GLG News by Telecom Infrastructure & Equipment Experts

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 3/28/10: Ciena’s “What’s Next is Now” Campaign is Pathetic

March 28, 2010

There is a very short video of Ciena’s CEO that is repetitive and meaningless.  It does not provide the following: “explain why this acquisition is transformational for the industry, how it expands Ciena's global influence, and what you can expect next for your network.” While the video uses all of the appropriate marketing-hype code words, “converged,” “focused," etc., it does not provide any concrete details on how Ciena’s acquisition will make more money for itself or for its customers.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 3/28/10: Ciena’s New “Whipping Boy”?

March 28, 2010

Analysis of:Ciena/Nortel Product Plans Revealed | www.lightreading.com

Ciena’s CEO appears to have the board, the marketing department, and the CFO firmly under his control. Now it seems that product R&D will likely be run with the appointment of an outside executive. If the rationalization of Ciena’s product lines does not go very well, which is quite likely, the ex-Nortel President of MEN will make a convenient scapegoat.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 3/28/10: Calix’s Successful IPO

March 28, 2010

Calix’s IPO was a success partially because the stock of the price did not go down. It was given an adequate amount of room to run. The institutional investors and Calix’s CEO appear to have bent over backwards to come out with a very conservative offering.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 3/28/10: Amateur Hour at the FCC

March 28, 2010

The new FCC National Broadband Plan appears to be a joke. Spending about $15 billion is not nearly sufficient. A minimum of $100 billion is probably necessary for any plan to be taken seriously.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 3/22/10: CAPEX Budget Update

March 22, 2010

Has the telecom market recovered from the latest recession? While the market picked up significantly to end 2009 with a very strong fourth quarter, the first quarter of 2010 has seen a less than booming business.  Early predictions of growth in the CAPEX budgets have been replaced with a tempered view of matching that of last year.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 3/19/10: My Personal Outage with Verizon

March 19, 2010

Verizon has been seemingly cruising along on a path of solid returns and continuing expansion of new services.   However, some recent personal experiences may indicate things are not going as well as one might think.  My home telephone (landline) went out of service the other day.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 3/18/10: AT&T’s Domain Vendors

March 18, 2010

Analysis of:A peak inside AT&T’s preferred ‘domain’ supplier list | blog.connectedplanetonline.com

1) In retrospect, AT&T should have divided up the IP domain into two – core and edge. 2) It would make sense for Nokia Siemens Networks to partner with Fujitsu because the former is an incumbent at the service provider on the long-haul DWDM side.  3) We continue to believe that Ciena’s optical switches will get the lion’s share of sales at the carrier, regardless of the second vendor.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 3/18/10: Verizon Never Really Had Small-Town FiOS Plans

March 18, 2010

Analysis of:Has Verizon scaled back its FiOS (especially small-town) plans? | blog.connectedplanetonline.com

Where is it actually documented that Verizon ever had a strategy that would include small towns? Is not the RBOC trying to rid itself of as many of these lines as possible? One needs again to go back to the original game plan established in the 1980s.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 3/15/10: Ciena Desperate for Customers Again?

March 15, 2010

Ciena substantially overpaid for Nortel’s optical assets. It is beginning to take on debt. Yet, its recent announcements of customer wins hardly provide a great deal of confidence for a company that has supposedly entered the big leagues.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 3/14/10: Recent Court Decision Unlikely to Derail VZ/FTR Deal

March 14, 2010

Both Verizon and Frontier have made tremendous strides in the regulatory communities to get the sale of lines approved. We believe that the Illinois utility commissioners will ultimately support the deal. In the meantime, Verizon will undoubtedly need to come up with a contingency plan just in case.

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