GLG News by FTTx (Fiber to the X) Business Trend Experts

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 9/2/09: Could AT&T Become A Giant Qwest?

September 2, 2009

Analysis of:AT&T Gives New York 3G Network A Boost | www.businessinsider.com

About 10 months ago, we pointed out AT&T desperately needs to significantly increase its 3G wireless spending.  At present, it is still moving too slowly in making improvements, which is adversely affecting its iPhone service.  The battles between the old Ed Whitacre supporters and the Randall Stephenson faction over future direction across the board are continuing to immobilize the corporation.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 9/1/09: Two Faces of Infinera

September 1, 2009

Analysis of:Infinera's Ex-Man | www.lightreading.com

We wrote back in April that "Infinera’s credibility is at its most threatened state since starting up...."  In July, its CEO stepped down. Infinera is almost like two companies.

Samuel GreenholtzPrincipalTelecom Pragmatics

Fiber to the Business at Time Warner Cable

August 31, 2009

Analysis of:TWC Boots Up 'TV Everywhere' Trial | www.lightreading.com

For many commercial builds of a sizable nature, it appears that Time Warner Cable will take fiber to the premises.  It could be anything from delivery of fiber to a library as part of a government contract or to the corporate headquarters of a fairly large retailer, which could get multiple fibers.   The MSO will usually terminate fiber on its own hardware in the business’ equipment room, including going up to offices on higher floors. 

Samuel GreenholtzPrincipalTelecom Pragmatics

Commodity-like Market for ROADMs

August 31, 2009

Analysis of:Infinera Helps Bring Broadband to Grant County Residents | fixed-mobile-convergence.tmcnet.com

In general, with a ROADM from any supplier, such as Infinera, each has the same underlying fabric and they all offer the same functionality. The situation is reminiscent of the old SONET ADMs, such as for OC-48 and OC-192, in which ultimately there was little that differentiated one system from another. As a result, prices for ROADMs become the overriding factor in terms of any kind of differentiation.

Samuel GreenholtzPrincipalTelecom Pragmatics

More Virtual Vertical Integration Needed for 100G

August 29, 2009

Analysis of:Fujitsu, Furukawa Team on 40/100G | www.lightreading.com

The amount of communication from the service providers down to the chip providers needs to go up substantially in the 100G space.  Whether the various “departments” are flying under the same corporate flag in terms of production, is irrelevant.  Any companies practicing any kind of work in total isolation will need to be persuaded otherwise as much as possible.

Samuel GreenholtzPrincipalTelecom Pragmatics

High Stakes for RLECs Succeeding with Hosted PBX

August 29, 2009

Analysis of:Douglas Telecom Announces a Redundant Model of Business Telephone Service | ip-pbx.tmcnet.com

The independent telcos, such as Windstream and Frontier, view hosted PBX and VoIP as having the most lucrative entry potential into the business market.   In serving so many rural and small-town areas, their percentage of revenue from consumers has been noticeably high.  Although the technology can be created pretty easily, service providers generally do not want to sell their own proprietary solutions themselves because they will get crushed in the development costs.

Samuel GreenholtzPrincipalTelecom Pragmatics

Impact of Mesh Architectures on 4G Wireless Backhaul

August 20, 2009

Analysis of:Clearwire adds Huawei to WiMax vendor mix | telephonyonline.com

The source article states that, “DragonWave and Motorola supply “Clearwire’s microwave backhaul transport.” When 4G comes along, the traditional hub and spoke model in which everything gets backhauled to a mobile telephone switching office is expected to somewhat change because a lot of the traffic will go between the cell sites themselves within a mesh network without having to be forced to go back to the hub office.

Ronald GruiaProgram Leader-Emerging Communications SolutionsFROST & SULLIVAN, INC

Nortel Optical Sweepstakes

August 14, 2009

Analysis of:Is Ericsson the Hope for Nortel's MEN? | www.lightreading.com

As Nortel disposes of its business units, gaining market share via acquisition will be an way for vendors in the optical space to give the top two players (Huawei and Alcatel-Lucent) ar run for the money. This article examines the potential suitors for the Nortel MEN unit and their likelihood to bid on these assets, in addition to key considerations for each vendor. The list includes Ciena, Cisco, Ericsson, Fujitsu, Huawei, Infinera, Juniper, Nokia Siemens Networks (NSN) and Tellabs.

Samuel GreenholtzPrincipalTelecom Pragmatics

Utilities Operating Muni Telecom Networks Have Better Shot at Success

August 12, 2009

Analysis of:Making the most of Muni broadband | telephonyonline.com

There have been impressive opportunities for optical network building in cities such as Chattanooga, TN; Lafayette, LA; and Burlington, Vermont.  They are all run by municipal utilities.  It makes a shorter walk for the politicians with a utility in the picture.

Samuel GreenholtzPrincipalTelecom Pragmatics

Cable TV Companies Could be Second Biggest Beneficiaries of Stimulus

August 3, 2009

Analysis of:Accessing Obama's Broadband Billions | www.lightreading.com

It appears that the small independent telcos will receive the biggest amount of the broadband stimulus funds. These carriers have dominated the rural telephone lines for over a century and there will be a high comfort level at the government agencies in dealing with them.   After this market sector, we expect the cable TV operators (excluding the big MSOs) to be the next biggest service provider segment to receive money.

Previous Page : 567891011121314Next91 to 100 of 1013