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GLG News by this Author

Verizon Google Work Effort is a Business as Usual Decision

October 9, 2009

Analysis of:Verizon Wireless, Google in Android partnership | www.businessweek.com

The wireless network operators have a generic requirements document for the handset manufactures to meet.  This is a mature work effort of almost 12 years.  Like Set-top-boxes, this is growing into a larger opportunity for both the network operator and the manufactures that shown through with the introduction of iPhone by Apple 5 years ago.

AT&T's Complaint on Google is Going Nowhere and has no Value

September 29, 2009

Analysis of:AT&T asks FCC for curbs on Google | www.totaltele.com

AT&T's Complaint is simply make work for public policy employees and is dis-ingenious in it's efforts to scare the non-thinking consumer.  I am not picking on AT&T here.  All carriers make this claim to dis-credit a competitor in a nuisance press-release or regulatory filing.  This claim is like the 30 day delay when you request a tower as a registered carrier yet always, one competitor will file that you are not qualified to operate a network.  They make the 30 day claim against AT&T while AT&T makes the claim against it's competitors.  It is all noise.

Wi-Max is not an Interim Technology

September 25, 2009

Analysis of:WiMax in 2010: Too little, too late? | www.computerworld.com

Spread-Spectrum technologies are not interim opportunities.  The Frequencies they use, the modulations and the companies that roll them out are.  Digital Electronic Messaging Services is the first Spread Spectrum Network I rolled-out in 1984 along with hundreds of other companies.  Locate was about the largest.    I was the with a start-up telephone company that used the technology in my core carrier backhaul network. 

Maturity invisioned by the Huber Report (A recommendation to the FCC)

July 25, 2009

Analysis of:FCC Releases Last Flawed Broadband Report - Broadband Report Newsletter of CED Magazine | www.cedmagazine.com

In the early 80's Peter Huber was commissioned by the FCC to provide a path and prediction to Telephone Deregulation.   The FCC is maturing to meet the predictions of the report's goal.  The FCC in hindsight and many scars has been a steward with the states.  Toll competition was introduced in 1983 and 10 years later local competition allows for 15 years of development.  This meets a goal by 25 years competition would mature.

When an Innovation is Too Small to Offer

July 10, 2009

Analysis of:Cisco and Verizon join for Telepresence: Jeff Vinson IPTV Blog at WordPress | jviptv.wordpress.com

Here Jeff Vinson points out the market size is probably too small, the product has been around for years with no success.  I discuss why and what needs to happen.

Will Google be the Success Story for Intelligent Network Features (Telephone)

June 19, 2009

Analysis of:Google Voice secret weapon: number portability | hvrietsc.blogspot.com

Google will successfully compete against Skype and advertiser supported leisure telephone/computer integrated applications. A run at Smart Answering Features hosted in central offices (Single Number Calling) in the late 80's had some success. A similar run at Integrated Phone features hosted by offices in the 90's (CTI), had some success.  For the absolute necessary user, we have stayed with the platforms and introduced a few new business entrants along the way. Cost causers will adopt but not be the business critical users with high individual users.

Project Fundamental Synergies for Longevity

June 12, 2009

Analysis of:Sprint, Level 3 Weigh Long-Distance Deal | online.wsj.com

The combination of these two companies from a longevity of operations is a good move. The costs and recognized value is still depressed.

A True Picture but Read only What is Promised.

May 12, 2009

Analysis of:Verizon Saves Millions With OSS Strategy | www.lightreading.com

Cross Domain Manager type OSS for Element Management Systems are a uniquely good idea.  Verizon and Nakina are making a press release to satisfy a completion of a good project.  This is not an all encompassing network element integration platform, nor is it particularly large in the Verizon network.    We should hope that the solution will not grow.  The goal of one vendor will be the product will be one budget and one kingdom which nobody feels comfortable with.  Verizon is in a position to collapse the vendors and will try to manage security of a handful of qualified vendors.

MSO/Cable have the Correct Plan

April 13, 2009

Analysis of:Cable falls out of lock-step when it comes to wireless | www.fiercewireless.com

Major cable companies have had wireless including cellular networks up and running but not offered for over 15 years.  Cable companies do not gain nor have they had much luck in mortgaging their networks in the manner Telcos have because of regulatory rate of return benefits telcos use to enjoy. The network is almost in-place for wireless site backhaul but otherwise, they would be default revenue generator for telcos if they were to proceed now.

Cox can roll-out a Regional and Relavent Convergence Network.

April 13, 2009

Analysis of:Cox Plans to Launch a Cellular Network | online.wsj.com

Three points with regards to network to support convergence. 1) Develop as much OSS/BSS support internally to avoid high margin cost items  2) Develop features for your under-served market not features that can be already purchased elsewhere.    Change the game on 10% of the incumbent's market (wireless in this case).  3) work with vendors who care about Cox and have done a lot of the homework.

Stimulus Comes From Money to Buy, Not Credits to Build

February 16, 2009

Analysis of:RCR Wireless News | www.rcrwireless.com

February 13, 2009 12:05 pm For Service Providers of Broadband, removing Stimulus credits is a win.  Providing stimulus to buy Broadband is probably a better way to go.  Balance sheets always do better when there is income from sales.     I think the Broadband Network Builder or Operators real issue will be where will they get the capital to support the orders, installation and core upgrades?  Considering the network operators mortgaged networks, the money will have to come from investment groups with new issuance of equity or debt.  The whole economy was de-leveraged so it is not not just broadband builders who need capital but to a greater extent financials, manufactures, energy etc...  The point is, the big call for cash to make the broadband networks robust to support the purchases has to be weighed against your expected call on the equity or the loan.

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