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

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Samuel GreenholtzAugust 12, 2008
Are Sales of Ciena’s World Wide Packet Solutions to AT&T In Jeopardy?
Analysis of: Ciena Expects $5.0 to $6.0 Million Q3 GAAP Loss Related to Commercial Paper Investments | www.reuters.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1.      The understanding in the industry has been that Ciena bought World Wide Packets (WWP) at the bidding of AT&T. 2.      However, at this point, Alcatel-Lucent’s TiMetra seems to be building a case for the RBOC’s business.   3.     ...
Samuel GreenholtzAugust 11, 2008
Shakeout Inevitable in Ethernet over Copper Market
Analysis of: XO finds demand for higher Ethernet speeds | telephonyonline.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1.      Timing is everything. 2.      It appears that the Ethernet over copper market is finally moving beyond early adoption. 3.      Even with the most positive view of the technology potential, six or more vendors in the market...
Samuel GreenholtzAugust 11, 2008
Smaller Cable Operators Could Greatly Benefit from CMC’s HITS
Analysis of: CMC Plugs Digital, HD | www.multichannel.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1.      The whole Tru2Way/OCAP concept is getting some traction now. 2.      As voice and data growth begins to taper off, the hope for small-to-medium sized cable TV companies is to be able to generate some additional revenue from their customers. 3.     ...
Samuel GreenholtzAugust 11, 2008
Telecom Industry Does Not Survive Without DPI
Analysis of: What the telecom industry will do about DPI | telephonyonline.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1.      Ethernet and TCP/IP were designed for use in a friendly environment.   2.      In other words, there has been a fundamental assumption that all of the attachments to the Ethernet connection were going to be playing by the rules. 3.     ...
Samuel GreenholtzAugust 11, 2008
In DPI Market, Procera Seems to Have an Edge over Allot, Sandvine, etc.
Analysis of: Indonesia's Largest ISP Improves the Customer Experience With Procera Networks' Evolved DPI Platform | money.cnn.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1.      A key success factor for Deep Packet Inspection (DPI) vendors is the level of visibility that can be given to the service provider. 2.      Procera Networks appears to offer an impressive means of managing and presenting data. 3.     ...
Samuel GreenholtzAugust 8, 2008
How Does Level 3 Deal with Nightmarish Task of Integrating Disparate Transport Gear?
Analysis of: Level 3 CEO Crowe sells shares | www.bizjournals.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1.      Level 3 is faced with an expensive, work-intensive, but doable undertaking of dealing with SONET boxes that came from a couple of dozen different suppliers. 2.      One way would be almost akin to building a dam for a river – only doing it numerous...
Samuel GreenholtzAugust 8, 2008
Smaller ISPs Should not Get into the FTTP Business
Analysis of: Internet congestion a reality, Bell says | www.cbc.ca
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1.      Run-of-the-mill ISPs might be very attracted to operating a municipal fiber network, especially one with open access. 2.      However, they lack the necessary experience and support equipment. 3.      Also, with not much...
Samuel GreenholtzAugust 8, 2008
BT Might Play Musical Chairs with Optical Vendors
Analysis of: BT revenue tops expectations; maintains FY guidance | www.marketwatch.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1.      There are signs at British Telecom that it has been frustrated with Huawei regarding optical transport systems. 2.      It is not out of the question that the Chinese giant could be com pletely knocked out (at least in this particular space)...
Samuel GreenholtzAugust 7, 2008
Satellite Radio Will Be Around for a Very Long Time,
Analysis of: Satellite Radio: Dead Companies Walking | www.lightreading.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1.      The new Sirius XM is now the second biggest radio company in the US with revenues of $2.2 billion.   2.      It is only second to Clear Channel. 3.      The odds are better that Sirius XM becomes the largest...
Samuel GreenholtzAugust 7, 2008
Qwest Looking to Spend More on Long-Haul Network
Analysis of: Qwest Reports Second Quarter 2008 Results | finance.denverpost.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
There is a high likelihood that Qwest will expand its optical equipment budget for its interexchange network.   2.      Qwest has evaluated at least three suppliers for 40G technology: Ciena, Infinera, and Nortel. 3.      In addition to other factors,...

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