GLG News by VOIP Experts (North America)

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 10/22/09: 100G & Mesh Takeoff in Lower Manhattan

October 23, 2009

Analysis of:Huawei Touts End-to-End 100G | www.lightreading.com

The horrific 9/11 tragedy has had a silver lining for the telecommunications industry.  In effect, it created a quasi-greenfield situation in lower Manhattan in which Verizon’s only option was to tear up and rebuild the network.   The RBOC was able to take advantage of the sympathies of New Yorkers in doing all the work there from the 140 West Street CO, including digging streets in areas that were not necessarily near Ground Zero.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 10/22/09: Wake-up Call for Large Independent Telcos

October 22, 2009

Analysis of:Windstream fights to change broadband stimulus rules | telephonyonline.com

The big independent telcos, especially the Tier 2s, such as CenturyLink, Frontier Communications, and Windstream, are heading into a conundrum.   They have to be aggressive in replacing revenue losses on the wireline side with new ventures. The Tier 3s appear to be doing reasonably well.

Payam MaveddatChief Strategist & EVP - Product ManagementTaqua

Wireless Backhaul plus EPC equal to Three?

October 22, 2009

Analysis of:Tellabs buys WiChorus for $165M | sanjose.bizjournals.com

The market for mobile internet infrastructure is heating up with the acquisition of WiChorus by Tellabs. Tellabs' main play in wireless so far has been in the backhaul, voice quality products, and transmission. Moving in the packet core is not going to change Tellabs' position within the mobile operators significantly.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball: 10/22/09: Cisco & Verizon -- Times They are a Changin'

October 21, 2009

Analysis of:Collaboration paying off, says Cisco-Verizon study | telephonyonline.com

Cisco Systems used to not be one of Verizon’s favorite suppliers. However, the wireless leadership is not as anti-Cisco as the wireline operation was in the past. There now seems to be a shift in policy at the entire service provider regarding the vendor.

Payam MaveddatChief Strategist & EVP - Product ManagementTaqua

Another Nortel in the Making - NSN

October 20, 2009

Analysis of:Nokia, Siemens search for exit out of NSN venture | www.reuters.com

The merger of Nokia and Siemens' telecom infrastructure units may have looked good on paper two years ago. But, the merger has been anything but a success and continued loss of market share is making NSN look like another Nortel in the making, followed closely by ALU.

Payam MaveddatChief Strategist & EVP - Product ManagementTaqua

The Analysis is Directionally Correct, with Femtocell Bias

October 20, 2009

Analysis of:Airvana Identifies 8X Network Load Multiplier Effect for Smartphones | www.reuters.com

PDAs are indeed adding tremendous traffic on the mobile packet core, backhaul, and radio access. Airvana's footprint outside Verizon and Sprint is not large enough to be able to make a statement globally!It is a biased analysis to convince the analysts that their femtocell strategy is coherent!

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 10/16/09: Ciena Takes Wind Out of New Switching Systems’ Sails

October 16, 2009

Analysis of:Ciena/Nortel: Oh Yes, There's Overlap | www.lightreading.com

Ciena knocked the socks off of us with its recent announcement of the new CoreDirector and the 5400 family. Such a reaction from us is very rare. There is no doubt that the vast majority of people at Ciena wishes that there was at least a little bit more separation between that announcement and the publicizing of the bid for Nortel’s assets.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 10/15/09: Is Verizon behind Windstream’s interest in FairPoint?

October 15, 2009

Analysis of:M&A allure again follows Windstream | www.fiercetelecom.com

It would not be good for Verizon if FairPoint goes bankrupt. The RBOC is in the process of selling off lines to Frontier and has properties in the western portion of its incumbent territory on the block. Is Verizon encouraging Windstream to be a white knight in exchange for future considerations?

Payam MaveddatChief Strategist & EVP - Product ManagementTaqua

Cisco's LTE Play Solidified and Juniper's Damaged

October 13, 2009

Analysis of:Cisco to Acquire Starent Networks for $2.9B | finance.yahoo.com

Cisco has been struggling to get a real foothold in the next gen packet core for LTE.iPhone traffic is stressing the packet core of AT&T.Cisco needed a solution to stay in the game in AT&T for now and future and this move indeed solidified it.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 9/30/09: Chance for DirecTV Purchase by Verizon Better, Still Long-shot

September 30, 2009

Analysis of:Is a DirecTV Acquisition on the Verizon? | online.wsj.com

On face value, there is only an outside chance of Verizon purchasing a satellite TV operator. Yet, it might have some interest in acquiring DirectTV from the standpoint of not wanting to expand its FiOS network anymore than is absolutely necessary. It seems that the RBOC is feeling pressure from both the FCC and local regulatory commissions in terms of feeding broadband to other areas within its incumbent territory. 

Previous Page : 45678910111213Next81 to 90 of 1406