GLG News by Wimax Experts (North America)

The Nextel merger was a total failure.  Sprint needed to get rid of Nextel in order to climb out of the hole the entire corporation is in. However, realism is a trait needed to perform a restructuring properly.  In other words, you got to roll with the punches.

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.     ...

Legal settlements are never clear cut victories because both sides are able to claim victory.

All I can say is “Oh NO, not a again”, “Finally something to fix my Vista”, and “Oh no not again.”

The problem with intellectual property nowadays is that you can sue someone for infringing on an insignificant claim. The problem with intellectual property, in general nowadays, is that suits are going to rise in number given the stakes involved. Investors need to proactively do their homework before...

I am not quite sure what to make of this announcement.  The cable giant is not a wireless carrier now.  What makes it think it can build a system and operate it? Cox may need a wireless partner.

Polycom has been a leader in corporate conferencing systems for years.  I recall using their systems in the early 1990s.

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.

The belief that telecom would escape the effects of this long and deep recession is total folly.  I have been screaming recession since late 2007. The belief that telecom will survive is not folly.   Remember that telecom is infrastructure.

No one should be surprised by this development. With carriers cutting back spending it is important that vendors act early to conserve cash.