GLG News by Mr. Samuel Greenholtz, Principal
Analyses are solely the work of the authors and have not been edited or endorsed by GLG.
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Competition for Telecom Services Has Increased Immensely in Last 25 Years
March 23, 2009
Ma Bell’s Breakup: 25 Years Later, Everything Old Is New Again | www.xchangemag.com
1. The notion that a “three-headed form” of Ma Bell has come back is at least somewhat of an exaggeration. 2. The amount of “post-divestiture competition” is understated in the piece. 3. The so-called “new competitive hope” is either pretty much here today or is close to becoming a reality.
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Poll on Wireless Users Cannot be Taken Seriously
March 23, 2009
60 Million Consumers Contemplate Ditching Wireless | blog.telephonyonline.com
1. Extrapolating these finding out to 60 million people is a joke. 2. Consumers that just owned a cell phone and not a landline were not reached, according to PC Magazine. 3. Putting aside the lopsided nature of the calling pool, anything can be demonstrated with a poll based on the questions that are asked.
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March 23, 2009
Qwest’s Thornton – Minutes Trading Desk ‘In Full Swing’ | www.von.com
1. What’s next – bringing back the telegraph on a limited basis for high-income people to commemorate the past? 2. It seems like a major drop in corporate expectations -- for what was a once a major force in the telecom industry -- to get involved with voice trading in the US. 3. One may even take it a step further in that it smacks of extreme desperation.
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Hitachi Telecom and Salira Merger to Better Target MSOs
March 23, 2009
Hitachi Communication Technologies America, Inc. Established to Strengthen Hitachi's Communications Service Provider Business in the Americas | finance.yahoo.com
1. Hitachi tried to get significant business in the US fiber to the premises telco market. 2. The RBOCs have not been too receptive to it and the independents in general appear to be looking more at other competitors. 3. The MSO space now provides the most upside potential for the vendor.
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Capping Will Always be an Issue with Verizon FiOS
March 23, 2009
If Everyone Had Verizon FiOS for Broadband, Capping Would Not Be an Issue | seekingalpha.com
1. As a couple of comment posts point out, the source article is rather “superficial” in its analysis. 2. If the title of the piece is true, then why is Verizon pushing against net neutrality as much as any company? 3. The idea that the coax networks “were not built to truly handle video” is silly.
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Ciena Seems to be Overhanging Market with CoreDirector Changes
March 19, 2009
Ciena Preps 'CoreDirector 2' | www.lightreading.com
1. With ‘”no time set for a launch,’” Ciena is behaving like other telecom vendors that have dominated markets. 2. It is putting out a message to help prevent other suppliers from potentially making inroads with their systems. 3. That being it is only a matter of time before Ciena makes improvements – just sit tight.
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Myth of Motorola Near Alcatel-Lucent on GPON Continues
March 19, 2009
Motorola Catching Up to Alcatel-Lucent In GPON Market | ipcommunications.tmcnet.com
1. There are pitfalls for market research firms concentrating on only top-down analyses. 2. Skewed results are often the case with information based almost totally on supplier feedback. 3. There is the trap of getting only snapshots in time.
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Sprint’s Problems Having Effect on CEO’s Image
March 19, 2009
For Sprint CEO, No More Sitting on a Cold, Hard Slab | blogs.wsj.com
1. At the very least, Dan Hesse’s commercials started to have diminishing returns. 2. At some point, a company has to start worrying about the long-term impact on a CEO’s reputation. 3. It was not as much about people “get[ting] tired of seeing that guy.”
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Calix Adamant It Would Have No Interest in Acquiring Adtran’s TA 5000
March 19, 2009
ADTRAN FTTP Strategy Strengthens Comprehensive Portfolio for Broadband Stimulus | callcenterinfo.tmcnet.com
1. We recently suggested a scenario in which a Tellabs/Adtran merger could lead to the sale of the TA 5000. 2. Calix says that it can see no justification in adding the product to its portfolio. 3. Calix also argues that the TA 5000 is being leveraged for some very obscure applications.
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It is Only Now That IMS is Potentially Useful for Verizon
March 16, 2009
Verizon Wireless Selects Ericsson and Alcatel-Lucent for LTE | www.convergedigest.com
1. It is the LTE/FiOS combination that will give IMS its chance with Verizon. 2. Up until this time, there were a number of barriers to the convergence of wireless and landline networks in the US. 3. There is now the possibility of at least an adequate payback in the expenditure of IMS by Verizon.
