Technology, Media & Telecom News by GLG Council Members

Fierce Competition, Price Wars, But Profit Opportunities Still Abound

November 14, 2009

Analysis by: GLG Expert Contributor

Analysis of:Idea Cellular sees industry margins coming under pressure | www.totaltele.com

Despite the low margins and the fierce competition, the Indian wireless sector is still full of opportunities. For one, India still has more that 500 million people without phones and secondly, penetration and usage of non-voice services is still very low. Given that, despite the growth the Indian market has seen in recent years, it is still at a stage from where it can only go up and up, at least for the next 5 years.

Switzerland sues Google over Street View privacy concerns

November 13, 2009

Analysis by: GLG Expert Contributor

Analysis of:Swiss privacy watchdog to sue Google Street View | webcenters.netscape.compuserve.com

Google has been seriously challenged by several EU countries ( such as Germany,Greece and now Switzerland ) as to its claims that it is within its legal rights re privacy infrigements via Street View and other related services . In the light of mounting abuse of GPS data via serious hackers ( even institutional spy networks ) it is hardly any wonder that EU has taken a tougher stand ( compared to USA ) regarding data protection regulations and laws even for private individuals.

Mobile Media Coming From Hollywood

November 13, 2009

Analysis by: GLG Expert Contributor

Analysis of:(Hollywood) Industry Slowly Embracing New Media | www.hollywoodreporter.com

All major studios having a group that now focuses on generating revenue for the mobile industry. For their properties, they bring ring tones, wallpapers, games as well as movie trailers and full length movies to the mobile market. They actively pursue deals with device OEMs, wireless carriers as well as content aggregators and developers. This article will discuss what is being brought to market and what challenges exist in this area.

Jerald KolanskyFormer Worldwide VP of SalesPLX TECHNOLOGY, INC.

Cree Adds Additional Manufactuing Capacity in China

November 12, 2009

Analysis of:Cree Buys Huge LED Plant in China | triangle.bizjournals.com

1. Cree's purchase of a large facility in China to manufacture both chips and components is a strong sign that Cree believe that its surge in business will continue in the future.2. The Chinese LED market is a significant one with the Chinese government subsidizing the cost of LED fixtures. In addition, many of the Cree's U.S. based lighting customers are manufacturing in China.3. The article says chip manufacturing and not phosphor deposition which is critical IP in manufacturing white LED's.

Jerald KolanskyFormer Worldwide VP of SalesPLX TECHNOLOGY, INC.

"Green" LED Lighting Continues to Replace Tradional Lighting Technologies

November 12, 2009

Analysis of:Starbucks Goes Bonkers for LED Lighting | seekingalpha.com

1. Starbucks is just one of a number of commercial business's which are converting their lighting to LED Lighting.2. Starbucks has selected GE for this lighting application in an attempt to become more "Green" and at the same time save on energy costs. 3. LED fixtures are generally still too expensive for most home applications, but the cost is beginning to come down as lighting class LED become more efficient, and the manufacturing costs come down the cost curve..

Performance, Trends and Results of Online Video Advertising.

November 12, 2009

Analysis by: GLG Expert Contributor

Analysis of:UK Internet ad spend overtakes TV for first time | www.reuters.com

Online video advertising performance has often been reduced to compare click through rates on prerolls or overlays versus rich media. But actually, it is more than that. Performance includes emerging technologies (ad formats, reporting, audience and contextual targeting) leading to redefine established advertising business models.

Lynne GreggTech Industry Consultant: Wireless, Software, EntLynne Gregg Consulting

3Q09 Handset/Smartphone Performance Summary

November 12, 2009

Analysis of:Strong Sell Through in the Third Quarter, and a Good Holiday Season Will Result in 2009 Sales Being Flat over 2008 | www.gartner.com

Overall, the handset market was flat in 3Q09. The Smartphone segment was up 13%. Apple continues to gain in market share, threatening to overtake RIM (Blackberry). Nokia continues a downward spiral, but remains the market share leader (over 35% in overall handset and Smartphone categories). Samsung and LG are advancing. Details: Check out the Garter report here.

HP shakes the Network palm with 3Com acquisition

November 12, 2009

Analysis by: GLG Expert Contributor

Analysis of:H-P to Acquire 3Com for $2.7 Billion | online.wsj.com

Whouah, good and right move for HP. Even with ProCurve product line, Mike Hurd, HP CEO, continues his rush in IT with this strategic acquisition. 3Com is an important player in emerging countries and has for a long time a very good brand and mind-share. HP aggressively confirms its IT leadership. So now, how competitors will react ? such as IBM, Cisco, Juniper, Huawei... ?

WiMAX shall not meet its launch goals due to Wi-Fi and LTE deployments

November 11, 2009

Analysis by: GLG Expert Contributor

Analysis of:WiMAX Poised for Portable Broadband Success | 4gtrends.com

In spite of immense investments by Intel to support start-up operations by WiMAX operators around the globe, the WiMAX standard has failed to meet even reduced expectations. The reasons are simple: the ubiquity of Wi-Fi devices, poor spectrum allocation by regulatory bodies, and reductions in CapEx by carriers to preclude WiMAX investment when LTE offers an easier path for upgrades.

HP acquisition of 3Com boosts HP Services Unit, adds VoIP strength and Juniper?

November 11, 2009

Analysis by: GLG Expert Contributor

Analysis of:H-P to buy 3Com for $2.7 billion | www.marketwatch.com

Hewlett Packard has finally made its next move after making significant buys in software and services. After the failure to get approval to put 3Com under Chinese partner Huawei, the company needed to find a way beyond H3C, the combined enterprise business, to compete against Cisco, especially in the Americas and EMEA. With this deal, Hewlett-Packard will have placed its excellent ProCurve line, a favorite of resellers, alongside 3Com in more integration deals, which will move more revenue into the HP top from Cisco, and place HP in a good position to take advantage in the Enterprise and SOHO Voice over IP segments.Once settled, Juniper may need to look hard at partnering more deeply in order to align itself with a much stronger competitor against Cisco.

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