GLG News by Cable Service Experts

This article refers to Qwest moving away from video over internet protocol in several cities where they have it in play now, instead opting to use DirecTV to provide video and lock down customers away from cable.  ATT, however, is building the same video IP platform and appears to be sticking...

Nortel’s actions are not reactive.  Nortel’s actions are correct for long term health.

No one should be surprised.  We are in a recession.   The telecom carriers have begun rethinking their cap ex programs. Carriers have weasel worded their actions by saying things like: “Spending smarter”, “Spending less in some areas and spending more in other areas”, “We are optimizing...

The iPhone has troubles.  Frankly, it is not a surprise.  Further, the iPhone is not alone.

1.      Manufacturers always have at least a slightly different recipe for making their optical lasers. 2.      Getting a little edge on technology can help, but it hardly results in a high margin business in the telecom space   3.     ...

1.      This announcement from Verizon feeds the notion that the industry will see the market arrival of 100G in 2010. 2.      Although there will be obviously be a natural progression to go from 40G to 100G, as has been pointed out in previous articles,...

After spending years dominating the business segment, it is time for Blackberry to move out into the mass market.  

I have openly supported femtocell technology for sometime.  I think the technology’s ability to support residential and small business wireless local area networks was always attractive.  I think the technology’s inherent intelligent base station design gives carriers greater flexibility.

No one should be surprised by slowing smart phone or any handset sales.  We are in a recession.  Once telecom, an infrastructure business, begins to feel the pinch, then you know we are in trouble.

Christy’s departure is another sign of the changes ahead for Alcatel-Lucent.  The ride is going to get worse from here on.