GLG News by Spectrum Auction and Access Experts (North America)

Payam MaveddatChief Strategist & EVP - Product ManagementTaqua

Cisco's LTE Play Solidified and Juniper's Damaged

October 13, 2009

Analysis of:Cisco to Acquire Starent Networks for $2.9B | finance.yahoo.com

Cisco has been struggling to get a real foothold in the next gen packet core for LTE.iPhone traffic is stressing the packet core of AT&T.Cisco needed a solution to stay in the game in AT&T for now and future and this move indeed solidified it.

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.

Payam MaveddatChief Strategist & EVP - Product ManagementTaqua

ClearWire needs LTE to attrack partners

September 25, 2009

Analysis of:T-Mobile USA in talks with Clearwire, MetroPCS | www.telecompaper.com

ClearWire's radio access technology is based on WiMAX and not in line with the technology that mobile operators are looking to deploy.Best partnership model for T-Mobile would be to use the spectrum, but deploy LTE radio of their own which makes the relationship very costly.The Sprint's ownership in ClearWire cannot be overlooked to see whether they would allow their competitors to gain access.

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.

Payam MaveddatChief Strategist & EVP - Product ManagementTaqua

Asset Value very Questionable

September 23, 2009

Analysis of:Nortel launches next asset sale | www.totaltele.com

Nortel's existing footprint in packet core is minimal, especially in the mobile market. Most of the value is in the intellectual property and not much in the customer base.

Payam MaveddatChief Strategist & EVP - Product ManagementTaqua

WiMAX is A Niche Technology

September 19, 2009

Analysis of:WiMax in 2010: Too little, too late? | www.computerworld.com

There are not too many vendors in the WiMAX market that have the ability to effectively compete in the LTE. WiMAX shall remain a niche for last mile access.

Payam MaveddatChief Strategist & EVP - Product ManagementTaqua

Impact of LTE on metroPCS Business Model

September 17, 2009

Analysis of:MetroPCS to launch 4G mobile network | www.ft.com

metroPCS has signed a contract to launch a next generation 4G mobile network based on Long Term Evolution (LTE) technology with Sweden’s Ericsson late next year. The dual mode LTE/CDMA handsets will not be available in reasonable cost for a carrier like metroPCS to launch their service. Most likely scenario will be dangles for unlimited data plan and not for voice and messaging.

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