GLG News by Wireless Services Experts

Tal RaesideManaging DirectorInsight Strategic Services

The Mobile Data Explosion Proves Challenging

March 31, 2010

Analysis of:AT&T Prepares Network For Battle | online.wsj.com

As the Apple iPhone and other data hungry smartphones and 3G devices continue to proliferate, new challenges emerge in understanding and planning for mobile behavior.

Lin SunConsultantSelf Employed

Not a Pretty Picture

March 30, 2010

It appears the slow-coming spring has also foretold a chilly start of 3G in 2010. Figures from three operators show a lackluster picture. China Mobile added a meager 870,000 new TD-SCDMA customers during the first two months to a total 4.28 million, in which February fell some 23% from January and even more from 2009. With two months gone in the year, the company is facing an uphill battle to achieve the goal of 50 million for 2010 it has just announced.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 3/28/10: Ciena’s “What’s Next is Now” Campaign is Pathetic

March 28, 2010

There is a very short video of Ciena’s CEO that is repetitive and meaningless.  It does not provide the following: “explain why this acquisition is transformational for the industry, how it expands Ciena's global influence, and what you can expect next for your network.” While the video uses all of the appropriate marketing-hype code words, “converged,” “focused," etc., it does not provide any concrete details on how Ciena’s acquisition will make more money for itself or for its customers.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 3/28/10: Ciena’s New “Whipping Boy”?

March 28, 2010

Analysis of:Ciena/Nortel Product Plans Revealed | www.lightreading.com

Ciena’s CEO appears to have the board, the marketing department, and the CFO firmly under his control. Now it seems that product R&D will likely be run with the appointment of an outside executive. If the rationalization of Ciena’s product lines does not go very well, which is quite likely, the ex-Nortel President of MEN will make a convenient scapegoat.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 3/28/10: Calix’s Successful IPO

March 28, 2010

Calix’s IPO was a success partially because the stock of the price did not go down. It was given an adequate amount of room to run. The institutional investors and Calix’s CEO appear to have bent over backwards to come out with a very conservative offering.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 3/28/10: Amateur Hour at the FCC

March 28, 2010

The new FCC National Broadband Plan appears to be a joke. Spending about $15 billion is not nearly sufficient. A minimum of $100 billion is probably necessary for any plan to be taken seriously.

Tal RaesideManaging DirectorInsight Strategic Services

Usage Based Billing Coming to Mobile?

March 26, 2010

Analysis of:Sprint CEO: Rate Plans Will Move From Minutes To Gigabytes | blogs.wsj.com

With the explosion of mobile data consumption, the mobile industry is exploring usage based billing. We have seen this play out in the fixed Internet market.

John WilkersonExecutive DirectorBELLWETHER SERVICES, LLC

Can You Afford To Sell During This Rally- EPA Greenhouse Gas Reporting Impact

March 26, 2010

Analysis of:Are You Ready for the EPA, January 2010, GHG Reporting Requirements? | greeneconomypost.com

It seems decades ago that the 2008 Congress approved the current Greenhouse Gas reporting rule intended to improve air quality. Industries such as utilities,oil & gas, retail manufacturing, transportation and many importers must declare there greenhouse gas data collection and reporting methodology as soon as April 2010. Why is this a big deal? What are the risks?

John WilkersonExecutive DirectorBELLWETHER SERVICES, LLC

Retail Manufacturers are listening to Consumers and Government Green Demands

March 24, 2010

Analysis of:PepsiCo Launches Pilot Program to Reduce Carbon Footprint of Tropicana | www.beverageworld.com

More than a year ago PepsiCo launched a carbon footprint reduction initiative for select premium brands, well ahead of the January 2010, Security Exchange Commission Climate Change interpretive guidance announcement. PepsiCo has reported that reduced carbon emissions equals reduced operating costs. How will the Security Exchange Commission (S..E.C). influence retail manufactures in 2010?

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 3/22/10: CAPEX Budget Update

March 22, 2010

Has the telecom market recovered from the latest recession? While the market picked up significantly to end 2009 with a very strong fourth quarter, the first quarter of 2010 has seen a less than booming business.  Early predictions of growth in the CAPEX budgets have been replaced with a tempered view of matching that of last year.

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