GLG News by Wireless Services Experts

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.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 4/29/10: Verizon Wireless Hurting Big Time Now?

April 29, 2010

Astonishingly, there appears to be cracks at the top of the Verizon management over whether its full plans for 4G are guaranteed. Apparently, some thought is being given to 3G being better in the long run – going to Rev B and Rev C of EVDO.  One of the reasons for concern is that AT&T seems to be actually serious about upgrading about 13,000 cell sites this year to a full 3G capability.

John WilkersonExecutive DirectorBELLWETHER SERVICES, LLC

Dell's Global Supply Chain Strategy- A Possible 4th Quarter Retail Indicator

April 28, 2010

Analysis of:Dell Looks to the Ocean | www.joc.com

Dell Computer's Global Supply Chain has a reputation as best in class. As the company optimizes its business model will other high tech giants follow? How will Dell’s strategy impact Retailers and Global Retail Supply Chain solution providers?

Lin SunConsultantSelf Employed

China Mobile Unveils TD-LTE

April 27, 2010

Shanghai will host the World Expo between May and October. The event is not only a sensation for thrill-seeking public, but also a unique stage for new technology and services. As long expected, China Mobile will run TD-LTE, a high-speed version of TD-SCDMA, or 4G, during the fanfare. Last week, the operator launched a demo network on premise which delivered up to 28Mbps in downlink, about ten-fold faster than current TD-SCDMA network.

John WilkersonExecutive DirectorBELLWETHER SERVICES, LLC

Coming Soon- An Energy Efficient & Green Retail Supply Chain

April 21, 2010

Analysis of:Home Depot making stores, supply chain greener | atlanta.bizjournals.com

Whole Foods, Lowes, Publix, Home Depot and other retailers continue to launch Sustainability Programs in response to consumer and government demands to go Green. Energy reduction, streamlined transportation and improved supply chain coordination are part of one retailers green plan to boost profit.

John WilkersonExecutive DirectorBELLWETHER SERVICES, LLC

Green Product Development- An Investor Near Term Outlook

April 19, 2010

Analysis of:Navy and Marines Aim for a Leaner, Greener Fighting Machine | www.nytimes.com

History tells us that all types of products, concepts and ideas are generated during military conflicts. The Green Revolution is no different. Check out this analysis and potential early investment and trading opportunities.

John WilkersonExecutive DirectorBELLWETHER SERVICES, LLC

Managing Investor Sustainability Risk as Senate Rolls Out Energy Proposal

April 6, 2010

Analysis of:How companies manage sustainability: McKinsey Global Survey results | www.mckinseyquarterly.com

Most Senior Business Executives consider Sustainability as very or extremely important to over overall corporate strategy per the source article. Yet many companies are not proactively managing this challenge as U.S. House Bill 2454, American Clean Energy and Security Act of 2009 is passed and the U.S. Senate Climate Change Bill is proposed. What are implications for the investment community?

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