Technology, Media & Telecom News by GLG Council Members

Indian Mobile Operators align for market share battle!!

November 11, 2009

Analysis by: GLG Expert Contributor

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

Whilst Indian Mobile market is nowhere as mature as China;it faces common pressures to Chinese market inasmuch as base price of handsets ,call rates charged by operators and their profit margins as well as competitive products ( eventually from foreign suppliers) will play increasingly important/critical role in the battle for revenue/market share.Indian mobile market is strongly constrained in its growth potential by global downturn and by price of products/services in the local market.

Portable And Mobile Broadband - A Distinction Without A Difference

November 11, 2009

Analysis by: GLG Expert Contributor

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

This analysis is an attempt to redefine expectations for WiMAX to divert the attention of investors and regulators from the realities of its very limited applicability and failure to fulfil earlier claims of superiority. It also invokes the general purpose excuse of a "poor economy" to downplay the impact of the fundamental competitive limitations of WiMAX  that are independent of the overall economic environment.

HP grabs a jewel. Might not know it.

November 11, 2009

Analysis by: GLG Expert Contributor

Analysis of:HP To Acquire 3Com In $2.7 Billion Deal | www.informationweek.com

HP has a $1 billion ethernet switching division, Procurve, that also happens to be one of Cisco's biggest resellers.   The acquisition of 3Com does will not impact their position in the data center. But 3Com doe shave some value in its security and routing technology through two acquisitions it made.

How safe is Apple's IPhone?

November 11, 2009

Analysis by: GLG Expert Contributor

Analysis of:Worm attack bites at Apple's IPhone | news.bbc.co.uk

Worm attack on so-called "jail-broken" Apple's IPhone in Australia shows how easy it is to hack its software and vulnerable smart phones are to virus attacks-threatening security of 3GS based software/networks!! This is a severe threat/major problem with Grey/Black market Apple's IPhone handsets sold illegally or exported from China worldwide since they form such a large segment of the total market sales.- see my analysis dated 11/06/2009 titled "China -a future bonanza for Apple's IPhone?"

Were the Meatballs Cooked Long Enough?

November 11, 2009

Analysis by: GLG Expert Contributor

Analysis of:Exhibitors steaming over 'Meatballs' | www.hollywoodreporter.com

Sony is making "Cloudy With a Chance of Meatballs" available for Video On Demand (for Sony Bravia TV sets) and Blu Ray on December 8th. This has exhibitor marinara in a boil as Sony is pushing the limits of the window to take advantage of holiday marketing. Major exhibs are threatning to yank the film now if they proceed.Reasonable or Not?

Acquiring Playfish for $400 million is a great deal for Electronic Arts

November 11, 2009

Analysis by: GLG Expert Contributor

Analysis of:EA to pay $275m cash for Playfish | www.ft.com

Playfish, the fast-growing social gaming company that was founded only two years ago, has been acquired by Electronic Arts for $275 million in stock, $25 million in equity compensation and $100 million in earnout.And it's still a cheap acquisition for EA, the former giants of the games industry who have recently lost their way and in the process of reinventing themselves.

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

Here Come the Droids! A brief review of Verizon Wireless' new Droid line-up.

November 11, 2009

Analysis of:Droid launch draws tech-savvy crowd to Verizon stores | www.computerworld.com

According to estimates, Verizon is to have sold through roughly half their 200K inventory of Droids this past weekend. I believe that Google app users who do light browsing, photos, and heavy media play will probably be very happy with either Droid. Both displays are very good quality for video. I predict that Verizon will continue to do well with their initial line-up of Droids. I don't think anyone envisioned either of these Droids as being iPhone killers but they have been respectable sellers coming out of the gate.

Microsoft Azure Should be about New Technologies And New Business Models

November 11, 2009

Analysis by: GLG Expert Contributor

Analysis of:Microsoft, Taiwan to develop cloud computing technology | www.totaltele.com

Microsoft so far is behaving as Microsoft, moving into new areas with heavy $ investments. However, while cloud computing requires R&D and equipment investments, it is also about a different business model and attitude to developers. Will Microsoft embrace this side too?

Nokia: cuts will only prevent more loss, not secure back margin

November 11, 2009

Analysis by: GLG Expert Contributor

Analysis of:UPDATE 4-Nokia Siemens to cut 5,800 jobs, save $1.5 bln | www.reuters.com

Nokia days as a market leader are numbered, and although it tries to reinvent itself as a service company, and the best partner to mobile operators, it needs a major overhaul to move on and face the new competition.

Google, Nokia and Apple in the Mobile War

November 11, 2009

Analysis by: GLG Expert Contributor

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

The battle for the domination in the mobile space is set to take many forms. The first may be regarded as the device or hardware and software element and thus far we can see two clear leaders in this respect with Nokia fighting desperately to maintain its lead, with a 35% global market share as per the Guardian article while Apple has its iPhone device as a the thin edge of the wedge while the iTablet may could give some impetus to this drive.

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