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December 2, 2008
BCE Deal On Hold or Dead On Arrival?
Analysis of: Fate of BCE Buyout in Doubt | online.wsj.com
Author: P.J. Louis, President, PJ Louis LLC
The failure of this deal has a number of pundits scratching their heads.  Why did the deal crater?
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...
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 26, 2008
Forward Movement – Finally!
Analysis of: Clearwire Shareholders Approve Deal With Sprint | www.nytimes.com
Author: P.J. Louis, President, PJ Louis LLC
Finally, the shareholders of Clearwire have approved to merge with Sprint’s wireless broadband network.
November 26, 2008
Google – Becoming More Customer Focused
Analysis of: Google Tool Lets Users Edit Search | online.wsj.com
Author: P.J. Louis, President, PJ Louis LLC
Google’s recent actions are a sign that it is becoming more customer focused.  Yes I know it is a strange thing to say but when you think about it you really don’t have a deep understanding as to how your search results got ranked.
November 26, 2008
Tata – Curbing Acquisitions – A Bad Sign?? - Is there an Upside?
Analysis of: Tata units to curb acquisitions | online.wsj.com
Author: P.J. Louis, President, PJ Louis LLC
I have often described Tata as the GE of India.  It is involved in everything in India and around the world.  However, not even global giants are immune to over expansion and the recession.
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...
November 18, 2008
Sprint – Cleaning House By First Asking For Volunteers – Will Not Work
Analysis of: Sprint offers voluntary package to employees | www.fiercewireless.com
Author: P.J. Louis, President, PJ Louis LLC
Companies in Sprint’s situation will ask for volunteers first.

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