All GLG News Analyses Filed Under: Telecom

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...

1.      As far as the two large RBOCs are concerned,  regarding the TA 5000, Adtran has ironed out all of the inevitable bugs that arise with any new product. 2.      With both companies representing a combined 35 percent of its revenue last quarter,...

1.      Infinera decided to keep its chip as a proprietary ASIC. 2.      So, it has been the only manufacturer of the technology. 3.      What could Infinera have done differently to improve its competitive position in the m...

Clearwire can achieve these numbers, regardless of the noise that AT&T and Verizon are making about LTE - In past technology waves, the incumbant has always suffered with the legacy equipment it must transition or retire to move to new disruptive technology. Clearwire is starting out with no legacy...

Femtocell deployment of Verizon will most likely be targeted towards customers that have poor coverage than an integrated product with their FiOS home gateways. Only when LTE becomes a reality and cost effective will there be an opportunity to provide localized coverage.

The push by Chinese telecom suppliers into Africa is not only a significant competitive factor within the telecom industry, but in part a consequence of, and driven by China's insatiable search for raw materials.

1. DIRECTV is the key factor in stimulating the HD market.    2.  For the MSOs and Telcos, Time Warner leads in terms of High-Definition feeds with 56 HD channels in the New York

1.      An important priority for AT&T is to manage expectations very carefully. 2.      The carrier has to be concerned about being too optimistic about equipment CAPEX during an economic slowdown – because it could be interpreted negatively – that...