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

1.      Manufacturers always have at least a slightly different recipe for making their optical lasers. 2.      Getting a little edge on technology can help, but it hardly results in a high margin business in the telecom space   3.     ...

1.      This announcement from Verizon feeds the notion that the industry will see the market arrival of 100G in 2010. 2.      Although there will be obviously be a natural progression to go from 40G to 100G, as has been pointed out in previous articles,...

1.      Valmont, a well-diversified company, is not likely to depend greatly on its wireless business for profit margins. 2.      A manufacturer of towers, the supplier has been getting some stiff competition from a couple of key rivals in the US. 3.     ...

1.      Opnext has assumed a leadership role in 10G optics. 2.      It has every flavor – XFP, SFP, SFP+ -- and has tended in the past to remain ahead of the curve. 3.      However, it appears that Opnext’s competitors are catching...

1.      Apparently, getting manufacturing yields up to a higher level has always been a challenge for Infinera. 2.      It appears to be a function of the Indium Phosphide technology. 3.      There are good arguments against...

1.      The whole telecom industry was amazed by the unprecedented rate in which Verizon built its FiOS network. 2.      Just as the transition from 2G to 3G has been slow, the safe betting is that 4G in a big way is not around the corner. 3.     ...

1.      AT&T’s enterprise business is not presently meeting expectations. 2.      This market for the largest US carrier is going flat quickly. 3.      Despite residential network build-outs proceeding strongly at Verizon,...

1.      “What's with WWP? – is the key question asked in the source article. 2.      As stated in previous analyses, it is not certain that there is even a contract in place with AT&T for the World Wide Packets solution – to even be “on track” 3.     ...

1.      The ability to do firmware changes in the field and to do software adaptations of port speeds or protocols has been around for a while – and Ciena has been a leader with this type of capability. 2.      There is no question that as feature sets...

Qwest has been floundering as a phone company for years, having to deal with PSC fines and general business issues, which appeared to be keeping them from setting goals on newer technology and moving ahead with data sales in particular.  Their FTTNode strategy appears to be solving some of their...