All GLG News Analyses Filed Under: Telecom

Why is this event so important? Vendors have been selling WiMAX equipment for years.

1.      PAETEC is based on the old and classic CLEC model.  2.      It is almost exclusively a reseller without any fiber assets in the last mile. 3.      It needs to get increasingly bigger through acquisitions to keep...

The company has outsourced network management and operations, which I am still reeling from. Their current plan is way off what I would have expected by a typical carrier.  

1.      Eventually, access line losses at independent telephone companies will start to significantly slow down because of the growing dominance of usage on the far side of the generational divide and the continuing need for reliable communication by a sizable number of people....

1.      Qwest might as well be considered an independent telco. 2.      Its major strategy is the following: achieve higher-speed DSL, look for funds from the federal government for rural applications, and avoid offering its own video service. 3.     ...

1.      Sycamore has a fiduciary responsibility to its shareholders to take actions that will lead to the supplier making meaningful progress. 2.      Its management cannot just do little more than sit still indefinitely as if the company was a piece...

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...

1.      Suppliers that have been making optical switches since the bubble, including Calient and Glimmerglass, were planning to use redundant switching. 2.      With 40G, the bits are flying off so fast  -- going with a switch protect is not viable....

1.      How about showing a little humility and only say about or up to 30 million subs on a project that has received well-justified criticism?(Was there a debate between 30.7 and 30.9?) 2.      How can anybody take a company seriously that has the...

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...