GLG News by WAN Communications Testing Equipment Experts

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.

P.J. LouisPresident and OwnerPJ Louis LLC

The iPad – A Hit or Miss?

April 17, 2010

Analysis of:The iPad Revolution: Naysayers Miss the Big Picture | seekingalpha.com

I have always been a big supporter of the tablet concept. In past GLG postings and my own site’s postings I have sung the praises of the tablet. Of course, when I say “tablet” I am going back about a decade when Microsoft was actively promoting the concept. Now were there other companies that were promoting the tablet concept? I am sure there were but I just cannot recall who they were at this time.

P.J. LouisPresident and OwnerPJ Louis LLC

Sprint and Verizon – Carry More Data Than AT&T Mobility

April 16, 2010

Analysis of:Report: Sprint, VZW Carry More Data Than AT&T | www.wirelessweek.com

According to ABI Research of the three big cellular carriers in the USA, AT&T carried less data traffic than either Verizon Wireless or Sprint Nextel. That is not exactly a catastrophe because you are sort of comparing apples and oranges.

P.J. LouisPresident and OwnerPJ Louis LLC

Twitter Rolls Out Ads – The Impact on the Wireless/Landline Carriers and OSS

April 15, 2010

Analysis of:Twitter Rolls Out Ads | online.wsj.com

In the past have opined on Twitter’s valuation; wondering how and why the company’s original valuation was set at $1 Billion. You can read my past postings for those opinions. One of the things I had been wondering is how the site would generate real revenue. In general, I have had the same opinions about social networking and collaboration sites. However, there is a bigger issue for the carriers.

Previous Page : 567891011121314Next91 to 100 of 2201