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GLG News by Wimax Experts (North America)

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September 15, 2008
Femtocells – A Driving Force For WiMAX and Next Gen?
Analysis of: Operators Eye WiMax Femtos | www.unstrung.com
Author: P.J. Louis, President, PJ Louis LLC
I have openly supported femtocell technology for sometime.  I think the technology’s ability to support residential and small business wireless local area networks was always attractive.  I think the technology’s inherent intelligent base station design gives carriers greater flexibility.
September 10, 2008
Of Course, Smart Phone Sales Are Slowing
Analysis of: Smart-Phone Sales Growth Slows As Consumer Demand Declines | online.wsj.com
Author: P.J. Louis, President, PJ Louis LLC
No one should be surprised by slowing smart phone or any handset sales.  We are in a recession.  Once telecom, an infrastructure business, begins to feel the pinch, then you know we are in trouble.
September 10, 2008
Alcatel-Lucent: Changes Continue with Christy Leaving
Analysis of: Cindy Christy leaves Alcatel-Lucent | telephonyonline.com
Author: P.J. Louis, President, PJ Louis LLC
Christy’s departure is another sign of the changes ahead for Alcatel-Lucent.  The ride is going to get worse from here on.
Samuel GreenholtzSeptember 10, 2008
Tight 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.     ...
Samuel GreenholtzSeptember 10, 2008
Acquisition 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, 2008
The Secondary Spectrum Market – An Opportunity for the Underserved Markets?
Analysis of: Company to Create Airwaves Exchange | online.wsj.com
Author: P.J. Louis, President, PJ Louis LLC
Well this may work.  However, it is all dependent on the cooperation of the carriers.  Then again there is the question of spectrum speculation.
Samuel GreenholtzSeptember 9, 2008
Appears 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...
Samuel GreenholtzSeptember 9, 2008
Could 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.     ...
Samuel GreenholtzSeptember 9, 2008
AT&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,...
Samuel GreenholtzSeptember 9, 2008
Back-pedaling in Vogue Again at Ciena
Analysis of: Ciena CEO: Slowdown Looks Shortlived | www.lightreading.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1.      “What's with WWP? – is the key question asked in the source article. 2.      As stated in previous analyses, it is not certain that there is even a contract in place with AT&T for the World Wide Packets solution – to even be “on track” 3.     ...

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