Mr. Samuel Greenholtz

GLG News by Mr. Samuel Greenholtz, Principal

GLG News is now G+ Insights

G+ is a community for professionals, academics and entrepreneurs to connect through online discussions and in-person meetings. You will continue to see G+ Insights (formerly GLG News) here as well as on the G+ website, where you can share and discuss the G+ Insights you read.

Cisco and Verizon Wireless’ Backhaul – Not News

April 7, 2009

Analysis of:VZW Ethernet backhaul built by Cisco | blog.telephonyonline.com

1.  Cisco Systems cannot resist manufacturing news around the time of a big telecom show. 2.  Despite not really being a player in the public wireless sector, it strives to take advantage of any technology receiving a lot of attention. 3.  However, Verizon Wireless is not doing anything different than it has been planning for a while with Cisco’s routers.

Nokia Systems Looking to Buy Major Incumbent Position in US

April 7, 2009

Analysis of:Nokia Siemens Makes Offer for Parts of Nortel | online.wsj.com

1.  Ericsson has been making significant penetration in both the US public wireline and wireless markets with its equipment. 2.  Nokia Siemens Networks has been far less successful in either sector. 3.  In purchasing a large installed base of gear from Nortel, it would become a major player in the States overnight.

Considerations for FTTX go Well Beyond Basics

April 7, 2009

Analysis of:FTTx: Three considerations for deployment planning | searchtelecom.techtarget.com

1.  The consultant does a good job of talking about the technological fundamentals of how far to take fiber into the network.  2.  However, “[that] the answer is largely determined by [those] three specific factors [in the article]” – is an explanation that would be better suited for several years ago. 3.  While there may have been constraints on the size of the original piece, there has to be at least a mention of other critical aspects.

PUCs Try to Create Smoking Gun Against FairPoint

April 6, 2009

Analysis of:Fairpoint management may need to go, auditors suggest | blog.telephonyonline.com

1.  Around the same time that there is the warning of possible management firings, a report comes out that appears to be a hatchet job on FairPoint Communications. 2.  The report could not get past the beginning of page two to unfairly bring up Hawaii. 3.  At least there was the obvious acknowledgement that “the problems encountered so far have not reached the scale of those seen in the Hawaiian Telcom.”

A European Supplier Would be Most Likely to Buy Starent

April 6, 2009

Analysis of:Starent Networks Introduces Service Convergence Platform Bridging Legacy Mobile and Next Generation All-IP Multimedia Networks | www.foxbusiness.com

1.  Verizon Wireless appears to be comfortable dealing with Starent as an individual company. 2.  Given Ericsson’s present position as the leading vendor to the carrier for LTE, it makes sense that it would be the supplier most plausible to purchase Starent. 3.  There is a good possibility that Nokia Siemens would be the next likely candidate.

Qwest Finally Moving Towards its Destiny?

April 6, 2009

Analysis of:Qwest could become RLEC consolidator, analysts say | blog.telephonyonline.com

1.  Almost a year ago, we pointed out that “Qwest might as well be considered an independent telco.” 2.  Around that time, industry analysts were encouraging Qwest to combine with a big RLEC because it would be “tremendously accretive.” 3.  It would be practically hopeless for the RBOC to even begin competing on the same level as AT&T or Verizon.

Still No Assurance about Certain MSOs and Wireless

April 5, 2009

Analysis of:McCaw: WiMax Key to Cable's 'Next Step' | www.lightreading.com

1.  The Suddenlink CEO states, "We're not certain how important the wireless product is going to be for us.” 2.  The fact of the matter is that its bigger competitors share the same sentiment. 3.  Historically speaking, it is hard to have a high level of confidence when it comes to wireless plans and cable TV companies.

Some Analysts are Awakening

April 5, 2009

Analysis of:Telcos are shrinking, study says | telephonyonline.com

1.  We have been saying for some time that the RBOCs are going to become much smaller entities not just from “losing wireline voice customers,” but from ultimately selling off substantial amounts of landline assets. 2.  This second important reason appears to be ignored by the analyst in the source article. 3.  In particular, we have talked about a much smaller Verizon company, with the potential for significantly higher margins.

Unnecessary for Verizon to Overhype LTE

April 5, 2009

Analysis of:CTIA 2009: Verizon LTE Goin' Steady | www.unstrung.com

1.  Even if Verizon Wireless ha[d] “essentially blown its wad in Barcelona announcing the vendors for the new proto-4G network,” it could have tried to make news in a more conventional manner. 2.  The service provider wants to avoid the press concluding that an idea “is not too dissimilar to the concept that Clearwire...has also talked about with WiMax.” 3.  The introduction of a new and ambiguous metric may not be helpful in the future.

Commission’s Threat of FairPoint Management’s Removal is Boneheaded

April 5, 2009

Analysis of:State regulators want FairPoint on short leash | www.burlingtonfreepress.com

1.  At the end of the day, the people working at public service commissions are politicians. 2.  They will milk the negative image of what has been essentially a major success story for all its worth. 3.  However, when state regulators cross the line and can potentially remove the executives of a corporation, it is unconstitutional – not to mention the US free market system is further at risk.

