GLG News by Cable Service Experts

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.     ...

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...

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,...

The FCC’s (Federal Communications Commission’s) recent decision will be hailed by some investor groups as creating new opportunities for the rural markets.  Some telecom professionals will hail this decision as a disaster waiting to happen. Some telecom professionals will hail this decision...

A few months ago, Yahoo was at war with Microsoft.  Now Yahoo is hiring ex-Microsoft executives.  This is too funny.   You cannot make this stuff up.

It is getting worse and worse.  However, I need to clarify my position from Part 1.

Surviving distress requires cash not Wall Street valuations. There may a new old alternative.

This is not good for Motorola.  A separation of the handset unit would have generated desperately needed cash. However, when life hands you lemons you need to learn to make lemonade.

The Nextel merger was a total failure.  Sprint needed to get rid of Nextel in order to climb out of the hole the entire corporation is in. However, realism is a trait needed to perform a restructuring properly.  In other words, you got to roll with the punches.

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.     ...