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GLG News by CMTS/EMTA Equipment Experts from Cable MSOs

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March 5, 2008
MSO's slowly growing up
Analysis of: Time Warner Cable Takes Agent Program National | www.phoneplusmag.com
Author: GLG Expert Contributor
Not only are the MSO's competing well for fixed traditional POTS services, most are upgrading their edge QAMs and physical plant to support circuit emulation services (T1-PRI) over Ethernet and greater IP speeds (20 meg+ and symmetrical services) to address the profitable enterprise PBX and...
September 17, 2007
What Blyk forgot
Analysis of: Blyk to launch in UK in September | www.telecompaper.com
Author: GLG Expert Contributor
If you are going to market to tech savvy teens and 20-somethings you need their help in designing the content, marketing and sales.   I don't see a single young person listed on Blyk's rather lame and amateurish website.   This generation is fickle and quick to move when products...
July 12, 2007
Worst Customer Rated Network - Highest Churn
Analysis of: Sprint Admits It Is "Unable Meet Your Current Wireless Needs" | telecom.seekingalpha.com
Author: GLG Expert Contributor
The iPhone is going to put a serious dent in Sprint's consumer base if AT&T doesn't drop the ball on network performance and meets their projection of 10 million units in the next 18 months.  The one problem no one talks about is that 7-10% of every carrier's customers are "problems," either...
June 22, 2007
Nokia to pare product line to focus on converged services?
Analysis of: Nokia to restructure | www.phoneplusmag.com
Author: GLG Expert Contributor
Nokia will have two publicly accountable segments: Devices & Services, and Nokia Siemens Networks.   By creating one division to handle development of products and services, they are attempting to ride the Fixed Mobile Convergence (FMC) wave, where the handsets become another intelligent...
June 21, 2007
iPhone Not at Big Box Stores
Analysis of: Big Box Gains | www.wirelessweek.com
Author: GLG Expert Contributor
AT&T/Cingular's projection of moving 10 million iPhones through their retail outlets by 2009 is a huge market initiative.  Shutting big-box stores out of this new 'killer app' phone is a marketing stroke of genius designed to drive traffic to AT&T retail outlets.   However, the...
June 19, 2007
Ciena is profitable - market growing for Multi-Service edge - so why the debt?
Analysis of: Ciena to offer up to $450M in notes | www.boston.com
Author: GLG Expert Contributor
I agree that Ciena's prospects are good, especially as carriers worldwide roll out higher demand broadband services to customers and businesses.  The majority of Ciena's growth is not from the outstanding longhaul optical switch, Core Director, but for access edge products such as the Metro Ethernet,...
June 4, 2007
Disgruntled employees leaving BellSouth in large numbers
Analysis of: Letter to Ed Whitacre | www.lightreading.com
Author: GLG Expert Contributor
Both voluntarily and involuntarily, many top level managers and project leaders are hitting the streets at BellSouth.  They see the writing on the wall and understand they have little political clout in the merged AT&T.  The IP-TV design and build teams have already been mostly furloughed...
May 23, 2007
Big, Slow & Cautious - AT&Ts reputation remains unchanged
Analysis of: Kansas Gets U-verse | www.lightreading.com
Author: GLG Expert Contributor
No matter how much AT&T spends to reinforce its brand and integrate their acquisitions, their monolithic 'business as usual' mentality shows through.   Ed Whitacre's retirement is a prime opportunity for new CEO Randall Stephenson to show the world a hipper, kinder,...
May 21, 2007
Skype & WalMart? Why not Skype & Dell or HP?
Analysis of: Skype Partners with Wal-Mart to Increase VoIP Adoption | www.asteriskvoipnews.com
Author: GLG Expert Contributor
It's easy to get caught up in the hype that Wal-Mart's acceptance of a product is an instant guarantee of consumer mindshare and success. Perhaps if you're selling bubble gum or T-shirts, but how many of you reading this shop for computer equipment at Wal-Mart? As a longtime Skype user,...
May 21, 2007
Alltel for $27 B
Analysis of: Verizon Consolidates $1.9 Billion Marketing Business | adage.com
Author: GLG Expert Contributor
Scott Ford did a masterful job pitching Alltel for $27.5 B to private equity led by Goldman Sach and Texas Group.  REFERENCE: http://www.nytimes.com/2007/05/21/business/21merge.html?hp but the real story is the failure of Sprint and Verizon to pounce on a complimentary opportunity. ...

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