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All GLG News Analyses Filed Under: Telecom

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Posted July 11, 2008
Will Fiber Pay For Itself? Now You Ask!!!! Why Debt is Important
Analysis of: Will fiber pay the bills? | telephonyonline.com
Author: P.J. Louis, President PJ Louis LLC
I learned years ago that the financial community can spin just about any bad news into good news.
Samuel Greenholtz Posted July 10, 2008
So Now Google Itself Can Face Potential Antitrust Implications?
Analysis of: Google, Zen Master of the Market | www.nytimes.com
Author: Samuel Greenholtz, Principal Telecom Pragmatics
1.      Any possible antitrust suit brought against Google will be most likely based on punishing the company for its success and for its innovation. 2.      The idea that “antitrust law is being reconsidered in a new context, shaped by Google” demonstrates...
Samuel Greenholtz Posted July 10, 2008
Manufacturers Need to Get into Net Neutrality Debate
Analysis of: Tellabs Boss Favors Tiered Internet | www.lightreading.com
Author: Samuel Greenholtz, Principal Telecom Pragmatics
1.      Big ISP providers, such as AT&T and Comcast, should not be the only companies calling for a more equitable means of obtaining fees for their network pipes. 2.      Equipment vendors have a vested interest in seeing that their customers can...
Posted July 9, 2008
Verisign – Spinning Out of Control – Looks Bad?
Analysis of: VeriSign Founder Retakes Post | online.wsj.com
Author: P.J. Louis, President PJ Louis LLC
Roper is leaving.  The founder is coming back to take over from Roper. On the surface this looks bad.
Lynne Gregg Posted July 9, 2008
AT&T Cost Reductions
Analysis of: AT&T in Big D | www.lightreading.com
Author: Lynne Gregg, Tech Industry Consultant: Wireless, Software, Ent Lynne Gregg Consulting
AT&T is embarking on geographic shifts intended to achieve cost reduction.
Alan Albarran Posted July 9, 2008
DFW Move for AT&T--Local Analysis
Analysis of: AT&T in Big D | www.lightreading.com
Author: Alan Albarran, Professor and Director UNIVERSITY OF NORTH TEXAS
Article offers some one-sided view of the AT&T move to Dallas.  There are many more reasons for this move than what is expressed in this article.
Posted July 9, 2008
Intellectual Property Portfolios – Investors Beware
Analysis of: Legal strategy | www.boston.com
Author: P.J. Louis, President PJ Louis LLC
The Nuance v. Vlingo case may be an example of two things; first is Intellectual Property growth via acquisition and second is Patent Infringement Litigation Gone Wild.
Samuel Greenholtz Posted July 9, 2008
A “Broadband Czar” is the Last Thing the Industry Needs
Analysis of: Study Calls for 1G Broadband in US | www.pcworld.com
Author: Samuel Greenholtz, Principal Telecom Pragmatics
1.      Sadly, the U.S. federal government does need to get involved in order to have a nationwide network. 2.      However, its participation should just be limited to mandates to the large telephone companies and to providing funding to local governments....
Samuel Greenholtz Posted July 9, 2008
The Nokia Siemens Optical Swiss Army Knife Paradox
Analysis of: NSN Unveils Unified Optical Platform | www.lightreading.com
Author: Samuel Greenholtz, Principal Telecom Pragmatics
1.      It is precisely because “[ULH] is a niche application” that an integrated product potentially makes sense. 2.      If ULH were more ubiquitous, then there could be more of a compelling need for a separate box. 3.     ...
Samuel Greenholtz Posted July 9, 2008
AT&T’s Move to Dallas Not that Big of a Deal
Analysis of: AT&T in Big D | www.lightreading.com
Author: Samuel Greenholtz, Principal Telecom Pragmatics
1.      It is true that Dallas has more to offer in terms of lifestyle than San Antonio. 2.      It is also accurate that Verizon is beating up AT&T pretty well with fiber optic penetration in the Dallas region – and being closer to the action could...
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