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GLG News by Backhaul Experts

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September 18, 2008
What Next for Nortel & Motorola?
Analysis of: Nortel 4G Plans Up in the Air | www.unstrung.com
Author: GLG Expert Contributor
Nortel announced that it is revisiting its 4G strategy, yet another time, in less than 3 months! What changed in these short few months that made Nortel rethink its 4G/LTE strategy? What about Motorola? When are they going to pull the plus on their 4G/LTE development?
September 18, 2008
iPhone Troubles – Time for AT&T to add another vendor to its list
Analysis of: Apple (AAPL) iPhone problems undermine AT&T (T) marketing | www.bloggingstocks.com
Author: P.J. Louis, President, PJ Louis LLC
The iPhone has troubles.  Frankly, it is not a surprise.  Further, the iPhone is not alone.
Samuel GreenholtzSeptember 17, 2008
IPG Photonics Wise to Keep Telecom Penetration to a Minimum
Analysis of: A Stock That Sees the Light | online.barrons.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1.      Manufacturers always have at least a slightly different recipe for making their optical lasers. 2.      Getting a little edge on technology can help, but it hardly results in a high margin business in the telecom space   3.     ...
Samuel GreenholtzSeptember 17, 2008
Will Long Haul or Enterprise be the First Major Application for 100G?
Analysis of: Verizon Goes Long(er) With 100-Gig | www.lightreading.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1.      This announcement from Verizon feeds the notion that the industry will see the market arrival of 100G in 2010. 2.      Although there will be obviously be a natural progression to go from 40G to 100G, as has been pointed out in previous articles,...
September 17, 2008
Challenging Time for VoIP Market
Analysis of: GenBand Scores Nextpoint | www.lightreading.com
Author: GLG Expert Contributor
GenBand announced the widely speculated acquisition of Nextpoint, a company that was itself a merger of two sub performing companies of Nextone and Reef Point in the VoIP security product lines! With the planned exit of AudioCodes from the Session Border Controller (SBC) market and financial struggles...
September 16, 2008
Blackberry – Going Mass Market
Analysis of: CTIA: Blackberry aims for consumer appeal | telephonyonline.com
Author: P.J. Louis, President, PJ Louis LLC
After spending years dominating the business segment, it is time for Blackberry to move out into the mass market.  
September 15, 2008
Femtocells – A Driving Force For WiMAX and Next Gen?
Analysis of: Operators Eye WiMax Femtos | www.unstrung.com
Author: P.J. Louis, President, PJ Louis LLC
I have openly supported femtocell technology for sometime.  I think the technology’s ability to support residential and small business wireless local area networks was always attractive.  I think the technology’s inherent intelligent base station design gives carriers greater flexibility.
September 12, 2008
Messaging, One of the Most Profitable Services for Mobile Carriers
Analysis of: Text-Messaging Rates Come Under Scrutiny | online.wsj.com
Author: GLG Expert Contributor
Text messaging (also known as Short Messaging Service, SMS) is one of the highest margin services for the carriers. The end-to-end cost of a delivering a SMS message for a carrier is less than $0.02 a message while they charge more than $0.10 a message. With the SMS volume doubling year over...
September 10, 2008
Of Course, Smart Phone Sales Are Slowing
Analysis of: Smart-Phone Sales Growth Slows As Consumer Demand Declines | online.wsj.com
Author: P.J. Louis, President, PJ Louis LLC
No one should be surprised by slowing smart phone or any handset sales.  We are in a recession.  Once telecom, an infrastructure business, begins to feel the pinch, then you know we are in trouble.
September 10, 2008
Alcatel-Lucent: Changes Continue with Christy Leaving
Analysis of: Cindy Christy leaves Alcatel-Lucent | telephonyonline.com
Author: P.J. Louis, President, PJ Louis LLC
Christy’s departure is another sign of the changes ahead for Alcatel-Lucent.  The ride is going to get worse from here on.

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