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GLG News by VOIP Experts (North America)

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Samuel GreenholtzOctober 24, 2008
Lower Oil Pricing May Have Positive Impact on FTTX Deployment
Analysis of: AT&T Doubles U-verse Base, Posts Largest TV Quarter | www.xchangemag.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1.      Not too long ago, the price of oil was at $147 a barrel. 2.      Now it has gotten below $70 a barrel. 3.      Falling gas pricing may lead to noticeable reductions in OPEX for fiber to the premises.
Samuel GreenholtzOctober 21, 2008
Mixed Bag for Telecom Companies in Market Crisis
Analysis of: Verizon CEO optimistic despite economic crisis | www.technologypublic.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1.      The biggest problem right now in telecom is access to money. 2.      Small companies will be feeling the pressure the most because they all need further investment. 3.      With potential investment opportunities for...
October 17, 2008
Is Nortel MEN Business Unit the answer?
Analysis of: Huawei Retreat Sets Back China Tech Plans | www.businessweek.com
Author: GLG Expert Contributor
With Huawei's inability to successfully penetrate the US market, it may use the fire sale of Nortel's assets to get substantial footprint in the US market, as long as the regulators in Washington and Ottawa allow the deal to go through. Also, given the economic condition and down turn in capital expenditures...
Samuel GreenholtzOctober 16, 2008
Level 3 is Crazy About 100G
Analysis of: OIF's Newest Piece of 100G Puzzle: Forward Error Correction | finance.boston.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
undefined 1.     Obviously, Level 3 is being vocal about its traffic capacity requirements rapidly exceeding the combining of multiple 10G systems. 2.     Is this also perhaps a signal that Level 3 is sending to Infinera, which...
Samuel GreenholtzOctober 16, 2008
Long-Term Market Potential for 100G Much Bigger than 40G
Analysis of: Verizon's Wellbrock: 100G Is Needed | lightreading.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
undefined 1.     Perhaps, many of us were mistaken about the need for 100G transmission. 2.     We believed that the industry would follow its normal pattern of moving up the line in optical networks as it always has in the past – the...
October 13, 2008
Oracle’s Fusion Apps in 2010?
Analysis of: Oracle Fusion apps: Is 2010 delivery too little, too late? | www.networkworld.com
Author: Paul Massie, Sr. Director of IT and Facilities, Genesis Microchip Inc.
Oracle’s Fusion Apps have the potential to be a “game-changer” in the ERP market.  Although Fusion likely won’t be delivered when initially expected, and will instead trickle out into the marketplace in pieces during 2009 and 2010, that is soon enough.  Details on schedule and content are...
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...
October 7, 2008
Offshore Outsourcers Hurt by Financial Meltdown
Analysis of: Offshore Outsourcing: What Role Will the Recession Play? | www.cio.com
Author: Paul Massie, Sr. Director of IT and Facilities, Genesis Microchip Inc.
As the economy contracted many thought that would actually help offshore outsourcing, as the effort to reduce costs would drive more business their way.  Judging from early returns, that doesn’t appear to be the case.  On the contrary, this may well be the beginning of a sea change in the...
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?

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