All GLG News Analyses Filed Under: Telecom

Peter Curnow-FordChairmanEisar Ltd.

Orange UK sees strength while revenues suffer interim slide

October 29, 2009

Analysis of:Orange UK revenues down 15pc | www.mobilenewscwp.co.uk

The competitive UK mobile (cellular) market shows signs that it can weather the current financial strains.Orange (part of France Telecom group) has seen its revenues shrink 15% yet underlying margins are holding and customers, especially contract customers have increased in Q3.Orange is also in the throws of merging with T-Mobile UK, to create the UK's largest mobile operator with reach from MVNO's, low revenue SIM only customers through contract to large enterprise customers.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 10/29/09: At Last, AT&T’s U-verse As We Know It Will Start Going Away

October 29, 2009

Analysis of:U-Verse Growth Is Slowing | www.lightreading.com

We expect dramatic cutbacks in U-verse CAPEX over the next two years. The service has pretty much been a bust.   For AT&T, 3Q09 will probably “be identified as the quarter in which the U-verse star started to fade.”

Mobile Internet - Opportunities and Challenges

October 28, 2009

Analysis by: GLG Expert Contributor

Analysis of:AT&T tops estimates as customers flock to wireless | www.reuters.com

Mobile Internet use is growing extremely quickly in US and Europe (Japan made their move in this direction years ago).  This presents enormous opportunities for device makers of all sorts, service providers and carriers, and for businesses to find new ways to take advantage of the technologies.  With all that turmoil also comes challenges and heartaches for some.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 10/28/09: Chattanooga’s EPB Municipal Building Expensive Optic Network

October 28, 2009

Analysis of:EPB expands its fiber-optics services area | www.timesfreepress.com

EPB Fiber Optics has been working on its project for four years. It has put up with the usual delays for munis in fighting off lawsuits. EPB is going the Cadillac route with its network.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 10/27/09: Meaning of Verizon Wireless’ “Nationwide” LTE Network Unclear

October 27, 2009

Analysis of:Verizon-led investment group commits $1.3B to LTE development | www.fiercewireless.com

Verizon Wireless has said that it will have an LTE network throughout the US in late 2013 or early 2014. However, it has not clarified what that exactly means. Verizon appears to be aiming for 90 to 95% coverage.

Gregg KailFormer Reseller ManagerAT&T CORP.

Verizon and AT&T Third Quarter Results Imply TV Cannot Save Wireline Telcos

October 27, 2009

Analysis of:Verizon Wireless and FiOS Growth Fuels Continued Strong Cash Flow at Verizon in 3Q | investor.verizon.com

Verizon and AT&T third quarters for 2009 both showed the same trend of strong wireless, flat growth in TV, and wireline losses. Verizon talked up the return on the Alltel acquisition while AT&T pitched the NPV on acquiring iPhone customers.

Net Neutrality Can Be Designed To Sustain, Not Inhibit Innovation

October 26, 2009

Analysis by: GLG Expert Contributor

Analysis of:Verizon CEO Seidenberg Speaks to SUPERCOMM … and the FCC | www.billingworld.com

The speech by Ivan Seidenberg is another example of a technique often used to attack an initiative you don't like - say it is an assault on a widely respected and worthy goal instead of discussing the real issues and alternatives.

iDont campaign...posturing or covering technical issues?

October 26, 2009

Analysis by: GLG Expert Contributor

Analysis of:Have Apple-Verizon Talks Broken Down? | www.businessweek.com

The recent aggressive posture of Verizon Wireless in pointing out the limitations of the iPhone could simply be typical competitive marketing as they push their handsets in advance of Storm2 and possibly Droid or they could be a subtle acceptance that it is hard to convince Apple to deliver their system on an alternate network (CDMA).

China Mobile bets on 3G services and control over the value chain

October 26, 2009

Analysis by: GLG Expert Contributor

Analysis of:China Mobile sees sharp slowdown in profit growth | www.totaltele.com

The mobile market in China is reaching maturity. Both China Mobile and China Unicom are looking for solutions to maintain market share and profit levels, which are outlined in the analysis below.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 10/26/09: Verizon’s Pittsburgh Assets Evidently Untouchable

October 26, 2009

Analysis of:FiOS TV Goes Live In Pittsburgh | www.multichannel.com

Verizon has been vacillating over the last few years as to whether to put its property in Pittsburgh up for sale. The RBOC is now adamant that it will keep the city. Its lines will not be included in the western areas of New York, Pennsylvania, Maryland, and Virginia, which are currently on the block.

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