All GLG News Analyses Filed Under: Telecom

Back during the early 2000s meltdown, CenturyTel had been sucking up rural telcos across the country.  I was frankly doubtful the company could sustain itself unless everyone else in their territory rolled over and disappear.

AT&T’s future results might be impacted by comments in the 2Q2008 presentation that the iPhone subsidy could reach $720 million and that 13 million or 18% of total subscribers had 3G devices.

Both WiMAX and LTE are stepping stones to the "real" mobile broadband marketplace where ubiquitous, high bandwidth, quality services are available on a device independent basis. The ITU has set in motion the next step to 4G by announcing the preliminary specifications for a 4G technology solution for...

Thanks to its dominant position in the market, Telstra remains one the best performing incumbent telcos. It has strong strategies in place in relation to its transformation into a next generation telco and has its eyes on FttH. It is however on a collusion course with the Australian Government in relation...

1.      As the source article points out, carriers across the board are stressing managed services -- their version of ‘convenience.’”   2.      So, any positive impressions by equipment suppliers in that space are likely to influence decisions...

1.      There appear to be some clues that the first thing that Infinera will do to play in the metro market a little better is to develop a 4 x PIC. 2.      The vendor should be able to slowly work its way into the space. 3.     ...

WiMAX is the way to keep the cellular backhaul costs low. Personally, I think Clearline’s estimate of 30 million customers is probably conservative.

I personally think AT&T Wireless will eventually make the cut and come out unscaped in this iPhone war although the latest results from Verizon does make one think twice.   Smartphones will be the way to go in a couple of years from now and Apple iPhone and the RIMM have led this endeavor.

The AT&T and Verizon 2nd quarter results point to five problem areas: 1) High DSL disconnects; 2) Increasing wire-line losses; 3)Flat business revenues; 4) Wireless ARPU increases of only 1% to 2%; 5) Competition for high-value wireless subscribers.  The high DSL disconnects make AT&T and...

1.      Several years ago, the difference in the terms, 2 1/2G and 3G, were not clear. 2.      Certain technologies/releases that were recognized by standards bodies as being third generation conflicted with the perspectives of the trade press and others...