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

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.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 2/17/10: Time for Alcatel-Lucent to Pack Up Bags in States?

February 17, 2010

Analysis of:Report: Ciena Scores at AT&T | www.lightreading.com

We wrote in May of last year an article titled “Alcatel-Lucent Could Easily Become a Non-Factor in US Soon.” In that piece we said, “Anybody in sourcing at a US large carrier is starting to think about the long-term viability of [the supplier].” Assuming the speculation in the source article is correct, a Ciena win would be a major blow to any hopes of reviving the market space for AlcaLu.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 1/22/10: For the Last Time -- Google Doesn't Want to be a Telco

January 22, 2010

Analysis of:Has Google found its true calling? | brainstormtech.blogs.fortune.cnn.com

Approaching two years ago we asked: “Why would a company that does an excruciatingly amount of cost analysis be attracted to a high-capital, potentially low-margin business?"  Google has no interest in “disrupting the telecommunications industry.” All of its investments in networks have only one goal -- to allow the users to connect to the cloud.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 1/15/10: VZ’s New Pricing Focus on Just LTE Types of Subs

January 15, 2010

Analysis of:Verizon Wireless Offers Simple, Affordable Convenience With New Unlimited Voice Plans | www.thestreet.com

The situation is analogous to Verizon on the wireline side in which residential customers that just get POTS are unattractive because they are not profitable for the carrier. In the same way, a bigger proportion of the lower-end wireless subscribers is less likely to pay on time and requires customer support for cheaper handsets. In going from over 80 skews down to a 50-skew lineup – and then reduced significantly from there – the stress is not likely to be on the “simple feature phones.”

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 1/1/3/10: Apple’s 3G iPhone Expected at VZ Starting as Early as June

January 13, 2010

Analysis of:AT&T Gets a Bushel of Apple Bruising | www.thestreet.com

In December of last year we anticipated that Apple’s Tablet will work on Verizon Wireless’ 4G network by the second quarter of 2010. However, it appears that Apple’s iPhone will be used on Verizon’s 3G network starting as early as June. As the Verizon door continues to open further for Apple’s products, one could speculate even more on other future opportunities for the vendor at the wireless carrier. 

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 1/8/10: Never a Better Time to Negotiate with VZ on Equipment?

January 8, 2010

Analysis of:Verizon's Wellbrock on router OC-768 port prices | www.lightwaveonline.com

It is hard to remember Verizon ever making a statement like “the router vendors are asking too much money for OC-768 interfaces.” In other words, the RBOC would not try to put public pressure on vendors, such as Cisco Systems and Juniper Networks, to get pricing down – with the logical expectation that one of the two would be in a position to get additional business. The explanation could be that the sourcing department is currently at a disadvantage.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 1/7/10: Don’t Underrate Value of Qwest’s LD to Independents

January 7, 2010

Analysis of:Qwest shops its LD network again (with local attached) | telephonyonline.com

Now that Qwest might be shopping itself as a full company, there may be less stress placed on its long-haul network by industry analysts. Certainly, the acquisition of cities, including several Tier 1s, would have the most worth. However, it should be remembered that the biggest reason why the CenturyTel/Embarq merger happened was the former’s interexchange network.

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