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September 29, 2008Nortel’s Damaged Brand Name is the All-Important Factor
Analysis of: Deconstructing Nortel, a former icon | www.canada.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1. A very long time ago, Nortel was considered one of the premier corporations in the world. 2. The company was able to coast along just on its reputation and presence despite a record of limited innovation. 3. ...
September 29, 2008Nortel’s CO Installed Base is Still its Most Valuable Asset
Analysis of: Nortel 4G Plans Up in the Air | www.unstrung.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1. In its revised outlook, the term “DMS” was not mentioned one time. 2. At least there was recognition by Nortel that carrier VoIP is closely related to its heritage. 3. It is reasonable to assume that wireless...
September 29, 2008ADC Makes Dramatic Comeback at AT&T at CommScope’s Expense
Analysis of: ADC is Party-Neutral Supplier of Fiber Connectivity Solutions at Democratic and Republican National Convention Sites | www.marketwatch.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1. Everything indicated that CommScope was poised to totally take over AT&T’s connector business.
2. It seemed only a matter of time when ADC was going to lose the entire account.
3. To its credit, ADC,...
September 29, 2008Disappointing Turnout at FTTH Conference Could Signify Temporary Lull in Market
Analysis of: IS FIBER'S ROSE STILL BLOOMING? | telephonyonline.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1. The number of people actually attending the just concluded FTTH Conference was at least 40 percent lower than the original estimates. 2. Perhaps a big part of the problem is that there really have not been any dramatic changes in the fiber...
September 29, 2008The Liberation of Ciena Must Begin Now
Analysis of: Ciena Corp: No Longer A Value Play | seekingalpha.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1. Fundamental “values” must be place in order to ensure a “value play.”
2. Totally straight-shooting from the top leadership at Ciena has been lacking for a good number of years.
3. A much higher level...
September 29, 2008RBOCs Should Encourage Fujitsu to Rescue Ciena
Analysis of: Sprint Picks Ciena | www.unstrung.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1. While on paper, a Tellabs-Ciena merger would make a lot of sense, one problem is the deep cultural differences between the two suppliers.
2. The earlier proposed merger between Tellabs and Ciena had a different CEO at the helm of the...
September 22, 2008Distress at Financial Institutions Likely to Affect Verizon CAPEX
Analysis of: Verizon virtualizes data centers | telephonyonline.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1. The concern level over the enterprise business has reached a higher level at Verizon as major financial firms are struggling.
2. There is greater amount of concern over the possibility of a major crimp on commercial spending.
3. ...
September 22, 2008Sprint/Clearwire WiMax Update and Sprint Service Improvement
Analysis of: Sprint CEO: New Tech Helping Our Turnaround | www.onetrak.com
Author: Joseph Upton, Pres/CEO, Kabel-X USA
Dan Hesse, CEO of Sprint is focusing on the customer service and new wireless product aspects to help turn his failing business around. He is also moving forward with a joint WiMax venture with Clearwire, supported by financing from Comcast, Time Warner, Brighthouse, Intel, and Google. ...
September 22, 2008AT&T and HD TV: A Marriage Improving?
Analysis of: AT&T Hopes To Squeeze More HD Into U-verse | www.onetrak.com
Author: Joseph Upton, Pres/CEO, Kabel-X USA
ATT needs to offer as close a package/service bundle as they can to their CATV competitors' offerings. HD is a major service product and has much interest from TV/Video customers, and up until now, ATT can only offer 2 HD streams to the home simultaneously feeding two different HD TV sets. The...
September 19, 2008Qwest Backing Away From Video Over IP
Analysis of: Qwest CEO Says Broadband The Focus, But Battle Not Over for Voice | www.onetrak.com
Author: Joseph Upton, Pres/CEO, Kabel-X USA
This article refers to Qwest moving away from video over internet protocol in several cities where they have it in play now, instead opting to use DirecTV to provide video and lock down customers away from cable. ATT, however, is building the same video IP platform and appears to be sticking...
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