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Sprint Nextel Combination One of the Worst Ideas in Corporate History
March 16, 2009
Sprint faces suit over Nextel merger | www.bizjournals.com
1. Manufacturers buy other vendors for technology. 2. It would be hard to come up with another case in which a service provider purchased another carrier just for that purpose – in this case, push-to-talk. 3. At least indirectly, Sprint will continue to pay the price for this blunder well into the future.
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Ericsson Could Preempt Ciena on Nortel Unit
March 16, 2009
Ciena Said to Consider Bid for Nortel’s Fiber-Optic Division | www.bloomberg.com
1. Before this story came out, many industry analysts were thinking it would be nothing short of suicidal for Ciena’s upper management to make a purchase at this time. 2. In general, Ciena does not even seem in the mood to make an acquisition. 3. Fairly fresh off what is increasingly looking like a World Wide Packet pickup fiasco, it may be hard for the optical supplier to pull the trigger.
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Clearwire Appears to be Getting More Practical on Locations
March 16, 2009
Clearwire Hiring in Atlanta & Vegas | www.unstrung.com
1. It seems as if Clearwire is concentrating more on conducting business than in exhibiting at a science fair. 2. There is probably a good chance that the industry will no longer hear about experiments with topographies, etc. 3. It should be all about getting the biggest bang for the buck.
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Hawaiian Telcom Probably Should Not Emerge
March 16, 2009
Hawaiian Telcom seeks more time for Chapter 11 plan | www.totaltele.com
1. It is quite amusing that state utility regulators should think their opinion should count on the matter of Hawaiian Telcom. 2. Where were they all these years? 3. The most “devastating effect on [Hawaii]” would be to leave this company intact.
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40G and 100G – Alcatel-Lucent, Ericsson, Fujitsu, and Others
March 16, 2009
DT Checks Out 100G | www.lightreading.com
1. Ericsson is a big player in DWDM transport, especially in Europe. 2. It provides service routers as well that may require higher-end optical electronics. 3. A rundown on some of the other 40G/100G suppliers can be found below.
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March 12, 2009
ADTRAN FTTP Strategy Strengthens Comprehensive Portfolio for Broadband Stimulus | callcenterinfo.tmcnet.com
1. The cultures are very similar at both Tellabs and Adtran. 2. They are both nut-and-bolts kinds of companies without a lot of flash. 3. The question is whether Tellabs would want to get back into the access space.
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Nokia Siemens Possibly Buying Nortel’s Wireless Business Makes A Lot of Sense
March 12, 2009
Nortel Is in Talks to Sell Key Units to Rivals | online.wsj.com
1. With talks apparently going on between Verizon Wireless and Nokia about an LTE device agreement, the latter could be very interested in further bolstering its negotiating position with the former through a buyout of Nortel’s wireless product line. 2. There is no doubt that Verizon wants a supplier that it can count on to further support and upgrade its 3G EV-DO network. 3. There can be little argument that Nortel would receive “a lot more value [this way] rather than emerging.”
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WiMAX Never Really Did Have the Big Mo
March 12, 2009
Is WiMAX’s momentum lost? | telephonyonline.com
1. “Cautious” will be the operable term from now on at Clearwire. 2. Most of its major investors will apparently not put up with grand illusions anymore. 3. It is not a “must [that Clearwire deploy] a nationwide network.”
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Verizon Essentially Pushing the Idea That It is No Longer a Phone Company
March 12, 2009
Verizon's Doreen Toben to Present at Raymond James Conference on March 9 | marketplace.news.yahoo.net
1. We have been talking about it for quite some time that Verizon has long wanted to rid itself of as many copper POTS lines as possible. 2. They did not tend to be moneymakers for the carrier. 3. So, in addition to its wireless operation, it is turning more into “a broadband and video service” provider.
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Is Tellabs Looking to Announce a New Broadband Cross-Connect?
March 12, 2009
Tellabs chief expects Supercomm to showcase innovation | telephonyonline.com
1. Is Tellabs telegraphing a new product announcement at SuperComm? 2. The term, “innovation and imagination” seems to imply more than just additional feature/functionality on existing solutions. 3. Ciena should be very interested in knowing the meaning behind Tellabs’ rhetoric.
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