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All GLG News Analyses Filed Under: Telecom

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Gregg Kail Posted June 13, 2008
The Non-Exclusive Test for Apple
Analysis of: Telefonica to Distribute iPhone to 16 Countries | www.wirelessweek.com
Author: Gregg Kail, Former Reseller Manager AT&T Corp
Apple adding 12 Latin American countries to the Telefonica agreement after contracting America Movil will test the carrier influence on device pricing, distribution channels and network quality.
Posted June 12, 2008
Vodacom-Telkom split ‘now inevitable’
Analysis of:  Vodacom-Telkom split ‘now inevitable’ | www.businessday.co.za
Author: GLG Member Program Contributor
The future of Africa's communications sector sector clearly hinges upon speed and agility as this, the often referred 'dark continent' can no longer wait around for progress. To date, the the two leading pioneers in Africa's race to bridge the proverbial 'digital divide' are principally those of Johanessburg...
Posted June 12, 2008
Nortel, Alvarion in wireless pact
Analysis of: Nortel, Alvarion in wireless pact | biz.yahoo.com
Author: GLG Member Program Contributor
Getting out of WiMAX is a good move for Nortel. Nortel must focus on a single 4G technology and makes an attempt in becoming a substantial player in LTE. With Nortel exiting an Cisco not executing on WiMAX, the only strong players remain Motorola and Alvarion. The question is how long would the Nortel...
Posted June 12, 2008
Qualcomm – Courting The Open Internet?
Analysis of: Qualcomm Creates Mobile Internet Strategy To Go Head-To-Head With Internet Giants | www.washingtonpost.com
Author: P.J. Louis, President PJ Louis LLC
I admit there are times that Qualcomm just baffles me.  I thought I understood its media strategy.  I was and still am a big supporter of the MediaFLO. I am used to hearing about Qualcomm’s walled garden.  I am taken aback by even the appearance of openness from Qualcomm.
Posted June 11, 2008
Apple wins, ATT Loses with the new iPhone
Analysis of: Apple may soon be free from AT&T | news.cnet.com
Author: Joe Weingarten, Executive Director Macintosh Reseller Association
Is this the end of the five year deal between Apple and ATT? It appears so.
Posted June 11, 2008
Level 3 – Digging Itself Out of a Hole
Analysis of: Level 3 comes back with a vengeance | telephonyonline.com
Author: P.J. Louis, President PJ Louis LLC
For months, folks have been raining on Level 3 and Crowe about the condition of company and the lack of merger integration work that has gone on and the poor provisioning systems used by the company.  You can add me to that list of critics as well. However, I would not criticize Level for lowering...
Samuel Greenholtz Posted June 11, 2008
Justification of FTTH Builds at Tens of Thousands of Dollars Per Mile Served?
Analysis of: Three Leading U.S. Anti-Tax Groups Urge FCC to Make USF Phone Tax Cap Permanent, Impose Reverse Auctions and Waste Crackdown | www.breitbart.com
Author: Samuel Greenholtz, Principal Telecom Pragmatics
1.      A lot of people at the independent telcosare apprehensive that the USF and RUS funds could go away. 2.      It has resulted in some surprises in terms of FTTH equipment purchases. 3.      Suppliers such as Calix and Alcatel-Lucent...
Samuel Greenholtz Posted June 10, 2008
Case for Ethernet over Copper Not Following the HDSL Path
Analysis of: Turin Does Ethernet Over Copper | www.lightreading.com
Author: Samuel Greenholtz, Principal Telecom Pragmatics
1.      There are some inherent differences between Ethernet over Copper (EoC) and HDSL. 2.      The latter is much simpler. 3.      No supplier is expected to capture the entire EoCmarket.  
Samuel Greenholtz Posted June 10, 2008
Nortel Appears to be Aggressively Protecting its Long-Haul SONET Business
Analysis of: Nortel keys on new growth areas | www.theglobeandmail.com
Author: Samuel Greenholtz, Principal Telecom Pragmatics
1.      Nortel has seemingly been quite proactive in making sure that it does not lose its high-end SONET interexchange business. 2.      It’s attractive, next-generation SONET gear is being offered at very competitive prices. 3.     ...
Samuel Greenholtz Posted June 10, 2008
Fujitsu Still Rock Solid on Optical Technology
Analysis of: Fujitsu and DTC Communications Introduce Metro Ethernet Services to Rural Tennessee | biz.yahoo.com
Author: Samuel Greenholtz, Principal Telecom Pragmatics
1.      Fujitsu’s 7500 ROADM continues to sell very well. 2.      Those service providers that have maxed out on the FLASHWAVE 4500 capacity-wise can move to the 9500. 3.      Some engineers see the 9500 as being like an optical...
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