All GLG News Analyses Filed Under: Telecom

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.  

If Sprint sells their iDEN network about the only positive for Sprint is that it would give them sorely needed cashflow.  But I think it would also make Sprint even less signigicant of a player in the wireless industry than they already are.

Verizon conceded key points to avert a strike in order to allow uninterrupted marketing and installation of FiOS.  The result has implications not only for VZ itself but also for competitive cable operators.  In the short term, Verizon will look for other ways to offset ongoing high labor...

Three telecom companies, Idea Cellular, Spice Communications and Telecom Malaysia International with different intents have come together in the acquisition of Spice Communications by Idea Cellular. It will require very deft handling of regulatory affairs and carrying along with important partner...

At this point, Sprint needs to just cut its loses and sell Nextel. They will never be able to merge the technologies and will continue to have massive churn on both networks until they sell. Why selling Nextel(iDen) is a good move: -It will drastically reduce the churn on the Nextel Phones(iDen)...

Sprint's acquisition of Nextel was to get a strong foothold int he small to medium size businesses, the stronghold of Nextel customer base. One of the main services was push-to-talk (PTT) or Walkie Talkie service Verizon and AT&T have both since launched their PTT service and going after the...

Analysts have hated talking about selling off Nextel. Most analysts have seen the sale of the Nextel network as a failure on the part of Sprint; however, I don’t. Saving Sprint needs to be viewed from the perspectives of creditors and bond owners.

Equity holders are up in arms. However, the creditors and bond holders were very happy. Raising cash now is paramount.

Sprint's recent quarterly report said that the "Silver Lining" in their loss of market share is the rate is decreasing.  Investors will buy into companies loosing money if they show growth.  Funding a stock sale with the latest numbers would have greatly depressed the stock price. None of...