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GLG News by Backhaul Experts

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Samuel GreenholtzSeptember 29, 2008
The Liberation of Ciena Must Begin Now
Analysis of: Ciena Corp: No Longer A Value Play | seekingalpha.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1.      Fundamental “values” must be place in order to ensure a “value play.” 2.      Totally straight-shooting from the top leadership at Ciena has been lacking for a good number of years. 3.      A much higher level...
Samuel GreenholtzSeptember 29, 2008
RBOCs Should Encourage Fujitsu to Rescue Ciena
Analysis of: Sprint Picks Ciena | www.unstrung.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1.      While on paper, a Tellabs-Ciena merger would make a lot of sense, one problem is the deep cultural differences between the two suppliers. 2.      The earlier proposed merger between Tellabs and Ciena had a different CEO at the helm of the...
September 24, 2008
An Open Model Will Promote Wireless
Analysis of: Debating the meaning of open | telephonyonline.com
Author: P.J. Louis, President, PJ Louis LLC
An open model will promote wireless.  Of course that all depends on how “open” is defined.
Carlton O'NealSeptember 24, 2008
The Money is in Vertical Markets
Analysis of: What now for wireless? | www.rcrwireless.com
Author: Carlton O'Neal, Vice President - Business Development, Proximetry, Inc.
WiMAX as a Niche Technology Use of Unlicensed Bands Here, There, and Everywhere Newer Frequencies Bands (4.9, 700MHz, etc.) in General Use Targeted Broadband Bandwidth Do It Yourself
September 24, 2008
Impact of Recession on Wireless Services in the North America
Analysis of: What now for wireless? | www.rcrwireless.com
Author: GLG Expert Contributor
1. Consolidation of service providers & equipment vendors 2. Reduction in use of data services 3. Reduction in sale of high end mobile devices & PDAs
September 24, 2008
The Impact of The Recession on Wireless
Analysis of: What now for wireless? | www.rcrwireless.com
Author: P.J. Louis, President, PJ Louis LLC
The first thing you learn in restructuring is to accept the situation you are in and focus on moving forward. Since mid-2007, I have been saying we are in a recession.  You don’t need an economics degree to see we are in one.  We are seeing the financial underpinnings of the economy doing...
September 24, 2008
Verizon’s Month-to-Month Plan – A Smart Move in Tough Times
Analysis of: Verizon offers no-contract cell service | sprintconnection.kansascity.com
Author: P.J. Louis, President, PJ Louis LLC
Competition is behind Verizon’s new cell service plan.  However, I believe the company is also taking a bold and smart step towards reaching deeper into that ever growing sector of the economy that lives on cash.
Samuel GreenholtzSeptember 22, 2008
Distress at Financial Institutions Likely to Affect Verizon CAPEX
Analysis of: Verizon virtualizes data centers | telephonyonline.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1.      The concern level over the enterprise business has reached a higher level at Verizon as major financial firms are struggling. 2.      There is greater amount of concern over the possibility of a major crimp on commercial spending. 3.     ...
September 22, 2008
Patent Portfolio Investing
Analysis of: Tech Guru Riles the Industry By Seeking Huge Patent Fees | online.wsj.com
Author: P.J. Louis, President, PJ Louis LLC
For the single shingle business person, the lone inventor, and the infringed inventor – Intellectual Ventures is a way of being made whole. I think the idea is great.
September 22, 2008
Another Auction – A New Opportunity?
Analysis of: FCC Plans New Auction for First-Responder Airwaves | www.washingtonpost.com
Author: P.J. Louis, President, PJ Louis LLC
After all these years and so many auctions, I am getting weary.   The question now is:  Is there money to be made on a limited focus wireless network?

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