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August 28, 2008Would Tellabs Consider Merging With Ciena Again?
Analysis of: Bandwidth crisis is Tellabs' chance | www.suntimes.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1. Several years ago, the proposed merger between Tellabs and Ciena made a lot of sense. 2. Now from Tellabs’ perspective, a potential marriage would appear even more favorable. 3. Private equity firms taking over...
August 18, 2008Not Enough Questions Asked by Ciena on AT&T Buying WWP equipment?
Analysis of: Does age matter when you're CEO? | www.usatoday.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1. It is hard to ignore the irony of a recent statement in USA Today made by Ciena’s CEO, Gary Smith. 2. He said, “Experience is not about having more answers. It's about asking the right questions." 3. AT&T...
August 18, 2008Intriguing RFP Activity at AT&T
Analysis of: Fujitsu Confirms Verizon Packet Optical Win | www.lightreading.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
The stakes will be high in suppliers vying for the business of AT&T. 2. The technologies span the network – from last mile access to high-capacity long haul at the largest RBOC. 3. Although Verizon has completed its major RFPs for now, there appears to be at least a couple out there...
August 18, 2008Ciena’s Prospects Abroad are as Strong as Ever
Analysis of: The Acer, Intel & Economic Times Smart Workplace Awards Conclude | www.indiaprwire.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1. Ciena’s international position is definitely looking up. 2. Throughout Europe, the supplier is working really hard to get additional market penetration. 3. While Asia has never really been a hot spot for Ciena,...
August 18, 2008Major Network Optical Vendors Will Eventually Need a Video Card
Analysis of: HTN expands U.S. network with Net Insight | lw.pennnet.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1. Whether it is HD-SDI, SD-SDI or ASI, almost all of the prominent fiber optic suppliers do not really support a video application. 2. There are small, specialty companies, such as Net Insight, which specifically play in the video market....
August 13, 2008Verizon/CWA Negotiations Will Have An Effect on the AT&T/CWA Negotiations circa 2009
Analysis of: Verizon, Union Reach Agreement | wvgazette.com
Author: Joseph Upton, Pres/CEO, Kabel-X USA
If Verizon agrees to wage increases and medical benefit changes that AT&T doesn't want to accept, this can have severe complications on the AT&T/CWA negotiations scheduled to begin in April, 2009. AT&T, however, also have many possible changes to the current CWA contract that may inflame...
August 13, 2008Frontier Knows How to Sell Broadband in a Declining Market
Analysis of: Frontier's Broadband Growth Bucks Trend | telephonyonline.com
Author: Joseph Upton, Pres/CEO, Kabel-X USA
Frontier has shown growth in broadband lines while its larger counterparts (T and VZ) are having difficulties showing positive growth in that segment. We need to study the reasons why Frontier is doing so well, even though they are seeing heavy wireline losses like all the telco players,...
August 12, 2008Who Has the Most HD Channels Today?
Analysis of: Q&A: AT&T's York Scopes Out HD Plans | www.multichannel.com
Author: Joseph Upton, Pres/CEO, Kabel-X USA
High definition television broadcasting is at its peak now, with most local stations and virtually all national network stations either already converted or about to fully convert to HD transmission. The FCC mandated digital conversion is February, 2009, and customers with the older analog sets...
August 12, 2008Windstream CEO Leaves the Door Open for Consolidation
Analysis of: Windstream Revives Talk of a Merger as Net Falls 12% | online.wsj.com
Author: Joseph Upton, Pres/CEO, Kabel-X USA
Consolidation among the RLECs has been happening at a steady pace over the last couple of years. Mergers or acquisitions for a company such as Windstream could either help or cause problems, depending on the activity they choose.
August 12, 2008Ciena’s Prospects Abroad are as Strong as Ever
Analysis of: The Acer, Intel & Economic Times Smart Workplace Awards Conclude | www.indiaprwire.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1. Ciena’s international position is definitely looking up. 2. Throughout Europe, the supplier is working really hard to get additional market penetration. 3. While Asia has never really been a hot spot...
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