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GLG News by IPTV Experts

Samuel Greenholtz, Principal
Analysis of: Ciena AT&T News Gives Equipment Provider a Boost (www.washingtonpost.com)
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...
Samuel Greenholtz, Principal
Analysis of: Interoute Deploys Infinera (www.lightreading.com)
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...
P.J. Louis, President
PJ Louis LLC
Analysis of: Clearwire Shareholders Approve Deal With Sprint (www.nytimes.com)
Finally, the shareholders of Clearwire have approved to merge with Sprint’s wireless broadband network.
P.J. Louis, President
PJ Louis LLC
Analysis of: Google Tool Lets Users Edit Search (online.wsj.com)
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.
P.J. Louis, President
PJ Louis LLC
Analysis of: Tata units to curb acquisitions (online.wsj.com)
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.
Analysis of: Econet promises low-cost services in Kenya roll-out (www.telecompaper.com)
- 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...
Samuel Greenholtz, Principal
Analysis of: Infinera to demo pre-production 100-GbE module at SC08 (lw.pennnet.com)
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...
Samuel Greenholtz, Principal
Analysis of: Apparently, Infinera has figured out confusion on where it is going with 100G (www.lightreading.com)
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...
Mahesh Khera, Head - Corporate Strategy and Business Excellence
Mahesh Khera, Head - Corporate Strategy and Business Excellence
Reliance Communications Ltd
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)
    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...
P.J. Louis, President
PJ Louis LLC
Analysis of: Sprint offers voluntary package to employees (www.fiercewireless.com)
Companies in Sprint’s situation will ask for volunteers first.

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