GLG News by WAN Communications Testing Equipment Experts

P.J. LouisPresident and OwnerPJ Louis LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

WiMAX Enhanced – Positive Development for Sprint Nextel and Clearwire

July 9, 2010

If HSPA can have a plus, why not WiMax? | connectedplanetonline.com

The recent news regarding the enhancement of WiMAX is a positive development for Sprint Nextel and Clearwire.

P.J. LouisPresident and OwnerPJ Louis LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

The Fairpoint Reorganization Troubles – Public Interest Standard

July 5, 2010

FairPoint Reorganization: Vermont Denies Post-Bankruptcy Plans | www.billingworld.com

The Vermont Public Service Board rejects Fairpoint’s plan of reorganization (PoR) on grounds that Fairpoint remains financially unsound. In a word; YIKES.

P.J. LouisPresident and OwnerPJ Louis LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Nokia – Launching a New Phone – A Couple of Suggestions

July 3, 2010

Nokia's Vanjoki Pins High Hopes on MeeGo | online.wsj.com

It is amazing how fast and far a cell phone vendor can fall in a few years. Nokia is still the biggest selling vendor of handsets but it is facing with mounting competition.

P.J. LouisPresident and OwnerPJ Louis LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Ciena-Nortel Deal – A Sign of the Times?

June 28, 2010

Optical, Ethernet and Beyond | www.tmcnet.com

Since 2000, China has been a massive presence in the financial and technology sectors. What is occurring is not a surprise. Every non-Chinese technology company is on the defensive.

Samuel Greenholtz, Principal

Samuel GreenholtzPrincipalTelecom Pragmatics What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Telecom Pragmatics' Hardball: What Market Recovery?

June 27, 2010

While both AT&T and Verizon have indicated that their CAPEX budgets are flexible (translate that to mean cuts) they have tried to remain active in building out wireline networks, according to Telecom Pragmatics.   However, it has become increasingly clear that the recovery forecasted for this year is not happening in any substantial manner.  The latest blow to both companies came with the announcement that the secondary housing market lost ground in the last month.

P.J. LouisPresident and OwnerPJ Louis LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Nokia – Has to Kick Itself into High Gear or ELSE

June 26, 2010

Nokia gives Q2 profit warning | www.boston.com

For now, the sky is not falling on Nokia. Of course, if the news on July 22 is not to Wall Street’s liking all bets are off.

P.J. LouisPresident and OwnerPJ Louis LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Sprint – Making the Right Move for M2M?

June 23, 2010

Sprint Nextel plans to open M2M centre | www.totaltele.com

M2M has become such a muddled term that it has become of those terms everyone hears and is afraid to ask “M2M, what are you talking about?” Sprint’s take on M2M is as much about being Mobile-2-Mobile as it is being Machine-2-Machine.

P.J. LouisPresident and OwnerPJ Louis LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Sprint’s HTC Evo 4G – Hit or Miss? Does it Even Matter?

June 16, 2010

Sprint's HTC EVO 4G: Is It Really That Good | www.lanewsmonitor.com

Sprint’s Evo has been breaking sales records; even if you count their little mistake. The real question is: Is the HTC Evo 4G smartphone a correct step in Sprint Nextel’s turnaround.

P.J. LouisPresident and OwnerPJ Louis LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Amdocs – Good News for Vonage but Better for Amdocs

June 13, 2010

Vonage taps Amdocs for back-office overhaul | blog.connectedplanetonline.com

I have not been following backoffice systems companies lately; I have been busy focusing on rural markets as of late. However, the news woke me up and reminded me to think about backoffice systems as well.

Samuel Greenholtz, Principal

Samuel GreenholtzPrincipalTelecom Pragmatics What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Telecom Pragmatics’ Hardball: Infinera’s Choice

June 12, 2010

To continue to pursue 40G on a PIC would not allow Infinera to make the statement that “this change is neutral to OpEx in 2010, and we intend to continue to bring R&D as a percent of revenue down year over year assuming moderate revenue growth.”  At the same time, there will be a price to pay in terms of customers’ confidence in the future development of the chip.   On the positive side, Infinera continues to offer novel solutions for problems from the engineers’ perspective.

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