

True Innovation at Embarq Will Not Happen Until Merger Completed

April 13, 2009

Analysis of:Embarq CTO charts innovation roadmap | telephonyonline.com

1.  One may be surprised to learn that “Embarq is widely recognized as one of the most innovative incumbent wireline telcos in recent years." 2.  That it is “a ‘shining light’” in the industry....” 3.  While customer forums naturally engage in hyperbole, Embarq’s so-called innovation was apparently put in the best light – from a public relations standpoint -- before the marriage with CenturyTel is finished.

Sprint Evidently Taking Advantage of Current and Past Enterprise Connections

April 9, 2009

Analysis of:Sprint, GE Healthcare will provide wireless system for Texas hospitals | www.bizjournals.com

1.  Sprint’s relationship with General Electric started over 20 years ago. 2.  US Sprint at the time was awarded a contract by GE for various landline services. 3.  Sprint’s present CFO has some useful past associations himself.

A Regional Wireless Approach by Cox Just Might Work

April 9, 2009

Analysis of:Cox Plans to Launch a Cellular Network | online.wsj.com

1.  Cox Communications has its cable concentration in the South and Southwest. 2.  In focusing its wireless build-out in those areas of the country, it just may be able to make it in the new business. 3.  The worse case scenario would probably just be feeling compelled to sell off the wireless operation.

Comparing WiMAX to Betamax is Not Far Off

April 9, 2009

Analysis of:Report: Hesse intervened in Nokia-WiMAX fight | www.fiercewireless.com

1.  One could guess that the Nokia executive could have chosen 8-track cartridges, audiocassettes, or laserdiscs. 2.  The only problem with the VHS analogy is that DVDs have been replacing that technology. 3.  LTE networks should remain in place at least several decades longer.

Cisco and Verizon Wireless’ Backhaul – Not News

April 7, 2009

Analysis of:VZW Ethernet backhaul built by Cisco | blog.telephonyonline.com

1.  Cisco Systems cannot resist manufacturing news around the time of a big telecom show. 2.  Despite not really being a player in the public wireless sector, it strives to take advantage of any technology receiving a lot of attention. 3.  However, Verizon Wireless is not doing anything different than it has been planning for a while with Cisco’s routers.

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