All GLG News Analyses Filed Under: Telecom

In this article, I discuss 10 points on why the Apple iPhone has made mobile / mobile Web / mobile commerce the most important opportunity of the coming year.  Whether it is the four "killer apps" on the iPhone, carrier disintermediation in tandem with Google, the speed to 4G, or the way it has...

Verizon is being honest.  The trade media and the analysts don’t seem to understand what is happening. Verizon is not your typical carrier.

The departures of Russo and Tchuruk have been anticipated for some time. What is disturbing is the absence of any clear path forward, only the usual bromides about a “phase being over” and “paving the way for changes going forward” which are particularly unconvincing under these circumstances

It was time for Pat Russo to leave.  I have been one of her biggest supporters but I have also been a very vocal proponent for her departure. I have nothing but the utmost respect for Russo.  I suggest she take a year off and in 2010 jump back into the fray.

1.      During the telecom bust, some folks in the industry actually would hardly have predicted that Nortel would wind up investing a fortune in 40G technology for the long-haul market.   2.      In developing an entirely new system, the 6500,...

1.      The Long-Haul (LH) hardware market is much tighter than in the metro or in the access markets in terms of margin. 2.      It is an interesting dynamic in the industry because at an initial glance, one notices that there are fewer equipment suppliers...

The FCC seems determined to have Telecommunications Service providers increase backup power to the eight hours written in their regulations.  The courts have provided opportunities for the Telecommunications companies to delay enforcement and have eased the degree to which smaller service providers...

Sprint selling some of its Towers is a smart move! They need to keep paying there bills as well as keep debt low for their credit. Here are a few reasons this is a good move. 1)Additional Operating capital to fund more lucrative projects 2)Less money will be spent on the maintenance of the towers 3)Smart...

Verizon business appears to be expanding as a result of strength in wireless and FiOS, and not be effected by iPhone.  This confirm the fundumentals of the market and trends.

1.      It seemed that in the past, the safest strategy for a fiber optic vendor with a new technology was to go up to the subsystem level, especially because the timing of market takeoff is always so uncertain. 2.      There was supposedly the best...