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December 1, 2008Does AT&T Needs Its Own “Keller, Texas” To Jumpstart FTTH?
Analysis of: Time Warner suing AT&T over U-verse expansion work | www.mysanantonio.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1. Insufficient spending on new equipment at AT&T could lead to significant degradation, especially in residential networks across the country.
2. It is not out of the question that huge fines could be assessed to the RBOC.
3. ...
December 1, 2008Ciena Not Expected to Announce Doom and Gloom for 2009
Analysis of: Ciena AT&T News Gives Equipment Provider a Boost | www.washingtonpost.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1. The source article is referring only to AT&T’s wireless spending.
2. However, at this point, it appears that it is not out of the question that AT&T’s total CAPEX spending could be down even more than 10 percent in 2009 – if...
December 1, 2008Was Infinera’s Business Model Flawed From the Start?
Analysis of: Interoute Deploys Infinera | www.lightreading.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1. Direct competitors of Infinera including Alcatel-Lucent, Ciena, Ericsson, Fujitsu, Nokia Siemens, and Nortel initially appeared apprehensive about the newcomer’s disruptive technology.
2. However, Infinera’s entry into the market did not...
November 26, 2008
Forward Movement – Finally!
Analysis of: Clearwire Shareholders Approve Deal With Sprint | www.nytimes.com
Author: P.J. Louis, President, PJ Louis LLC
Forward Movement – Finally!
Analysis of: Clearwire Shareholders Approve Deal With Sprint | www.nytimes.com
Author: P.J. Louis, President, PJ Louis LLC
Finally, the shareholders of Clearwire have approved to merge with Sprint’s wireless broadband network.
November 26, 2008
Google – Becoming More Customer Focused
Analysis of: Google Tool Lets Users Edit Search | online.wsj.com
Author: P.J. Louis, President, PJ Louis LLC
Google – Becoming More Customer Focused
Analysis of: Google Tool Lets Users Edit Search | online.wsj.com
Author: P.J. Louis, President, PJ Louis LLC
Google’s recent actions are a sign that it is becoming more customer focused. Yes I know it is a strange thing to say but when you think about it you really don’t have a deep understanding as to how your search results got ranked.
November 26, 2008
Tata – Curbing Acquisitions – A Bad Sign?? - Is there an Upside?
Analysis of: Tata units to curb acquisitions | online.wsj.com
Author: P.J. Louis, President, PJ Louis LLC
Tata – Curbing Acquisitions – A Bad Sign?? - Is there an Upside?
Analysis of: Tata units to curb acquisitions | online.wsj.com
Author: P.J. Louis, President, PJ Louis LLC
I have often described Tata as the GE of India. It is involved in everything in India and around the world. However, not even global giants are immune to over expansion and the recession.
November 20, 2008
A Note on Consumer Behaviour with an eye on Experience in Africa
Analysis of: Econet promises low-cost services in Kenya roll-out | www.telecompaper.com
Author: GLG Expert Contributor
A Note on Consumer Behaviour with an eye on Experience in AfricaAnalysis of: Econet promises low-cost services in Kenya roll-out | www.telecompaper.com
Author: GLG Expert Contributor
- Better pricing for the consumers
- Cross Network charging will be high
- People will carry a phone for each type of SIM
- My driver had 3 phones when I saw him last.
- Price war what price war...
November 19, 2008Infinera Appears Somewhat Unforthcoming on How It Ultimately Gets to Native 100G
Analysis of: Infinera to demo pre-production 100-GbE module at SC08 | lw.pennnet.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1. If one did not know any better, it seems that Infinera has not received the memo that the large carriers have shifted their focus away from 40G to 100G.
2. While the supplier puts a lot of emphasis on its 40G development, the predominant...
November 19, 2008Are There Solutions to Help Avoid Leapfrogging 40G to 100G?
Analysis of: Apparently, Infinera has figured out confusion on where it is going with 100G | www.lightreading.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1. As we stated in a previous article, it has become clear now that there is a high probability that 100G will ultimately dwarf 40G.
2. However, Ekinops asserts that the cost advantages of its 40G solution will be so compelling that the...
November 18, 2008The Operations of Telecom Networks and Data Centers Need a Paradigm Shift to Become Green, Reduce Global Warming and Optimize Total Cost of Operations (TCO)
Analysis of: The Operations of Telecom Networks and Data Centers Need a Paradigm Shift to Become Green, Reduce Global Warming and Optimize Total Cost of Operations (TCO) | /news.glgroup.com
Author: Mahesh Khera, Head - Corporate Strategy and Business Excellence , Reliance Communications Ltd
There are approximately four billion mobile subscribers in the world being served through more than 4 million base stations. For this, the telecom networks and data centers remain powered up for 24 hours a day. With very low tele density...
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