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

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 11/18/09: One Last Kick in Pants from WV to VZ Before Parting

November 18, 2009

Analysis of:West Virginia protests Frontier's Verizon acquisition | www.fiercetelecom.com

The gloves are coming off one final time between Verizon and West Virginia.  The state is probably going to be so relieved to get Verizon out that it will likely play ball with Frontier.  It would hardly be an exaggeration to say that the relationship over the years between the two parties has been acrimonious. 

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 11/17/09: AT&T's Version of Keystone Cops

November 17, 2009

Analysis of:AT&T Rebuts Verizon Ads, Again | blogs.wsj.com

Nothing illustrates more the state of disarray at AT&T than this bungled attempt to dispute Verizon Wireless’ claims. AT&T apparently even has trouble settling on a unified public relations/marketing response. The service provider just did not want the world to know about the disparity in 3G coverage between the two carriers.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 11/16/09: Infinera Lobs Up Some More Softballs

November 16, 2009

Analysis of:Infinera Named Second Fastest-Growing Tech Company in North America | money.cnn.com

Infinera’s statements continue to make it very easy to hit them out of the park. It would be much better off if it was really forthcoming about its business. While there are some executives that have appeared to have been truly kept in the dark on the company’s execution, it is the high-level people that know better that have been the most disappointing in their responses.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 11/15/09: Ciena Should Avoid Manufacture-Discontinuing CoreDirector I

November 15, 2009

Analysis of:Ciena offers Carrier Ethernet certification program | www.cedmagazine.com

There is still no doubt that Ciena has a virtual monopoly on the optical cross-connectmarket. With AT&T having over 500 CoreDirectors, it makes it difficult for the RBOCto go with another supplier. However, upon closer analysis, the 5400 could be sodifferent that it may as well be from a second manufacturer.

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.

Payam MaveddatChief Strategist & EVP - Product ManagementTaqua

NSN's HLR is not yet up to the task

November 5, 2009

Analysis of:T-Mobile US suffers another network outage | www.telecomseurope.net

T-Mobile US suffered a major network outage where a large number of subscribers could not send or receive voice or text messaging due to an outage in Nokia-Siemens' Home Location Register (HLR) as a result of an overload condition. This was the second incident that NSN has with their HLR that could prove to be costly.

Payam MaveddatChief Strategist & EVP - Product ManagementTaqua

IMS Backers Take Life Out of VoLGA

November 5, 2009

Analysis of:Operators Rally Round IMS for LTE Voice | www.unstrung.com

With the announced support of IMS-based voice and messaging over 4G/LTE by major mobile operators, T-Mobile International (now Deutsche Telekom) and other technology backers of VoLGA (a GSM-signaling over IP approach) are left with a key decision as whether to follow or remain isolated. Companies supporting VoLGA will be highly exposed, unless change course quickly.

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.

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