Sam Greenholtz - Seeking Alpha 'Sam Greenholtz' Tag RSS Syndication from SeekingAlpha.com SeekingAlpha.com http://seekingalpha.com/author/sam-greenholtz Alcatel Wins as Verizon Focuses on Fiber to the Business (ALA, CSCO, VZ) http://seekingalpha.com/article/7843-alcatel-wins-as-verizon-focuses-on-fiber-to-the-business-ala-csco-vz?source=feed 7843 recent article in Forbes Magazine perpetuates the widespread notion that Verizon’s major objective with its fiber to the premises activities is to cater to the residential market with triple play services. While this aim is an important one, the RBOC’s real commitment is to deliver fiber to as many large businesses as possible.

One has to take a close look at the map to figure out the essential strategy. Within its legacy footprint (original Bell Atlantic and NYNEX territories), Verizon is installing at least 90 percent of its optical infrastructure in close proximity to the Interstate-95 highway corridor from Boston to Richmond. The bulk of the Fortune 1000 enterprises are located around this I-95 pathway. It is interesting to note that this plan of action has been in place at the company since the 1980s while it waited for a more favorable regulatory climate. The FCC’s decision not to force the incumbent phone companies to unbundle fiber in the access portion of the network was the key change for Verizon to pull the trigger on its blueprint.

]]> Sat, 18 Mar 2006 14:07:54 -0500 Sam Greenholtz recent article in Forbes Magazine perpetuates the widespread notion that Verizon’s major objective with its fiber to the premises activities is to cater to the residential market with triple play services. While this aim is an important one, the RBOC’s real commitment is to deliver fiber to as many large businesses as possible.

One has to take a close look at the map to figure out the essential strategy. Within its legacy footprint (original Bell Atlantic and NYNEX territories), Verizon is installing at least 90 percent of its optical infrastructure in close proximity to the Interstate-95 highway corridor from Boston to Richmond. The bulk of the Fortune 1000 enterprises are located around this I-95 pathway. It is interesting to note that this plan of action has been in place at the company since the 1980s while it waited for a more favorable regulatory climate. The FCC’s decision not to force the incumbent phone companies to unbundle fiber in the access portion of the network was the key change for Verizon to pull the trigger on its blueprint.


Complete Story »]]> ALA CSCO VZ Sam Greenholtz Who Wins From the Telecom Rebuild After Hurricane Katrina? (BLS, SBC, S, LU, NT, CSCO, TLAB, GLW) http://seekingalpha.com/article/4267-who-wins-from-the-telecom-rebuild-after-hurricane-katrina-bls-sbc-s-lu-nt-csco-tlab-glw?source=feed 4267 Sam Greenholtz & John Spencer (Telecom Pragmatics) submit: As Hurricane Katrina was the greatest natural disaster to ever hit the U.S., there was, of course, an unprecedented level of destruction to the telecom infrastructure of the Gulf Coast regions in Louisiana, Mississippi and Alabama.

]]> Tue, 15 Nov 2005 08:34:47 -0500 Sam Greenholtz Sam Greenholtz & John Spencer (Telecom Pragmatics) submit: As Hurricane Katrina was the greatest natural disaster to ever hit the U.S., there was, of course, an unprecedented level of destruction to the telecom infrastructure of the Gulf Coast regions in Louisiana, Mississippi and Alabama.


Complete Story »]]> BLS CSCO GLW LU NT S T TLAB Sam Greenholtz As SBC & BellSouth Play Fiber Catch-Up With Verizon, Which Stocks Win? (BLS, VZ, SBC, ADCT, ALA, MOT, TLAB) http://seekingalpha.com/article/4121-as-sbc-bellsouth-play-fiber-catch-up-with-verizon-which-stocks-win-bls-vz-sbc-adct-ala-mot-tlab?source=feed 4121 Sam Greenholtz (Telecom Pragmatics) submits: In stark contrast to the recent past, Verizon has been installing Fiber to the Premises (FTTP) gear into its network like there is no tomorrow.

]]> Thu, 10 Nov 2005 02:49:48 -0500 Sam Greenholtz Sam Greenholtz (Telecom Pragmatics) submits: In stark contrast to the recent past, Verizon has been installing Fiber to the Premises (FTTP) gear into its network like there is no tomorrow.


Complete Story »]]> ADCT ALA BLS GLW HIT MOT T TLAB VZ Sam Greenholtz