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

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 10/15/09: Is Verizon behind Windstream’s interest in FairPoint?

October 15, 2009

Analysis of:M&A allure again follows Windstream | www.fiercetelecom.com

It would not be good for Verizon if FairPoint goes bankrupt. The RBOC is in the process of selling off lines to Frontier and has properties in the western portion of its incumbent territory on the block. Is Verizon encouraging Windstream to be a white knight in exchange for future considerations?

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 9/30/09: Chance for DirecTV Purchase by Verizon Better, Still Long-shot

September 30, 2009

Analysis of:Is a DirecTV Acquisition on the Verizon? | online.wsj.com

On face value, there is only an outside chance of Verizon purchasing a satellite TV operator. Yet, it might have some interest in acquiring DirectTV from the standpoint of not wanting to expand its FiOS network anymore than is absolutely necessary. It seems that the RBOC is feeling pressure from both the FCC and local regulatory commissions in terms of feeding broadband to other areas within its incumbent territory. 

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 9/29/09: Commercially Available LTE Handsets Likely By YE2009

September 29, 2009

Analysis of:Verizon Wireless Plans Mass LTE Deployment | www.informationweek.com

A little over a year ago, we wrote: “As with FiOS, Verizon wishes to surprise the world with a very aggressive schedule for LTE deployment.” According to the source article, the CTO states, “Verizon Wireless is planning to light up its LTE nationwide network next year in one fell swoop.” The market is also apt to be stunned by the very early availability of 4G handsets.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 9/28/09: Impressive Announcement by Ciena

September 28, 2009

Analysis of:Ciena unveils next-gen packet optical core | telephonyonline.com

We have never hesitated in the past to point out Ciena’s mistakes and weaknesses. The introduction of these systems by the supplier is definitely remarkable. Some industry analysts, who had an insufficient appreciation of what it takes to play in this game, may now see there was truly a need to be spending all of that R&D money.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 9/26/09: The Term “Cable TV Apps” is an Oxymoron

September 26, 2009

Analysis of:Cable TV Apps: Where Art Though? | www.lightreading.com

There has never been “the cable app experience.”   At the same time, is it really the case that both “Verizon or AT&T [are ever truly] announcing some new suite of TV apps for FiOS or U-verse”?   “Twitter”, "fantasy football, and “multiview” were not designed by Verizon executives – they were already around.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 9/24/09: Ciena Buying Nortel Assets Would be Mistake

September 24, 2009

Analysis of:Ciena: Ready to Pay for Nortel's MEN? | www.lightreading.com

One prominent industry analyst believes that Ciena purchasing Nortel’s optical business would help its position at AT&T. We agree with the analyst in the source article that “such a move would not be a good use of Ciena's cash.” We also argue that it would not do much to strengthen its position at AT&T or anywhere else.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 9/17/09: Incredible Spin Continues out of Infinera

September 17, 2009

Analysis of:Infinera targets 2010-2011 for 40G, hits metro now | blog.telephonyonline.com

The CEO from Infinera will obviously continue to make statements that defy reality until he steps down next year. The analyst quoted in the article is wrong about the argument regarding the 40G space as being “somewhat compelling.   It is not convincing at all.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 8/9/09: Ciena Buying Nortel Assets Would be Mistake

September 9, 2009

Analysis of:Ciena: Ready to Pay for Nortel's MEN? | www.lightreading.com

One prominent industry analyst believes that Ciena purchasing Nortel’s optical business would help its position at AT&T.  We agree with the analyst in the source article that “such a move would not be a good use of Ciena's cash.”  We also argue that it would not do much to strengthen its position at AT&T or anywhere else.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 9/4/09: From PTT to “Push to Protection” in the Blackberry

September 4, 2009

Analysis of:City police to get smart phones | www.baltimoresun.com

For the police, instantaneous silent communication could be the difference between life and death.  Greater use of such software should cause Sprint, which like other wireless carriers sells the capability, to want to unload its iDEN network, historically popular with first responders, that much sooner.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 9/3/09: Cultural Legacy of Verizon’s FiOS Could Last Decades

September 3, 2009

Analysis of:Verizon FiOS Fires Up NFL RedZone Deal | www.multichannel.com

When Verizon messes up, we do not hesitate to point it out.  However, in the case of FiOS, there will likely be documentaries on the unprecedented achievement.  Most importantly, the effects of this accomplishment on Verizon’s culture will likely be long- lasting.

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