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

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 1/01/10: Calix IPO Could Achieve New Access Paradigm with Cyan

January 1, 2010

Analysis of:IPOs make a comeback in 2009 setting stage for a busy year of companies going public in 2010 | www.sfexaminer.com

In terms of excitement level to get the valuation the highest, Telecom Pragmatics still believes that nothing would compare with Calix combining with Cyan in terms of impact.The two CEOs would have the cachet to redefine and expand the meaning of access networks.   Or they could just outright proclaim that Cyan is definitely an access play.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 12/22/09: Calix’s IPO to Bolster Access Play?

December 21, 2009

Analysis of:Tech IPOs filed so far have shades of dot-com bubble | www.marketwatch.com

In a recent article, we talked about the possibility that Calix’s IPO was about it and Cyan getting together. There is an alternative explanation.   It could be to become a more well-rounded access supplier.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 12/19/09: Case for Telstra’s Open Network Being Advantageous

December 19, 2009

Analysis of:Telstra, Australia lay groundwork for proposed broadband plan | www.fiercetelecom.com

The concept of open networks has been around for a long time. Any phone, video, etc. service provider can take advantage of an infrastructure. While it is getting a great amount of legs internationally, it has not done so in the US too much.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 12/15/09: PR Spin of Verizon’s Restricted FiOS in Greater Boston Area

December 15, 2009

Analysis of:Verizon enhances its Massachusetts DSL footprint | www.fiercetelecom.com

There is sure a nice ring to the press release title.  It says: “DSL...Service to More Than 17,000 Consumers in New Neighborhoods in 17 Massachusetts Communities.” It does not take long to figure out that this announcement is quite underwhelming.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 12/14/09: Backhaul Opportunity for Hybrid Fiber/Microwave Limited

December 14, 2009

Analysis of:FiberTower Announces Receipt of Nasdaq Listing Compliance Notice | www.marketwatch.com

There can be little doubt that especially with Verizon’s big push for LTE, that the backhaul activity will be huge over the next few years. At the same time, there may be already one too many players focused in the hybrid fiber/microwave alternative carrier space. There are at least four competitors in the US, which have been mostly dedicated to wireless backhaul.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 12/13/09: Market Stranglehold Removed from Canadian Wireless Incumbents

December 13, 2009

Analysis of:Canada Rule Change Could Shake Up Telecom Market | seekingalpha.com

Earlier, the Canadian government’s rules on ownership ensured the dominant positions of a few large carriers, including Rogers Communications and BCE.  The overruling is definitely “a populist decision to ensure increased competition in wireless in Canada.” It also provides a better shot for smaller, regional players to make penetration.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 12/12/09: Voice Staying off LTE for Long Time Very Shortsighted

December 12, 2009

Analysis of:Battle Over Voice on LTE Heats up | www.pcworld.com

What is the point in going to 4G wireless technology without voice being integrated relatively soon? The fact that “carriers expect to keep their 3G networks up for several years” is not indicative of the arrival of voice on LTE devices. Also, what law is there that all of the benefits of 4G have to be delivered to just one end-user device? 

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 12/11/09: Apple’s Tablet -- Verizon’s First 4G Device?

December 11, 2009

Analysis of:Apple Tablet Geared as Kindle Killer | www.thestreet.com

Despite all of the naysayers, there is one feature that could differentiate Apple’s Tablet. Of course, it is 4G capability. Verizon Wireless will need to introduce something that provides data capability because LTE will not be available on handsets right away.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 12/10/09: Insanity of MSOs Providing Backhaul to New LTE Towers

December 10, 2009

Analysis of:Cable gets its wireless backhaul groove on | www.fiercetelecom.com

It is curious as to why MSOs, such as Time Warner Cable, are delivering service to new Verizon Wireless LTE towers at all. The cable companies were not thrilled about working with Sprint because they viewed the wireless company as a real threat to its broadband business. Verizon is 10 times more likely to eat the MSOs’ lunch, particularly in the area of video. 

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 12/8/09: CableCARD Proves Gov't Shouldn't be Creating Retail Markets

December 8, 2009

Analysis of:FCC admits CableCARD a failure, vows to try something else | arstechnica.com

The more a politician in Washington or at the state level decides how to run a network, the more inefficiency it will produce. It is often about creating an image of a problem and trying to find a solution. The great and legitimate fear of the cable companies is that the whole net neutrality cause will create yet another significant cost compared to its competitors – for no value.

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