All Recent GLG News Analyses by Leading Experts at Telecom Pragmatics
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Hardball 9/29/09: Commercially Available LTE Handsets Likely By YE2009
September 29, 2009
Verizon Wireless Plans Mass LTE Deployment | www.informationweek.com
Samuel Greenholtz, Principal, ,
A little over a year ago, we wrote: “As with FiOS, Verizon wishes to surprise the world with a very aggressive schedule for LTE deployment.” According to the source article, the CTO states, “Verizon Wireless is planning to light up its LTE nationwide network next year in one fell swoop.” The market is also apt to be stunned by the very early availability of 4G handsets.
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Hardball 9/28/09: Impressive Announcement by Ciena
September 28, 2009
Ciena unveils next-gen packet optical core | telephonyonline.com
Samuel Greenholtz, Principal, ,
We have never hesitated in the past to point out Ciena’s mistakes and weaknesses. The introduction of these systems by the supplier is definitely remarkable. Some industry analysts, who had an insufficient appreciation of what it takes to play in this game, may now see there was truly a need to be spending all of that R&D money.
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Hardball 9/26/09: The Term “Cable TV Apps” is an Oxymoron
September 26, 2009
Cable TV Apps: Where Art Though? | www.lightreading.com
Samuel Greenholtz, Principal, ,
There has never been “the cable app experience.” At the same time, is it really the case that both “Verizon or AT&T [are ever truly] announcing some new suite of TV apps for FiOS or U-verse”? “Twitter”, "fantasy football, and “multiview” were not designed by Verizon executives – they were already around.
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Hardball 9/24/09: Ciena Buying Nortel Assets Would be Mistake
September 24, 2009
Ciena: Ready to Pay for Nortel's MEN? | www.lightreading.com
Samuel Greenholtz, Principal, ,
One prominent industry analyst believes that Ciena purchasing Nortel’s optical business would help its position at AT&T. We agree with the analyst in the source article that “such a move would not be a good use of Ciena's cash.” We also argue that it would not do much to strengthen its position at AT&T or anywhere else.
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Hardball 9/17/09: Incredible Spin Continues out of Infinera
September 17, 2009
Infinera targets 2010-2011 for 40G, hits metro now | blog.telephonyonline.com
Samuel Greenholtz, Principal, ,
The CEO from Infinera will obviously continue to make statements that defy reality until he steps down next year. The analyst quoted in the article is wrong about the argument regarding the 40G space as being “somewhat compelling. It is not convincing at all.
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Hardball 8/9/09: Ciena Buying Nortel Assets Would be Mistake
September 9, 2009
Ciena: Ready to Pay for Nortel's MEN? | www.lightreading.com
Samuel Greenholtz, Principal, ,
One prominent industry analyst believes that Ciena purchasing Nortel’s optical business would help its position at AT&T. We agree with the analyst in the source article that “such a move would not be a good use of Ciena's cash.” We also argue that it would not do much to strengthen its position at AT&T or anywhere else.
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Hardball 9/4/09: From PTT to “Push to Protection” in the Blackberry
September 4, 2009
City police to get smart phones | www.baltimoresun.com
Samuel Greenholtz, Principal, ,
For the police, instantaneous silent communication could be the difference between life and death. Greater use of such software should cause Sprint, which like other wireless carriers sells the capability, to want to unload its iDEN network, historically popular with first responders, that much sooner.
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Hardball 9/3/09: Cultural Legacy of Verizon’s FiOS Could Last Decades
September 3, 2009
Verizon FiOS Fires Up NFL RedZone Deal | www.multichannel.com
Samuel Greenholtz, Principal, ,
When Verizon messes up, we do not hesitate to point it out. However, in the case of FiOS, there will likely be documentaries on the unprecedented achievement. Most importantly, the effects of this accomplishment on Verizon’s culture will likely be long- lasting.
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Hardball 9/2/09: Could AT&T Become A Giant Qwest?
September 2, 2009
AT&T Gives New York 3G Network A Boost | www.businessinsider.com
Samuel Greenholtz, Principal, ,
About 10 months ago, we pointed out AT&T desperately needs to significantly increase its 3G wireless spending. At present, it is still moving too slowly in making improvements, which is adversely affecting its iPhone service. The battles between the old Ed Whitacre supporters and the Randall Stephenson faction over future direction across the board are continuing to immobilize the corporation....
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Hardball 9/1/09: Two Faces of Infinera
September 1, 2009
Infinera's Ex-Man | www.lightreading.com
Samuel Greenholtz, Principal, ,
We wrote back in April that "Infinera’s credibility is at its most threatened state since starting up...." In July, its CEO stepped down. Infinera is almost like two companies.
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