GLG News by Wireless Infrastructure Services Experts

Samuel GreenholtzPrincipalTelecom Pragmatics

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.

Samuel GreenholtzPrincipalTelecom Pragmatics

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.

Samuel GreenholtzPrincipalTelecom Pragmatics

Telecom Pragmatics’ Hardball: Intel $ Directly Tied to Clearwire City Turn-Ups?

June 4, 2010

It seems that how much money Clearwire gets from Intel depends on how many cities it turns up at a particular time, according to Telecom Pragmatics.   Evidently, the wireless carrier has a clear incentive to penetrate more cities rather than fewer. Therefore, there could be an increased chance of Clearwire overextending itself in the market.

Samuel GreenholtzPrincipalTelecom Pragmatics

Telecom Pragmatics’ Hardball: Follow FiOS Map for Bulk of VZ LTE Cities

May 30, 2010

The first 25 to 30 4G cities are expected to be operating by second quarter of 2011 for Verizon Wireless, according to Telecom Pragmatics.  Mainly the FiOS cities, including those outside of its incumbent landline territory, will be targeted.   In the past, we have written about the long-term strategic importance of Verizon ultimately tying its LTE network with FiOS. 

Samuel GreenholtzPrincipalTelecom Pragmatics

Telecom Pragmatics’ Hardball: Apple’s iPhone Remaining Exclusive to AT&T?

May 22, 2010

We wrote in a recent Hardball article that “the latest indications are that Apple has no current intentions of doing business with Verizon on a 4G device.  One problem is that Verizon’s top leadership has apparently been highly arrogant in its dealings with Apple."  Yet, the bigger reason for potentially passing a 2nd time on the iPhone (including one that works on 3G) is that it is a big bandwidth hog and Verizon’s network could be adversely affected with consumers downloading videos, etc.

Samuel GreenholtzPrincipalTelecom Pragmatics

Telecom Pragmatics Hardball: Shift to 3G EVDO Rev B by Verizon Wireless

May 15, 2010

Our company, Telecom Pragmatics, is finding it increasingly difficult to find people at Verizon that do not believe that the wireless service provider is going with Rev B.   The only individuals that seem to be in the dark about it are the public relations people at the company.  In fact, it is not out of the question that a Rev B upgrade could occur as quickly as the start of next year.

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.

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