All GLG News Analyses Filed Under: Telecom

1.      There really is only one potential competitive threat to AT&T and to Verizon for enterprise services at the high end. – Level 3. 2.      TW Telecom is an important niche player – but at this point, can do much less harm to the two largest...

1.      “ADC could wind up in a deal with a rival as consolidation pressures mount” – the question is which adversary? 2.      Given that it will take time to fully integrate CommScope and Andrew -- along with dealing with its high level of debt – it...

Domestic demand in China is going to help Chinese equipment suppliers as the major beneficiaries, and offset the softer markets they, like their global competitors, will encounter in overseas markets they have been penetrating in which operators' capex is expected to decline.

The article implies that the three major U.S. carriers are using bait-n-switch with lower-end customers, but the focus might be on “high-billers” of multiple and strategic services.

Interesting strategy that Juniper has and they will have some success in the networking market as well as other lower cost alternatives to Cisco.  Today, other alternatives to Cisco are having some success as corporate budgets continue to be constrained, yet enterprises still need to invest in...

The plan by Deutsche Telekom and Vodafone to share new fixed broadband access investments is the latest wrinkle introduced into the ongoing saga in Germany involving operators, the regulator, the Government and the EU regarding the establishment of appropriate conditions and rules of...

Level 3 did face tougher challenges during the 2001-2003 telecom/Internet bust but they still had a financial community that had cash.

The standards for the LTE air interface and RAN seem to be well advanced, whereas there is still significant work to be done on other key elements of the complete system (core network, femtocells)

The assumption that the UK is behind is false if on a relative basis you consider that 99.5% of the country has access to ADSL Max (up to 8Mbps DSL), 50% of the UK potentially has access to 50Mbps cable service. Currently FTTH (Fibre to the Home) would cost in at GBP28bn, approx US$42bn for every...

Pantech Wireless (PWI) is a relatively small cell-phone manufacturer who has developed success in the US market through a careful analysis of its strengths.   With the current economic environment otherwise predicting falls in sales, it has leveraged its relationship with corporate giant AT&T,...