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Analyses are solely the work of the authors and have not been edited or endorsed by GLG.

Vendor Selection Has No Surprises

November 16, 2009

Analysis of:Telefonica unveils LTE partners shortlist | www.telecompaper.com

Telefonica selecting almost every major vendor available as part of their LTE trial in Europe and Latin America has no real surprises. Additionally there is no real conclusion about who will ultimately benefit from this trial in terms of revenue other than the absence of some suppliers such as Motorola. Additionally since most of Telefonica's competition have already announced their intent to move towards LTE, the market dynamics are unchanged.

iDont campaign...posturing or covering technical issues?

October 26, 2009

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).

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