All GLG News Analyses Filed Under: Telecom

1.      Many industry observers were scratching their heads as to why Embarq selected a lawyer to run the company. 2.      The fact that regulatory issues are so much a part of an ILEC’s operation seemed way too inadequate as an explanation. 3.     ...

Nokia is already competition for all handset manufacturers.  Nokia sells about 37 Million handsets a month. Apple is not even in the same league as Nokia.

Isn’t foreign investment in publicly traded American companies is supposed to be carefully monitored by the SEC?  

In a recent survey it was clear that the 'ecosystem' is the most or second most important factor behind generating momentum behind roll out of WiMAX networks. What any operator needs is the ability to deliver and bill for content & service and that means giving or selling a device to the customer...

Clearwire’s business forecasts are credible only if you accept a number of very dubious assumptions, including but not limited to stagnation among its competitors. Perhaps in the end the value of this firm will lie in its spectrum holdings that others will find attractive.

While it is true that Fiber carrier and transport systems are becoming more and more intelligent they are simply attempting to mirror what has gone on in the routing world for 30 years or more.  The real issues are two-fold and still the same as they were 30 years ago.  1.  A standard...

Embarq's primary asset is a slow, old-fashioned copper infrastructure. Bandwidth needs, driven by video, will soon swamp the maximum deliverable over thin copper wires. Efforts to smarten up the home phone are doomed to compete with similar services already available on cellular platforms. Embarq's...

WiMAX has already missed its window of opportunity in the US market. The cellular carriers are on their second wave of wireless data services and will be well on their way to a third (LTE) before WiMAX is out of the starting gate. The opportunity for WiMAX (i.e. fixed WiMAX) will be developing countries...

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...