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Samuel Greenholtz, Principal

Samuel GreenholtzPrincipalTelecom Pragmatics What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Hardball 11/21/09: Calix’s IPO in Order to Buy Cyan?

November 21, 2009

Calix Files IPO. Will Cyan Be Mike Hatfield's Next Big Hit? | www.businessweek.com

In a 2005 BusinessWeek article, Calix’ CEO was quoted as saying: "The only thing that would cause me to go public is if we wanted to go do an acquisition.  I don't know why else I'd do it." It was clear to us earlier this year that he had evidently not changed his stance in justifying an IPO.

Samuel Greenholtz, Principal

Samuel GreenholtzPrincipalTelecom Pragmatics What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Hardball 11/20/09/13:00 GMT: NSN Likely for NT’s Optical Assets– Infinera Entry?

November 20, 2009

One at a time, please: Nortel delays one auction because of another | localtechwire.com

Nokia Siemens Networks desperately needs to establish a sizable public network presence in North America. Even if Ericsson places a bid, NSN appears to be the favorite to get Nortel’s optical assets. There has been speculation about Infinera entering the fray.

Samuel Greenholtz, Principal

Samuel GreenholtzPrincipalTelecom Pragmatics What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Hardball 11/19/09: Kiss of Death for Clearwire?

November 19, 2009

Clearwire: 'Google Believes in Us' | www.unstrung.com

Google’s lack of investment in the last round speaks volumes. As we have said in the past, no company does as much agonizing cost analysis as the search engine provider. We still believe that if Clearwire does survive, it will be with a far less ambitious, targeted metro approach.

Samuel Greenholtz, Principal

Samuel GreenholtzPrincipalTelecom Pragmatics What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Hardball 11/18/09: One Last Kick in Pants from WV to VZ Before Parting

November 18, 2009

West Virginia protests Frontier's Verizon acquisition | www.fiercetelecom.com

The gloves are coming off one final time between Verizon and West Virginia.  The state is probably going to be so relieved to get Verizon out that it will likely play ball with Frontier.  It would hardly be an exaggeration to say that the relationship over the years between the two parties has been acrimonious. 

Samuel Greenholtz, Principal

Samuel GreenholtzPrincipalTelecom Pragmatics What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Hardball 11/17/09: AT&T's Version of Keystone Cops

November 17, 2009

AT&T Rebuts Verizon Ads, Again | blogs.wsj.com

Nothing illustrates more the state of disarray at AT&T than this bungled attempt to dispute Verizon Wireless’ claims. AT&T apparently even has trouble settling on a unified public relations/marketing response. The service provider just did not want the world to know about the disparity in 3G coverage between the two carriers.

Samuel Greenholtz, Principal

Samuel GreenholtzPrincipalTelecom Pragmatics What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Hardball 11/16/09: Infinera Lobs Up Some More Softballs

November 16, 2009

Infinera Named Second Fastest-Growing Tech Company in North America | money.cnn.com

Infinera’s statements continue to make it very easy to hit them out of the park. It would be much better off if it was really forthcoming about its business. While there are some executives that have appeared to have been truly kept in the dark on the company’s execution, it is the high-level people that know better that have been the most disappointing in their responses.

Samuel Greenholtz, Principal

Samuel GreenholtzPrincipalTelecom Pragmatics What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Hardball 11/15/09: Ciena Should Avoid Manufacture-Discontinuing CoreDirector I

November 15, 2009

Ciena offers Carrier Ethernet certification program | www.cedmagazine.com

There is still no doubt that Ciena has a virtual monopoly on the optical cross-connectmarket. With AT&T having over 500 CoreDirectors, it makes it difficult for the RBOCto go with another supplier. However, upon closer analysis, the 5400 could be sodifferent that it may as well be from a second manufacturer.

Samuel Greenholtz, Principal

Samuel GreenholtzPrincipalTelecom Pragmatics What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Hardball 11/14/09: Potential Ciena Counter-bid – Bridge Too Far

November 14, 2009

Nortel postpones optical, Ethernet unit auction | blog.telephonyonline.com

Most of Ciena’s acquisitions in the past have been train wrecks. While it may not be totally apparent from the supplier’s previous rhetoric, the strength of its optical transport and switching line has bailed the company out.  However, if Ciena decided to bid up (if there was a counteroffer), its continuing existence would be at a huge risk for any amount “above $750 million” and its solid product lines would perhaps not be enough to save the firm this time.

Michael Albano, Owner

Michael AlbanoOwnerCommunication Depot What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Leap and Metro PCS Christmas and New Years Expectations

November 10, 2009

UPDATE 2-Leap Wireless cuts 2009 subscriber adds view | www.reuters.com

Since Boost is still relatively new and will continue to sustain growth for quite some time and other carriers are now getting into the prepaid game, or are making their prepaid plans more competitive, it may be a rough Christmas and New Years for Leap and metro PCS.

Samuel Greenholtz, Principal

Samuel GreenholtzPrincipalTelecom Pragmatics What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Hardball 10/29/09: At Last, AT&T’s U-verse As We Know It Will Start Going Away

October 29, 2009

U-Verse Growth Is Slowing | www.lightreading.com

We expect dramatic cutbacks in U-verse CAPEX over the next two years. The service has pretty much been a bust.   For AT&T, 3Q09 will probably “be identified as the quarter in which the U-verse star started to fade.”

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