All GLG News Analyses Filed Under: Telecom

Nortel's  situation is not easy. Actually, it is not easy since the bubble exploded in late 2000. The decision to sell the Metro business will shave more revenue growth generators and it must fulfill the gap with fresh products. The share decline is not just due to performance and market mood-...

Beginning of 2008, some companies with no telecom experience pay $400 million and get pan India 2G licenses with spectrum. Next 3G licensing terms are formulated such as to compel foreign Telcos to tie up with 2G license holders to enter high growth Indian market. The valuations of these companies shoot...

Restructuring is about understanding your circumstance and taking appropriate reaction.  Restructuring is not for the dreamer it is for the realist.  

Let’s make sure we understand what Verizon is saying.  Verizon is saying the financial-services industry doesn't contribute a significant amount of revenue to the Verizon revenue stream. How is that good news? Consider investing for long term gains.

Recession or not, the Internet over time will continue to grow and grow and grow.   Hardware is always going to be needed.  However, the intelligence in networks is no longer hardwired.  It is all in the software.

A new report by the Gartner Group details strong growth in both IPTV households and revenues through 2012, but most of the growth is happening in Europe.

1.      A very long time ago, Nortel was considered one of the premier corporations in the world. 2.      The company was able to coast along just on its reputation and presence despite a record of limited innovation. 3.     ...

1.      In its revised outlook, the term “DMS” was not mentioned one time. 2.      At least there was recognition by Nortel that carrier VoIP is closely related to its heritage. 3.      It is reasonable to assume that wireless...

I have been talking about mobile commerce and its implications for over a year. See past opinions/analyses entitled: -    "Mobile Banking – Improves Access and Convenience" -    “The Cell Phone – The Mobile Wallet Has Arrived” -    “Mobile...

I wanted to release this at the beginning of September but I was too busy watching the market crater. But now I can’t hold back my opinion.  In this time of bank bailouts and talks of executive compensation I am frankly stunned investors have forgotten the Microsoft debacle. Oh my gosh, Yahoo...