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October 16, 2008Level 3 is Crazy About 100G
Analysis of: OIF's Newest Piece of 100G Puzzle: Forward Error Correction | finance.boston.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
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1. Obviously, Level 3 is being vocal about its traffic capacity requirements rapidly exceeding the combining of multiple 10G systems.
2. Is this also perhaps a signal that Level 3 is sending to Infinera, which...
October 16, 2008Long-Term Market Potential for 100G Much Bigger than 40G
Analysis of: Verizon's Wellbrock: 100G Is Needed | lightreading.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
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1. Perhaps,
many of us were mistaken about the need for 100G transmission.
2. We
believed that the industry would follow its normal pattern of moving up the
line in optical networks as it always has in the past – the...
October 16, 2008
Sprint Switches on WiMAX - Baltimore
Analysis of: Curtain Rises on WiMax Network Is Set to Launch in Baltimore | online.wsj.com
Author: P.J. Louis, President, PJ Louis LLC
Sprint Switches on WiMAX - Baltimore
Analysis of: Curtain Rises on WiMax Network Is Set to Launch in Baltimore | online.wsj.com
Author: P.J. Louis, President, PJ Louis LLC
In word: Great!!
October 16, 2008
The Power of Innovation During a Recession
Analysis of: Telephony Live: Bell Labs president outlines future of innovation | telephonyonline.com
Author: P.J. Louis, President, PJ Louis LLC
The Power of Innovation During a Recession
Analysis of: Telephony Live: Bell Labs president outlines future of innovation | telephonyonline.com
Author: P.J. Louis, President, PJ Louis LLC
Technological innovation today will need to focus on mining greater value out of existing systems. Technological innovation today will provide a level of stabilization in a destabilized technology environment. Alcatel has the right idea – move closer to development.
October 14, 2008
Sprint – Finding Buyers For Nextel WORSENS
Analysis of: Sprint Finds Bidders for Nextel, but Hurdles Remain | online.wsj.com
Author: P.J. Louis, President, PJ Louis LLC
Sprint – Finding Buyers For Nextel WORSENS
Analysis of: Sprint Finds Bidders for Nextel, but Hurdles Remain | online.wsj.com
Author: P.J. Louis, President, PJ Louis LLC
Debt, Equity Price Tag, and Poor Access to Capital are the obstacles to finding a buyer to Nextel.
October 14, 2008
AT&T is Posturing – But Its Decision is Correct
Analysis of: AT&T: 3G to hold out for 2-3 more years | www.electronista.com
Author: P.J. Louis, President, PJ Louis LLC
AT&T is Posturing – But Its Decision is Correct
Analysis of: AT&T: 3G to hold out for 2-3 more years | www.electronista.com
Author: P.J. Louis, President, PJ Louis LLC
AT&T’s comment about WiMAX is pure posturing. No two wireless technologies are alike.
October 8, 2008Uverse Take Rate Bargain Basement Deal
Analysis of: AT&T Launches $200 Cash Back Deal for U-verse TV | www.xchangemag.com
Author: Joseph Upton, Pres/CEO, Kabel-X USA
ATT is following VZ's lead by offering $200 cash back to existing ATT customers that take one of the three Uverse bundled deals, with or without internet access. The current slowdown in ATT spending on Uverse and everything else, follows the negative economic climate and failing mortgages situation,...
October 7, 2008AT&T Re-org Likely to Be Part of Eventual Shift to FTTH Emphasis
Analysis of: In Shake-Up, AT&T Gives Wireless Chief Broader Role | online.wsj.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1. There could easily be another reason for AT&T “putting wireless chief Ralph de la Vega in charge of all consumer offerings...[than] to better coordinate marketing of landline and mobile services...”
2. It has been long known that...
October 7, 2008Google Remake in the Wind?
Analysis of: Google Increases Online Video Share with 5B Views | www.contentinople.com
Author: Joseph Upton, Pres/CEO, Kabel-X USA
Google has locked down the strongest online video share with their Youtube offering. Are they headed toward locking down customers via landline fiber, where they can act as ISP, Service Provider, and major advertising power on the net?
October 7, 2008Telecom Should be Safe Port to Ride Out Economic Storm
Analysis of: Recession Expected to Hit Telecom in Second Half | www.xchangemag.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1. Despite the economic downturn, the overall telecom services business in the US continues to remain rather good.
2. While residential building has taken a hard hit, the performance numbers at the three major service providers have stayed fairly strong – especially at AT&T and Verizon.
3....
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