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

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.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball: 12/2/09: iDEN is Now PTT “Gold Standard” Network at Sprint?

December 3, 2009

Analysis of:Sprint Preparing to Discontinue QChat in Favor of iDEN Again | phonenews.com

Sprint has come full circle. After trying so hard to get push-to-talk users to go to the CDMA network, now it will be telling them the original iDEN network is much better. It would be a wonder if many of Sprint’s customers are not totally confused by now. 

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 11/23/09: Verizon Will not be Impressed by Ciena’s Big Risk

November 23, 2009

Analysis of:Ciena Beats NSN to Buy Nortel's MEN | www.lightreading.com

A company’s financial position is one of the key determinants in using a supplier. Verizon may now think twice before deploying Ciena’s CN 4200 in a big way. The RBOC’s local group consistently hated dealing with Nortel.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 11/22/09: AT&T Keeps Spinning its Wheels

November 22, 2009

Analysis of:AT&T Launches Verizon Counter-Punch Ad | seekingalpha.com

The source article offers a good rebuttal to the new AT&T advertisement. Of course, it is like shooting fish in a barrel. The arrogance – that it is the great AT&T and one should believe everything it says – is palpable. 

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 11/21/09: Calix’s IPO in Order to Buy Cyan?

November 21, 2009

Analysis of:Calix Files IPO. Will Cyan Be Mike Hatfield's Next Big Hit? | www.businessweek.com

In a 2005 BusinessWeek article, Calix’ CEO was quoted as saying: "The only thing that would cause me to go public is if we wanted to go do an acquisition.  I don't know why else I'd do it." It was clear to us earlier this year that he had evidently not changed his stance in justifying an IPO.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 11/20/09/13:00 GMT: NSN Likely for NT’s Optical Assets– Infinera Entry?

November 20, 2009

Analysis of:One at a time, please: Nortel delays one auction because of another | localtechwire.com

Nokia Siemens Networks desperately needs to establish a sizable public network presence in North America. Even if Ericsson places a bid, NSN appears to be the favorite to get Nortel’s optical assets. There has been speculation about Infinera entering the fray.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 11/19/09: Kiss of Death for Clearwire?

November 19, 2009

Analysis of:Clearwire: 'Google Believes in Us' | www.unstrung.com

Google’s lack of investment in the last round speaks volumes. As we have said in the past, no company does as much agonizing cost analysis as the search engine provider. We still believe that if Clearwire does survive, it will be with a far less ambitious, targeted metro approach.

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