GLG News by FTTx (Fiber to the X) Business Trend Experts

1.      In addition to some advantages mentioned in earlier analyses, Hatteras claims that it has substantially differentiated itself from the competition in the Ethernet over Copper (EoC) market. 2.      Hatteras criticizes Adtran’s solution for just...

1.      Expectations are that Level 3’s performance for the second quarter will not be fabulous – but it will not be bad either.   2.      The company continues to deserve attention as the number three carrier in the U.S. and in being a top-10 player...

Speaking at the Cable-Tec Show in Philadelphia recently in June, 2008, CATV MSO leadership conceded "that the industry" needed to spend more time and resources to sample and fix their video transmission problems.  Huge and complex software integration issues face the MSOs as they install complex...

1.      Dual polarization QPSK is getting a lot of press coverage right now because of the PMD issues that exist with 40G. 2.      Nortel’s marketing machine has been doing a good job of getting the word out. 3.      However,...

The CATV MSOs have been marketing to the small/midsize business customers and appear to be making headway, with the percentage of these companies' growing, but the overall data spending by these businesses staying under $1,000.

1.      There appears to have been bickering at the top levels of VeriSign about the future course of the company. 2.      Although Jim Bidzos apparently did not force the issue directly, he succeeded in taking control of the firm. 3.     ...

The large ILECs are increasingly using cabinets in their access networks. 2. CommScope has made a concerted effort to come up with some functionality that is currently missing in similar products from competitors.   3. While Emerson continues to sell its own cabinets, it has not been able to achieve...

The major phone companies have competed in the wireless arena for years, no big deal.  However, now Verizon has stepped outside its footprint in Plano, TX and is building FIOS on top of AT&T's Uverse customers (and Time Warner).  Getting together to try to retain phone customers in moves...

Can Sprint improve customer service, fix the management/leadership vacuum problem, and build a new, competitive network?  Sprint CEO, Dan Hesse has perhaps the most difficult job in US telecom today.  Is he doing enough to allow Sprint to stay alive? Will Sprint rise from the ashes like Phoenix...

1.      Any possible antitrust suit brought against Google will be most likely based on punishing the company for its success and for its innovation. 2.      The idea that “antitrust law is being reconsidered in a new context, shaped by Google” demonstrates...