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All GLG News Analyses Filed Under: Telecom

Analyses are solely the work of the authors and have not been edited or endorsed by GLG.
Analysis of: Growing Pains: VoIP in the Enterprise | www.pcworld.com
While VoIP , particularly thanks to the standardization of SIP trunking, has made its way into the lthe large enterprise (500+ Employees), service providers targeting the SMB segment are still struggling to make significant inroads. The main reasons are: - lack of a strong economic incentive. The 15-20%...
Gregg Kail, MBA, Reseller Manager
Gregg Kail, MBA, Reseller Manager
AT&T Corp
Analysis of: Tracfone’s Net10 dives into unlimited fray | www.rcrnews.com
TracFone’s entry into unlimited plans indicates a crowded space for non-contract mobile customers and perhaps the end of rechargeable prepaid as a stand-alone service.
Analysis of: Allow virtual mobile operators: TRAI | sify.com
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...
Analysis of: Angola Telecom's Fixed-Line Network Still Serves Less Than 1% of the Population | www.marketwatch.com
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, MBA, Reseller Manager
Gregg Kail, MBA, Reseller Manager
AT&T Corp
Analysis of: Qwest Reports Second Quarter 2008 Results | finance.denverpost.com
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.
Analysis of: Level 3 CEO Crowe sells shares | www.bizjournals.com
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...
Analysis of: Internet congestion a reality, Bell says | www.cbc.ca
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...
P.J. Louis, President
PJ Louis LLC
Analysis of: Sprint begins nationwide femtocell rollout | telephonyonline.com
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...
Analysis of: BT revenue tops expectations; maintains FY guidance | www.marketwatch.com
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)...
Analysis of: Alcatel-Lucent`s Russo, Tchuruk to quit; loss widens | www.business-standard.com
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...
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