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GLG News by VOIP Experts (North America)

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Samuel GreenholtzSeptember 22, 2008
Distress at Financial Institutions Likely to Affect Verizon CAPEX
Analysis of: Verizon virtualizes data centers | telephonyonline.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1.      The concern level over the enterprise business has reached a higher level at Verizon as major financial firms are struggling. 2.      There is greater amount of concern over the possibility of a major crimp on commercial spending. 3.     ...
Joseph UptonSeptember 22, 2008
Sprint/Clearwire WiMax Update and Sprint Service Improvement
Analysis of: Sprint CEO: New Tech Helping Our Turnaround | www.onetrak.com
Author: Joseph Upton, Pres/CEO, Kabel-X USA
Dan Hesse, CEO of Sprint is focusing on the customer service and new wireless product aspects to help turn his failing business around.  He is also moving forward with a joint WiMax venture with Clearwire, supported by financing from Comcast, Time Warner, Brighthouse, Intel, and Google. ...
Joseph UptonSeptember 22, 2008
AT&T and HD TV: A Marriage Improving?
Analysis of: AT&T Hopes To Squeeze More HD Into U-verse | www.onetrak.com
Author: Joseph Upton, Pres/CEO, Kabel-X USA
ATT needs to offer as close a package/service bundle as they can to their CATV competitors' offerings.  HD is a major service product and has much interest from TV/Video customers, and up until now, ATT can only offer 2 HD streams to the home simultaneously feeding two different HD TV sets.  The...
Joseph UptonSeptember 19, 2008
Qwest Backing Away From Video Over IP
Analysis of: Qwest CEO Says Broadband The Focus, But Battle Not Over for Voice | www.onetrak.com
Author: Joseph Upton, Pres/CEO, Kabel-X USA
This article refers to Qwest moving away from video over internet protocol in several cities where they have it in play now, instead opting to use DirecTV to provide video and lock down customers away from cable.  ATT, however, is building the same video IP platform and appears to be sticking...
September 18, 2008
Nortel in Dire Need of Cash
Analysis of: Nortel Cuts Revenue Forecasts, Explores Sale of Metro Ethernet | online.wsj.com
Author: GLG Expert Contributor
Restructuring its Optical Business Unit and stopping development of LTE is a major indication that Nortel is in dire need of cash, in this depressed valuation time. New management must streamline the operation and bring focus to the areas where Nortel can effectively compete.
September 18, 2008
What Next for Nortel & Motorola?
Analysis of: Nortel 4G Plans Up in the Air | www.unstrung.com
Author: GLG Expert Contributor
Nortel announced that it is revisiting its 4G strategy, yet another time, in less than 3 months! What changed in these short few months that made Nortel rethink its 4G/LTE strategy? What about Motorola? When are they going to pull the plus on their 4G/LTE development?
Samuel GreenholtzSeptember 17, 2008
IPG 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.     ...
Samuel GreenholtzSeptember 17, 2008
Will 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
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 15, 2008
Google’s Gmail Threat to Excchange
Analysis of: Google's Office Intrigue | www.forbes.com
Author: Paul Massie, Sr. Director of IT and Facilities, Genesis Microchip Inc.
Google’s free consumer Gmail has gained a large and loyal following.  Google would like to leverage that to dethrone Microsoft Exchange in enterprises.  While Microsoft should be careful not to underestimate the threat, Google faces formidable challenges, not least of which is security.

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