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GLG News by Telecom Experts who are GLG Leaders,Scholars and Educators

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Joseph UptonOctober 8, 2008
Uverse Take Rate Bargain Basement Deal
Analysis of: AT&T Launches $200 Cash Back Deal for U-verse TV | www.xchangemag.com
Author: Joseph Upton, Pres/CEO, Kabel-X USA
ATT is following VZ's lead by offering $200 cash back to existing ATT customers that take one of the three Uverse bundled deals, with or without internet access.  The current slowdown in ATT spending on Uverse and everything else, follows the negative economic climate and failing mortgages situation,...
Samuel GreenholtzOctober 7, 2008
AT&T Re-org Likely to Be Part of Eventual Shift to FTTH Emphasis
Analysis of: In Shake-Up, AT&T Gives Wireless Chief Broader Role | online.wsj.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1.      There could easily be another reason for AT&T “putting wireless chief Ralph de la Vega in charge of all consumer offerings...[than] to better coordinate marketing of landline and mobile services...” 2.      It has been long known that...
Joseph UptonOctober 7, 2008
Google Remake in the Wind?
Analysis of: Google Increases Online Video Share with 5B Views | www.contentinople.com
Author: Joseph Upton, Pres/CEO, Kabel-X USA
Google has locked down the strongest online video share with their Youtube offering.  Are they headed toward locking down customers via landline fiber, where they can act as ISP, Service Provider, and major advertising power on the net?
Samuel GreenholtzOctober 7, 2008
Telecom Should be Safe Port to Ride Out Economic Storm
Analysis of: Recession Expected to Hit Telecom in Second Half | www.xchangemag.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1. Despite the economic downturn, the overall telecom services business in the US continues to remain rather good. 2. While residential building has taken a hard hit, the performance numbers at the three major service providers have stayed fairly strong – especially at AT&T and Verizon. 3....
Samuel GreenholtzOctober 7, 2008
Incumbency Will Be Major Factor For Niche Suppliers in Troubled Market
Analysis of: Market Meltdown: Equipment, Software Vendors to Suffer Most | www.phoneplusmag.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
Incumbency will be critical in whether vendors win or lose during the downturn in the US telecom market. R&D and service programs will suffer the most. If layoffs occur at one of these suppliers, instead of getting rid of the most experienced employees, the company should try as much as...
October 3, 2008
2008 Telephony Innovation Awards - One View
Analysis of: Telephony Announced 2008 Innovation Awards | telephonyonline.com
Author: P.J. Louis, President, PJ Louis LLC
Despite the gloom and doom of the marketplace, there are bright moments.   If you notice, each one of the winners is practical and viable.
October 3, 2008
Potential Suitors for Nortel’s Metro Ethernet Business
Analysis of: Huawei Seen as Likely Nortel Suitor | www.lightreading.com
Author: P.J. Louis, President, PJ Louis LLC
Up until the latest economic scare, it looked as if Nortel may have found some suitors for the Metro Ethernet business.  
October 3, 2008
Sprint – WiMAX Timeline - What To Look For
Analysis of: A Xohm Timeline | www.unstrung.com
Author: P.J. Louis, President, PJ Louis LLC
The timeline is a good indicator of the struggle to get WiMAX off the ground.  Hopefully, Sprint will find a buyer for its Nextel business and then they can plow the cash into WiMAX
October 3, 2008
AT&T – Great Idea – Fiscal Smartness – Operational Efficiency
Analysis of: In Shake-Up, AT&T Gives Wireless Chief Broader Role | online.wsj.com
Author: P.J. Louis, President, PJ Louis LLC
I congratulate Ralph de la Vega.  It is not exactly what I had suggested in my article; “AT&T Spending Money On Wireless – I Have Another Suggestion”, but its close enough.
October 3, 2008
The LTE v. WiMAX Debate Still Rages – Does It Matter Now?
Analysis of: LTE or WiMAX? Regional carriers, MVNOs mull next-gen plans | www.rcrwireless.com
Author: P.J. Louis, President, PJ Louis LLC
Given the current economy is the debate of LTE versus WiMAX even relevant?   I think the answer is yes.  The 4G technology decision is relevant to all carriers.

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