GLG News by Mr. Gregg Kail MBA, Former Reseller Manager
Analyses are solely the work of the authors and have not been edited or endorsed by GLG.
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Verizon and AT&T Third Quarter Results Imply TV Cannot Save Wireline Telcos
October 27, 2009
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.
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AT&T Relying on Apple iPhone and TracFone Prepaid
October 22, 2009
AT&T tops estimates as customers flock to wireless | www.reuters.com
The third quarter results show that AT&T is relying on iPhone activations to offset the revenue declines of 10% in enterprise sales and 7% in overall landline.
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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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Nokia Moves CFO to Managing Low-End Phones
October 16, 2009
Nokia installs new leaders at struggling phone unit | www.reuters.com
The dichotomy in the wireless industry is Nokia reporting its first loss this decade, and Google recording its highest profit ever and claiming that the high growth business is mobile search.
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Nokia Booklet 3G is for Students
October 16, 2009
Nokia launches mini-laptop with AT&T, Best Buy in US | www.telecompaper.com
Nokia’s Booklet 3G netbook is best for students who will benefit by the longer battery life and have the tolerance for a small screen.
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TracFone Reselling Both Verizon and AT&T
October 15, 2009
Wal-Mart takes inexpensive mobile plans nationwide | www.reuters.com
TracFone reselling Verizon network with the unlimited non-contract offer in Wal-Mart could impact rechargeable prepaid with AT&T.
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AT&T Using Employees to Search for Google Blocked Calls
October 15, 2009
AT&T Slams Google Over Call Blocking | online.wsj.com
AT&T’s second letter to the FCC still does not cite customer incidents of public disservice, but instead provides research from employees searching for Google blocked calls.
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Verizon Advances Prepaid in Wal-Mart Through America Movil MVNO
October 14, 2009
Wal-Mart takes inexpensive mobile plans nationwide | www.reuters.com
Verizon keenly advances prepaid with competitive prices and the established MVNO distribution of America Movil in Wal-Mart.
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Americans Could Become Like Europeans by Swapping Prepaid SIMs
October 13, 2009
German mobile services market contracts 3.3% in Q2 | www.telecompaper.com
The 3.3% contraction in German mobile user contracts could echo eventually to the U.S. market with T-Mobile U.S.A. disrupting AT&T.
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Cisco Balances End-Users and Providers with Tandberg and Starent
October 13, 2009
Cisco to Acquire Starent Networks for $2.9B | finance.yahoo.com
Cisco buying Tandberg and Starent balances end-users and providers in complementing products, using cash, and confronting competition.
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T-Mobile Using Sidekick Failure to Promote Android
October 12, 2009
T-Mobile Sidekick Disaster: Danger’s Servers Crashed, And They Don’t Have A Backup | www.techcrunch.com
T-Mobile’s free month of the data plan to Sidekick customers is a standard gesture, and the bigger question is if the data failure will be used to promote Android.
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Qualcomm Calls for Network Offloading
October 11, 2009
Mobile data services pushed to limits: Qualcomm | www.reuters.com
At the 2009 CTIA I.T. and Entertainment conference, Qualcomm called for offloading to Wi-Fi and femtocells while AT&T contended managing the network.
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AT&T Just Dabbling in Unlimited Prepaid
October 11, 2009
Let Freedom Ring with New GoPhone Unlimited Talk and Text Feature Package | www.att.com
AT&T’s newly announced unlimited prepaid appears to be a threat to Leap and MetroPCS, but lacks handset offers and retail partners.
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RIM and T-Mobile Threaten AT&T and Verizon with Mobile Voice System
October 5, 2009
T-Mobile, RIM Make New Push for Merging Desk-Phone and BlackBerry | www.cio.com
T-Mobile USA teaming with RIM for the Mobile Voice System using Wi-Fi and PBXs becomes disruptive to AT&T and Verizon fixed-line revenues in the business segment.
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No Short-term Return for Cisco on Tandberg
October 2, 2009
Cisco to buy Tandberg for $3 billion | www.reuters.com
Cisco will probably not have a short-term return on the $3 billion for Tandberg with desktop video phones as business desks are vacated and unlikely to be urgently filled with employees in need of video collaboration.
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AT&T Widget-izing Across Screens with Plusmo
October 1, 2009
AT&T Acquires Plusmo to Further Mobile Applications Strategy | www.cellular-news.com
AT&T’s vision of three-screen sharing becomes more realistic with the acquisition of Plusmo for widgets across multiple platforms.
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AT&T Goes Satellite with Dual-Mode Phone
September 30, 2009
AT&T Announces Agreement With TerreStar to Offer Integrated Cellular/Satellite Solution | finance.yahoo.com
The announcements with TomTom, Garmin and now TerreStar indicate that AT&T wants more applications and devices for their mobile network. But the concern of iPhone users has to be if there is any bandwidth left for them.
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AT&T Calling Google a Noisome Trumpeter to FCC
September 27, 2009
AT&T calls for FCC action on Google | www.ft.com
Regarding the complaint letter to the FCC about Google Voice blocking calls to rural areas, AT&T appears to be stooping to pettiness and conjuring it into net neutrality. Google is focused on building a customer base with IP connections to advance unified communications (UC).
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Sony Has to Diversify Distribution like Apple
September 26, 2009
Sony's Latest Gaming Device Cuts Out Retailers | www.cnbc.com
Sony is probably not cutting out retailers as much as facing the market realities of retail shelf space and diversifying to build brand loyalty with online engagement
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Vodafone Partnering With Handset Manufacturers
September 26, 2009
Vodafone updates internet portal services with Vodafone 360 | www.telecompaper.com
The launch of Vodafone 360 shows that VOD still wants to partner with handset manufacturers. With RIM reporting a lower ASP, handset manufacturers will be eager for a carrier partner that adds value to sustain prices and product life cycles.
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