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September 17, 2008IPG Photonics Wise to Keep Telecom Penetration to a Minimum
Analysis of: A Stock That Sees the Light | online.barrons.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1. Manufacturers always have at least a slightly different recipe for making their optical lasers.
2. Getting a little edge on technology can help, but it hardly results in a high margin business in the telecom space
3. ...
September 17, 2008Will Long Haul or Enterprise be the First Major Application for 100G?
Analysis of: Verizon Goes Long(er) With 100-Gig | www.lightreading.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1. This announcement from Verizon feeds the notion that the industry will see the market arrival of 100G in 2010.
2. Although there will be obviously be a natural progression to go from 40G to 100G, as has been pointed out in previous articles,...
September 17, 2008
Challenging Time for VoIP Market
Analysis of: GenBand Scores Nextpoint | www.lightreading.com
Author: GLG Expert Contributor
Analysis of: GenBand Scores Nextpoint | www.lightreading.com
Author: GLG Expert Contributor
GenBand announced the widely speculated acquisition of Nextpoint, a company that was itself a merger of two sub performing companies of Nextone and Reef Point in the VoIP security product lines! With the planned exit of AudioCodes from the Session Border Controller (SBC) market and financial struggles...
September 12, 2008
Messaging, One of the Most Profitable Services for Mobile Carriers
Analysis of: Text-Messaging Rates Come Under Scrutiny | online.wsj.com
Author: GLG Expert Contributor
Analysis of: Text-Messaging Rates Come Under Scrutiny | online.wsj.com
Author: GLG Expert Contributor
Text messaging (also known as Short Messaging Service, SMS) is one of the highest margin services for the carriers. The end-to-end cost of a delivering a SMS message for a carrier is less than $0.02 a message while they charge more than $0.10 a message. With the SMS volume doubling year over...
September 11, 2008Where will Small Players for Projection Display Technologies Go ?
Analysis of: Light Blue Optics Demonstrates Miniature Projection Systems | www.reuters.com
Author: Steve Fanchiu, President and Chief Executive Officer, Genttix, Inc.
How often have those projection display technology providers or developers claimed to bring a brilliant future, with excuses for repetitive delay in productization and market adoption? Pico-projector is just one of them. .......................... Why has the development of many projection technologies...
September 10, 2008Tight Margins for Valmont’s Wireless Tower Business
Analysis of: Valmont Reports Second Quarter Results | finance.boston.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1. Valmont, a well-diversified company, is not likely to depend greatly on its wireless business for profit margins. 2. A manufacturer of towers, the supplier has been getting some stiff competition from a couple of key rivals in the US. 3. ...
September 10, 2008Acquisition of StrataLight Should Help Opnext
Analysis of: Opnext Posts Q1 | www.lightreading.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1. Opnext has assumed a leadership role in 10G optics. 2. It has every flavor – XFP, SFP, SFP+ -- and has tended in the past to remain ahead of the curve. 3. However, it appears that Opnext’s competitors are catching...
September 9, 2008Appears that Infinera Manufacturing Yields Still Need to Get Better
Analysis of: Infinera to Participate in an Investment Community Event | finance.boston.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1. Apparently, getting manufacturing yields up to a higher level has always been a challenge for Infinera. 2. It appears to be a function of the Indium Phosphide technology. 3. There are good arguments against...
September 9, 2008Could Verizon’s 4G/LTE Resemble FiOS in Terms of Speed of Deployment?
Analysis of: Verizon Technology Chief Urges Sound Policy and Industry Cooperation to Continue High Innovation | asterisk.tmcnet.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1. The whole telecom industry was amazed by the unprecedented rate in which Verizon built its FiOS network. 2. Just as the transition from 2G to 3G has been slow, the safe betting is that 4G in a big way is not around the corner. 3. ...
September 9, 2008AT&T and Verizon Experiencing Sudden Softness in Enterprise Space
Analysis of: Boeing Chooses AT&T for $400M Contract | ipcommunications.tmcnet.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1. AT&T’s enterprise business is not presently meeting expectations. 2. This market for the largest US carrier is going flat quickly. 3. Despite residential network build-outs proceeding strongly at Verizon,...
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