All GLG News Analyses Filed Under: Telecom

Satellite radio is (and always has been) a car-based service. Auto manufacturers can rely on satellite radio to be there for many years to come (due to the long-lived satellite assets) and so don't risk obsolescence, which has been a big problem for navigation systems. In comparison terrestrial wireless...

Article suggests there is limited if any future for satellite radio.  The FCC's decision to let the companies merge suggests otherwise.

AT&T withholding the iPhone from indirect channels has three considerations: 1) Some locations gaining traffic; 2) Other distribution losing business; 3) Customer service at agent stores.

Sprint Nextel’s 2nd quarter loss of 776,000 postpaid subs questions Best Buy’s record sales of the Samsung Instinct from Sprint while Radio Shack reports disappointment with Sprint compared to AT&T.

1.      The new Sirius XM is now the second biggest radio company in the US with revenues of $2.2 billion.   2.      It is only second to Clear Channel. 3.      The odds are better that Sirius XM becomes the largest...

There is a high likelihood that Qwest will expand its optical equipment budget for its interexchange network.   2.      Qwest has evaluated at least three suppliers for 40G technology: Ciena, Infinera, and Nortel. 3.      In addition to other factors,...

National broadband policy is necessary to the success of broadband servicess. Google's Vint Cerf takes the position that user's ISP contracts should define their service, not the network management policy of the carrier. If a customer pays for 6MBps throughput, that customer should receive that amount...

Call it good corporate citizenship or call it consumer focused publicity; the result will be the same; AT&T will look good. Even better, AT&T will end up saving money.  

First, let’s make our opinion clear: harmonization of WiMAX and LTE makes good sense for the development of the industry.  Participants from both the WiMAX and LTE camp and IEEE and ETSI 3GPP standards organizations have recognized the need to collaborate on development of communications. Vodafone...

First, let's make our opinion clear: harmonization of WiMAX and LTE makes good sense for the development of the industry. Participants from both the WiMAX and LTE camp and IEEE and ETSI 3GPP standards organizations have recognized the need to collaborate on development of communications. Vodafone...