GLG News in Technology, Media & Telecom

If Sprint sells their iDEN network about the only positive for Sprint is that it would give them sorely needed cashflow.  But I think it would also make Sprint even less signigicant of a player in the wireless industry than they already are.

Verizon conceded key points to avert a strike in order to allow uninterrupted marketing and installation of FiOS.  The result has implications not only for VZ itself but also for competitive cable operators.  In the short term, Verizon will look for other ways to offset ongoing high labor costs and in three years, the company will engage again with the unions in an effort to reduce...

Three telecom companies, Idea Cellular, Spice Communications and Telecom Malaysia International with different intents have come together in the acquisition of Spice Communications by Idea Cellular. It will require very deft handling of regulatory affairs and carrying along with important partner to the deal.

Oracle in not in a rush to purchase SaaS vendors at the moment or adopt that Model. - Oracle is trying to compete or beat SAP(This is the applications space) - SaaS is great for SMB, but in the Enterprise Space is it weighed in the balances and wanting... - SaaS has a slow maturity process and will more than likey take more time to become profitable...

At this point, Sprint needs to just cut its loses and sell Nextel. They will never be able to merge the technologies and will continue to have massive churn on both networks until they sell. Why selling Nextel(iDen) is a good move: -It will drastically reduce the churn on the Nextel Phones(iDen) -Sell for $5 billion while you can get something and generate new growth with the CDMA technology...

If Verizon agrees to wage increases and medical benefit changes that AT&T doesn't want to accept, this can have severe complications on the AT&T/CWA negotiations scheduled to begin in April, 2009.  AT&T, however, also have many possible changes to the current CWA contract that may inflame the union, without the help of Verizon.

Frontier has shown growth in broadband lines while its larger counterparts (T and VZ) are having difficulties  showing positive growth in that segment.  We need to study the reasons why Frontier is doing so well, even though they are seeing heavy wireline losses like all the telco players, and try to replicate those decisions/actions to stem the downward trends we are seeing now in most...

Sprint's acquisition of Nextel was to get a strong foothold int he small to medium size businesses, the stronghold of Nextel customer base. One of the main services was push-to-talk (PTT) or Walkie Talkie service Verizon and AT&T have both since launched their PTT service and going after the same market. Verizon's PTT service is VoIP-based on EVDO and that can easily be done on Sprint's network....

Analysts have hated talking about selling off Nextel. Most analysts have seen the sale of the Nextel network as a failure on the part of Sprint; however, I don’t. Saving Sprint needs to be viewed from the perspectives of creditors and bond owners.

1) The Calfornia public K-12 education system has been suffering from budget cuts for decades, is not at the forefront, and is these days among the bottom 10% of the states in terms of standards and results. 2) It used to produce higher-quality student results two decades ago but since then it's been deteriorating as compared to some of the higher-standard systems in the East Coast...