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All GLG News Analyses Filed Under: Telecom

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Samuel Greenholtz Posted June 23, 2008
Actelis Believes that it will Eat Hatteras’ Lunch in Backhaul
Analysis of: NXTcomm: Actelis Delivers Ethernet Mobile Backhaul Solution | www.xchangemag.com
Author: Samuel Greenholtz, Principal Telecom Pragmatics
1.      Some wireless providers, apparently including Vodafone, are looking for an integrated Ethernet over Copper (EoC) backhaul solution that includes both TDM and packet traffic. 2.      Actelis argues that Hatteras offers just an overlay network...
Samuel Greenholtz Posted June 23, 2008
Tellabs Leapfrogging to WDM-PON is Intriguingfor the Long Term
Analysis of: Tellabs Lays Out WDM-PON Plan | www.lightreading.com
Author: Samuel Greenholtz, Principal Telecom Pragmatics
1.      Tellabs is a technology leader in WDM. 2.      In marrying these capabilities along with its PON experience, it could result in a high-margin solution. 3.      Tellabs’ recently announced plan is another indication to...
Samuel Greenholtz Posted June 23, 2008
Sprint Running Out Clock on Operational Involvement with WiMAX
Analysis of: Sprint: More on B'More | www.unstrung.com
Author: Samuel Greenholtz, Principal Telecom Pragmatics
1.      Sprint already knows the answers to “how people will use the [WiMAX] network.” 2.      It really does not need any “more insight into ‘data usage’ and traffic trends.” 3.      It has plenty of data from its EVDO Rev A...
Posted June 23, 2008
Sprint – Making Moves to Deploy 4G
Analysis of: NXTcomm08: Sprint to turn up Baltimore WiMAX network in September | telephonyonline.com
Author: P.J. Louis, President PJ Louis LLC
The race is on.  The Sprint WiMAX launch had been delayed.  However, from the tone of Hesse’s remarks he sounds pretty confident he is going actually deploy this year. Hesse says WiMAX is 4G.
Samuel Greenholtz Posted June 23, 2008
Despite Technical Difficulties with 40G, Some IXC Engineers Confident It Can Work
Analysis of: OpVista unveils its 40/100G technology | lw.pennnet.com
Author: Samuel Greenholtz, Principal Telecom Pragmatics
1.      Several interexchange carriers (IXCs) can barely get 40G turned up. 2.      The high level of sensitivity involved with its operation means that technicians need to be very meticulous. 3.      Given the inherent problems...
Posted June 20, 2008
AT&T: New Low Price Will Move iPhones to Mass Market
Analysis of: AT&T: New Low Price Will Move iPhones to Mass Market | bits.blogs.nytimes.com
Author: GLG Member Program Contributor
If there's research supporting that target consumers who have something other than a specialized interest in it, and are will to spend on it exists, I haven't read it yet. 
Posted June 20, 2008
Equinix Data Centers Certified 'Green'
Analysis of: Equinix Data Centers Certified 'Green' | www.tmcnet.com
Author: GLG Member Program Contributor
The implication of green "certifications" is that (1) we do not trivialize the effort by narrowly focusing on one aspect of being environmentally favorable thereby over granting "green" status and (2) the organization has a sustained commitment to the very ideals that enabled the certification...
Posted June 20, 2008
Apple may soon be free from AT&T
Analysis of: Apple may soon be free from AT&T | news.cnet.com
Author: GLG Member Program Contributor
Apple isn't just another handset company selling a subsidized device with a carrier.  There are unique elements of this deal that make it difficult for Apple to move to a different US based carrier.  In addition the hardware of the 3G iPhone create issues in supporting other carriers in the...
Posted June 20, 2008
Nortel, Alvarion in wireless pact
Analysis of: Nortel, Alvarion in wireless pact | biz.yahoo.com
Author: GLG Member Program Contributor
LTE is going to win WiMax because LTE is a part of the 3GPP. WiMax is mainly supported by Intel that has never been successful in the wireless industry. Practically, I don’t see a mobile user, with 2 or 4 or even 4 inch screen, using more than 10Mbps on his device. Given that most of the fancy devices...
Posted June 20, 2008
Apple may soon be free from AT&T
Analysis of: Apple may soon be free from AT&T | news.cnet.com
Author: GLG Member Program Contributor
The new iPhone is a 3G UMTS HSDPA capable device does not have a lock-unlock mechanism. The UMTS standard, is a universal standard. By definition UMTS stands for Universal Mobile Terrestrial System. Therefore, the lock-unlock mechanism is not required anymore. The GSM-GPRS-EDGE iPhone, which was Appl’s...
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