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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 20, 2008Nielsen vs. Arbitron for Radio Measurement
Analysis of: Cumulus Picks Nielsen For Small-Market Ratings | www.radioink.com
Author: Alan Albarran, Professor and Director, UNIVERSITY OF NORTH TEXAS
The Nielsen Company has won a request for proposals from Cumulus Media to provide radio ratings in 50 small markets. Radio giant Clear Channel is also on board with the new system. This is the first salvo in what should be an interesting war between Nielsen and Arbitron.
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 12, 2008Television Advertising in 2009: Ugly Year Ahead
Analysis of: TVB's Revised Spot Forecast: Down 7-11% | www.tvnewsday.com
Author: Alan Albarran, Professor and Director, UNIVERSITY OF NORTH TEXAS
TVB revises its projections for advertising in 2009 downward--only the second time the association has made such a move. The first was after 9/11/01.
November 12, 2008HDTV, other Technologies Hurting Blu-Ray
Analysis of: Studios, consumer electronic firms to promote Blu-ray discs | www.latimes.com
Author: Alan Albarran, Professor and Director, UNIVERSITY OF NORTH TEXAS
This article points out a new marketing blitz between Hollywood movie studios and electronic firms to increase interest and sales of Blu-Ray DVD players. It's not that consumers are not interested, but that they are already getting HD-quality movies at home.
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...
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