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.

Another Telecom Breakup Would be Misguided, But Potentially Simulative

July 15, 2009

Analysis of:Justice Department Reviews Telco Practices | www.thestreet.com

1.    One day in the future, at the stroke of 12:00 midnight, the US Department of Justice may be visited by the first of three ghosts. 2.    Judge Green and two of his selections could be present – good luck! 3.    While another enforced divestiture would be imprudent, it would certainly shake up the telecom equipment industry.

Anti-Stimulus Nature of the Broadband Bill

July 13, 2009

Analysis of:Reps say broadband stimulus rules complex, murky, rigid | www.nextgov.com

1.  The big gripe, particularly by the access suppliers, is that there has been attractive projects that are just waiting in line for free money. 2.  Certainly, a key requirement for the stimulus money is that it cannot be funded by any other source. 3.  Telcos have been waiting to start until everything shakes out on the cash distributions.

Difference Between Cisco and Juniper/NSN is Optics Quality

June 29, 2009

Analysis of:Juniper, NSN’s integrated optics faces divided market | blog.telephonyonline.com

1.  Cisco Systems has limited proficiency in fiber optic systems. 2.  Nokia-Siemens Networks has plenty of experience including with 40G equipment. 3.  NSN’s large installed base at AT&T of high-end optical gear is probably the major factor in the decision for the two suppliers to reach an agreement.

Tellabs Benefits from Nortel’s Demise in Enterprise

June 29, 2009

Analysis of:Tellabs: Joint sales initiatives paying off | telephonyonline.com

1.  The continuing exit of Nortel from the telecom business has created an opportunity for Tellabs in the enterprise optical space. 2.  Working with Verizon Business has its downside as well. 3.  The development of integrated products for the enterprise sector can lead to Tellabs eventually doing more of the same in the public network.

Spinning Off Nortel’s MEN is Probably Not a Viable Option

June 26, 2009

Analysis of:Selling Nortel's MEN | www.lightreading.com

1.  The source article is contemplating “what if Nortel can’t sell the [MEN] business.” 2.  This possibility seems rather unlikely in that it will get down to a price that will be attractive enough for another player to pull the trigger. 3.  It would be hard for the MEN division to survive on its own in a spinoff.  

Fiber Backhaul Definitely a Short-Term Solution

June 26, 2009

Analysis of:ADC: fiber to the cell tower will be key for growth | www.telecommagazine.com

1.    The previous analysis to the source article does acknowledge that fiber is the best means of carrying large capacity in the backhaul. 2.    However, the cost stated for deployment is by and large way too high. 3.    Fiber will increasingly become a necessity in the backhaul for wireless carriers.

Who Said “Mission Impossible” When Nortel CEO Took Over?

June 26, 2009

Analysis of:Nortel Asset Sale Sets a Low Bar | online.wsj.com

1.  Nortel’s CEO is offering some disingenuous spin. 2.  It was his failure to adapt the company’s strategy to a much more targeted one that resulted in an impossible mission. 3.  Nortel was lucky to get as much as it did for the wireless assets.

Verizon’s CEO Has His Hands Full with Domestic Concerns

June 26, 2009

Analysis of:Verizon CEO Seidenberg’s Words of Entrepreneurial Wisdom | gigaom.com

1.  When a CEO talks about “build[ing] out its wireless business internationally within the next 5-10 years,” it is clear that it is not a priority. 2.  Verizon has a lots on its plate in the US: the 4G network build-out, completing the FiOS infrastructure, penetrating metros outside of its traditional territories to go after large business customers, bolstering its long-haul optical facilities, and probably constructing a high-speed MPLS network. 3.  A few of Ivan Seidenberg’s responses omit critical information.

Juniper Leapfrogs Cisco on 100G

June 22, 2009

Analysis of:Juniper Offers 100GE | www.lightreading.com

1.  With the impact that Cisco Systems made with 40GbE on its routers, it is important to Juniper to leapfrog to 100G on its systems. 2.  It is interesting that Verizon has gone out of its way to provide an endorsement in the supplier’s press release. 3.  According to news reports, Cisco and AT&T appear to be in the process of solidifying a relationship that may leave Juniper out in the cold (at least for a while) on new systems.

AT&T – How Much More Bad News Can It Take?

June 18, 2009

Analysis of:Verizon Wireless CEO throws jabs: Plans to offer Palm Pre (and its 'cousin'); Scoffs at AT&T's network upgrade | blogs.zdnet.com

1.  AT&T has had a subpar year so far. 2.  It is not just the economy that has wreaked havoc on its business plans and on its growth. 3.  Both the wireless and wireline businesses have been hampered by cutbacks in spending and by the ongoing threat of a strike.

