GLG News by Personal Video Recorder Experts

All stock holders need to calm down.  Of course things are going to get worse before they get better. It is the nature of restructuring – pain first, followed by healing, followed by growth. Sprint needs ot rid itself of non-core assets now to pay down debt.

I find it appalling that no one is complaining that Apple has kept hidden the kill switch. I find it appalling that a vendor is watching what you are doing.  

The telecom business operates in a series of rapid cycles. As an issue, roaming alternates between being an issue and not being an issue – and that is such a mistake.

Analysts have hated talking about selling off Nextel. Most analysts have seen the sale of the Nextel network as a failure on the part of Sprint; however, I don’t. Saving Sprint needs to be viewed from the perspectives of creditors and bond owners.

Equity holders are up in arms. However, the creditors and bond holders were very happy. Raising cash now is paramount.

We can speculate as to what will happen to Qualcomm with the loss of Sanjay Jha but I would prefer to focus on Motorola. I am going to ask investors to give Sanjay Jha time to get his feet wet.

My view of femtocells has been focused on how a company like Verizon could leverage the technology with its FiOS business.  Sprint’s use of the technology is an interesting way of managing its capital.  I would love to tell you that I had thought of it earlier but I did not.  It just...

Call it good corporate citizenship or call it consumer focused publicity; the result will be the same; AT&T will look good. Even better, AT&T will end up saving money.  

It has been long overdue.  The United States needs more than just empty commitments from carriers to implement broadband systems across every part of the country.

I originally viewed Equinix as a company with a solution in search of a problem.  In a day an age when the large carriers prefer doing direct connect to business customers, the Internet and in general enterprise technology has a created an environment where neutral data center are a necessity.