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All GLG News Analyses Filed Under: Telecom

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Gregg Kail Posted November 14, 2008
Sprint Nextel Voluntary Separation and Talent Resource Management
Analysis of: Sprint offers voluntary package to employees | www.fiercewireless.com
Author: Gregg Kail, Former Reseller Manager AT&T Corp
Sprint Nextel’s voluntary separation could reduce eventual layoff expenses, but could adversely affect the talent resource management for future projects in emerging technology. 
Kenneth Eisner Posted November 14, 2008
HTC Google G1 not an iPhone: Will Cut Price Quickly
Analysis of:  Report: G1 costs 10 percent less to make than iPhone | news.cnet.com
Author: Kenneth Eisner, Principal Eisner Consulting
The release of the first "Google phone" certainly does not come at an ideal time, given the economic environment.  Sure, they can price high, then lower as everyone does.  However, the true measure of how long they can sustain the high price is looking at pent-up demand, which is done in this...
Posted November 13, 2008
Green – The Color of Money - The New Investment Haven
Analysis of: Everything's Gone Green | www.lightreading.com
Author: P.J. Louis, President PJ Louis LLC
Well thank goodness, AT&T, Verizon, and Sprint are stepping up efforts to promote the Green movement.
Gregg Kail Posted November 13, 2008
Wireless Retention Becoming a Family Affair in the US Market
Analysis of: AT&T Rounds Out Line of Quick Messaging Phones With the AT&T Quickfire | biz.yahoo.com
Author: Gregg Kail, Former Reseller Manager AT&T Corp
Despite reporting that the iPhone brought high value customers of 160% ARPU, AT&T is still focusing on basic mobile communications with four new messaging handsets priced under $100.
Gregg Kail Posted November 12, 2008
AT&T and Verizon Targeting Broadband Markets
Analysis of: Cable company capitalizes on AT&T's failure to deploy DSL, inabilty of telco's aged copper cable plant to support bundled services | eldotelecom.blogspot.com
Author: Gregg Kail, Former Reseller Manager AT&T Corp
The scenario of South Lake Tahoe, AT&T and Charter is an example of the major US telcos directing their CAPEX for copper upgrades and fiber to the markets of highest ROI and competition.
Samuel Greenholtz Posted November 11, 2008
Uncertain Direction at AT&T over U-verse Could Mean Fiber Optic Budget Troubles
Analysis of: Cable company capitalizes on AT&T's failure to deploy DSL, inabilty of telco's aged copper cable plant to support bundled services | eldotelecom.blogspot.com
Author: Samuel Greenholtz, Principal Telecom Pragmatics
1.      Nobody at AT&T appears to be sure where its wireline CAPEX is going to come in. 2.      AT&T is apparently struggling to figure out what is the best solution or even solutions for delivering cable services. 3.     ...
Samuel Greenholtz Posted November 11, 2008
Verizon Looking to Go Beyond 18 Million Mark Passed with FiOS
Analysis of: Verizon Enhances FiOS Services, Availability in Third Quarter | www.marketwatch.com
Author: Samuel Greenholtz, Principal Telecom Pragmatics
1.      Originally, Verizon was intending to slow down on FiOS around the 18- million point. 2.      However, given the level of success the carrier has achieved, its apparent intention is to push out even further.   3.     Indications...
Samuel Greenholtz Posted November 11, 2008
Ericsson Possibly Acquiring Ciena is Logical
Analysis of: Ciena Gets Lift From Takeover Rumors | blogs.barrons.com
Author: Samuel Greenholtz, Principal Telecom Pragmatics
1.      By a process of elimination, Ericsson would be the most likely vendor to buy Ciena. 2.      Ericsson has lots of cash and it wants to make further inroads into the US optical market.   3.      Historically,...
Posted November 11, 2008
Telenor & Unitech Controversy: "Just noise..."
Analysis of:  Telenor deal after value creation: Unitech | www.business-standard.com
Author: GLG Member Program Contributor
The successful entrance of a large foreign mobile operator into Indian mobile market today is the controversy, not Telenor nor Unitech.
Posted November 11, 2008
MaxRoam's Killer feature: the Virtualization of the MVNO
Analysis of: Having Fully Shattered Global Voice Roaming Fees, MaxRoam To Whack At Data Next | www.informationweek.com
Author: GLG Member Program Contributor
MaxRoam using VoIP technology, VoIP peering agreements, and DID purchasing has drastically lowered the price of voice calls and data surfing from a mobile phone while roaming internationally but where they have truly innovated is in the introduction of a virtual Mobile Virtual Network Operator (MVN...
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