GLG News by Cable Service Experts

1.      Valmont, a well-diversified company, is not likely to depend greatly on its wireless business for profit margins. 2.      A manufacturer of towers, the supplier has been getting some stiff competition from a couple of key rivals in the US. 3.     ...

1.      Opnext has assumed a leadership role in 10G optics. 2.      It has every flavor – XFP, SFP, SFP+ -- and has tended in the past to remain ahead of the curve. 3.      However, it appears that Opnext’s competitors are catching...

Well this may work.  However, it is all dependent on the cooperation of the carriers.  Then again there is the question of spectrum speculation.

1.      Apparently, getting manufacturing yields up to a higher level has always been a challenge for Infinera. 2.      It appears to be a function of the Indium Phosphide technology. 3.      There are good arguments against...

1.      The whole telecom industry was amazed by the unprecedented rate in which Verizon built its FiOS network. 2.      Just as the transition from 2G to 3G has been slow, the safe betting is that 4G in a big way is not around the corner. 3.     ...

1.      AT&T’s enterprise business is not presently meeting expectations. 2.      This market for the largest US carrier is going flat quickly. 3.      Despite residential network build-outs proceeding strongly at Verizon,...

1.      “What's with WWP? – is the key question asked in the source article. 2.      As stated in previous analyses, it is not certain that there is even a contract in place with AT&T for the World Wide Packets solution – to even be “on track” 3.     ...

Liberty Media is a bit more than a tracking stock.  The company is a content owner and creator.  In other words, Liberty Media is a content company. Spinning off the entertainment business is a natural next step.

The Mobile Wallet (M-Wallet) is being embraced by the populace.  Mobile banking is a long time coming. As I said in a past analysis entitled; “The Cell Phone – The Mobile Wallet Has Arrived”, we are looking at a new way for businesses of doing business with consumers.  We are seeing the elimination...

Despite the economic recession, the Internet continues to benefit from the “sea change” in the telecom space.