Study Group: GLG Leaders in the Telcommunications Council

GLG News^SM Analyses by this Study Group's Leading Experts(?)

Hardball 11/20/09/13:00 GMT: NSN Likely for NT’s Optical Assets– Infinera Entry?

November 20, 2009

Analysis by:Samuel Greenholtz, Principal,

Analysis of:One at a time, please: Nortel delays one auction because of another | localtechwire.com

Nokia Siemens Networks desperately needs to establish a sizable public network presence in North America. Even if Ericsson places a bid, NSN appears to be the favorite to get Nortel’s optical assets. There has been speculation about Infinera entering the fray.

Hardball 11/19/09: Kiss of Death for Clearwire?

November 19, 2009

Analysis by:Samuel Greenholtz, Principal,

Analysis of:Clearwire: 'Google Believes in Us' | www.unstrung.com

Google’s lack of investment in the last round speaks volumes. As we have said in the past, no company does as much agonizing cost analysis as the search engine provider. We still believe that if Clearwire does survive, it will be with a far less ambitious, targeted metro approach.

Network and Tower Operations Center (NTOC) – An Optimizer for Network Opex

November 19, 2009

Analysis by:Mahesh Khera, Principal Consultant, Telecom Media Technology,

Analysis of:The Operations of Telecom Networks and Data Centers Need a Paradigm Shift to Become Green, Reduce Global Warming and Optimize Total Cost of Operations (TCO) | councils.glgroup.com

Telecom network operations are most opex intensive. Some innovative steps taken to optimize these costs are to share network infrastructure between multiple operators and managed services of network operations. However, with the emergence of tower companies who create and maintain the passive infrastructure in which even active network elements reside, there is a possibility of achieving greater synergy for the NOC and field operations thereby further reducing the costs.

Hardball 11/18/09: One Last Kick in Pants from WV to VZ Before Parting

November 18, 2009

Analysis by:Samuel Greenholtz, Principal,

Analysis of:West Virginia protests Frontier's Verizon acquisition | www.fiercetelecom.com

The gloves are coming off one final time between Verizon and West Virginia.  The state is probably going to be so relieved to get Verizon out that it will likely play ball with Frontier.  It would hardly be an exaggeration to say that the relationship over the years between the two parties has been acrimonious. 

Hardball 11/17/09: AT&T's Version of Keystone Cops

November 17, 2009

Analysis by:Samuel Greenholtz, Principal,

Analysis of:AT&T Rebuts Verizon Ads, Again | blogs.wsj.com

Nothing illustrates more the state of disarray at AT&T than this bungled attempt to dispute Verizon Wireless’ claims. AT&T apparently even has trouble settling on a unified public relations/marketing response. The service provider just did not want the world to know about the disparity in 3G coverage between the two carriers.

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