All GLG News Analyses Filed Under: Telecom

1.      It is hard to ignore the irony of a recent statement in USA Today made by Ciena’s CEO, Gary Smith. 2.      He said, “Experience is not about having more answers.  It's about asking the right questions." 3.      AT&T...

All stock holders need to calm down.  Of course things are going to get worse before they get better. It is the nature of restructuring – pain first, followed by healing, followed by growth. Sprint needs ot rid itself of non-core assets now to pay down debt.

Loss of Profits, Complacency, Attitude Changes

1. Fuel Prices drive the Economy   2. The Economy drives purchases   3, Pricing may be at fault

The stakes will be high in suppliers vying for the business of AT&T. 2.  The technologies span the network – from last mile access to high-capacity long haul at the largest RBOC.   3. Although Verizon has completed its major RFPs for now, there appears to be at least a couple out there...

1.      Ciena’s international position is definitely looking up. 2.      Throughout Europe, the supplier is working really hard to get additional market penetration. 3.      While Asia has never really been a hot spot for Ciena,...

1.      Whether it is HD-SDI, SD-SDI or ASI, almost all of the prominent fiber optic suppliers do not really support a video application. 2.      There are small, specialty companies, such as Net Insight, which specifically play in the video market....

I find it appalling that no one is complaining that Apple has kept hidden the kill switch. I find it appalling that a vendor is watching what you are doing.  

The telecom business operates in a series of rapid cycles. As an issue, roaming alternates between being an issue and not being an issue – and that is such a mistake.

Best Buy and the iPhone has three factors: 1) Shows the power of the Apple brand and product line; 2) Relegates AT&T to the traditional carrier role; 3) Tests the store-within-a store model.