Technology, Media & Telecom News by GLG Council Members

P.J. LouisPresidentPJ Louis LLC

Google’s Voice Service – Needs Help From Carriers – So What!

November 5, 2009

Analysis of:The eight telecom companies behind Google Voice - and what it means | blog.telephonyonline.com

Anyone remember the Reseller Carrier (some use to refer these carriers as Wholesalers), the CAP, or the CLEC?

It's Not in the Chips

November 5, 2009

Analysis by:GLG Expert Contributor

Analysis of:Marvell’s new chips will bring cost of eBooks to under $100 | venturebeat.com

The largest contributor to eBook reader price is profit for the proprietary eBook vendors. The cost of chips is negligible. Marvell's commendable advances will themselves have only limited impact on eBook reader prices

Tal RaesideManaging DirectorInsight Strategic Services

Nokia, Apple and Google - Driving the Mobile Revolution

November 5, 2009

Analysis of:Google, Nokia, Apple - who will win the mobile wars? | www.guardian.co.uk

Nokia, Apple and Google, along with several other companies, will shape the next phase of the mobile revolution.

Dangers And Limitations Of Shareholder Value - Cisco And The Fate of Lucent

November 5, 2009

Analysis by:GLG Expert Contributor

Analysis of:breakingviews.com - cisco’s run of spending - nytimes.com | www.nytimes.com

The ideology of shareholder value has dominated the thinking of many U.S. companies for at least two decades, to the detriment of longer-term strategies and internal investments, and often in practice mostly to the benefit of management's compensation packages. This article questions whether even Cisco will ultimately suffer the sad fate of other former U.S. icons (Lucent, GM), following a relative...

NSN's HLR is not yet up to the task

November 5, 2009

Analysis by:GLG Expert Contributor

Analysis of:T-Mobile US suffers another network outage | www.telecomseurope.net

T-Mobile US suffered a major network outage where a large number of subscribers could not send or receive voice or text messaging due to an outage in Nokia-Siemens' Home Location Register (HLR) as a result of an overload condition. This was the second incident that NSN has with their HLR that could prove to be costly.

IMS Backers Take Life Out of VoLGA

November 5, 2009

Analysis by:GLG Expert Contributor

Analysis of:Operators Rally Round IMS for LTE Voice | www.unstrung.com

With the announced support of IMS-based voice and messaging over 4G/LTE by major mobile operators, T-Mobile International (now Deutsche Telekom) and other technology backers of VoLGA (a GSM-signaling over IP approach) are left with a key decision as whether to follow or remain isolated. Companies supporting VoLGA will be highly exposed, unless change course quickly.

Competition Affected Slump In Docomo’s Profit

November 5, 2009

Analysis by:GLG Expert Contributor

Analysis of:Global handset shipments drop by 4% in Q3 | www.telecompaper.com

Inspite of having a control on half of the Japan’s mobile market NTT Docomo reported a drop in its profit by 21%. Since Japan’s market is reaching its maturity, it is facing tremendous competitive pressure within and outside its domestic market. Docomo is losing its subscriber to competitors like Softbank, KDDI and eMobile. Thus Docomo’s slump in profit is helping its competitors to make a gain.

J. Bruce DaleyPrincipalGreat Divide Research

What You Don't Know Can Hurt You

November 4, 2009

Analysis of:A trip into the secret, online 'cloud' | edition.cnn.com

* In the cloud where data is located is not as important as how it is managed* As people become more dependant on the cloud legal and political issues will arise* Cloud companies have new revenue streams based on how they manage the cloud and resolve these issues

Thomas CoughlinPresidentCoughlin Associates

Optical disc drives being replaced by flash memory in computers?

November 4, 2009

Analysis of:PC makeover: slimmer profile, no DVD drive | www.mercurynews.com

Many PC makers are not including optical drives, especially for laptops and netbooks. Leaving out optical drives is being done not to reduce cost but to allow slimmer laptop and netbook computers. Flash memory with built in programs and entertainment content are now on the market in USB as well as memory card formats. Downloading content and applications has become more common, replacing oneof...

Will Google Wave be the First Social Network Profitable?

November 4, 2009

Analysis by:GLG Expert Contributor

Analysis of:Will Google Wave be a huge success? Five problems it will have to overcome | www.techdigest.tv

Google Wave is a social network,  and Google has the means to make it profitable quickly.

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