GLG News by FTTx (Fiber to the X) Business Trend Experts
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October 24, 2008Lower Oil Pricing May Have Positive Impact on FTTX Deployment
Analysis of: AT&T Doubles U-verse Base, Posts Largest TV Quarter | www.xchangemag.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1. Not too long ago, the price of oil was at $147 a barrel.
2. Now it has gotten below $70 a barrel.
3. Falling gas pricing may lead to noticeable reductions in OPEX for fiber to the premises.
October 21, 2008Mixed Bag for Telecom Companies in Market Crisis
Analysis of: Verizon CEO optimistic despite economic crisis | www.technologypublic.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1. The biggest problem right now in telecom is access to money. 2. Small companies will be feeling the pressure the most because they all need further investment.
3. With potential investment opportunities for...
October 16, 2008Level 3 is Crazy About 100G
Analysis of: OIF's Newest Piece of 100G Puzzle: Forward Error Correction | finance.boston.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
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1. Obviously, Level 3 is being vocal about its traffic capacity requirements rapidly exceeding the combining of multiple 10G systems.
2. Is this also perhaps a signal that Level 3 is sending to Infinera, which...
October 16, 2008Long-Term Market Potential for 100G Much Bigger than 40G
Analysis of: Verizon's Wellbrock: 100G Is Needed | lightreading.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
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1. Perhaps,
many of us were mistaken about the need for 100G transmission.
2. We
believed that the industry would follow its normal pattern of moving up the
line in optical networks as it always has in the past – the...
October 8, 2008Uverse Take Rate Bargain Basement Deal
Analysis of: AT&T Launches $200 Cash Back Deal for U-verse TV | www.xchangemag.com
Author: Joseph Upton, Pres/CEO, Kabel-X USA
ATT is following VZ's lead by offering $200 cash back to existing ATT customers that take one of the three Uverse bundled deals, with or without internet access. The current slowdown in ATT spending on Uverse and everything else, follows the negative economic climate and failing mortgages situation,...
October 7, 2008AT&T Re-org Likely to Be Part of Eventual Shift to FTTH Emphasis
Analysis of: In Shake-Up, AT&T Gives Wireless Chief Broader Role | online.wsj.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1. There could easily be another reason for AT&T “putting wireless chief Ralph de la Vega in charge of all consumer offerings...[than] to better coordinate marketing of landline and mobile services...”
2. It has been long known that...
October 7, 2008Google Remake in the Wind?
Analysis of: Google Increases Online Video Share with 5B Views | www.contentinople.com
Author: Joseph Upton, Pres/CEO, Kabel-X USA
Google has locked down the strongest online video share with their Youtube offering. Are they headed toward locking down customers via landline fiber, where they can act as ISP, Service Provider, and major advertising power on the net?
October 7, 2008Telecom Should be Safe Port to Ride Out Economic Storm
Analysis of: Recession Expected to Hit Telecom in Second Half | www.xchangemag.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1. Despite the economic downturn, the overall telecom services business in the US continues to remain rather good.
2. While residential building has taken a hard hit, the performance numbers at the three major service providers have stayed fairly strong – especially at AT&T and Verizon.
3....
October 7, 2008Incumbency Will Be Major Factor For Niche Suppliers in Troubled Market
Analysis of: Market Meltdown: Equipment, Software Vendors to Suffer Most | www.phoneplusmag.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
Incumbency will be critical in whether vendors win or lose during the downturn in the US telecom market.
R&D and service programs will suffer the most.
If layoffs occur at one of these suppliers, instead of getting rid of the most experienced employees, the company should try
as much as...
October 3, 2008
Color on Huawei Buying Nortel Optical
Analysis of: Huawei Seen as Likely Nortel Suitor | www.lightreading.com
Author: GLG Expert Contributor
Analysis of: Huawei Seen as Likely Nortel Suitor | www.lightreading.com
Author: GLG Expert Contributor
Our publication, for paying subscribers only and not made public, actually published the Nortel-Huawei story on Sept. 19, almost a week prior to the Lightwave article. I have been covering Nortel's optical program for 25 years and predicted it either would sell the optical division or can Mike Zafirovski...
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