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November 11, 2008Uncertain Direction at AT&T over U-verse Could Mean Fiber Optic Budget Troubles
Analysis of: Cable company capitalizes on AT&T's failure to deploy DSL, inabilty of telco's aged copper cable plant to support bundled services | eldotelecom.blogspot.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1. Nobody at AT&T appears to be sure where its wireline CAPEX is going to come in.
2. AT&T is apparently struggling to figure out what is the best solution or even solutions for delivering cable services.
3. ...
November 11, 2008Verizon Looking to Go Beyond 18 Million Mark Passed with FiOS
Analysis of: Verizon Enhances FiOS Services, Availability in Third Quarter | www.marketwatch.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1. Originally, Verizon was intending to slow down on FiOS around the 18- million point.
2. However, given the level of success the carrier has achieved, its apparent intention is to push out even further.
3. Indications...
November 11, 2008Ericsson Possibly Acquiring Ciena is Logical
Analysis of: Ciena Gets Lift From Takeover Rumors | blogs.barrons.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1. By a process of elimination, Ericsson would be the most likely vendor to buy Ciena.
2. Ericsson has lots of cash and it wants to make further inroads into the US optical market.
3. Historically,...
November 7, 2008
Negative Publicity May Dampen Offshore Outsourcing
Analysis of: Pfizer Accused of Using U.S. Workers to Train Foreign Replacements | www.eweek.com
Author: Paul Massie, Sr. Director of IT and Facilities, Genesis Microchip Inc.
Negative Publicity May Dampen Offshore Outsourcing
Analysis of: Pfizer Accused of Using U.S. Workers to Train Foreign Replacements | www.eweek.com
Author: Paul Massie, Sr. Director of IT and Facilities, Genesis Microchip Inc.
There is an increasing backlash in the US to offshore outsourcing, particularly the large deals typically outsourced to large Indian providers. The new political climate may embolden displaced US workers to complain more loudly, and Washington to listen more. Even if little concrete...
November 5, 2008AT&T Wireless Leadership Role at Risk Because of Insufficient Spending
Analysis of: AT&T's Troubling Trends | www.businessweek.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1. If it does not begin to increase its wireless budget – along with actually spending in adequate amounts -- AT&T is going to start hurting in the near term.
2. The problems range from 3G upgrades to backhaul requirements.
3. ...
November 3, 2008
Windows 7 = Vista SP3?
Analysis of: Windows 7 Upgrade Chaos Looms | www.informationweek.com
Author: Paul Massie, Sr. Director of IT and Facilities, Genesis Microchip Inc.
Windows 7 = Vista SP3?
Analysis of: Windows 7 Upgrade Chaos Looms | www.informationweek.com
Author: Paul Massie, Sr. Director of IT and Facilities, Genesis Microchip Inc.
It appears Microsoft has listened to the complaints about Vista and is addressing them with a more-compatible, leaner and easier-to-use Vista/Windows 7. Windows 7 looks like it could also be named Vista SP3. This is exactly what enterprises are waiting for and if Microsoft delivers it in...
October 31, 2008
iPhone 3G Success may be accelerating the need for Femtos
Analysis of: AT&T the Latest to Jump on the Femto Wagon | www.unstrung.com
Author: GLG Expert Contributor
Analysis of: AT&T the Latest to Jump on the Femto Wagon | www.unstrung.com
Author: GLG Expert Contributor
AT&T's successful launch of Apple's 3G is going to increase the demand on the 3G network. With the economic downturn and credit challenges may force AT&T to accelerate the roll out of 3G Femto to reduce the capital expenditure for coverage and capacity. However, without standardization of femtocell...
October 29, 2008
It is all about customer ownership!
Analysis of: Cox Sets Plans to Build Its Own Cellular Network | online.wsj.com
Author: GLG Expert Contributor
Analysis of: Cox Sets Plans to Build Its Own Cellular Network | online.wsj.com
Author: GLG Expert Contributor
Cox, Comcast and Time Warner are struggling with ownership of their subscribers' experience since majority of the telephone calls are made via mobile devices and not digital telephone service.
Cable MSOs need to regain the customer loyalty and experience and having an MVNO model with Sprint will...
October 29, 2008
Video Conferencing IS the Future!
Analysis of: Polycom ups telepresence ante | telephonyonline.com
Author: Paul Massie, Sr. Director of IT and Facilities, Genesis Microchip Inc.
Video Conferencing IS the Future!
Analysis of: Polycom ups telepresence ante | telephonyonline.com
Author: Paul Massie, Sr. Director of IT and Facilities, Genesis Microchip Inc.
Several factors are converging to make video conferencing more commonly used. Improved technology, increased network bandwidth, and both the cost and effort/time invested in traveling are all factors. Telepresence provides the “halo effect” for video conferencing, similar to the effect the...
October 24, 2008
A New Sheriff in Town: G1
Analysis of: NPD: Apple iPhone 3G is #1 smartphone in U.S.; AT&T big beneficiary | macdailynews.com
Author: GLG Expert Contributor
Analysis of: NPD: Apple iPhone 3G is #1 smartphone in U.S.; AT&T big beneficiary | macdailynews.com
Author: GLG Expert Contributor
Mobile platforms have exceeded laptops and other consumer devices as the primary form of communication devices and Internet access. Market for high end PDAs remain untapped and new entrants with proper business models can take advantage of this opportunity. Google definitely has an opportunity...
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