GLG News by Telecom Infrastructure & Equipment Experts

1.      Infinera decided to keep its chip as a proprietary ASIC. 2.      So, it has been the only manufacturer of the technology. 3.      What could Infinera have done differently to improve its competitive position in the m...

Femtocell deployment of Verizon will most likely be targeted towards customers that have poor coverage than an integrated product with their FiOS home gateways. Only when LTE becomes a reality and cost effective will there be an opportunity to provide localized coverage.

1.      An important priority for AT&T is to manage expectations very carefully. 2.      The carrier has to be concerned about being too optimistic about equipment CAPEX during an economic slowdown – because it could be interpreted negatively – that...

1.      It is no secret that network integration at AT&T is going slower than expected.   2.      Apparently, there is still not full reconciliation in choosing which of the processes (of the three major carriers being combined) will ultimately...

1. It is no accident that Chinese telecom manufacturers have placed a lot of focus on Libya and Nigeria in terms of infrastructure investment. 2. The two countries together have about 75 billion barrels of oil reserves.  3. In general, China has invested for a long time into Africa...

1.      The author of the source article is really going out on a limb. 2.      He is not only trying to forecast the arrival of 4G, but the incredibly harder task of anticipating “the first GSM network shutdowns.” 3.      Not...

1.      There can be little question that Sprint wants to unload Nextel – so it would not require a premium on price. 2.      Telus’ iDEN would obviously work well with Nextel. 3.      Telus would be able to significantly grow...

1.      Right now it is all about making the balance sheets as positive as possible at Embarq. 2.      Embarq’s exit from its wireless business demonstrates its intention of no longer remaining an independent entity. 3.     ...

1.      Despite Sprint being a founder of the Next Generation Mobile Networks (NGMN), the organization decided to go with LTE. 2.      Sprint had announced before the establishment of the group that it was going in a WiMAX direction. 3.     ...

1.      While it is easy to get bogged down in semantics, it might be more accurate to say that Infinera’s solution tends to be used for long haul and regional applications – and not as much in the metro core. 2.      Certainly, Infinera has been very...