GLG News by VOIP Experts (North America)

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.

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.

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