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

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 3/14/10: Recent Court Decision Unlikely to Derail VZ/FTR Deal

March 14, 2010

Both Verizon and Frontier have made tremendous strides in the regulatory communities to get the sale of lines approved. We believe that the Illinois utility commissioners will ultimately support the deal. In the meantime, Verizon will undoubtedly need to come up with a contingency plan just in case.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 2/26/10: Possible CATV Move from High-Cost CMTS to Control Plane

February 26, 2010

Analysis of:Comcast Proposes Its God Box | www.lightreading.com

Internal studies at the cable companies are causing a lot of concern.  The current network model for CATV companies cannot sustain the projected growth in capacity demand for data solutions. We expect a dramatic increase in CMTS cost that will have to be managed.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 2/26/10: Alcatel-Lucent Continues to Shine with GPON

February 26, 2010

Analysis of:AlcaLu Unveils New ONTs | www.lightreading.com

Despite all of its difficulties in general, Alcatel-Lucent remains a powerhouse with its GPON business.  In terms of providing the highest level of performance, it seems to still be among the top suppliers. Verizon will continue to use AlcaLu’s GPON solutions in a big way.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 2/25/10: Can Level 3 Can “Step Up” Its Financial Position?

February 25, 2010

Analysis of:Level 3 Channel Steps Up Its Game | www.phoneplusmag.com

According to the Level 3 executive, “We made it clear to our direct sales team and our partners that we were not going to look at on-net vs. off-net as a good vs. evil battle.” The apparent emphasis away from an aggressive last mile deployment strategy will certainly help operations costs. However, not looking to be less of a me-too CLEC is hardly a good sign for its overall business.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 2/25/10: Cisco's Stealth Pickup of a Second DPI Vendor

February 25, 2010

Analysis of:Telecom vendor M&A heats up | connectedplanetonline.com

Yes, “Cisco [System‘s]...recent acquisition...of Starent...seems to have kicked off a mini-trend of large vendors swallowing up upstarts to fill key technology holes."  However, one of the gaps for Cisco was supposedly plugged up over six years ago. Its purchase of P-cube appears to have been a bust.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 2/24/10: CLWR Doesn’t Have Stuff to Compete Against Anyone

February 24, 2010

Analysis of:Handicapping Clearwire | www.lightreading.com

Right at the moment, Clearwire and Sprint do have a monopoly over the 4G space. Its dominant position will be short-lived. Verizon Wireless will do everything that is necessary to dominate the next-generation wireless market.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 2/23/10: Quarter of AT&T’s IPTV Subs In 2 TX Cities Revealing

February 23, 2010

Analysis of:AT&T Touts U-verse TV Gains In Texas | www.multichannel.com

Dallas happens to be the headquarters for AT&T. One still does not know what percentage of its total IPTV subs are still actually employees of the RBOC. AT&T always had a heavier concentration of FTTP than FTTN in Houston.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 2/21/10: Other Possibilities for Verizon’s CEO Quiet Period

February 21, 2010

Analysis of:More Pennsylvanians Have Access to Fast, Affordable Verizon High Speed Internet Service | www.marketwatch.com

In the last analysis, we speculated on the reasons for not hearing from Verizon’s CEO in a while. We looked at the possible sale of further landline assets happening earlier, allowing for the full purchase of Verizon Wireless. However, the budget may be a stronger cause.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 2/20/10: Why is Verizon's CEO Being Kept Under Wraps?

February 20, 2010

Analysis of:Verizon-Frontier: Ohio Approves Sale With Provisions | www.phoneplusmag.com

It has happened before.  Right before a big change at Verizon, Ivan Seidenberg will appear to be sequestered.  What are some of the logical possibilities?

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 2/19/10: Should We Believe AT&T on Wireless CAPEX This Time?

February 19, 2010

Analysis of:AT&T: Improving 3G network the major focus of 2010 | connectedplanetonline.com

AT&T has sat back while its wireless network has not been kept up adequately. Is there any reason to believe that network investments will come before dividends? We believe that AT&T probably knows it is not likely to retain exclusivity on Apple’s iPhone.

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