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GLG News by this Author

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

Xerox big bet on services with ACS acquisition is not likely to be successful

October 4, 2009

Xerox Bets Big on Services | www.businessweek.com

Xerox's attempt to neutralize its main revenue decline by acquiring ACS will end up further de-focusing the company's core business as well as the weakening of ACS's competitiveness in the marketplace. Xerox big bet on services with ACS acquisition is not likely to be successful.

ZTE has a good chance to become No. 3 in mobile handset market by 2013.

October 3, 2009

ZTE has ambitious goals for its devices business | www.telecomasia.net

Mobile handset market is very dynamic, and history has shown that market leaders do not stay in their position for too long. Look at Motorola, Sony Ericsson, Siemens, etc.ZTE's strategy of starting from low end, local market, and moving up strategy and branching out with carrier centric customization will make it a strong contender against Samsung and LG.ZTE has a very good chance to be No. 3 in mobile handset market share leader by 2013.

iPhone in Korea will have very little impact against Samsung & LG

September 24, 2009

South Korean officials to allow sale of iPhone | www.totaltele.com

iPhone in Korea will face numerous uphill battles in Korea including CDMA technology, Korean language interface, lack of application, lack of eco-system, retail channels, cultural barriers, and will not be able to take any significant market share away from Samsung & LG.

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