GLG News by Telecom Experts who are GLG Leaders,Scholars and Educators

P.J. LouisPresident and OwnerPJ Louis LLC

Sprint – Making the Right Move for M2M?

June 23, 2010

Analysis of:Sprint Nextel plans to open M2M centre | www.totaltele.com

M2M has become such a muddled term that it has become of those terms everyone hears and is afraid to ask “M2M, what are you talking about?” Sprint’s take on M2M is as much about being Mobile-2-Mobile as it is being Machine-2-Machine.

P.J. LouisPresident and OwnerPJ Louis LLC

Sprint’s HTC Evo 4G – Hit or Miss? Does it Even Matter?

June 16, 2010

Analysis of:Sprint's HTC EVO 4G: Is It Really That Good | www.lanewsmonitor.com

Sprint’s Evo has been breaking sales records; even if you count their little mistake. The real question is: Is the HTC Evo 4G smartphone a correct step in Sprint Nextel’s turnaround.

P.J. LouisPresident and OwnerPJ Louis LLC

Amdocs – Good News for Vonage but Better for Amdocs

June 13, 2010

Analysis of:Vonage taps Amdocs for back-office overhaul | blog.connectedplanetonline.com

I have not been following backoffice systems companies lately; I have been busy focusing on rural markets as of late. However, the news woke me up and reminded me to think about backoffice systems as well.

Samuel GreenholtzPrincipalTelecom Pragmatics

Telecom Pragmatics’ Hardball: Infinera’s Choice

June 12, 2010

To continue to pursue 40G on a PIC would not allow Infinera to make the statement that “this change is neutral to OpEx in 2010, and we intend to continue to bring R&D as a percent of revenue down year over year assuming moderate revenue growth.”  At the same time, there will be a price to pay in terms of customers’ confidence in the future development of the chip.   On the positive side, Infinera continues to offer novel solutions for problems from the engineers’ perspective.

P.J. LouisPresident and OwnerPJ Louis LLC

Sprint Nextel’s 3G Network Problems? – Why Are We Still Talking About It?

June 7, 2010

Analysis of:SPRINT NEXTEL’S NETWORK FACES STEEP COMPETITION | www.bizjournals.com

I do not doubt that Sprint Nextel’s network needs upgrading. Sprint’s 3G network was a mess 3 years ago. With the restructuring that has been going on, is it any wonder the carrier still has issues in certain markets? The study basically is documenting what many people already believe. I get it but does it really matter? As for competition in the network business; NO KIDDING.

P.J. LouisPresident and OwnerPJ Louis LLC

Dell – Going Private – One Opinion

June 7, 2010

Analysis of:Dell Has Considered Going Private | online.wsj.com

Did Michael Dell just perform a cheap trick to jack up his stock price? I hope not, because his recent statements boosted the price of his stock and if he plans to continue his share repurchases, he just made it more expensive for him. Then again, his intent to continue his share repurchases could be a smoke screen. Then again, why bother thinking about this at all? Does taking Dell private make sense?

Samuel GreenholtzPrincipalTelecom Pragmatics

Telecom Pragmatics’ Hardball: Intel $ Directly Tied to Clearwire City Turn-Ups?

June 4, 2010

It seems that how much money Clearwire gets from Intel depends on how many cities it turns up at a particular time, according to Telecom Pragmatics.   Evidently, the wireless carrier has a clear incentive to penetrate more cities rather than fewer. Therefore, there could be an increased chance of Clearwire overextending itself in the market.

Lucy GreenManaging DirectorLarato

The high speed broadband race - will the telco or cable co network win out?

June 4, 2010

As Ultra High Speed Broadband services gain more market traction, this analysis looks at the pros and cons of a typical cable operator's HFC network and the fibre networks being rolled out by telcos. The bottom line is that both types of infrastructure can support delivery of Ultra High Speed Broadband to consumers and businesses but the underpinning financial models are very different. Fibre wins in the long term.

P.J. LouisPresident and OwnerPJ Louis LLC

Google – Security is Getting Short Shrift from Google – Not Minding the Store

June 4, 2010

Analysis of:Dark Side Arises for Phone Apps | online.wsj.com

Security is not something to short change the customers on.

Samuel GreenholtzPrincipalTelecom Pragmatics

Telecom Pragmatics’ Hardball: Follow FiOS Map for Bulk of VZ LTE Cities

May 30, 2010

The first 25 to 30 4G cities are expected to be operating by second quarter of 2011 for Verizon Wireless, according to Telecom Pragmatics.  Mainly the FiOS cities, including those outside of its incumbent landline territory, will be targeted.   In the past, we have written about the long-term strategic importance of Verizon ultimately tying its LTE network with FiOS. 

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