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Samuel GreenholtzDecember 1, 2008
Does 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.     ...
Samuel GreenholtzDecember 1, 2008
Ciena 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...
Cliff BellDecember 1, 2008
The virtualization hangover - What to do once the savings have been realized?
Analysis of: Virtualization's Pain Points | www.forbes.com
Author: Cliff Bell, Chief Information Officer, Infogain Corporation
1. Virtualization strategies can make management complex.  2. New applications require experience before proper placement of the virtualized application.
Samuel GreenholtzDecember 1, 2008
Was 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 24, 2008
First Look: BlackBerry Storm
Analysis of: BlackBerry maker battles back | money.cnn.com
Author: GLG Expert Contributor
For months, self-proclaimed BlackBerry addicts, as well as Verizon (NYSE:VZ) Wireless users looking for a real iPhone killer (or something close to it), have been anxious to get their hands on the just released BlackBerry Storm (9530), Research In Motion (NSDQ:RIMM) (RIM)'s first touch screen BlackBerry....
November 24, 2008
AMD's 45nm Phenom II Chips Overclocked To 6+GHz
Analysis of: Intel Net Rises 12%, but Outlook Is Uncertain | online.wsj.com
Author: GLG Expert Contributor
Hold the phone on handing the CPU performance crown to Intel's new Core i7 processors just yet -- the chip giant may yet have a fight on its hands in the coming months. Advanced Micro Devices demoed its upcoming 45-nanometer "Deneb" desktop chips -- now confirmed as Phenom II -- for reviewers...
November 24, 2008
Intel, AMD Square Off With Nehalem And Shanghai
Analysis of: Intel Net Rises 12%, but Outlook Is Uncertain | online.wsj.com
Author: GLG Expert Contributor
Intel (NSDQ:INTC), Santa Clara, Calif., and Advanced Micro Devices (NYSE:AMD), Sunnyvale, Calif., are finally back to where it all started when the personal computer boom kicked off in the early 1980s -- squaring off with chips that bear more similarities than differences. That sets the stage for...
November 24, 2008
Apple’s iPhone, RIM’s Blackberry, and Windows Mobile
Analysis of: BlackBerry maker battles back | money.cnn.com
Author: Paul Massie, Sr. Director of IT and Facilities, Genesis Microchip Inc.
Smartphones are increasingly capable, attractive and usable.  While they still represent a minority market share in the cell phone market, their popularity is growing.  Apple gets most of the publicity, but RIM, Nokia and others are not sitting still.
Samuel GreenholtzNovember 19, 2008
Infinera 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...
Samuel GreenholtzNovember 19, 2008
Are 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...

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