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August 18, 2008Not Enough Questions Asked by Ciena on AT&T Buying WWP equipment?
Analysis of: Does age matter when you're CEO? | www.usatoday.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1. It is hard to ignore the irony of a recent statement in USA Today made by Ciena’s CEO, Gary Smith. 2. He said, “Experience is not about having more answers. It's about asking the right questions." 3. AT&T...
August 18, 2008
Sprint – Stock Slides on Second Quarter Results
Analysis of: Sprint Nextel reports 2Q loss, its stock slides | ap.google.com
Author: P.J. Louis, President, PJ Louis LLC
Sprint – Stock Slides on Second Quarter Results
Analysis of: Sprint Nextel reports 2Q loss, its stock slides | ap.google.com
Author: P.J. Louis, President, PJ Louis LLC
All stock holders need to calm down. Of course things are going to get worse before they get better. It is the nature of restructuring – pain first, followed by healing, followed by growth. Sprint needs ot rid itself of non-core assets now to pay down debt.
August 18, 2008Intriguing RFP Activity at AT&T
Analysis of: Fujitsu Confirms Verizon Packet Optical Win | www.lightreading.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
The stakes will be high in suppliers vying for the business of AT&T. 2. The technologies span the network – from last mile access to high-capacity long haul at the largest RBOC. 3. Although Verizon has completed its major RFPs for now, there appears to be at least a couple out there...
August 18, 2008Ciena’s Prospects Abroad are as Strong as Ever
Analysis of: The Acer, Intel & Economic Times Smart Workplace Awards Conclude | www.indiaprwire.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1. Ciena’s international position is definitely looking up. 2. Throughout Europe, the supplier is working really hard to get additional market penetration. 3. While Asia has never really been a hot spot for Ciena,...
August 18, 2008Major Network Optical Vendors Will Eventually Need a Video Card
Analysis of: HTN expands U.S. network with Net Insight | lw.pennnet.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1. Whether it is HD-SDI, SD-SDI or ASI, almost all of the prominent fiber optic suppliers do not really support a video application. 2. There are small, specialty companies, such as Net Insight, which specifically play in the video market....
August 18, 2008
What Do You Mean You Are Not Afraid of Big Brother?
Analysis of: Steve Jobs Confirms iPhone Has a Kill Switch | news.yahoo.com
Author: P.J. Louis, President, PJ Louis LLC
What Do You Mean You Are Not Afraid of Big Brother?
Analysis of: Steve Jobs Confirms iPhone Has a Kill Switch | news.yahoo.com
Author: P.J. Louis, President, PJ Louis LLC
I find it appalling that no one is complaining that Apple has kept hidden the kill switch. I find it appalling that a vendor is watching what you are doing.
August 18, 2008
Roaming – Its About Reconciliation/Settlement – Part 1
Analysis of: Leading Roaming Providers, WiMAX & Operators Join WBA to Expand Global Roaming Across Technologies | www.mmdnewswire.com
Author: P.J. Louis, President, PJ Louis LLC
Roaming – Its About Reconciliation/Settlement – Part 1
Analysis of: Leading Roaming Providers, WiMAX & Operators Join WBA to Expand Global Roaming Across Technologies | www.mmdnewswire.com
Author: P.J. Louis, President, PJ Louis LLC
The telecom business operates in a series of rapid cycles. As an issue, roaming alternates between being an issue and not being an issue – and that is such a mistake.
August 13, 2008Verizon/CWA Negotiations Will Have An Effect on the AT&T/CWA Negotiations circa 2009
Analysis of: Verizon, Union Reach Agreement | wvgazette.com
Author: Joseph Upton, Pres/CEO, Kabel-X USA
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...
August 13, 2008Frontier Knows How to Sell Broadband in a Declining Market
Analysis of: Frontier's Broadband Growth Bucks Trend | telephonyonline.com
Author: Joseph Upton, Pres/CEO, Kabel-X USA
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,...
August 13, 2008
Push-to-Talk no longer a differentiator
Analysis of: Sprint eyes sale of Nextel's iDen network | news.yahoo.com
Author: GLG Expert Contributor
Analysis of: Sprint eyes sale of Nextel's iDen network | news.yahoo.com
Author: GLG Expert Contributor
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...
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More GLG News in
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Source Article | Expert Analyses
Disney May Sell ABC TV Stations, Caris Analyst Says
www.bloomberg.com
Sprint eyes sale of Nextel's iDen network
news.yahoo.com
Does age matter when you're CEO?
www.usatoday.com
Cloud Computing: Anything as a Service
www.cioinsight.com
Steve Jobs Confirms iPhone Has a Kill Switch
news.yahoo.com
Will Disney Create a Paradigm Shift for TV Distribution
August 18, 2008
Online applications has it's benefits, but there are issues to consider...
August 14, 2008
Sprint – Remember I Said It Was Going To Get Worse Before It Gets Better
August 12, 2008
Motorola’s New CEO – Let Us See What He Has to Offer
August 8, 2008
Fibre-to-the-node (FttN) – already out of date
August 8, 2008

