All GLG News Analyses Filed Under: Telecom

1.      After spending several billion dollars on Cerent some years ago, Cisco Systems did not fully take advantage of the SONET product. 2.      Unfortunately, the large vendor has a habit of telling telcos what they need instead of listening to what...

1.      Level 3 burned $160 million in cash last quarter. 2.      It has also been selling off assets. 3.      More importantly, it seems to be turning its attention away from its retail business.  

1.      The acquisition of World Wide Packets is making a difference in unexpected ways. 2.      It gives Ciena another means to gain greater leverage in general at carriers. 3.      Operational cost assumptions in connection...

Thanks to the wrestling match between LTE (long term evolution) and WiMAX, the big topic nowadays is standardization. However, what does that mean?  Arun Sarin called for a coalescing of support around LTE and rapid standardization, see my analysis entitled WiMAX v. LTE – Let’s Fight!!  Standards...

It is always praiseworthy of an engineer to articulate the need for standardization.  Even demands for harmonization are praiseworthy. However, in my years in the business, calls for harmonization usually comes from those who have everything to gain in such actions.

Taiwan has built up a strong high tech sector over the past 20 years based largely on OEM production. The challenge it is now addressing is whether and how to expand into systems and solutions businesses and establish global brands as the Koreans have done, following the Japanese, and as mainland...

Alltel operates a mobile network that is very compatible to Verizon Wireless. Alltel's customer base is all on CDMA. Alltel operates a GSM network (as a result of acquisition of Wester Wireless) that is mostly used for roaming of large GSM carriers' subscribers (AT&T and T-Mobile). Alltel's integration...

I am all for going Green.  Whether you believe in Global Warming or not, it is simply good business and good corporate citizenship to use resources responsibly. I have a few suggestions and I am sure a company like AT&T will disagree. Think teleworking and telepresence.

The tragedy of technology development is that in order to get investors to throw money at the idea it has to do more than simply support a viable business model or simply make sense.  It has to be sexy and support speculation. Investing is more than a crap shoot it is an exercise in dealing with...

Wireless, along with Internet-oriented services, are about the only areas of growth available to wireline carriers these days. Increasing your bets in these areas is risky -- but there are scarcely any other options.