GLG News by Outdoor Advertising Experts (North America)
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.
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?
October 23, 2008
Verizon, other Established Carriers, and Vendors – Facing Tough Times But They Will Survive
Analysis of:
Verizon CEO optimistic despite economic crisis (news.cnet.com)
Verizon, other Established Carriers, and Vendors – Facing Tough Times But They Will Survive
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.
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.
Analysis of:
Court Lifts Import Ban on Qualcomm Chips (online.wsj.com)
Just when you thought it was safe to jump back into the intellectual property waters.
Analysis of:
Nokia as Rorschach card: Investors reward results, then resume gloom (www.rcrwireless.com)
Like Ericsson was 10 years ago, Nokia is today – the indicator of industry health.
Analysis of:
Clearwire Says Shareholder Vote Will Happen In Mid-November; Wants FCC To Approve Transaction Soon (www.moconews.net)
I am still not quite sure how Sprint and the new Clearwire will coordinate and be able to generate revenue as independent entities.
But this looks like good news.
Analysis of:
Economists Expect Crisis to Deepen (online.wsj.com)
My only concern is the investor. There are certain telecom sectors that will ride out the storm better than others.
Analysis of:
Curtain Rises on WiMax Network Is Set to Launch in Baltimore (online.wsj.com)
In word: Great!!
Analysis of:
Telephony Live: Bell Labs president outlines future of innovation (telephonyonline.com)
Technological innovation today will need to focus on mining greater value out of existing systems. Technological innovation today will provide a level of stabilization in a destabilized technology environment. Alcatel has the right idea – move closer to development.
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