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GLG News by Network Security Experts

Paul Massie, Consultant
Self Employed
Analysis of: PC shipments grew faster than expected in 2Q (biz.yahoo.com)
HP maintains worldwide leadership, but Dell is staging a comeback.  HP may be able to leverage their wide array of products for an advantage.  The second-tier vendors will continue to do well in places but seem to have little chance of unseating either Dell or HP.  Apple is a dark horse...
Samuel Greenholtz, Principal
Analysis of: BT Unveils $3B FTTx Plan (www.lightreading.com)
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 Greenholtz, Principal
Analysis of: USTelecom Chief Argues the Case for ‘Retention Marketing’ (www.xchangemag.com)
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 Greenholtz, Principal
Analysis of: SK Telecom Should Hang Up on Sprint (blogs.wsj.com)
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 Greenholtz, Principal
Analysis of: WiMAX’s Long-Term Evolution (www.unstrung.com)
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 Greenholtz, Principal
Analysis of: Delaware court keeps Sprint case alive (www.forbes.com)
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 Greenholtz, Principal
Analysis of: AT&T’s U-verse services hit Miami Valley (www.cedmagazine.com)
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 Greenholtz, Principal
Analysis of: Consumer push-to-talk: Does anyone really care ‘where you at?’ (telephonyonline.com)
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...
Samuel Greenholtz, Principal
Analysis of: ADVA Does Ethernet Over Copper (www.lightreading.com)
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 Greenholtz, Principal
Analysis of: XO to Extend Ethernet From 9,000 to 12,000 Feet (www.xchangemag.com)
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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