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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 11/20/09/13:00 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...

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...

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...

P.J. LouisPresidentPJ Louis LLC 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.

Samsung and Qualcomm – Cut Cross Licensing Deal

November 16, 2009

Samsung to Pay $1.3B to Qualcomm for Licenses | www.wirelessweek.com

There seems to be a lot of benefit to this relationship – financial and political.

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...

Lynne Gregg, Tech Industry Consultant: Wireless, Software, Ent

Lynne GreggTech Industry Consultant: Wireless, Software, EntLynne Gregg Consulting 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.

3Q09 Handset/Smartphone Performance Summary

November 12, 2009

Strong Sell Through in the Third Quarter, and a Good Holiday Season Will Result in 2009 Sales Being Flat over 2008 | www.gartner.com

Overall, the handset market was flat in 3Q09. The Smartphone segment was up 13%. Apple continues to gain in market share, threatening to overtake RIM (Blackberry). Nokia continues a downward spiral, but remains the market share leader (over 35% in overall handset and Smartphone categories). Samsung...

Lynne Gregg, Tech Industry Consultant: Wireless, Software, Ent

Lynne GreggTech Industry Consultant: Wireless, Software, EntLynne Gregg Consulting 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.

Here Come the Droids! A brief review of Verizon Wireless' new Droid line-up.

November 11, 2009

Droid launch draws tech-savvy crowd to Verizon stores | www.computerworld.com

According to estimates, Verizon is to have sold through roughly half their 200K inventory of Droids this past weekend. I believe that Google app users who do light browsing, photos, and heavy media play will probably be very happy with either Droid. Both displays are very good quality for video....

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