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.

Alcatel-Lucent Could Easily Become a Non-Factor in US Soon

May 6, 2009

Analysis of:Alcatel-Lucent Loss Widens on Weaker Phone Demand | www.bloomberg.com

1.  Ericsson and Nokia-Siemens will probably become the dominant vendors in the US public equipment market. 2.  Other players including Adtran, Ciena, Fujitsu, and Tellabs will continue to fill in important gaps. 3.  It is just a matter of time before Huawei becomes a major player in the States.

Google and Apple Are Being Penalized for High-Level Achievement

May 6, 2009

Analysis of:Google, Apple Scrutinized by the FTC | online.wsj.com

1.  The federal government seeking to take over even more sectors of the US economy is not enough. 2.  It also apparently gets to decide the proper success levels of major corporations. 3.  At least for Google’s main business, any antitrust case is absurd because the end user essentially pays nothing.

Texas Wants to Preempt Federal Government Mapping Mandates in State

May 4, 2009

Analysis of:Texas issues broadband stimulus RFI | blog.telephonyonline.com

1.  It is well understood that the FCC will become the mastermind of the national broadband effort. 2.  The state government of Texas does not want lose its power to oversee telecom networks. 3.  Look for other states to follow suit.

Finally, A Balanced News Piece on Fairpoint

May 4, 2009

Analysis of:FairPoint looks to turn the corner | www.unionleader.com

1.  It is about time that there is a press article that gives more of FairPoint Communications’ perspective. 2.  One does get at least somewhat of a sense of the colossal job being pulled off. 3.  As the article points out, FairPoint is eliminating 90% of the computing systems used by Verizon.

Ericsson’s Potential Loss Leader with Sprint a Smart Move

May 4, 2009

Analysis of:Sprint Is in Talks to Outsource Its Network | online.wsj.com

1.  Even if one assumes “Ericsson will [not] make money in the initial years of the deal,” it still gets the supplier in the door of a major US wireless carrier. 2.  Although Sprint Nextel would continue to be responsible for capital investments,” there is going to be a hesitancy not to alienate the company that is in effect in charge of operations for the network. 3.  With expectations that Sprint will eventually move to LTE, Ericsson would be in an excellent position to get a huge chunk of sales.

Verizon’s Childish Rhetoric Only Diminishes FTTH Impact

May 4, 2009

Analysis of:Verizon Calls Cablevision's 101Mbps 'A Parlor Trick' | www.dslreports.com

1.  Verizon would be better off taking the high road in comparing fiber to coaxial. 2.  The RBOC is only sounding defensive with this kind of post. 3.  A backhanded compliment would go a whole lot further in Verizon effectively getting its message out.

Another Win for iPCS is Also Probably a Gain for Sprint

May 4, 2009

Analysis of:iPCS adds new twist to Sprint-affiliate battles | blog.telephonyonline.com

1.  Back in the summer of 2008, we wrote an article entitled: “Court’s Refusal to Dismiss iPCS Legal Action Should be Music to Sprint’s Ears” 2.  We said, “This suit by iPCS just adds...another fly in the ointment – helping Sprint -- a company that seems to be looking for a graceful way out of its commitment to WiMAX.” 3.  As news articles have pointed out, Sprint Nextel has other options besides a buyout in its fight with iPCS.

Hard to See Attraction of T-Mobile, Sprint Combination

April 30, 2009

Analysis of:Sprint, T-Mobile Heading for Imminent Tie-Up? | www.xchangemag.com

1.  Even the “global economic recession” does not seem to be a good enough reason for Sprint-Nextel and T-Mobile USA to come together. 2.  They would only immensely increase their “struggles” in doing so. 3.  Surely and superficially, “[a] merger may become an inevitable next step” – but possibly only on paper.

Sycamore Getting Further Down to Having Only “Bankers” on Payroll

April 30, 2009

Analysis of:Sycamore Cuts 30% | www.lightreading.com

1.  The joke about Sycamore Networks essentially being a bank has been told for years. 2.  Except it has never been funny to its shareholders. 3.  As one of the comments to the source article says, the company is “basically bleeding off their money.”

Infinera Needs to Always be Straight with Announcements

April 30, 2009

Analysis of:Viking Victory for Infinera | www.lightreading.com

1.  Small vendors, in particular, cannot afford to have their credibility in question. 2.  It is possible that TeliaSonera AB received some incentives for bending over backwards so much on its press release. 3.  At least according to the Light Reading piece, Infinera’s six “Tier 1” customers are now referred to as “national.”

