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All GLG News Analyses Filed Under: Telecom

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Posted July 21, 2008
SK Telecom Says No To Buying Sprint – GOOD !!!!!
Analysis of: SK Telecom says no plan to buy Sprint Nextel | www.washingtonpost.com
Author: P.J. Louis, President PJ Louis LLC
SK buying Sprint could actually work; if the world was perfect. However, Sprint shareholders should not hold their breath waiting for a deal. There is a better alternative for SK and Sprint.
Posted July 21, 2008
Sprint Leaves the Next Generation Mobile Networks Alliance – Business As Usual
Analysis of: Sprint withdraws from group that endorses LTE, a rival to its WiMax service | www.computerworld.com
Author: P.J. Louis, President PJ Louis LLC
This is no big surprise.  This is business as usual.
Posted July 21, 2008
Telepresence – A Solution to Rising T&E Costs for Corporations
Analysis of: Nortel gains ground in managed telepresence push | telephonyonline.com
Author: P.J. Louis, President PJ Louis LLC
With rising fuel costs and other travel related expenses, the need for a way to do business without having to get on an airplane is critical to corporate survival. Telepresence is an answer to doing business in a more cost effective manner.
Posted July 21, 2008
Qualcomm is not in TROUBLE – Peaks and Valleys
Analysis of: Qualcomm (QCOM): Ripe for a rebound? | www.reuters.com
Author: P.J. Louis, President PJ Louis LLC
Qualcomm has proven to be one of the most innovative and strongest wireless technology companies in the last 20 years.  None of which makes a hoot of difference with might happen in the future not unless you believe the past is a guide to the future.
Samuel Greenholtz Posted July 21, 2008
BT’s “FTTC” is Apparently no Different from AT&T’s Limiting FTTN Approach
Analysis of: BT Unveils $3B FTTx Plan | www.lightreading.com
Author: Samuel Greenholtz, Principal Telecom Pragmatics
George Bernard Shaw remarked: “England and America are two countries separated by a common language.” 2. The source article defines BT’s use of FTTC as fiber to the curb. 3. However, in references to the announcement, BT is mainly talking about fibre to the cabinet/node – a much more conservative broadband...
Samuel Greenholtz Posted July 21, 2008
FCC Decision Violates First Amendment
Analysis of: USTelecom Chief Argues the Case for ‘Retention Marketing’ | www.xchangemag.com
Author: Samuel Greenholtz, Principal Telecom Pragmatics
1.      Although the federal appellate court did not issue a stay on the FCC’s ruling on retention marketing, at least the case has been put on a fast track to determine its conformity to law. 2.      It is nothing short of idiotic that a telco cannot...
Posted July 21, 2008
Jim Farmer speaks out on FTTH
Analysis of: Jim Farmer speaks out on FTTH | www.telecommagazine.com
Author: GLG Member Program Contributor
If the US accepts the social and economic benefits of broadband it will have to start a national debate. This will have to include the wider society and in particular the input from healthcare, education and other government and community organisations. In order to facilitate affordable services, end-to-end...
Samuel Greenholtz Posted July 21, 2008
Minority Investment by International Player in Sprint Might Make Most Sense
Analysis of: SK Telecom Should Hang Up on Sprint | blogs.wsj.com
Author: Samuel Greenholtz, Principal Telecom Pragmatics
1.      It is interesting that the writer of the source article does not buy into the argument recently made by his own publication that Sprint “has begun to show signs of a rebound.” 2.      SK’s involvement in Helio is not an analogous situation. 3.     ...
Posted July 21, 2008
BT takes gamble on speedy fibre download times
Analysis of: BT takes gamble on speedy fibre download times | www.ft.com
Author: GLG Member Program Contributor
Britain has joined the club of countries who have now firmly set their future on FttH. These networks will have great social and economic benefits which will go beyond the traditional telecoms benefits. FttH rewuires strong regulations to avoid creating new monopolies. Regulator OFCOM is well set to...
Samuel Greenholtz Posted July 21, 2008
WiMAX Running out of Wagons to Circle Against LTE
Analysis of: WiMAX’s Long-Term Evolution | www.unstrung.com
Author: Samuel Greenholtz, Principal Telecom Pragmatics
1.      It seems with each month that passes by that WiMAX loses more of its steam. 2.      The rhetoric coming out of even the technology-centric component vendors is starting to demonstrate a sense of resignation that WiMAX will have difficulty remaining...
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