All GLG News Analyses Filed Under: Telecom
Analyses are solely the work of the authors and have not been edited or endorsed by GLG.
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Samuel GreenholtzPrincipalTelecom Pragmatics
Hardball: 10/22/09: Cisco & Verizon -- Times They are a Changin'
October 21, 2009
Collaboration paying off, says Cisco-Verizon study | telephonyonline.com
Cisco Systems used to not be one of Verizon’s favorite suppliers. However, the wireless leadership is not as anti-Cisco as the wireline operation was in the past. There now seems to be a shift in policy at the entire service provider regarding the vendor.
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Another Nortel in the Making - NSN
October 20, 2009
Nokia, Siemens search for exit out of NSN venture | www.reuters.com
The merger of Nokia and Siemens' telecom infrastructure units may have looked good on paper two years ago. But, the merger has been anything but a success and continued loss of market share is making NSN look like another Nortel in the making, followed closely by ALU.
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The Analysis is Directionally Correct, with Femtocell Bias
October 20, 2009
Airvana Identifies 8X Network Load Multiplier Effect for Smartphones | www.reuters.com
PDAs are indeed adding tremendous traffic on the mobile packet core, backhaul, and radio access. Airvana's footprint outside Verizon and Sprint is not large enough to be able to make a statement globally!It is a biased analysis to convince the analysts that their femtocell strategy is coherent!
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Will Smartphone Success Bring Busy Signals to the Mobile Network?
October 20, 2009
Airvana Identifies 8X Network Load Multiplier Effect for Smartphones | www.reuters.com
Airvana reports that smartphones as compared to laptop PCs are 8 x more demanding of their wireless data networks The market for smartphones from Research in Motion, Apple and those using Android from Google are growing very rapidly and represent 30-50% of post paid mobile users, depending on the operator and region Are the mobile operators going to run out of spectrum to accommodate all this traffic and all these devices and all these users?
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Jay CuthrellPrincipalCuthrell Consulting, LLC
Cisco's Starent shot is straight pool: Mobile core in the side pocket
October 20, 2009
Cisco to Acquire Starent Networks for $2.9B | finance.yahoo.com
Let’s not mince words: Cisco sells routers. Cisco sells a great many IP things but you’ve probably heard: Cisco sells routers. While Cisco has a massive portfolio of solutions and an M&A trail that would make any MBA blush, the Starent deal is straight pool.
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Gregg KailFormer Reseller ManagerAT&T CORP.
Airvana Research Relies on Mobile Indoor Usage
October 19, 2009
Airvana Identifies 8X Network Load Multiplier Effect for Smartphones | www.reuters.com
The Airvana research validates offloading of mobile networks, but the pitch for femtocells relies on indoor usage.
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Cisco To Sweeten TANDBERG Offer
October 19, 2009
UPDATE 5-Large Tandberg shareholder group snubs Cisco bid | www.reuters.com
October 1, 2009 Cisco announced a $3 billion bid to acquire outstanding shares of telepresence and video conferencing equipment leader, TANDBERG Price is 11% premium over Oslo Stock Market closing price Cisco's window to acquire 90% of shares expires on November 9, 2009 TANDBERG's major institutional shareholders accounting for 24% of shares, rejected the offer as inadequate Cisco has no choice but to sweeten the deal
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Memo To Intel: Time For An Overdue Reality Check On Mobile WiMAX
October 19, 2009
WiMAX(TM) Ecosystem Backs IEEE 802.16m for IMT-Advanced and Future Proof Roadmap | www.wimaxforum.org
Next generation or truly 4G mobile WiMAX is likely to be a specification that is never implemented on a significant scale.
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October 19, 2009
The Landline That Refused to Leave | online.wsj.com
The number and breadth of products connected to home networks continues to increase. 35 million households in the US have data networks, and the figure is expected to grow by 50 million by 2012. Just 10 years ago there were only 2.8 million households with data networks.
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Nokia's Dual Strategy for Own-Grown and Global Brands
October 19, 2009
Nokia partners Facebook, unveils N97 mini, music phones | www.telecompaper.com
Success in mobile telecoms devices and services is all about usability. The success of the iPhone proved it clearly, as all of the applications and features it got people to use had been available for many years before without being noticed outside of the geek community.Nokia has never been about innovation, but needs a strong strategy to keep its leadership position.
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