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August 14, 2008
Beyond “Spiced - Up Idea”…Prudence
Analysis of: Idea must give up one licence for merger, says DoT | www.business-standard.com
Author: GLG Expert Contributor
Analysis of: Idea must give up one licence for merger, says DoT | www.business-standard.com
Author: GLG Expert Contributor
Three telecom companies, Idea Cellular, Spice Communications and Telecom Malaysia International with different intents have come together in the acquisition of Spice Communications by Idea Cellular. It will require very deft handling of regulatory affairs and carrying along with important partner...
August 13, 2008Verizon/CWA Negotiations Will Have An Effect on the AT&T/CWA Negotiations circa 2009
Analysis of: Verizon, Union Reach Agreement | wvgazette.com
Author: Joseph Upton, Pres/CEO, Kabel-X USA
If Verizon agrees to wage increases and medical benefit changes that AT&T doesn't want to accept, this can have severe complications on the AT&T/CWA negotiations scheduled to begin in April, 2009. AT&T, however, also have many possible changes to the current CWA contract that may inflame...
August 13, 2008Frontier Knows How to Sell Broadband in a Declining Market
Analysis of: Frontier's Broadband Growth Bucks Trend | telephonyonline.com
Author: Joseph Upton, Pres/CEO, Kabel-X USA
Frontier has shown growth in broadband lines while its larger counterparts (T and VZ) are having difficulties showing positive growth in that segment. We need to study the reasons why Frontier is doing so well, even though they are seeing heavy wireline losses like all the telco players,...
August 13, 2008
Push-to-Talk no longer a differentiator
Analysis of: Sprint eyes sale of Nextel's iDen network | news.yahoo.com
Author: GLG Expert Contributor
Analysis of: Sprint eyes sale of Nextel's iDen network | news.yahoo.com
Author: GLG Expert Contributor
Sprint's acquisition of Nextel was to get a strong foothold int he small to medium size businesses, the stronghold of Nextel customer base. One of the main services was push-to-talk (PTT) or Walkie Talkie service Verizon and AT&T have both since launched their PTT service and going after the...
August 13, 2008
Sprint – Selling Off Nextel?
Analysis of: Sprint eyes sale of Nextel's iDen network | news.yahoo.com
Author: P.J. Louis, President, PJ Louis LLC
Sprint – Selling Off Nextel?
Analysis of: Sprint eyes sale of Nextel's iDen network | news.yahoo.com
Author: P.J. Louis, President, PJ Louis LLC
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.
August 12, 2008California's Public K-12 Education System Is Worsening
Analysis of: California at the Front of Education Trends | www.usnews.com
Author: Jason Ma, Board Director and Sr. Counselor, IvyMax, Inc.
1) The Calfornia public K-12 education system has been suffering from budget cuts for decades, is not at the forefront, and is these days among the bottom 10% of the states in terms of standards and results. 2) It used to produce higher-quality student results two decades ago but since...
August 12, 2008
Sprint – Remember I Said It Was Going To Get Worse Before It Gets Better
Analysis of: Sprint Cancels Stock Sale That Was to Tackle Debt Load | www.ft.com
Author: P.J. Louis, President, PJ Louis LLC
Sprint – Remember I Said It Was Going To Get Worse Before It Gets Better
Analysis of: Sprint Cancels Stock Sale That Was to Tackle Debt Load | www.ft.com
Author: P.J. Louis, President, PJ Louis LLC
Equity holders are up in arms. However, the creditors and bond holders were very happy. Raising cash now is paramount.
August 12, 2008
GM's volt will be a winner if....
Analysis of: Volt plug-in hybrid is 'No. 1 priority,' GM says | www.msnbc.msn.com
Author: GLG Expert Contributor
Analysis of: Volt plug-in hybrid is 'No. 1 priority,' GM says | www.msnbc.msn.com
Author: GLG Expert Contributor
The GM Volt will be a winner IF it is price competitive and has reasonable performance and economy. Despite the so called "quality" issue that saddles GM previous well thought out and executed GM vehicles have sold well.
August 12, 2008
Top line decline is tough to fund
Analysis of: Sprint Cancels Stock Sale That Was to Tackle Debt Load | www.ft.com
Author: GLG Expert Contributor
Analysis of: Sprint Cancels Stock Sale That Was to Tackle Debt Load | www.ft.com
Author: GLG Expert Contributor
Sprint's recent quarterly report said that the "Silver Lining" in their loss of market share is the rate is decreasing. Investors will buy into companies loosing money if they show growth. Funding a stock sale with the latest numbers would have greatly depressed the stock price. None of...
August 12, 2008
Sprint Network Finally Retaliates Against AT&T’s Prosaic Claims
Analysis of: WiMax Empire Poses Continual Threat to AT&T Network | goingwimax.com
Author: GLG Expert Contributor
Analysis of: WiMax Empire Poses Continual Threat to AT&T Network | goingwimax.com
Author: GLG Expert Contributor
undefined Sprint has addressed AT&T’s false claims against the WiMax wireless network. This 59-page document is full of proofs against the erroneous claims being brought by AT&T, in essence Sprint has put on their gloves and is fighting back to preserve their right to launch their powerful...
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