Technology, Media & Telecom News by GLG Council Members

Net Neutrality Can Be Designed To Sustain, Not Inhibit Innovation

October 26, 2009

Analysis by:GLG Expert Contributor

Analysis of:Verizon CEO Seidenberg Speaks to SUPERCOMM … and the FCC | www.billingworld.com

The speech by Ivan Seidenberg is another example of a technique often used to attack an initiative you don't like - say it is an assault on a widely respected and worthy goal instead of discussing the real issues and alternatives.

iDont campaign...posturing or covering technical issues?

October 26, 2009

Analysis by:GLG Expert Contributor

Analysis of:Have Apple-Verizon Talks Broken Down? | www.businessweek.com

The recent aggressive posture of Verizon Wireless in pointing out the limitations of the iPhone could simply be typical competitive marketing as they push their handsets in advance of Storm2 and possibly Droid or they could be a subtle acceptance that it is hard to convince Apple to deliver their system on an alternate network (CDMA).

China Mobile bets on 3G services and control over the value chain

October 26, 2009

Analysis by:GLG Expert Contributor

Analysis of:China Mobile sees sharp slowdown in profit growth | www.totaltele.com

The mobile market in China is reaching maturity. Both China Mobile and China Unicom are looking for solutions to maintain market share and profit levels, which are outlined in the analysis below.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 10/26/09: Verizon’s Pittsburgh Assets Evidently Untouchable

October 26, 2009

Analysis of:FiOS TV Goes Live In Pittsburgh | www.multichannel.com

Verizon has been vacillating over the last few years as to whether to put its property in Pittsburgh up for sale. The RBOC is now adamant that it will keep the city. Its lines will not be included in the western areas of New York, Pennsylvania, Maryland, and Virginia, which are currently on the block.

Is the Honeymoon over for the Iphone?

October 26, 2009

Analysis by:GLG Expert Contributor

Analysis of:Have Apple-Verizon Talks Broken Down? | www.businessweek.com

Last week it was announced that Nokia has brought a patent infringement case against Apple's Iphone. The infringement case features 10 causes for action including 3G access for the popular Iphones. There has been speculation that the cost to settle the case could be $10-12 per Iphone sold. The question here could the slowdown in talks with Verizon be resultant from this action. Is Verizon evaluating...

Barnes & Noble's Nook v. Kindle: Who will gain competitive advantage?

October 26, 2009

Analysis by:GLG Expert Contributor

Analysis of:Barnes & Noble: Raising the E-Reader Bar | www.businessweek.com

IT sounds like Nook is launching with a lot of additional bells and whistles that Kindle does not currently have.  The question is what is the strategy that each is really employing to gain a sustainable competitive advantage? 

P.J. LouisPresidentPJ Louis LLC

Dear Ivan – You Are Right!

October 26, 2009

Analysis of:Verizon CEO Seidenberg Speaks to SUPERCOMM … and the FCC | www.billingworld.com

Ivan Seidenberg is correct. The FCC and the Federal Government cannot and should not regulate innovation.

Verizons negative campaign is grounded in regret!

October 25, 2009

Analysis by:GLG Expert Contributor

Analysis of:Have Apple-Verizon Talks Broken Down? | www.businessweek.com

One possible driver of Verizons negative iPhone campaign can be linked to its failed effort at the iPhone exclusive deal with AT&T (previously Cingular, when the deal was first inked).

Will AT&T continue to profit from the migration from wireline to wireless?

October 25, 2009

Analysis by:GLG Expert Contributor

Analysis of:AT&T tops estimates as customers flock to wireless | www.reuters.com

Wireless revenues are not only driving current profits but will continue to drive long term profits, as the cohort effect of current wireless users bring their habits with them as they age; and as new customers sign up for only wireless services. My college daughter college offers free wirelines in their dorms, but she said she did not need it. She uses her wireless device for all of her communications...

Oracle/Sun Integration- a lost cause?

October 25, 2009

Analysis by:GLG Expert Contributor

Analysis of:EU warns Oracle over Sun Takeover | news.bbc.co.uk

Latest warnings from EU trade commissioner in Brussels Neelie Kroes re Oracle's Sun takeover bid alleging lack of compelling beneficial evidence on part of Oracle in the midst of boastings from Oracle CEO Larry Ellison about their competitive edge vis-a-vis IBM ,does not augur well in the marketplace.Instead it has damaged Sun's market position ( as mentioned in my previous comments -) as Sun has...

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