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

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Samuel GreenholtzJuly 21, 2008
BT’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...
Samuel GreenholtzJuly 21, 2008
FCC 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...
Samuel GreenholtzJuly 21, 2008
Minority 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.     ...
Samuel GreenholtzJuly 21, 2008
WiMAX Running out of Wagons to Circle Against LTE
Analysis of: WiMAX’s Long-Term Evolution | www.unstrung.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1.      It seems with each month that passes by that WiMAX loses more of its steam. 2.      The rhetoric coming out of even the technology-centric component vendors is starting to demonstrate a sense of resignation that WiMAX will have difficulty remaining...
Samuel GreenholtzJuly 21, 2008
Court’s Refusal to Dismiss iPCS Legal Action Should be Music to Sprint’s Ears
Analysis of: Delaware court keeps Sprint case alive | www.forbes.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1.      Ever since the merger with Nextel, Sprint has had its share of battles with its affiliates. 2.      However, given its recent actions (including giving operational control to Clearwire, being ambiguous about the role of the Baltimore WiMAX trial,...
Samuel GreenholtzJuly 17, 2008
AT&T Desperately Needs to Keep its CAPEX Up
Analysis of: AT&T’s U-verse services hit Miami Valley | www.cedmagazine.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1.      AT&T understands that it cannot afford to let its CAPEX slide very much.   2.      It does not have the luxury of being able to delay a major project six months to a year.   3.      If it does cut back in...
Samuel GreenholtzJuly 17, 2008
Who Ever Said There was a Strong Consumer Market for Push-To-Talk?
Analysis of: Consumer push-to-talk: Does anyone really care ‘where you at?’ | telephonyonline.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1.      Why is the leap made in the source article that moving push-to-talk to CDMA means that Sprint is going after the consumer space in a big way for this service? 2.      And even if that assumption was  correct, why is there no questioning...
Joseph UptonJuly 15, 2008
To GPON or WDM PON, That Is the Question
Analysis of: "Run Away!" Nokia Siemens Retreats From GPON | www.lightreading.com
Author: Joseph Upton, Pres/CEO, Kabel-X USA
With Alcatel-Lucent and Ericsson leading the way in sales of Gigabit Passive Optical Network (GPON) gear to the major RBOCs and others, is the technology going to stay for awhile, or is Wave Division Multiplexing-Passive Optical Networking (WDM-PON) the next technology to watch?  Nokia could...
Samuel GreenholtzJuly 15, 2008
Sweet Spot for Ethernet over Copper is Around 10 Megabits
Analysis of: ADVA Does Ethernet Over Copper | www.lightreading.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1.      Most Ethernet over Copper (EoC) customers appear to be deploying somewhere between 2 to 45 megabits. 2.      About 70 percent of Ethernet over fiber service is at 10 megabits. 3.      EoC suppliers are increasingly mentioning...
Samuel GreenholtzJuly 15, 2008
Ethernet over Copper Fits in Well with XO’s Financial Model
Analysis of: XO to Extend Ethernet From 9,000 to 12,000 Feet | www.xchangemag.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1.      XO Communications started with 10-meg Ethernet across its entire network.   2.      In the past, the carrier just leased UNE-Ls in order to provide the service over fiber. 3.      In shifting to EoC, XO’s up-sell...

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