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August 18, 2008Major Network Optical Vendors Will Eventually Need a Video Card
Analysis of: HTN expands U.S. network with Net Insight | lw.pennnet.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1. Whether it is HD-SDI, SD-SDI or ASI, almost all of the prominent fiber optic suppliers do not really support a video application. 2. There are small, specialty companies, such as Net Insight, which specifically play in the video market....
August 13, 2008Verizon/CWA Negotiations Will Have An Effect on the AT&T/CWA Negotiations circa 2009
Analysis of: Verizon, Union Reach Agreement | wvgazette.com
Author: Joseph Upton, Pres/CEO, Kabel-X USA
If Verizon agrees to wage increases and medical benefit changes that AT&T doesn't want to accept, this can have severe complications on the AT&T/CWA negotiations scheduled to begin in April, 2009. AT&T, however, also have many possible changes to the current CWA contract that may inflame...
August 13, 2008Frontier Knows How to Sell Broadband in a Declining Market
Analysis of: Frontier's Broadband Growth Bucks Trend | telephonyonline.com
Author: Joseph Upton, Pres/CEO, Kabel-X USA
Frontier has shown growth in broadband lines while its larger counterparts (T and VZ) are having difficulties showing positive growth in that segment. We need to study the reasons why Frontier is doing so well, even though they are seeing heavy wireline losses like all the telco players,...
August 13, 2008
Push-to-Talk no longer a differentiator
Analysis of: Sprint eyes sale of Nextel's iDen network | news.yahoo.com
Author: GLG Expert Contributor
Analysis of: Sprint eyes sale of Nextel's iDen network | news.yahoo.com
Author: GLG Expert Contributor
Sprint's acquisition of Nextel was to get a strong foothold int he small to medium size businesses, the stronghold of Nextel customer base. One of the main services was push-to-talk (PTT) or Walkie Talkie service Verizon and AT&T have both since launched their PTT service and going after the...
August 12, 2008
Intel’s Nehalem Drives Cloud Computing
Analysis of: Intel's Next Gen "Nehalem" to be Called Core i7 | www.dailytech.com
Author: Paul Massie, Sr. Director of IT and Facilities, Genesis Microchip Inc.
Intel’s Nehalem Drives Cloud Computing
Analysis of: Intel's Next Gen "Nehalem" to be Called Core i7 | www.dailytech.com
Author: Paul Massie, Sr. Director of IT and Facilities, Genesis Microchip Inc.
Intel’s next-gen Nehalem processor ups the performance bar, making it increasingly difficult for AMD. Server manufacturers and software vendors will also be impacted, positively or negatively, by this generation of processors, which will also provide further impetus to cloud computing.
August 12, 2008Who Has the Most HD Channels Today?
Analysis of: Q&A: AT&T's York Scopes Out HD Plans | www.multichannel.com
Author: Joseph Upton, Pres/CEO, Kabel-X USA
High definition television broadcasting is at its peak now, with most local stations and virtually all national network stations either already converted or about to fully convert to HD transmission. The FCC mandated digital conversion is February, 2009, and customers with the older analog sets...
August 12, 2008Windstream CEO Leaves the Door Open for Consolidation
Analysis of: Windstream Revives Talk of a Merger as Net Falls 12% | online.wsj.com
Author: Joseph Upton, Pres/CEO, Kabel-X USA
Consolidation among the RLECs has been happening at a steady pace over the last couple of years. Mergers or acquisitions for a company such as Windstream could either help or cause problems, depending on the activity they choose.
August 12, 2008Ciena’s Prospects Abroad are as Strong as Ever
Analysis of: The Acer, Intel & Economic Times Smart Workplace Awards Conclude | www.indiaprwire.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1. Ciena’s international position is definitely looking up. 2. Throughout Europe, the supplier is working really hard to get additional market penetration. 3. While Asia has never really been a hot spot...
August 12, 2008Are Sales of Ciena’s World Wide Packet Solutions to AT&T In Jeopardy?
Analysis of: Ciena Expects $5.0 to $6.0 Million Q3 GAAP Loss Related to Commercial Paper Investments | www.reuters.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1. The understanding in the industry has been that Ciena bought World Wide Packets (WWP) at the bidding of AT&T. 2. However, at this point, Alcatel-Lucent’s TiMetra seems to be building a case for the RBOC’s business. 3. ...
August 11, 2008Shakeout Inevitable in Ethernet over Copper Market
Analysis of: XO finds demand for higher Ethernet speeds | telephonyonline.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1. Timing is everything. 2. It appears that the Ethernet over copper market is finally moving beyond early adoption. 3. Even with the most positive view of the technology potential, six or more vendors in the market...
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