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

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 11/14/09: Potential Ciena Counter-bid – Bridge Too Far

November 14, 2009

Analysis of:Nortel postpones optical, Ethernet unit auction | blog.telephonyonline.com

Most of Ciena’s acquisitions in the past have been train wrecks. While it may not be totally apparent from the supplier’s previous rhetoric, the strength of its optical transport and switching line has bailed the company out.  However, if Ciena decided to bid up (if there was a counteroffer), its continuing existence would be at a huge risk for any amount “above $750 million” and its solid product lines would perhaps not be enough to save the firm this time.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 10/29/09: At Last, AT&T’s U-verse As We Know It Will Start Going Away

October 29, 2009

Analysis of:U-Verse Growth Is Slowing | www.lightreading.com

We expect dramatic cutbacks in U-verse CAPEX over the next two years. The service has pretty much been a bust.   For AT&T, 3Q09 will probably “be identified as the quarter in which the U-verse star started to fade.”

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 10/28/09: Chattanooga’s EPB Municipal Building Expensive Optic Network

October 28, 2009

Analysis of:EPB expands its fiber-optics services area | www.timesfreepress.com

EPB Fiber Optics has been working on its project for four years. It has put up with the usual delays for munis in fighting off lawsuits. EPB is going the Cadillac route with its network.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 10/27/09: Meaning of Verizon Wireless’ “Nationwide” LTE Network Unclear

October 27, 2009

Analysis of:Verizon-led investment group commits $1.3B to LTE development | www.fiercewireless.com

Verizon Wireless has said that it will have an LTE network throughout the US in late 2013 or early 2014. However, it has not clarified what that exactly means. Verizon appears to be aiming for 90 to 95% coverage.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 10/26/09: Verizon’s Pittsburgh Assets Evidently Untouchable

October 26, 2009

Analysis of:FiOS TV Goes Live In Pittsburgh | www.multichannel.com

Verizon has been vacillating over the last few years as to whether to put its property in Pittsburgh up for sale. The RBOC is now adamant that it will keep the city. Its lines will not be included in the western areas of New York, Pennsylvania, Maryland, and Virginia, which are currently on the block.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 10/24/09: The Case for Verizon Doing Nothing to Save FairPoint

October 24, 2009

Analysis of:FairPoint says new network backbone in place | www.nashuatelegraph.com

Recently, we wrote about Verizon possibly urging Windstream to buy the FairPoint assets. Even if there was a bankruptcy, it would help the RBOC in selling its properties if FairPoint was immediately picked up by a stable telco. Yet, Verizon has been very recently bending over backwards to state that it has done everything possible to help FairPoint – and will do no more. 

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 10/22/09: 100G & Mesh Takeoff in Lower Manhattan

October 23, 2009

Analysis of:Huawei Touts End-to-End 100G | www.lightreading.com

The horrific 9/11 tragedy has had a silver lining for the telecommunications industry.  In effect, it created a quasi-greenfield situation in lower Manhattan in which Verizon’s only option was to tear up and rebuild the network.   The RBOC was able to take advantage of the sympathies of New Yorkers in doing all the work there from the 140 West Street CO, including digging streets in areas that were not necessarily near Ground Zero.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 10/22/09: Wake-up Call for Large Independent Telcos

October 22, 2009

Analysis of:Windstream fights to change broadband stimulus rules | telephonyonline.com

The big independent telcos, especially the Tier 2s, such as CenturyLink, Frontier Communications, and Windstream, are heading into a conundrum.   They have to be aggressive in replacing revenue losses on the wireline side with new ventures. The Tier 3s appear to be doing reasonably well.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball: 10/22/09: Cisco & Verizon -- Times They are a Changin'

October 21, 2009

Analysis of:Collaboration paying off, says Cisco-Verizon study | telephonyonline.com

Cisco Systems used to not be one of Verizon’s favorite suppliers. However, the wireless leadership is not as anti-Cisco as the wireline operation was in the past. There now seems to be a shift in policy at the entire service provider regarding the vendor.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 10/16/09: Ciena Takes Wind Out of New Switching Systems’ Sails

October 16, 2009

Analysis of:Ciena/Nortel: Oh Yes, There's Overlap | www.lightreading.com

Ciena knocked the socks off of us with its recent announcement of the new CoreDirector and the 5400 family. Such a reaction from us is very rare. There is no doubt that the vast majority of people at Ciena wishes that there was at least a little bit more separation between that announcement and the publicizing of the bid for Nortel’s assets.

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