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GLG News by GLG Leaders in the Telcommunications Council

Kenneth Eisner, Principal
Kenneth Eisner, Principal
Eisner Consulting
Analysis of: With UMB Left Behind, LTE and WiMAX Battle for 4G Supremacy (www.instat.com)
The Baltimore Sprint deployment tells us a lot.  In many ways, it shows us the predominance of relationships and ease in choosing a locale as opposed to the attraction of the demographic; if the opposite was the case, Baltimore never would have been selected.  As for the LTE v WiMax debate,...
P.J. Louis, President
PJ Louis LLC
Analysis of: Polycom ups telepresence ante (telephonyonline.com)
Polycom has been a leader in corporate conferencing systems for years.  I recall using their systems in the early 1990s.
Analysis of: NPD: Apple iPhone 3G is #1 smartphone in U.S.; AT&T big beneficiary (macdailynews.com)
Mobile platforms have exceeded laptops and other consumer devices as the primary form of communication devices and Internet access. Market for high end PDAs remain untapped and  new entrants with proper business models can take advantage of this opportunity. Google definitely has an opportunity...
Samuel Greenholtz, Principal
Analysis of: AT&T Doubles U-verse Base, Posts Largest TV Quarter (www.xchangemag.com)
1.      Not too long ago, the price of oil was at $147 a barrel. 2.      Now it has gotten below $70 a barrel. 3.      Falling gas pricing may lead to noticeable reductions in OPEX for fiber to the premises.
P.J. Louis, President
PJ Louis LLC
Analysis of: Debt-Heavy Telecoms Won't Escape the Credit Crunch (www.businessweek.com)
The belief that telecom would escape the effects of this long and deep recession is total folly.  I have been screaming recession since late 2007. The belief that telecom will survive is not folly.   Remember that telecom is infrastructure.
P.J. Louis, President
PJ Louis LLC
Analysis of: Tellabs cuts investment in access business (telephonyonline.com)
No one should be surprised by this development. With carriers cutting back spending it is important that vendors act early to conserve cash.  
P.J. Louis, President
PJ Louis LLC
Analysis of: Verizon Sticks With Bid to Buy Alltel (online.wsj.com)
Supposedly parties familiar with the Verizon-Alltel deal say that the contract between Verizon and Alltel is so strict neither party can alter the deal or back out entirely.   Are you serious? What knucklehead signed a contract without a back door?
P.J. Louis, President
PJ Louis LLC
Analysis of: Verizon CEO optimistic despite economic crisis (news.cnet.com)
Large carriers like Verizon will remain largely unscathed.  Small independent carriers will not be so lucky. Telecom vendors who are cash poor will not survive the recession either not well or not at all.
P.J. Louis, President
PJ Louis LLC
Analysis of: Green Telecom Part VI: Verizon a telecom leader (telephonyonline.com)
Green is not just about burning cleaner fuels in our cars or alternative energy.  It is also about operating equipment more effectively in a manner that requires less energy and release less waste.  
Samuel Greenholtz, Principal
Analysis of: Verizon CEO optimistic despite economic crisis (www.technologypublic.com)
1.      The biggest problem right now in telecom is access to money. 2.      Small companies will be feeling the pressure the most because they all need further investment. 3.      With potential investment opportunities for...

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