Why is There an Assumption that There Will Continue to be a Wireless Duopoly?

April 30, 2009

Analysis of:The Mobile Duopoly | www.unstrung.com

1.  Which company “can crack the hegemony of AT&T...and Verizon Wireless as the top two wireless carriers in the U.S?” 2.  The answer is Verizon Wireless. 3.  The market dynamics in wireless are vastly different than in the enterprise space in which a duopoly between AT&T and Verizon is almost ensured.

Ciena Quietly Acknowledges World Wide Packets Acquisition Mistake

April 29, 2009

Analysis of:Ciena Anticipates Impairment Charge in Fiscal Second Quarter | finance.yahoo.com

1.  Ciena is apparently writing off its entire debt as a result of the World Wide Packets pickup. 2.  Last summer, we started to question AT&T’s actual assurance that it was going to buy the WWP solution. 3.  The main reason for Ciena purchasing WWP was supposedly that the service provider was pushing for the acquisition.

Imperative that Tellabs Gets New Products

April 29, 2009

Analysis of:Tellabs CEO on capex growth: I’ll believe it when I see it | blog.telephonyonline.com

1.  If Tellabs is really serious about getting growth numbers that are better than predicted, it is either going to need to develop new solutions and/or make acquisitions. 2.  As we have stated in the past, we believe the supplier is working on a broadband cross-connect. 3.  In any event, it is refreshing for a supplier these days to give such a high level of detail on its visibility.

Futility of AT&T Trying to Get Its Opponents to Regard It Positively

April 28, 2009

Analysis of:AT&T Doesn’t Want to Follow You (Except When It Does) | bits.blogs.nytimes.com

1.  There is no benefit to AT&T for even seeming to make unilateral compromises. 2.  The visceral hatred of corporations by its adversaries does not allow for a minuscule amount of admiration. 3.  They were immediately looking to play gotcha on these privacy matters.

Way Over the Top Rhetoric Against DPI

April 28, 2009

Analysis of:Lawmakers Examine Privacy Practices at Cable, Web Firms | online.wsj.com

1.  The chairman of the subcommittee states that deep packet inspection’s “privacy intrusion potential is nothing short of frightening."   2.  Perhaps the congressman needs to get some help for his irrational fears. 3.  The president of the public interest group is simply wrong in saying that DPI “poses serious challenges to both the privacy and the openness of the Internet."

Slow Advancements in US Health IT Will Likely Persist

April 28, 2009

Analysis of:Big Challenges Await Health-Records Transition | online.wsj.com

1.  The obvious advantage of electronic health records is that physicians can access a patient’s history, including surgical procedures and testing from other institutions. 2.  Today, lots of patients do not just go to one hospital – they shop around. 3.  If they have complex medical problems, their care may be provided by a number of different doctors concurrently.

Apple LTE iPHONE for Verizon Wireless Would Makes Most Sense

April 28, 2009

Analysis of:Apple May Hear Verizon Now | www.washingtonpost.com

1.  “[A] Verizon iPhone version would [not] necessarily have to be CDMA-ready.” 2.  It could leapfrog right to 4G. 3.  All of the cost in making it compatible to 3G could be avoided.

Why Did Verizon Choose Rural Telecom Expert as New VP?

April 28, 2009

Analysis of:Verizon hires Qwest legislative exec | washingtontechnology.com

1.  The obvious answer to the question is that there is stimulus money available for underserved areas. 2.  However, despite some rhetoric to the contrary, Verizon has rural areas as last on its list for broadband expansion 3.  In addition, the carrier does not like the strings attached to these funds.

True “Hang-Up” is Not at Verizon

April 28, 2009

Analysis of:For Verizon, Land Lines Are a Hang-Up | online.wsj.com

1.  The trouble with certain market analyses is that they assume a stagnant situation. 2.  While “operating income from wireline” will continue to fall for Verizon, it is still moving forward in dramatically changing its business structure. 3.  Within five to ten years, the RBOC will look like a totally different company.

Not the Standard Dog and Pony Show for Verizon Wireless

April 27, 2009

Analysis of:Verizon: Calling all LTE developers | blog.telephonyonline.com

1.  Before starting FiOS, PON products were clearly ready to be shipped. 2.  With LTE, there will be a certain amount of anxiety over the availability of solutions. 3.  So while the stress on the word, “open,” may be over the top, Verizon Wireless’ initiative for product development has a high-stakes meaning to the carrier.

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