All GLG News Analyses Filed Under: Telecom
Posted September 5, 2008
Post Summer Vacation – Alcatel-Lucent Gets New Bosses
Analysis of: Alcatel Picks 2 Europeans To Take Over Its Top Posts | online.wsj.com
Author: P.J. Louis, President PJ Louis LLC
Post Summer Vacation – Alcatel-Lucent Gets New Bosses
Analysis of: Alcatel Picks 2 Europeans To Take Over Its Top Posts | online.wsj.com
Author: P.J. Louis, President PJ Louis LLC
Pat Russo and Serge Tchuruk have gone. I wish them well. Now we have Ben Verwaayen and Philippe Camus to run Alcatel-Lucent. Healing is a bad word to describe what Verwaayen and Camus need to do,
Posted September 4, 2008Business Mobile Handsets Determined by Network Coverage
Analysis of: Apple Faces Challenges In Driving iPhone Adoption By Business | www.informationweek.com
Author: Gregg Kail, Former Reseller Manager AT&T Corp
The iPhone potential to become the leading business handset is constrained by enterprises allowing employees to choose the carrier with the best network coverage for their work.
Posted September 4, 2008How much of a Threat To Ciena is “Next-Generation” Optical Firmware?
Analysis of: Symphony deploys Ekinops 360 in Bangkok optical network | lw.pennnet.com
Author: Samuel Greenholtz, Principal Telecom Pragmatics
1. The ability to do firmware changes in the field and to do software adaptations of port speeds or protocols has been around for a while – and Ciena has been a leader with this type of capability. 2. There is no question that as feature sets...
Posted September 2, 2008
Canada goes WCDMA
Analysis of: Bell, Telus in 3G Pact | www.financialpost.com
Author: GLG Member Program Contributor
Analysis of: Bell, Telus in 3G Pact | www.financialpost.com
Author: GLG Member Program Contributor
With spectrum auctions concluded and multiple new entrants coming into the Canadian mobile wireless market, it seems that Bell Canada and Telus had to react in order to remain competitive in their market. More bad news for the CDMA technology as a whole and Nortel (a Canadian darling) specifically since...
Posted September 1, 2008
No Brand, No Operations, Fresh 2G Licensees Fishing for Hefty Valuations
Analysis of: BPL appoints advisors for Loop stake sale | www.business-standard.com
Author: GLG Member Program Contributor
Analysis of: BPL appoints advisors for Loop stake sale | www.business-standard.com
Author: GLG Member Program Contributor
Having acquired 2G licenses at low prices ($400 million for pan India license and spectrum), companies like Datacom Solutions, Unitech, Loop Telecom and Swan Telecom are seeking enterprize valuations of $ 2-3 billion dollars while offering majority stakes to foreign Telcos. With more than 10 service...
Posted September 1, 2008
iPhone's coolness + Basic business functions + AT&T Marketing = Success
Analysis of: Apple Faces Challenges In Driving iPhone Adoption By Business | www.informationweek.com
Author: GLG Member Program Contributor
Analysis of: Apple Faces Challenges In Driving iPhone Adoption By Business | www.informationweek.com
Author: GLG Member Program Contributor
When a company allows the employee to select his/her phone from an approved list supported by a Service Provider, then having the cool iPhone to flash at a meeting will be a big factor in the purchase decision.
BUT only if that phone can support the key business functions of push email (MS Exchange...
Posted September 1, 2008Apple 3G iPhone - Power, ie battery performance dominates handheld performance
Analysis of: Power-control software blamed for iPhone 3G reception issues | news.cnet.com
Author: Peter Curnow-Ford, Chairman Eisar Ltd.
The question posed at the end of the article is key:-
The unanswered question--assuming this account is accurate--is why the
iPhone 3G shipped with balky power-control software, something that
ostensibly could have been discovered in testing?
It is true this could have been discovered, but...
Posted August 29, 2008iPhone reception problem resloved, but....
Analysis of: Power-control software blamed for iPhone 3G reception issues | news.cnet.com
Author: Joe Weingarten, Executive Director Macintosh Reseller Association
The problem has been found the solution developed but it does not solve the problem right away and may never.
Posted August 29, 2008
Bandwidth Smandwidth
Analysis of: Bandwidth crisis is Tellabs' chance | www.suntimes.com
Author: GLG Member Program Contributor
Analysis of: Bandwidth crisis is Tellabs' chance | www.suntimes.com
Author: GLG Member Program Contributor
1. Microwave Radio 2. Multiplexing
Posted August 29, 2008
Half the Players to Battle for Survival after India Surpasses 500 Million Mobiles
Analysis of: Mobile growth hits new peak; 9.22 m wireless users in July | www.thehindubusinessline.com
Author: GLG Member Program Contributor
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of 2490Analysis of: Mobile growth hits new peak; 9.22 m wireless users in July | www.thehindubusinessline.com
Author: GLG Member Program Contributor
A record 9.22 million mobile subscriber additions in July, will soon lead India to break the 10 million barrier. In 2010, with tele-density approaching 45 per cent and sub $5 ARPUs in most regions, telecom players have to brace themselves for a new battle. Licenses and spectrum at abysmally low costs...
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