Qwest’s Long-Haul Customer Base is Big Prize

April 5, 2009

Analysis of:Qwest Seeks To Sell Piece Of Its Network | online.wsj.com

1.  If an RBOC is a source of the article, it could be another one of those trial balloons. 2.  The receptiveness by the new federal regulatory community to competitors buying a long-haul network, especially AT&T and Verizon, is somewhat unknown. 3.  However, the FCC and the Congress may have a problem with another RBOC buying the network – only to get the subscriber base – and then shut it down.

Starent Appears to be Fine at Verizon Wireless

April 5, 2009

Analysis of:Alcatel-Lucent Win a Problem for Starent? | 4g-wirelessevolution.tmcnet.com

1.  There seems to be no evidence of an actual contract between Alcatel-Lucent and Verizon Wireless for packet core technology. 2.  In fact, apparently, Verizon has so far not shown any inclination to move away from Starent. 3.  The idea that there would be an advantage that Alcatel-Lucent would “be applying networking lessons it has learned in the wired network triple-play business” – in order to provide packet core technology – is a big stretch.

Opnext Leadership – Window Dressing to Plain Execution?

April 1, 2009

Analysis of:Opnext to Showcase Its High Speed Technology Leadership at OFC/NFOEC 2009 | www.forbes.com

1.  The stepping down of Opnext CEO, Harry Bosco, could be an indication of the company more or less settling down in terms of aggressively looking for new business opportunities.   2.  It has a lot on its plate, particularly with its focus on high-end optics. 3.  There will not be as much of a need for wheeling and dealing nor for slaps on the back – it now comes down to implementation.

Clearwire’s Lead with Hotspot at Conference Evidence of Diminished Expectations

April 1, 2009

Analysis of:Clearwire debuts WiMAX hotspot | www.fiercewireless.com

1.  The lead press release from Clearwire at CTIA had nothing to do with all of the metros that it supposedly plans to enter. 2.  The effects of the new corporate leadership are already noticeable. 3.  It is interesting that the PR department probably felt compelled to throw in three sub-headlines in the original press release issued to Business Wire -- to perhaps give it a little bit more heft.

FairPoint’s Goal Appears to be Reasonable

March 30, 2009

Analysis of:FairPoint expects normal New England operations by June | www.fiercetelecom.com

1.  It is almost amusing what is reported in one of the related articles in the Kennebec Journal Morning Sentinel.  2.  A spokesman for the Maine PUC states: “My impression is that this is the highest level of calls involving a single utility that our consumer assistance division has seen.” 3.  While it is certainly not funny to the subscribers, none of its other utilities have ever engaged in such a massive transition effort -- involving three states.

In the Tank For the MSOs?

March 30, 2009

Analysis of:Cable Best for Next-Gen Access, Arthur D. Little Says | www.xchangemag.com

1.  Even part of the title, “The Moment of Truth” seems to suggest more of a PR piece. 2.  According to the report, “Fixed operators, especially alternative operators, should consider the acquisition of cable infrastructure, if feasible, as opposed to deploying a fiber access network.” 3.  If coaxial is such a great investment, why are the MSOs giving so much attention to fiber to the home?

Broadband Stimulus Package Cannot Control Risk

March 30, 2009

Analysis of:Risk factor could affect broadband stimulus payouts | news.cnet.com

1.  Regardless of one’s views on federal government intervention in telecom, the vast majority of the people in the sector are looking forward to the industry taking advantage of the stimulus package. 2.  However, the idea that abuse, mismanagement, and waste can be substantially eliminated is a pipe dream. 3.  In addition, very few government entities have a good track record of “distribut[ing...funds effectively and fairly, and...hold[ing] grantees accountable."

Corporate Use of WiMAX May Turn Out to be the All-Important Niche Application

March 30, 2009

Analysis of:Why WiMax should be on the CIO's radar | www.infoworld.com

1.  It would be nothing short of astonishing if Clearwire even comes close to reaching its “goal of establishing WiMax service in 80 metro areas by 2010.” 2.  Many analysts view the enterprise space as the potentially dominant market sector for WiMAX. 3.  As the source article points out, there may be plenty of opportunities that do not require “ubiquitous coverage.”

On Paper, Huawei Could Have the Upper Hand in Getting Clearwire’s Business

March 30, 2009

Analysis of:Huawei Tries to Crack U.S. Market | online.wsj.com

1.  Cost is by far the biggest reason why Clearwire is considering Huawei. 2.  While customarily the supplier will discount equipment by as much as 30 percent, it would not be surprising if the markdown was significantly higher in this case. 3.  At this time, establishing a beachhead in the US is of the utmost importance, and selling well below cost seems not out of the question.

Necessity Trumps Attitude on Mobile Data Services

March 30, 2009

Analysis of:Mobile data attitudes in the U.S. 'positive and improving' | www.fiercemobilecontent.com

1.  Much of “the stationary media majority” will be obliged to move more towards using mobile data services. 2.  It does not matter much to what extent they “have positive and improving attitudes about their mobile communications devices.” 3.  With almost 40 percent of the subscribers actively engaged, or on the brink of doing so, with such services, it becomes a matter of practicality that others will have to do likewise.

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