Mr. Samuel Greenholtz

GLG News by Mr. Samuel Greenholtz, Principal

GLG News is now G+ Insights

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Hardball 1/01/10: Calix IPO Could Achieve New Access Paradigm with Cyan

January 1, 2010

Analysis of:IPOs make a comeback in 2009 setting stage for a busy year of companies going public in 2010 | www.sfexaminer.com

In terms of excitement level to get the valuation the highest, Telecom Pragmatics still believes that nothing would compare with Calix combining with Cyan in terms of impact.The two CEOs would have the cachet to redefine and expand the meaning of access networks.   Or they could just outright proclaim that Cyan is definitely an access play.

Hardball 12/22/09: Calix’s IPO to Bolster Access Play?

December 21, 2009

Analysis of:Tech IPOs filed so far have shades of dot-com bubble | www.marketwatch.com

In a recent article, we talked about the possibility that Calix’s IPO was about it and Cyan getting together. There is an alternative explanation.   It could be to become a more well-rounded access supplier.

Hardball 12/19/09: Case for Telstra’s Open Network Being Advantageous

December 19, 2009

Analysis of:Telstra, Australia lay groundwork for proposed broadband plan | www.fiercetelecom.com

The concept of open networks has been around for a long time. Any phone, video, etc. service provider can take advantage of an infrastructure. While it is getting a great amount of legs internationally, it has not done so in the US too much.

Hardball 12/15/09: PR Spin of Verizon’s Restricted FiOS in Greater Boston Area

December 15, 2009

Analysis of:Verizon enhances its Massachusetts DSL footprint | www.fiercetelecom.com

There is sure a nice ring to the press release title.  It says: “DSL...Service to More Than 17,000 Consumers in New Neighborhoods in 17 Massachusetts Communities.” It does not take long to figure out that this announcement is quite underwhelming.

Hardball 12/14/09: Backhaul Opportunity for Hybrid Fiber/Microwave Limited

December 14, 2009

Analysis of:FiberTower Announces Receipt of Nasdaq Listing Compliance Notice | www.marketwatch.com

There can be little doubt that especially with Verizon’s big push for LTE, that the backhaul activity will be huge over the next few years. At the same time, there may be already one too many players focused in the hybrid fiber/microwave alternative carrier space. There are at least four competitors in the US, which have been mostly dedicated to wireless backhaul.

Hardball 12/13/09: Market Stranglehold Removed from Canadian Wireless Incumbents

December 13, 2009

Analysis of:Canada Rule Change Could Shake Up Telecom Market | seekingalpha.com

Earlier, the Canadian government’s rules on ownership ensured the dominant positions of a few large carriers, including Rogers Communications and BCE.  The overruling is definitely “a populist decision to ensure increased competition in wireless in Canada.” It also provides a better shot for smaller, regional players to make penetration.

Hardball 12/12/09: Voice Staying off LTE for Long Time Very Shortsighted

December 12, 2009

Analysis of:Battle Over Voice on LTE Heats up | www.pcworld.com

What is the point in going to 4G wireless technology without voice being integrated relatively soon? The fact that “carriers expect to keep their 3G networks up for several years” is not indicative of the arrival of voice on LTE devices. Also, what law is there that all of the benefits of 4G have to be delivered to just one end-user device? 

Hardball 12/11/09: Apple’s Tablet -- Verizon’s First 4G Device?

December 11, 2009

Analysis of:Apple Tablet Geared as Kindle Killer | www.thestreet.com

Despite all of the naysayers, there is one feature that could differentiate Apple’s Tablet. Of course, it is 4G capability. Verizon Wireless will need to introduce something that provides data capability because LTE will not be available on handsets right away.

Hardball 12/10/09: Insanity of MSOs Providing Backhaul to New LTE Towers

December 10, 2009

Analysis of:Cable gets its wireless backhaul groove on | www.fiercetelecom.com

It is curious as to why MSOs, such as Time Warner Cable, are delivering service to new Verizon Wireless LTE towers at all. The cable companies were not thrilled about working with Sprint because they viewed the wireless company as a real threat to its broadband business. Verizon is 10 times more likely to eat the MSOs’ lunch, particularly in the area of video. 

Hardball 12/8/09: CableCARD Proves Gov't Shouldn't be Creating Retail Markets

December 8, 2009

Analysis of:FCC admits CableCARD a failure, vows to try something else | arstechnica.com

The more a politician in Washington or at the state level decides how to run a network, the more inefficiency it will produce. It is often about creating an image of a problem and trying to find a solution. The great and legitimate fear of the cable companies is that the whole net neutrality cause will create yet another significant cost compared to its competitors – for no value.

