All GLG News Analyses Filed Under: Telecom

While several of its peers all but cemented their long-term wireless and mobile service plans last week, Charter Communications Inc. (Nasdaq: CHTR - message board) is still weighing a range of possible partnership options.Neil Smit, Charter's president and CEO, addressed the wireless question this morning...

1. Ciena has been getting 10 percent or more of its business from Sprint. 2. One may as well say that Ciena’s DWDM boxes are going to be in the carrier’s network forever. 3. The deployment of more Cisco Systems CRS-1s at Sprint will probably result in additional business for Ciena.  

QChat is good news for Dan Hesee and Sprint.  This is a positive and consumer visible first step towards disconnecting the Sprint network from the Nextel network. A potential buyer for Nextel is Morgan O’Brien.  

1.      The attitude by smaller independent telcos tends to be they are not going to mess around with old copper plant that is up for sale from the RBOCs. 2.      They will just overbuild these areas with fiber at a lower cost. 3.     ...

1.      AT&T is buying a large amounts of fiber from Corning right now.   2.     Verizon continues to deploy large amounts of fiber optics. 3.      Qwest seems to be extending fiber somewhat beyond the node in a...

1.      In the long term, the MSOs will need to find a way to offer their video services on wireless. 2.      The biggest sure thing that the cable TV companies got out of the Clearwire deal was 3G wholesale.   3.      Moving...

1.      The RLECs can really get themselves into trouble by just doing a little bit here and a little bit there, when it comes to FTTH. 2.      It is not like in the CLEC business that is serving large cities in which careful consideration is a must....

1.      Up until recently, WiMAX was supposedly going to be the future of wireless. 2.      However, at least for now, the stress seems to be on the data play at the “new Clearwire.” 3.      Google’s handset might be the answer...

Earthlink underpriced its services and oversold the company’s capabilities.  EarthLink had low balled the cost of the various municipal Wi-Fi deployments in order to get the contracts.   The fact is the success of a technology is often dependent on whether it was deployed in a manner that...

As I have said in past analyses; Contiguous Rural Broadband Networks – The Key To Attracting Rural Investment Dollars and Rural Broadband – A Need for Alternative Technologies and a Business Model – Part 2, the rural sector is a good place to invest in.