Technology, Media & Telecom News by GLG Council Members

Despite reporting that the iPhone brought high value customers of 160% ARPU, AT&T is still focusing on basic mobile communications with four new messaging handsets priced under $100.

Gmail's new voice/video service for their GTalk web service did not apply to their traditional GTalk client.  Why?  Google is a living web service, why support the antiquated stand alone proprietary client thinking when the world can interoperate with your web service and increase your advertising revenues simultaneosuly.

Expected reductions in orders to OEM partners from Apple and Asustek are based in two very different circumstances. Apple is preparing for new product mix/categories while Asustek is preparing for new competition in key categories. The Asus brand is going on defense just as Apple prepares its newest product offensive.

TVB revises its projections for advertising in 2009 downward--only the second time the association has made such a move.  The first was after 9/11/01.

This article points out a new marketing blitz between Hollywood movie studios and electronic firms to increase interest and sales of Blu-Ray DVD players.  It's not that consumers are not interested, but that they are already getting HD-quality movies at home.

The scenario of South Lake Tahoe, AT&T and Charter is an example of the major US telcos directing their CAPEX for copper upgrades and fiber to the markets of highest ROI and competition.

While Kentucky is concerned about the loss of revenue, but the suit opens Pandora's box on the entire structure of the internet and freedom of speech.

Huge gains by Apple's iPhone and continuing solid performance by Research In Motion's BlackBerry are driving a smartphone market that doesn't seem to be affected by the economic downturn. A report released by Canalys shows that Apple has grabbed 17.3 percent of the smartphone market, placing it second in the world with growth of 523 percent from third-quarter 2007 to third-quarter 2008....

The short answer is – yes!  Both enterprises and consumers seem unlikely to spend much on PCs this holiday season.  Nonetheless, bad times can work to the long-term advantage of vendors if they are properly positioned going in.

A slowdown may have already been factored into the 50% drop in Apple stock value. Is it real and could it go down some more? Also see: DRAM contract quotes drop another 10% for 1H November http://www.digitimes.com/news/a20081110PD213.html Taiwan PSU makers saw on-month drop in October http://www.digitimes.com/news/a20081110PD208.html VIS sees revenues decline in October http://www.digitimes.com/news/a20081110PD216.html LCD...