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All GLG News Analyses Filed Under: Telecom

Articles with lock require a GLG News subscription
Posted August 8, 2008
MVNOs are good for the economy
Analysis of: Allow virtual mobile operators: TRAI | sify.com
Author: GLG Member Program Contributor
Promoting the development of a competiive MVNO environment is key to economic development for the following reasons: + Because of their inherent indipendence from a specific mobile technology, MVNOs can achieve a higher performance/price ratio than infrastructure-based cellular carriers by integrating...
Posted August 8, 2008
Fixed Line Weakness is Opportunity for Mobile Phones
Analysis of: Angola Telecom's Fixed-Line Network Still Serves Less Than 1% of the Population | www.marketwatch.com
Author: GLG Member Program Contributor
Angola's weakness in its fixed-line infrastructure provides an opportunity for mobile phones. As seen in other African countries, such as the D.R. Congo, there are economic elite, diplomatic, NGO, and resource industry consumers willing to pay high rates for reliable telecommmunications today. In addition...
Gregg Kail Posted August 8, 2008
Qwest Needs 2.6 Million Wireless Customers to Match Prior Year Results
Analysis of: Qwest Reports Second Quarter 2008 Results | finance.denverpost.com
Author: Gregg Kail, Former Reseller Manager AT&T Corp
Qwest’s 2nd quarter results show increased business and broadband revenues, but wireless subscribers would have to reach 2.6 million to match the prior year’s total revenues.
Samuel Greenholtz Posted August 8, 2008
How Does Level 3 Deal with Nightmarish Task of Integrating Disparate Transport Gear?
Analysis of: Level 3 CEO Crowe sells shares | www.bizjournals.com
Author: Samuel Greenholtz, Principal Telecom Pragmatics
1.      Level 3 is faced with an expensive, work-intensive, but doable undertaking of dealing with SONET boxes that came from a couple of dozen different suppliers. 2.      One way would be almost akin to building a dam for a river – only doing it numerous...
Samuel Greenholtz Posted August 8, 2008
Smaller ISPs Should not Get into the FTTP Business
Analysis of: Internet congestion a reality, Bell says | www.cbc.ca
Author: Samuel Greenholtz, Principal Telecom Pragmatics
1.      Run-of-the-mill ISPs might be very attracted to operating a municipal fiber network, especially one with open access. 2.      However, they lack the necessary experience and support equipment. 3.      Also, with not much...
Posted August 8, 2008
Sprint – Femtocell Deployment – A Smart way of Managing Capital and Maybe an Alliance with SK Telecom
Analysis of: Sprint begins nationwide femtocell rollout | telephonyonline.com
Author: P.J. Louis, President PJ Louis LLC
My view of femtocells has been focused on how a company like Verizon could leverage the technology with its FiOS business.  Sprint’s use of the technology is an interesting way of managing its capital.  I would love to tell you that I had thought of it earlier but I did not.  It just...
Samuel Greenholtz Posted August 8, 2008
BT Might Play Musical Chairs with Optical Vendors
Analysis of: BT revenue tops expectations; maintains FY guidance | www.marketwatch.com
Author: Samuel Greenholtz, Principal Telecom Pragmatics
1.      There are signs at British Telecom that it has been frustrated with Huawei regarding optical transport systems. 2.      It is not out of the question that the Chinese giant could be com pletely knocked out (at least in this particular space)...
Posted August 7, 2008
Alcatel-Lucent marriage doomed from the start
Analysis of: Alcatel-Lucent`s Russo, Tchuruk to quit; loss widens | www.business-standard.com
Author: GLG Member Program Contributor
There were many impediments to a successful merger, these included: 1.     Diverse cultures 2.     Diverse geographies limit economy of scale 3.     Diversion of the merger caused both companies to take their eye off the ball in terms of their real problems...
Tim Farrar Posted August 7, 2008
Car manufacturers will deploy satellite radio for many years to come
Analysis of: Satellite Radio: Dead Companies Walking | www.lightreading.com
Author: Tim Farrar, President Telecom, Media & Finance Assoc.
Satellite radio is (and always has been) a car-based service. Auto manufacturers can rely on satellite radio to be there for many years to come (due to the long-lived satellite assets) and so don't risk obsolescence, which has been a big problem for navigation systems. In comparison terrestrial wireless...
Alan Albarran Posted August 7, 2008
Sirius-XM Demise?
Analysis of: Satellite Radio: Dead Companies Walking | www.lightreading.com
Author: Alan Albarran, Professor and Director UNIVERSITY OF NORTH TEXAS
Article suggests there is limited if any future for satellite radio.  The FCC's decision to let the companies merge suggests otherwise.
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