GLG News by Wireless Communication Semiconductor Experts

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 2/20/10: Why is Verizon's CEO Being Kept Under Wraps?

February 20, 2010

Analysis of:Verizon-Frontier: Ohio Approves Sale With Provisions | www.phoneplusmag.com

It has happened before.  Right before a big change at Verizon, Ivan Seidenberg will appear to be sequestered.  What are some of the logical possibilities?

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 2/19/10: Should We Believe AT&T on Wireless CAPEX This Time?

February 19, 2010

Analysis of:AT&T: Improving 3G network the major focus of 2010 | connectedplanetonline.com

AT&T has sat back while its wireless network has not been kept up adequately. Is there any reason to believe that network investments will come before dividends? We believe that AT&T probably knows it is not likely to retain exclusivity on Apple’s iPhone.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 2/17/10: Time for Alcatel-Lucent to Pack Up Bags in States?

February 17, 2010

Analysis of:Report: Ciena Scores at AT&T | www.lightreading.com

We wrote in May of last year an article titled “Alcatel-Lucent Could Easily Become a Non-Factor in US Soon.” In that piece we said, “Anybody in sourcing at a US large carrier is starting to think about the long-term viability of [the supplier].” Assuming the speculation in the source article is correct, a Ciena win would be a major blow to any hopes of reviving the market space for AlcaLu.

Lynne GreggTech Industry Consultant: Wireless, Software, EntLynne Gregg Consulting

New trend in mobile vaporware

February 16, 2010

Analysis of:Microsoft Unveils New Mobile Windows With Games, Music Features | www.businessweek.com

It used to be called "vaporware" back in the early days of computing, when a vendor announced a new product or feature without actually being able to fulfill. Now it's coming to the mobile space, thanks to Apple and Microsoft, both who have recently announced mobile products without actually being able to deliver. Will consumers lose patience and choose other mobile options?

Peter JarichResearch DirectorCURRENT ANALYSIS, INC.

Cisco Push on Mobility Starts with a Starent Rebrand

February 10, 2010

Analysis of:Cisco Picks Up Where Starent Left Off | www.pcworld.com

There's a lot to like about Cisco's latest move in the mobile core. Rebranding Starent's ST40 points to a focus on operator demands, not platforms. Integrating the ST40 into Cisco's ASR family signals quick movement on Starent integration. New traffic analytics tools are important for traffic monetization.Unfortunately, beyond rebranding, the news does little to advance Cisco's position in the mobile core or set out differentiators against players like ALU, Ericsson, NSN, Tellabs or Juniper.   

Tal RaesideManaging DirectorInsight Strategic Services

Apple iPad - New Category, New Challenges

February 1, 2010

Analysis of:Apple's iPad Mistakes | www.pcworld.com

With its recently announced iPad, Apple is trying to bring to market a new product that in order to succeed needs to provide a materially improved user experience and carve out a position in the crowded consumer electronics marketplace.

Lynne GreggTech Industry Consultant: Wireless, Software, EntLynne Gregg Consulting

Jobs Pulls out another Rabbit with iPad

January 27, 2010

Analysis of:AAPL announced iPad (comments from Press Conference) 1/27/2010 | live.gdgt.com

Comments from AAPL's press conference announcing the iPad. Jobs presents another compelling offer. Expect iPad to be the "it" gadget of 2010.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 1/22/10: For the Last Time -- Google Doesn't Want to be a Telco

January 22, 2010

Analysis of:Has Google found its true calling? | brainstormtech.blogs.fortune.cnn.com

Approaching two years ago we asked: “Why would a company that does an excruciatingly amount of cost analysis be attracted to a high-capital, potentially low-margin business?"  Google has no interest in “disrupting the telecommunications industry.” All of its investments in networks have only one goal -- to allow the users to connect to the cloud.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 1/15/10: VZ’s New Pricing Focus on Just LTE Types of Subs

January 15, 2010

Analysis of:Verizon Wireless Offers Simple, Affordable Convenience With New Unlimited Voice Plans | www.thestreet.com

The situation is analogous to Verizon on the wireline side in which residential customers that just get POTS are unattractive because they are not profitable for the carrier. In the same way, a bigger proportion of the lower-end wireless subscribers is less likely to pay on time and requires customer support for cheaper handsets. In going from over 80 skews down to a 50-skew lineup – and then reduced significantly from there – the stress is not likely to be on the “simple feature phones.”

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 1/1/3/10: Apple’s 3G iPhone Expected at VZ Starting as Early as June

January 13, 2010

Analysis of:AT&T Gets a Bushel of Apple Bruising | www.thestreet.com

In December of last year we anticipated that Apple’s Tablet will work on Verizon Wireless’ 4G network by the second quarter of 2010. However, it appears that Apple’s iPhone will be used on Verizon’s 3G network starting as early as June. As the Verizon door continues to open further for Apple’s products, one could speculate even more on other future opportunities for the vendor at the wireless carrier. 

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