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December 1, 2008Does AT&T Needs Its Own “Keller, Texas” To Jumpstart FTTH?
Analysis of: Time Warner suing AT&T over U-verse expansion work | www.mysanantonio.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1. Insufficient spending on new equipment at AT&T could lead to significant degradation, especially in residential networks across the country.
2. It is not out of the question that huge fines could be assessed to the RBOC.
3. ...
December 1, 2008Ciena Not Expected to Announce Doom and Gloom for 2009
Analysis of: Ciena AT&T News Gives Equipment Provider a Boost | www.washingtonpost.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1. The source article is referring only to AT&T’s wireless spending.
2. However, at this point, it appears that it is not out of the question that AT&T’s total CAPEX spending could be down even more than 10 percent in 2009 – if...
December 1, 2008Was Infinera’s Business Model Flawed From the Start?
Analysis of: Interoute Deploys Infinera | www.lightreading.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1. Direct competitors of Infinera including Alcatel-Lucent, Ciena, Ericsson, Fujitsu, Nokia Siemens, and Nortel initially appeared apprehensive about the newcomer’s disruptive technology.
2. However, Infinera’s entry into the market did not...
November 19, 2008Infinera Appears Somewhat Unforthcoming on How It Ultimately Gets to Native 100G
Analysis of: Infinera to demo pre-production 100-GbE module at SC08 | lw.pennnet.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1. If one did not know any better, it seems that Infinera has not received the memo that the large carriers have shifted their focus away from 40G to 100G.
2. While the supplier puts a lot of emphasis on its 40G development, the predominant...
November 19, 2008Are There Solutions to Help Avoid Leapfrogging 40G to 100G?
Analysis of: Apparently, Infinera has figured out confusion on where it is going with 100G | www.lightreading.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1. As we stated in a previous article, it has become clear now that there is a high probability that 100G will ultimately dwarf 40G.
2. However, Ekinops asserts that the cost advantages of its 40G solution will be so compelling that the...
November 11, 2008Uncertain Direction at AT&T over U-verse Could Mean Fiber Optic Budget Troubles
Analysis of: Cable company capitalizes on AT&T's failure to deploy DSL, inabilty of telco's aged copper cable plant to support bundled services | eldotelecom.blogspot.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1. Nobody at AT&T appears to be sure where its wireline CAPEX is going to come in.
2. AT&T is apparently struggling to figure out what is the best solution or even solutions for delivering cable services.
3. ...
November 11, 2008Verizon Looking to Go Beyond 18 Million Mark Passed with FiOS
Analysis of: Verizon Enhances FiOS Services, Availability in Third Quarter | www.marketwatch.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1. Originally, Verizon was intending to slow down on FiOS around the 18- million point.
2. However, given the level of success the carrier has achieved, its apparent intention is to push out even further.
3. Indications...
November 11, 2008Ericsson Possibly Acquiring Ciena is Logical
Analysis of: Ciena Gets Lift From Takeover Rumors | blogs.barrons.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1. By a process of elimination, Ericsson would be the most likely vendor to buy Ciena.
2. Ericsson has lots of cash and it wants to make further inroads into the US optical market.
3. Historically,...
November 5, 2008AT&T Wireless Leadership Role at Risk Because of Insufficient Spending
Analysis of: AT&T's Troubling Trends | www.businessweek.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1. If it does not begin to increase its wireless budget – along with actually spending in adequate amounts -- AT&T is going to start hurting in the near term.
2. The problems range from 3G upgrades to backhaul requirements.
3. ...
October 24, 2008Lower Oil Pricing May Have Positive Impact on FTTX Deployment
Analysis of: AT&T Doubles U-verse Base, Posts Largest TV Quarter | www.xchangemag.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1. Not too long ago, the price of oil was at $147 a barrel.
2. Now it has gotten below $70 a barrel.
3. Falling gas pricing may lead to noticeable reductions in OPEX for fiber to the premises.
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