All GLG News Analyses Filed Under: Telecom

Gregg KailFormer Reseller ManagerAT&T CORP.

Nokia Moves CFO to Managing Low-End Phones

October 16, 2009

Analysis of:Nokia installs new leaders at struggling phone unit | www.reuters.com

The dichotomy in the wireless industry is Nokia reporting its first loss this decade, and Google recording its highest profit ever and claiming that the high growth business is mobile search.

Broadband Access - When Is A Right Right?

October 16, 2009

Analysis by: GLG Expert Contributor

Analysis of:Finland: Broadband Is a Legal Right | www.businessweek.com

This initiative by Finland is an extreme version of a  growing trend to extend the definition of the social  goal of universal access to include broadband access as well as telephone service. I am sure that it will generate heated discussions in the U.S. about the distinctions, overlaps and boundaries between "inalienable rights" and social objectives such as "universal access", as well as the means to accomplish them, and laws if any regarding their validity and enforcement.

Net Neutrality - How To Avoid A Lose-Lose Outcome

October 16, 2009

Analysis by: GLG Expert Contributor

Analysis of:FCC's Net Neutrality Plan Faces New Attack | www.lightreading.com

The challenge is how to ensure necessary traffic management in ways that respect the rights of users and operators and services providers' obligations under competition law, while enabling the efficient ones among them to earn a decent return on their investments, and see value in continuing to invest as needed to ensure adequate capacity throughout the network (end-to-end) as traffic volumes increase.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 10/16/09: Ciena Takes Wind Out of New Switching Systems’ Sails

October 16, 2009

Analysis of:Ciena/Nortel: Oh Yes, There's Overlap | www.lightreading.com

Ciena knocked the socks off of us with its recent announcement of the new CoreDirector and the 5400 family. Such a reaction from us is very rare. There is no doubt that the vast majority of people at Ciena wishes that there was at least a little bit more separation between that announcement and the publicizing of the bid for Nortel’s assets.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 10/15/09: Is Verizon behind Windstream’s interest in FairPoint?

October 15, 2009

Analysis of:M&A allure again follows Windstream | www.fiercetelecom.com

It would not be good for Verizon if FairPoint goes bankrupt. The RBOC is in the process of selling off lines to Frontier and has properties in the western portion of its incumbent territory on the block. Is Verizon encouraging Windstream to be a white knight in exchange for future considerations?

Gregg KailFormer Reseller ManagerAT&T CORP.

TracFone Reselling Both Verizon and AT&T

October 15, 2009

Analysis of:Wal-Mart takes inexpensive mobile plans nationwide | www.reuters.com

TracFone reselling Verizon network with the unlimited non-contract offer in Wal-Mart could impact rechargeable prepaid with AT&T.

Gregg KailFormer Reseller ManagerAT&T CORP.

Verizon Advances Prepaid in Wal-Mart Through America Movil MVNO

October 14, 2009

Analysis of:Wal-Mart takes inexpensive mobile plans nationwide | www.reuters.com

Verizon keenly advances prepaid with competitive prices and the established MVNO distribution of America Movil in Wal-Mart.

P.J. LouisPresidentPJ Louis LLC

Leap and MetroPCS – Companies are Hurting

October 14, 2009

Analysis of:Shares of Leap Wireless, MetroPCS fall | www.google.com

Competition is good. Competition is also bad; usually for the early entrants.

P.J. LouisPresidentPJ Louis LLC

Sprint Nextel and Virgin Mobile – Settle – What It Means

October 14, 2009

Analysis of:Sprint & Virgin Mobile Agree to Settle Lawsuits | www.wirelessweek.com

I am keeping my fingers crossed for the Sprint Nextel acquisition of Virgin Mobile. It is a good deal in the long run for both parties.

What does Cisco gets with Starent?

October 14, 2009

Analysis by: GLG Expert Contributor

Analysis of:Cisco to Acquire Starent Networks for $2.9B | finance.yahoo.com

Cisco's acquisition of Starent for a $2.9B cash is remarkable in several ways. First it is 3 times the price compared to the market cap when Starent went IPO a couple of years ago. It is also about 50 times the 2009 earnings. So, it is a very significant premium even for Cisco standards. So, what does Cisco gets for such a high price?

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