GLG News by CLEC Market Experts

Ken KalinoskiPresident and General Partner100 Hill Rock LLC

What do the cloud, collaboration and virtualization have in common?

January 27, 2012

With so much talk and buzz about cloud (computing, storage, application sharing) and Virtualization (server & desktop), it can seem as if though these two IT consolidation trends are trumping the Collaboration movement.  Service Providers across the map have readied themselves for cloud computing by partnering with infrastructure and networking providers.  Carrier clouds are all the rage: If you’re not selling cloud your customers are likely looking at alternatives.  Virtualization services have dramatically increased since the days of pervasive computing, the reawakening VMware anything (server appliances and server blades) and screen scraping data movers and mungers (aka Citrix).

Ken KalinoskiPresident and General Partner100 Hill Rock LLC

Microsoft Purchases Skype and Why this Makes Perfect Business Sense

May 10, 2011

Analysis of:Microsoft to Buy Skype for $8.5 Billion in Catch-Up Bid | www.bloomberg.com

As a UC Collaboration expert, and one experienced in the field of video acquistions, the announcement of Microsoft's $8.5B all cash deal certainly looks RICH on the surface, but fills a HUGE product void for the company. This software giant recognizes the world is getting flatter and smaller because the planet is increasingly MORE CONNECTED. At the core of consumer and enterprise connections is Unified Communication and Collaboration which will allow the greatest number of human touch points.

Ken KalinoskiPresident and General Partner100 Hill Rock LLC

RPX Corporation - Fast Track IPO for NPE Insurance Policy Writer Circa 1999?

May 4, 2011

Analysis of:IPO Pick of the Week: RPX Corporation | seekingalpha.com

RPX Corporation is the self proclaimed NPE Fighter that 'reduces patent litigation costs'. This fledgling company, with little more than 2 years of full operating income, is poised to IPO as fast as many 'internet boom and bust' startups. Will RPX be different? Is RPX's business model sustainable? Can RPX Corp turn patent licensing, a traditionally 'lumpy' revenue model, into a smooth predictable quarter on quarter performance? How big is the market?

Samuel GreenholtzPrincipalTelecom Pragmatics

Telecom Pragmatics' Hardball: What Market Recovery?

June 27, 2010

While both AT&T and Verizon have indicated that their CAPEX budgets are flexible (translate that to mean cuts) they have tried to remain active in building out wireline networks, according to Telecom Pragmatics.   However, it has become increasingly clear that the recovery forecasted for this year is not happening in any substantial manner.  The latest blow to both companies came with the announcement that the secondary housing market lost ground in the last month.

Samuel GreenholtzPrincipalTelecom Pragmatics

Telecom Pragmatics’ Hardball: Infinera’s Choice

June 12, 2010

To continue to pursue 40G on a PIC would not allow Infinera to make the statement that “this change is neutral to OpEx in 2010, and we intend to continue to bring R&D as a percent of revenue down year over year assuming moderate revenue growth.”  At the same time, there will be a price to pay in terms of customers’ confidence in the future development of the chip.   On the positive side, Infinera continues to offer novel solutions for problems from the engineers’ perspective.

Samuel GreenholtzPrincipalTelecom Pragmatics

Telecom Pragmatics’ Hardball: Intel $ Directly Tied to Clearwire City Turn-Ups?

June 4, 2010

It seems that how much money Clearwire gets from Intel depends on how many cities it turns up at a particular time, according to Telecom Pragmatics.   Evidently, the wireless carrier has a clear incentive to penetrate more cities rather than fewer. Therefore, there could be an increased chance of Clearwire overextending itself in the market.

Samuel GreenholtzPrincipalTelecom Pragmatics

Telecom Pragmatics’ Hardball: Follow FiOS Map for Bulk of VZ LTE Cities

May 30, 2010

The first 25 to 30 4G cities are expected to be operating by second quarter of 2011 for Verizon Wireless, according to Telecom Pragmatics.  Mainly the FiOS cities, including those outside of its incumbent landline territory, will be targeted.   In the past, we have written about the long-term strategic importance of Verizon ultimately tying its LTE network with FiOS. 

Samuel GreenholtzPrincipalTelecom Pragmatics

Telecom Pragmatics’ Hardball: Apple’s iPhone Remaining Exclusive to AT&T?

May 22, 2010

We wrote in a recent Hardball article that “the latest indications are that Apple has no current intentions of doing business with Verizon on a 4G device.  One problem is that Verizon’s top leadership has apparently been highly arrogant in its dealings with Apple."  Yet, the bigger reason for potentially passing a 2nd time on the iPhone (including one that works on 3G) is that it is a big bandwidth hog and Verizon’s network could be adversely affected with consumers downloading videos, etc.

Samuel GreenholtzPrincipalTelecom Pragmatics

Telecom Pragmatics Hardball: Shift to 3G EVDO Rev B by Verizon Wireless

May 15, 2010

Our company, Telecom Pragmatics, is finding it increasingly difficult to find people at Verizon that do not believe that the wireless service provider is going with Rev B.   The only individuals that seem to be in the dark about it are the public relations people at the company.  In fact, it is not out of the question that a Rev B upgrade could occur as quickly as the start of next year.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 4/29/10: CenturyTel Blindsided Frontier Communications on Qwest?

April 29, 2010

Just as SBC blindsided Verizon with the acquisition of BellSouth, it appears that the timing of CenturyTel’s purchase of Qwest shocked Frontier. Although Frontier apparently had it eyes set on Qwest, it never fathomed that CenturyTel would pull the trigger before closing the Embarq acquisition. The more important point is that the integration of two large IOCs with one RBOC is unprecedented and will be a tremendous challenge.

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