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All GLG News Analyses Filed Under: Telecom

Articles with lock require a GLG News subscription
Samuel Greenholtz Posted September 17, 2008
IPG Photonics Wise to Keep Telecom Penetration to a Minimum
Analysis of: A Stock That Sees the Light | online.barrons.com
Author: Samuel Greenholtz, Principal Telecom Pragmatics
1.      Manufacturers always have at least a slightly different recipe for making their optical lasers. 2.      Getting a little edge on technology can help, but it hardly results in a high margin business in the telecom space   3.     ...
Samuel Greenholtz Posted September 17, 2008
Will Long Haul or Enterprise be the First Major Application for 100G?
Analysis of: Verizon Goes Long(er) With 100-Gig | www.lightreading.com
Author: Samuel Greenholtz, Principal Telecom Pragmatics
1.      This announcement from Verizon feeds the notion that the industry will see the market arrival of 100G in 2010. 2.      Although there will be obviously be a natural progression to go from 40G to 100G, as has been pointed out in previous articles,...
Posted September 17, 2008
Challenging Time for VoIP Market
Analysis of: GenBand Scores Nextpoint | www.lightreading.com
Author: GLG Member Program Contributor
GenBand announced the widely speculated acquisition of Nextpoint, a company that was itself a merger of two sub performing companies of Nextone and Reef Point in the VoIP security product lines! With the planned exit of AudioCodes from the Session Border Controller (SBC) market and financial struggles...
Posted September 17, 2008
Messaging, One of the Most Profitable Services for Mobile Carriers Today
Analysis of: Text-Messaging Rates Come Under Scrutiny | online.wsj.com
Author: GLG Member Program Contributor
Text messaging along with other data services is key to post-paid carriers profitability today since their market is so saturated.  Carriers know this and are using it to advance their income by doubling rates from 10 to 20 cents per message unless a subscriber is on a monthly data plan. ...
Posted September 16, 2008
Blackberry – Going Mass Market
Analysis of: CTIA: Blackberry aims for consumer appeal | telephonyonline.com
Author: P.J. Louis, President PJ Louis LLC
After spending years dominating the business segment, it is time for Blackberry to move out into the mass market.  
Posted September 16, 2008
RIM Beware: Consumer Segment is Appealing but Risky
Analysis of: CTIA: Blackberry aims for consumer appeal | telephonyonline.com
Author: Tal Raeside, Managing Director Insight Strategic Services
RIM aims to leverage its enterprise and pro-sumer Blackberry success into the consumer market.  The transition will not be easy and comes with risk.
Posted September 15, 2008
Femtocells – A Driving Force For WiMAX and Next Gen?
Analysis of: Operators Eye WiMax Femtos | www.unstrung.com
Author: P.J. Louis, President PJ Louis LLC
I have openly supported femtocell technology for sometime.  I think the technology’s ability to support residential and small business wireless local area networks was always attractive.  I think the technology’s inherent intelligent base station design gives carriers greater flexibility.
Posted September 15, 2008
Google's Potential African WiMAX Play
Analysis of: Google backs project to connect 3bn to net | www.ft.com
Author: GLG Member Program Contributor
Google has announced an aggressive push to bring broadband internet service in to the emerging markets with a strong concentration into Africa;  its attempt to launch 16 low-earth orbit satellites connecting half of the world is expected to be the first stage of a 750 million dollar infusion...
Posted September 15, 2008
femto for new technology deployment, make sense
Analysis of: Operators Eye WiMax Femtos | www.unstrung.com
Author: GLG Member Program Contributor
femto cell deployment for WiMax operators femto cell deployment predicted for LTE
Posted September 12, 2008
A market demand "conundrum," and now a self imposed next-gen issue
Analysis of: Wireless Networks feel the squeeze | www.theglobeandmail.com
Author: GLG Member Program Contributor
As an international consultant and employee of the telecom industry for 25+ years, it's clear the global market is no longer one of culture based elements (we still hear ringing tones after dialing another country code as being "foreign"), but rather technological.  As the world charges into...
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