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July 25, 2008Is AT&T Poised to Reap Benefits of Integration Efforts Soon?
Analysis of: AT&T Hits 550K IPTV Subs | www.lightreading.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1. It is no secret that network integration at AT&T is going slower than expected. 2. Apparently, there is still not full reconciliation in choosing which of the processes (of the three major carriers being combined) will ultimately...
July 24, 2008Chinese Telecom Investment in African Market Part of Grander Effort
Analysis of: Africa: a promising land | www.telecommagazine.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1. It is no accident that Chinese telecom manufacturers have placed a lot of focus on Libya and Nigeria in terms of infrastructure investment. 2. The two countries together have about 75 billion barrels of oil reserves. 3. In general, China has invested for a long time into Africa...
July 24, 20084G is Likely to Take Longer to be Adopted than Some Analysts Expect
Analysis of: 3G Faces Capex Squeeze | www.unstrung.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1. The author of the source article is really going out on a limb. 2. He is not only trying to forecast the arrival of 4G, but the incredibly harder task of anticipating “the first GSM network shutdowns.” 3. Not...
July 24, 2008Telus Should Consider Buying Nextel Division of Sprint
Analysis of: TELUS urges government to invest $1 billion of spectrum windfall to help deliver broadband internet to rural Canadians | cgi.money.canoe.ca
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1. There can be little question that Sprint wants to unload Nextel – so it would not require a premium on price. 2. Telus’ iDEN would obviously work well with Nextel. 3. Telus would be able to significantly grow...
July 24, 2008Embarq Continues to Concentrate on Adding More Lipstick
Analysis of: Multiplay Contrarian | telephonyonline.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1. Right now it is all about making the balance sheets as positive as possible at Embarq. 2. Embarq’s exit from its wireless business demonstrates its intention of no longer remaining an independent entity. 3. ...
July 24, 2008NGMN Alliance’s Choice of LTE -- Another Huge Nail in WiMAX’s Coffin?
Analysis of: Politics and Mobile WiMAX | www.fiercebroadbandwireless.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1. Despite Sprint being a founder of the Next Generation Mobile Networks (NGMN), the organization decided to go with LTE. 2. Sprint had announced before the establishment of the group that it was going in a WiMAX direction. 3. ...
July 24, 2008Shift to Metro Critical for Infinera
Analysis of: Infinera Surprises, Targets Metro Access | www.lightreading.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1. While it is easy to get bogged down in semantics, it might be more accurate to say that Infinera’s solution tends to be used for long haul and regional applications – and not as much in the metro core. 2. Certainly, Infinera has been very...
July 21, 2008BT’s “FTTC” is Apparently no Different from AT&T’s Limiting FTTN Approach
Analysis of: BT Unveils $3B FTTx Plan | www.lightreading.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
George Bernard Shaw remarked: “England and America are two countries separated by a common language.” 2. The source article defines BT’s use of FTTC as fiber to the curb. 3. However, in references to the announcement, BT is mainly talking about fibre to the cabinet/node – a much more conservative broadband...
July 21, 2008FCC Decision Violates First Amendment
Analysis of: USTelecom Chief Argues the Case for ‘Retention Marketing’ | www.xchangemag.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1. Although the federal appellate court did not issue a stay on the FCC’s ruling on retention marketing, at least the case has been put on a fast track to determine its conformity to law. 2. It is nothing short of idiotic that a telco cannot...
July 21, 2008Minority Investment by International Player in Sprint Might Make Most Sense
Analysis of: SK Telecom Should Hang Up on Sprint | blogs.wsj.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1. It is interesting that the writer of the source article does not buy into the argument recently made by his own publication that Sprint “has begun to show signs of a rebound.” 2. SK’s involvement in Helio is not an analogous situation. 3. ...
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