All GLG News Analyses Filed Under: Telecom

I think that Verizon will be much better off in the long run than AT&T Wireless due to Verizon's better business model.  Verizon not having the iPhone, AT&T having great last quarter results, then Verizon topping that proves my point.

1.      We are talking about a telecom incumbent that has been around for over seven decades.   2.      Some industry analysts apparently look upon what amounts to be a very small adjustment in expectations at ADC -- as a significant development....

As technology goes, so goes WIMAX... * Broadband devices will become faster, better, cheaper and smaller. * Consumer thrist for immediate communications anywhere, anytime will not abate. * GSM speeds cannot keep up with even today's consumer expectations for instant gratification. * New Value Added...

Verizon reported for the last quarter nice results and made the statement that the iPhone has had minimal impact. But...

It is no surprise that Sprint should be selling its cellphone towers as a means to reduce its debt and its future capex needs. The interesting question is what other steps it will take to try to reduce its opex and capex.

1.      Despite assertions to the contrary heard in the industry, the 40G market has still not taken off. 2.      Despite implementing 40G with some sort of 10G streams right now, with 10-gig optics continuing to drop, the cost of these systems is still...

Sprint and Dan Hesse are doing the right thing.  Generate cash without giving away the core business.

What do you do when your market shows signs of drying up? The answer is; go elsewhere to peddle your wares.

I have the personal conviction that mobile WiMax - 802.16e - is simply another wireless technology that will compete solely with cellular networks and will not be able to establish as a real alternative for wireline networks. The presented growth scenario wants to appear conservative: Clearwire clearly...

1.      Getting Rob Adams was a big coup for Ekinops.   2.      As a high-level veteran of Ciena, Adams gives the newcomer a lot of credibility.   3.      Ekinops absolutely believes it can compete against Ciena su...