No Doubt Who is in Charge With CenturyTel/Embarq Merger

June 11, 2009

Analysis of:Embarq, CenturyTel will become CenturyLink after merger | www.bizjournals.com

1.  The “customers and employees” had nothing to do with the “Century” portion of the new name. 2.  Despite Embarq being three times CenturyTel’s size with the name of CenturyLink selected, it is pretty clear which company is running the show. 3.  It has one more board member than Embarq, and the top administrative jobs all come from the smaller entity.

Vital Element FCC Cannot Control in Rural Telco Networks

June 8, 2009

Analysis of:FCC rural broadband report notes middle mile, consumer demand concerns | telephonyonline.com

1.  The FCC “Report on a Rural Broadband Strategy” inevitably gets into the “network openness” madness.   2.  On a positive note, its discussion of “middle mile” connectivity is an important and often ignored consideration. 3.  However, the one critical aspect of the actual workings of the Internet does not appear to be addressed in the document.

Clearwire Cleaning House to Increase Executive Maturity Levels

May 25, 2009

Analysis of:Clearwire reshuffles executives | blog.telephonyonline.com

1.  It was practically inevitable that Clearwire’s Chief Network Architect would be “moving away from the day-to-day operations in the company.” 2.  His new position reflects the type of work he has been mainly doing all along – public relations. 3.  All of the new appointments appear to be well seasoned.

Why Do Some People Prefer to Think Verizon is Crazy?

May 20, 2009

Analysis of:Is Verizon's $23 Billion Bet With Fios Paying Off? | adage.com

1.  For over three years, we have been striving to convince many industry observers of the true intentions behind Verizon’s FiOS. 2.  It is not a theory based on conjecture. 3.  Yet, despite such a reasonable explanation, many individuals believe to this day that the RBOC being off of its rocker is more plausible as a justification for such a high level of investment.

When it Comes to Governmental Expenditures, There is No Meter

May 19, 2009

Analysis of:Transition to Networx keeps slow pace | washingtontechnology.com

1.  There were also delays with FTS2001. 2.  It is the nature of government institutions to advance slowly (perhaps one of their saving graces as well). 3.  Unless there are real pressures to move forward, agencies do not have enough of an incentive to go more quickly.

Verizon Shareholders’ Majority Stock Ownership of Frontier Could Make Difference

May 18, 2009

Analysis of:Verizon Sells Phone Lines in 14 States to Frontier | online.wsj.com

1.  Verizon Communication stockholders will own about 68% of Frontier Communications as a result of the recent transaction. 2.  This result will put the RBOC in more direct contact with the cutover process. 3.  That should help avoid some of the issues that occurred at FairPoint Communications.

Good Chance that Ericsson Will be Chosen as Main LTE Vendor to AT&T

May 11, 2009

Analysis of:Rumor Mill: Did AT&T pick Ericsson, Alca-Lu, Huawei for LTE trial? | www.fiercewireless.com

1.  Ericsson’s overall relationship with AT&T is even more solid than it has been at Verizon. 2.  The supplier provides GPON and other gear to AT&T. 3.  Ericsson’s expected leadership position in working with Verizon Wireless gives it a high probability of winning at AT&T as well.

AT&T Wireless’ Overall “Game-Changing” Strategy?

May 11, 2009

Analysis of:AT&T: Gaming-changing iPhone only a start | www.cedmagazine.com

1.  AT&T Wireless may be looking to focus more of its marketing efforts at higher income subscribers. 2.  The carrier will seek to piggyback on Apple’s iPhone being “such a game changer.” 3.  The customers at the upper end, especially those who use the iPhone, will be more inclined to be interested in “what...[other wireless] device[s] can do.”

This Time FairPoint Gets a Failing Grade

May 7, 2009

Analysis of:FairPoint execs get bonuses, revenue dips | www.fiercetelecom.com

1.  Even though many of the problems may not have directly linked to FairPoint Communications, the executives should not be taking bonuses when a high number of subscribers are receiving inadequate service. 2.  Any additional compensation related to the acquisition should have been postponed until the network was back to normal. 3.  The fact that the CEO made more in 2007 does not at all ameliorate the situation.

FairPoint Gains Some Measure of Reprieve

May 6, 2009

Analysis of:In NH, FairPoint transition blame spread to PUC, contractors | www.fiercetelecom.com

1.  The PUCs should take the bulk of the blame for FairPoint’s problems. 2.  However, it should not be “for signing off on the acquisition in the first place.” 3.  While probably a little too small, FairPoint appeared to have a solid track record as an ILEC.

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