Mr. Samuel Greenholtz

GLG News^SM Analyses by Samuel Greenholtz(?)

Hardball 1/22/10: For the Last Time -- Google Doesn't Want to be a Telco

January 22, 2010

Analysis of:Has Google found its true calling? | brainstormtech.blogs.fortune.cnn.com

Approaching two years ago we asked: “Why would a company that does an excruciatingly amount of cost analysis be attracted to a high-capital, potentially low-margin business?"  Google has no interest in “disrupting the telecommunications industry.” All of its investments in networks have only one goal -- to allow the users to connect to the cloud.

Hardball 1/15/10: VZ’s New Pricing Focus on Just LTE Types of Subs

January 15, 2010

Analysis of:Verizon Wireless Offers Simple, Affordable Convenience With New Unlimited Voice Plans | www.thestreet.com

The situation is analogous to Verizon on the wireline side in which residential customers that just get POTS are unattractive because they are not profitable for the carrier. In the same way, a bigger proportion of the lower-end wireless subscribers is less likely to pay on time and requires customer support for cheaper handsets. In going from over 80 skews down to a 50-skew lineup – and then reduced significantly from there – the stress is not likely to be on the “simple feature phones.”

Hardball 1/1/3/10: Apple’s 3G iPhone Expected at VZ Starting as Early as June

January 13, 2010

Analysis of:AT&T Gets a Bushel of Apple Bruising | www.thestreet.com

In December of last year we anticipated that Apple’s Tablet will work on Verizon Wireless’ 4G network by the second quarter of 2010. However, it appears that Apple’s iPhone will be used on Verizon’s 3G network starting as early as June. As the Verizon door continues to open further for Apple’s products, one could speculate even more on other future opportunities for the vendor at the wireless carrier. 

Hardball 1/8/10: Never a Better Time to Negotiate with VZ on Equipment?

January 8, 2010

Analysis of:Verizon's Wellbrock on router OC-768 port prices | www.lightwaveonline.com

It is hard to remember Verizon ever making a statement like “the router vendors are asking too much money for OC-768 interfaces.” In other words, the RBOC would not try to put public pressure on vendors, such as Cisco Systems and Juniper Networks, to get pricing down – with the logical expectation that one of the two would be in a position to get additional business. The explanation could be that the sourcing department is currently at a disadvantage.

Hardball 1/7/10: Don’t Underrate Value of Qwest’s LD to Independents

January 7, 2010

Analysis of:Qwest shops its LD network again (with local attached) | telephonyonline.com

Now that Qwest might be shopping itself as a full company, there may be less stress placed on its long-haul network by industry analysts. Certainly, the acquisition of cities, including several Tier 1s, would have the most worth. However, it should be remembered that the biggest reason why the CenturyTel/Embarq merger happened was the former’s interexchange network.

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