Hardball: 12/2/09: iDEN is Now PTT “Gold Standard” Network at Sprint?

December 3, 2009

Analysis of:Sprint Preparing to Discontinue QChat in Favor of iDEN Again | phonenews.com

Sprint has come full circle. After trying so hard to get push-to-talk users to go to the CDMA network, now it will be telling them the original iDEN network is much better. It would be a wonder if many of Sprint’s customers are not totally confused by now. 

Hardball 11/23/09: Verizon Will not be Impressed by Ciena’s Big Risk

November 23, 2009

Analysis of:Ciena Beats NSN to Buy Nortel's MEN | www.lightreading.com

A company’s financial position is one of the key determinants in using a supplier. Verizon may now think twice before deploying Ciena’s CN 4200 in a big way. The RBOC’s local group consistently hated dealing with Nortel.

Hardball 11/22/09: AT&T Keeps Spinning its Wheels

November 22, 2009

Analysis of:AT&T Launches Verizon Counter-Punch Ad | seekingalpha.com

The source article offers a good rebuttal to the new AT&T advertisement. Of course, it is like shooting fish in a barrel. The arrogance – that it is the great AT&T and one should believe everything it says – is palpable. 

Hardball 11/21/09: Calix’s IPO in Order to Buy Cyan?

November 21, 2009

Analysis of:Calix Files IPO. Will Cyan Be Mike Hatfield's Next Big Hit? | www.businessweek.com

In a 2005 BusinessWeek article, Calix’ CEO was quoted as saying: "The only thing that would cause me to go public is if we wanted to go do an acquisition.  I don't know why else I'd do it." It was clear to us earlier this year that he had evidently not changed his stance in justifying an IPO.

Hardball 11/20/09/13:00 GMT: NSN Likely for NT’s Optical Assets– Infinera Entry?

November 20, 2009

Analysis of:One at a time, please: Nortel delays one auction because of another | localtechwire.com

Nokia Siemens Networks desperately needs to establish a sizable public network presence in North America. Even if Ericsson places a bid, NSN appears to be the favorite to get Nortel’s optical assets. There has been speculation about Infinera entering the fray.

Hardball 11/19/09: Kiss of Death for Clearwire?

November 19, 2009

Analysis of:Clearwire: 'Google Believes in Us' | www.unstrung.com

Google’s lack of investment in the last round speaks volumes. As we have said in the past, no company does as much agonizing cost analysis as the search engine provider. We still believe that if Clearwire does survive, it will be with a far less ambitious, targeted metro approach.

Hardball 11/18/09: One Last Kick in Pants from WV to VZ Before Parting

November 18, 2009

Analysis of:West Virginia protests Frontier's Verizon acquisition | www.fiercetelecom.com

The gloves are coming off one final time between Verizon and West Virginia.  The state is probably going to be so relieved to get Verizon out that it will likely play ball with Frontier.  It would hardly be an exaggeration to say that the relationship over the years between the two parties has been acrimonious. 

Hardball 11/17/09: AT&T's Version of Keystone Cops

November 17, 2009

Analysis of:AT&T Rebuts Verizon Ads, Again | blogs.wsj.com

Nothing illustrates more the state of disarray at AT&T than this bungled attempt to dispute Verizon Wireless’ claims. AT&T apparently even has trouble settling on a unified public relations/marketing response. The service provider just did not want the world to know about the disparity in 3G coverage between the two carriers.

Hardball 11/16/09: Infinera Lobs Up Some More Softballs

November 16, 2009

Analysis of:Infinera Named Second Fastest-Growing Tech Company in North America | money.cnn.com

Infinera’s statements continue to make it very easy to hit them out of the park. It would be much better off if it was really forthcoming about its business. While there are some executives that have appeared to have been truly kept in the dark on the company’s execution, it is the high-level people that know better that have been the most disappointing in their responses.

Hardball 11/15/09: Ciena Should Avoid Manufacture-Discontinuing CoreDirector I

November 15, 2009

Analysis of:Ciena offers Carrier Ethernet certification program | www.cedmagazine.com

There is still no doubt that Ciena has a virtual monopoly on the optical cross-connectmarket. With AT&T having over 500 CoreDirectors, it makes it difficult for the RBOCto go with another supplier. However, upon closer analysis, the 5400 could be sodifferent that it may as well be from a second manufacturer.

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