GLG News by Telecom Infrastructure & Equipment Experts

Lin SunConsultantSelf Employed

Is HSPA A Boost for 3G?

March 11, 2010

The Year of the Tiger, which purports vigor and valor by the legend, has not turned out a winner’s zodiac but more like a prowling cat looking for its prey, as long as 3G is concerned. And this time, China Mobile is not alone. In January, by the lunar calendar, January was still in the Year of the Bull, 3G is anything but bullish. For the month, China Mobile reports adding 3.9 million TD-SCDMA customers, less than last December. Meanwhile, China Unicom added a meager 850,000 WCDMA customers.

Lin SunConsultantSelf Employed

Will A New Cable Company Work?

March 7, 2010

The Chinese government says a to-be-named cable TV company will help facilitate “moderate” competition in a new landscape of “network convergence (NC).” An official from MIIT is quoted as saying the new company, expected to be a holding entity, is a another step to “explore” convergence that suits China, to “speed up” transformation of country’s telecom, broadcasting and Internet networks. The other intention is to put a “state-led entity” in control to prevent unruly competition.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 2/26/10: Possible CATV Move from High-Cost CMTS to Control Plane

February 26, 2010

Analysis of:Comcast Proposes Its God Box | www.lightreading.com

Internal studies at the cable companies are causing a lot of concern.  The current network model for CATV companies cannot sustain the projected growth in capacity demand for data solutions. We expect a dramatic increase in CMTS cost that will have to be managed.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 2/26/10: Alcatel-Lucent Continues to Shine with GPON

February 26, 2010

Analysis of:AlcaLu Unveils New ONTs | www.lightreading.com

Despite all of its difficulties in general, Alcatel-Lucent remains a powerhouse with its GPON business.  In terms of providing the highest level of performance, it seems to still be among the top suppliers. Verizon will continue to use AlcaLu’s GPON solutions in a big way.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 2/25/10: Can Level 3 Can “Step Up” Its Financial Position?

February 25, 2010

Analysis of:Level 3 Channel Steps Up Its Game | www.phoneplusmag.com

According to the Level 3 executive, “We made it clear to our direct sales team and our partners that we were not going to look at on-net vs. off-net as a good vs. evil battle.” The apparent emphasis away from an aggressive last mile deployment strategy will certainly help operations costs. However, not looking to be less of a me-too CLEC is hardly a good sign for its overall business.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 2/25/10: Cisco's Stealth Pickup of a Second DPI Vendor

February 25, 2010

Analysis of:Telecom vendor M&A heats up | connectedplanetonline.com

Yes, “Cisco [System‘s]...recent acquisition...of Starent...seems to have kicked off a mini-trend of large vendors swallowing up upstarts to fill key technology holes."  However, one of the gaps for Cisco was supposedly plugged up over six years ago. Its purchase of P-cube appears to have been a bust.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 2/24/10: CLWR Doesn’t Have Stuff to Compete Against Anyone

February 24, 2010

Analysis of:Handicapping Clearwire | www.lightreading.com

Right at the moment, Clearwire and Sprint do have a monopoly over the 4G space. Its dominant position will be short-lived. Verizon Wireless will do everything that is necessary to dominate the next-generation wireless market.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 2/23/10: Quarter of AT&T’s IPTV Subs In 2 TX Cities Revealing

February 23, 2010

Analysis of:AT&T Touts U-verse TV Gains In Texas | www.multichannel.com

Dallas happens to be the headquarters for AT&T. One still does not know what percentage of its total IPTV subs are still actually employees of the RBOC. AT&T always had a heavier concentration of FTTP than FTTN in Houston.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 2/21/10: Other Possibilities for Verizon’s CEO Quiet Period

February 21, 2010

Analysis of:More Pennsylvanians Have Access to Fast, Affordable Verizon High Speed Internet Service | www.marketwatch.com

In the last analysis, we speculated on the reasons for not hearing from Verizon’s CEO in a while. We looked at the possible sale of further landline assets happening earlier, allowing for the full purchase of Verizon Wireless. However, the budget may be a stronger cause.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 2/20/10: Why is Verizon's CEO Being Kept Under Wraps?

February 20, 2010

Analysis of:Verizon-Frontier: Ohio Approves Sale With Provisions | www.phoneplusmag.com

It has happened before.  Right before a big change at Verizon, Ivan Seidenberg will appear to be sequestered.  What are some of the logical possibilities?

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