GLG News by Wireless Communication Semiconductor Experts

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 1/8/10: Never a Better Time to Negotiate with VZ on Equipment?

January 8, 2010

Analysis of:Verizon's Wellbrock on router OC-768 port prices | www.lightwaveonline.com

It is hard to remember Verizon ever making a statement like “the router vendors are asking too much money for OC-768 interfaces.” In other words, the RBOC would not try to put public pressure on vendors, such as Cisco Systems and Juniper Networks, to get pricing down – with the logical expectation that one of the two would be in a position to get additional business. The explanation could be that the sourcing department is currently at a disadvantage.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 1/7/10: Don’t Underrate Value of Qwest’s LD to Independents

January 7, 2010

Analysis of:Qwest shops its LD network again (with local attached) | telephonyonline.com

Now that Qwest might be shopping itself as a full company, there may be less stress placed on its long-haul network by industry analysts. Certainly, the acquisition of cities, including several Tier 1s, would have the most worth. However, it should be remembered that the biggest reason why the CenturyTel/Embarq merger happened was the former’s interexchange network.

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

Worst case, Google to gain great learning from the Nexus One experiece.

January 5, 2010

Analysis of:Google's Nexus One Set for Jan. 5 Unveiling? | www.internetnews.com

Google will realize great experience from their foray into the mobile world with Nexus One - and possibly more.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 1/5/10: Would NSN Need to Make Mr. Smith its CEO to Get a Deal Done?

January 5, 2010

Analysis of:Ciena Shares Soar on Nokia Rumor | www.thestreet.com

It is our understanding that Ciena has a poison pill provision that was put in place a couple of years ago. It would just add to the hostility in the event of a hostile takeover. We just do not believe that Ciena’s CEO, Gary Smith, will be quick to give up his powerful position at the company.

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

Comments on Google's Nexus One Launch

January 5, 2010

Analysis of:Google’s Nexus One Is Bold New Face in Super-Smartphones | ptech.allthingsd.com

Google has been selling their own unlocked Android device for developers for some time now. Today's announcement simply opens up the purchase option to the average consumer with the new Nexus One by HTC. This will be an interesting learning experience for Google...

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 1/4/10: Is AT&T Forcing the Filing of an Antitrust Case by the Feds?

January 4, 2010

Analysis of:AT&T and the end of POTS | telephonyonline.com

Last summer, we wrote, “One wonders whether [AT&T’s] CEO would partially welcome [the] prospect [of an antitrust suit] as a way to unload large assets from this unwieldy monstrosity created by his predecessor.” The carrier’s extraordinary response back to the FCC that it wants to dump the PSTN could result in the start of such thinking by the government.  It certainly fits in with well with AT&T’s current mentality that it wants to spend as little as possible on its networks.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 1/3/10: Expect Google’s Nexus One More Competitive with Apple’s iPhone

January 3, 2010

Analysis of:Google's Very Own Android Launch | www.thestreet.com

There have been questions over whether any handset company could ever rival Apple’s iPhone. We recently wrote: “It appears that Verizon’s Droid just does not reach the level of attraction of the iPhone.”  However, we expect the Nexus One, which will offer a new version of the operating system, to be very much like its arch-competitor. 

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 1/2/10: Calix IPO: Supplier’s 4thQ Should be Impressive

January 2, 2010

Analysis of:Next Year's Big IPO | online.barrons.com

CenturyLink does a large amount of business with Calix. The supplier is having a hard time meeting its ship dates at the moment because it has been slammed with orders from the largest IOC. It is certainly outside of normal production for Calix.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 1/01/10: Calix IPO Could Achieve New Access Paradigm with Cyan

January 1, 2010

Analysis of:IPOs make a comeback in 2009 setting stage for a busy year of companies going public in 2010 | www.sfexaminer.com

In terms of excitement level to get the valuation the highest, Telecom Pragmatics still believes that nothing would compare with Calix combining with Cyan in terms of impact.The two CEOs would have the cachet to redefine and expand the meaning of access networks.   Or they could just outright proclaim that Cyan is definitely an access play.

Peter Curnow-FordChief Executive OfficerViatec Associates Ltd

Google Nexus One sets baseline for Android handsets

December 30, 2009

Analysis of:Google's Nexus One Set for Jan. 5 Unveiling? | www.internetnews.com

Google, by bringing its own handset to market could be saying 2 distinct things.a) here is the phone you all thought we were going to make, now that we have done it you don't have to worry that we are going to compete in this marketplace - its all yours to get and produce real sexy devicesand/orb) here is how we think some of these brilliant new apps on Android should work, please go develop some more based on what you see here.

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