GLG News by WAN Communications Testing Equipment Experts (North America)

P.J. LouisPresident and OwnerPJ Louis LLC

Fairpoint Wants to Go Back on its Word – What is Fairpoint Facing?

May 5, 2010

Analysis of:FairPoint Wants to Renege on Terms of Verizon Merger | www.billingworld.com

What Fairpoint is asking for is not unreasonable from a creditor’s or equity holder’s perspective. In restructuring, the request is a “request for relief”.

P.J. LouisPresident and OwnerPJ Louis LLC

Motorola – Recovering; Now Facing H-P/Palm – Trouble?

May 2, 2010

Analysis of:Sales Fall but Motorola Is Upbeat | online.wsj.com

I once said, Motorola needs time to turn itself around. The turnaround is occurring but now Motorola is facing stiff competition.

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.

P.J. LouisPresident and OwnerPJ Louis LLC

H-P Buys Palm – Good Move or a Gamble?

April 29, 2010

Analysis of:H-P Gambles on Ailing Palm | online.wsj.com

Here I am thinking the Chinese (Lenovo, etc.) was going to buy Palm. Then H-P goes and ruins that assumption.

P.J. LouisPresident and OwnerPJ Louis LLC

RIM – Blackberry is Crackberry No Longer – We Have Gone through Withdrawal

April 28, 2010

Analysis of:RIM Tries to Close Gap on Software | online.wsj.com

No one should be surprised that RIM would fire back at detractors and those picking on it, like me. Once an addictive device that never had any trouble finding users, today the Blackberry is having trouble finding customer. The Blackberry is no longer the Crackberry. The iPhone, Motorola’s Droid, HTC’s EVO, HTC’s Nexus, etc., have all served as the methadone for Crackberry addicts.

P.J. LouisPresident and OwnerPJ Louis LLC

CenturyTel – Did it Make the Right Decision? A Message For Rural Carriers

April 26, 2010

Analysis of:CenturyTel Gambles on Qwest Merger | online.wsj.com

Glen Post III made a bold decision to invest in the landline business even more so than he has already. Across the industry, analysts and telecom professionals are either scratching their heads or applauding the action.

Previous Page : 45678910111213Next81 to 90 of 2140