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GLG News by Wireless Infrastructure Services Experts (North America)

Samuel Greenholtz, Principal
Analysis of: Fujitsu Confirms Verizon Packet Optical Win (www.lightreading.com)
The stakes will be high in suppliers vying for the business of AT&T. 2.  The technologies span the network – from last mile access to high-capacity long haul at the largest RBOC.   3. Although Verizon has completed its major RFPs for now, there appears to be at least a couple out there...
Samuel Greenholtz, Principal
Analysis of: The Acer, Intel & Economic Times Smart Workplace Awards Conclude (www.indiaprwire.com)
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 for Ciena,...
Samuel Greenholtz, Principal
Analysis of: HTN expands U.S. network with Net Insight (lw.pennnet.com)
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....
Samuel Greenholtz, Principal
Analysis of: The Acer, Intel & Economic Times Smart Workplace Awards Conclude (www.indiaprwire.com)
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...
Samuel Greenholtz, Principal
Analysis of: Ciena Expects $5.0 to $6.0 Million Q3 GAAP Loss Related to Commercial Paper Investments (www.reuters.com)
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.     ...
Samuel Greenholtz, Principal
Analysis of: XO finds demand for higher Ethernet speeds (telephonyonline.com)
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...
Samuel Greenholtz, Principal
Analysis of: CMC Plugs Digital, HD (www.multichannel.com)
1.      The whole Tru2Way/OCAP concept is getting some traction now. 2.      As voice and data growth begins to taper off, the hope for small-to-medium sized cable TV companies is to be able to generate some additional revenue from their customers. 3.     ...
Samuel Greenholtz, Principal
Analysis of: What the telecom industry will do about DPI (telephonyonline.com)
1.      Ethernet and TCP/IP were designed for use in a friendly environment.   2.      In other words, there has been a fundamental assumption that all of the attachments to the Ethernet connection were going to be playing by the rules. 3.     ...
Samuel Greenholtz, Principal
Analysis of: Indonesia's Largest ISP Improves the Customer Experience With Procera Networks' Evolved DPI Platform (money.cnn.com)
1.      A key success factor for Deep Packet Inspection (DPI) vendors is the level of visibility that can be given to the service provider. 2.      Procera Networks appears to offer an impressive means of managing and presenting data. 3.     ...
Samuel Greenholtz, Principal
Analysis of: Level 3 CEO Crowe sells shares (www.bizjournals.com)
1.      Level 3 is faced with an expensive, work-intensive, but doable undertaking of dealing with SONET boxes that came from a couple of dozen different suppliers. 2.      One way would be almost akin to building a dam for a river – only doing it numerous...

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