GLG News by Telecom Infrastructure & Equipment Experts

Samuel GreenholtzPrincipalTelecom Pragmatics

Telecom Pragmatics’ Hardball: Apple’s iPhone Remaining Exclusive to AT&T?

May 22, 2010

We wrote in a recent Hardball article that “the latest indications are that Apple has no current intentions of doing business with Verizon on a 4G device.  One problem is that Verizon’s top leadership has apparently been highly arrogant in its dealings with Apple."  Yet, the bigger reason for potentially passing a 2nd time on the iPhone (including one that works on 3G) is that it is a big bandwidth hog and Verizon’s network could be adversely affected with consumers downloading videos, etc.

Lin SunConsultantSelf Employed

The End of an Era?

May 17, 2010

China Mobile may soon find itself at a crossroads never before in the company history. No, it is not about market share; the cellphone operator still owns more than 70% cellphone customers at a staggering 540 million, and its dominance is unlikely to reverse anytime soon. Overall, the company is running a stable and progressive course as operating revenue rose 7.7% in the first quarter and profit up 1.1%.

Samuel GreenholtzPrincipalTelecom Pragmatics

Telecom Pragmatics Hardball: Shift to 3G EVDO Rev B by Verizon Wireless

May 15, 2010

Our company, Telecom Pragmatics, is finding it increasingly difficult to find people at Verizon that do not believe that the wireless service provider is going with Rev B.   The only individuals that seem to be in the dark about it are the public relations people at the company.  In fact, it is not out of the question that a Rev B upgrade could occur as quickly as the start of next year.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 4/29/10: CenturyTel Blindsided Frontier Communications on Qwest?

April 29, 2010

Just as SBC blindsided Verizon with the acquisition of BellSouth, it appears that the timing of CenturyTel’s purchase of Qwest shocked Frontier. Although Frontier apparently had it eyes set on Qwest, it never fathomed that CenturyTel would pull the trigger before closing the Embarq acquisition. The more important point is that the integration of two large IOCs with one RBOC is unprecedented and will be a tremendous challenge.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball: 4/29/10: Verizon’s FiOS Likely Cutting Back to 16M Homes Passed

April 29, 2010

Apparently, the current plan at Verizon is to not reach the original goal of 18 million homes passed for FiOS. At the moment, jobs are just being completed and no new work is being requested. The RBOC may be finishing up for several years into the future.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 4/29/10: What could Jumpstart Verizon’s FiOS?

April 29, 2010

It is widely believed that if Verizon gets between 35–40% take-rate of existing FiOS infrastructure, then it would expand into new areas, but still remain out of those locations that are considered rural.  There would not be a rapid build-out – it would be slow-paced with minimal CAPEX budget requirements.  Copper network replacement would be a more likely candidate for new FiOS installations than an overbuild.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 4/29/10: Calix Gets its Tier 1 Customer with CenturyTel/Qwest Merger

April 29, 2010

Some industry observers believe that Calix was going to make an acquisition for a vendor in the cable TV space in order to get a solid Tier 1 presence.   We believe this idea is questionable because the CEO’s philosophy has been that the only reason to pay for consolidation of competition is to acquire a technology that allows the supplier to better compete. Calix appears to have at least adequate solutions for the CATV space.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 4/29/10: Verizon Wireless Hurting Big Time Now?

April 29, 2010

Astonishingly, there appears to be cracks at the top of the Verizon management over whether its full plans for 4G are guaranteed. Apparently, some thought is being given to 3G being better in the long run – going to Rev B and Rev C of EVDO.  One of the reasons for concern is that AT&T seems to be actually serious about upgrading about 13,000 cell sites this year to a full 3G capability.

Lin SunConsultantSelf Employed

China Mobile Unveils TD-LTE

April 27, 2010

Shanghai will host the World Expo between May and October. The event is not only a sensation for thrill-seeking public, but also a unique stage for new technology and services. As long expected, China Mobile will run TD-LTE, a high-speed version of TD-SCDMA, or 4G, during the fanfare. Last week, the operator launched a demo network on premise which delivered up to 28Mbps in downlink, about ten-fold faster than current TD-SCDMA network.

Lin SunConsultantSelf Employed

Not a Pretty Picture

March 30, 2010

It appears the slow-coming spring has also foretold a chilly start of 3G in 2010. Figures from three operators show a lackluster picture. China Mobile added a meager 870,000 new TD-SCDMA customers during the first two months to a total 4.28 million, in which February fell some 23% from January and even more from 2009. With two months gone in the year, the company is facing an uphill battle to achieve the goal of 50 million for 2010 it has just announced.

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