All GLG News Analyses Filed Under: Telecom

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 11/20/09/13:00 GMT: NSN Likely for NT’s Optical Assets– Infinera Entry?

November 20, 2009

Analysis of:  One at a time, please: Nortel delays one auction because of another | localtechwire.com

Nokia Siemens Networks desperately needs to establish a sizable public network presence in North America. Even if Ericsson places a bid, NSN appears to be the favorite to get Nortel’s optical assets. There has been speculation about Infinera entering the fray.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 11/19/09: Kiss of Death for Clearwire?

November 19, 2009

Analysis of:  Clearwire: 'Google Believes in Us' | www.unstrung.com

Google’s lack of investment in the last round speaks volumes. As we have said in the past, no company does as much agonizing cost analysis as the search engine provider. We still believe that if Clearwire does survive, it will be with a far less ambitious, targeted metro approach.

Mahesh KheraPrincipal Consultant, Telecom Media TechnologyM SQUARED CONSULTING, INC.

Network and Tower Operations Center (NTOC) – An Optimizer for Network Opex

November 19, 2009

Analysis of:  The Operations of Telecom Networks and Data Centers Need a Paradigm Shift to Become Green, Reduce Global Warming and Optimize Total Cost of Operations (TCO) | /councils.glgroup.com/news/Analyses.mvc/Details/29290

Telecom network operations are most opex intensive. Some innovative steps taken to optimize these costs are to share network infrastructure between multiple operators and managed services of network operations. However, with the emergence of tower companies who create and maintain the passive infrastructure...

Orascom going for the emerging market opportunities and growth

November 19, 2009

Analysis by:GLG Expert Contributor

Analysis of:  Orascom Telecom Q3 net profit up to USD 180.9 mln | www.telecompaper.com

The growth rates as well as the EBIDA margins enjoyed by network operators are indicative of the need to service the pent up demand in these markets. The third quarter 2009 results from Orascom tend to re-enforce this.

Orascom: From The Sahara To The Tundra

November 18, 2009

Analysis by:GLG Expert Contributor

Analysis of:  Orascom Telecom Q3 net profit up to USD 180.9 mln | www.telecompaper.com

Orascom operates in a very wide variety of economies and cultural and political environments. It will face the choice between divesting or expanding its relatively minor sub-Saharan holdings as the forces of regional consolidation and the initiatives of entrants eyeing the region gather momentum.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 11/18/09: One Last Kick in Pants from WV to VZ Before Parting

November 18, 2009

Analysis of:  West Virginia protests Frontier's Verizon acquisition | www.fiercetelecom.com

The gloves are coming off one final time between Verizon and West Virginia.  The state is probably going to be so relieved to get Verizon out that it will likely play ball with Frontier.  It would hardly be an exaggeration to say that the relationship over the years between the two parties has been...

What Logitech Gets By Purchasing LifeSize Communications

November 17, 2009

Analysis by:GLG Expert Contributor

Analysis of:  Logitech Acquires LifeSize Communications for $405MM with HPL President Howard S. Lichtman's Thoughts and Analysis | www.telepresenceoptions.com

By purchasing LifeSize Communications, Logitech gets to bundle LifeSize's HD standards-based videoconferencing codec with Logitech HD webcam.  This should, overtime, dramatically lower the price-point of standards-based videoconferencing end-points and expand the distribution of standards based videoconferencing...

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 11/17/09: AT&T's Version of Keystone Cops

November 17, 2009

Analysis of:  AT&T Rebuts Verizon Ads, Again | blogs.wsj.com

Nothing illustrates more the state of disarray at AT&T than this bungled attempt to dispute Verizon Wireless’ claims. AT&T apparently even has trouble settling on a unified public relations/marketing response. The service provider just did not want the world to know about the disparity in 3G coverage...

Idea cellular will face tough time in Indian market

November 17, 2009

Analysis by:GLG Expert Contributor

Analysis of:  Idea Cellular sees industry margins coming under pressure | www.totaltele.com

Off-late the Indian telecom regulator has instructed all telecom service providers to offer per second basic tariff. Moreover telecom regulator has released few more licenses to new telecom service provides such as ( unitech,air cell etc.) in last 6 months. This is going to pose stiff competitionto...

Why Google's Voice strategy required the acquisition of Gizmo5

November 17, 2009

Analysis by:GLG Expert Contributor

Analysis of:  Google buys out Gizmo5 | www.itweb.co.za

The acquisition of Gizmo5 was not done solely because Skype was about to acquire them.  It was done because Google needs to acquire SIP competence quickly so its Google Voice platform can be prevalent on all future devices, applications and within the mobile operator's network.

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