Technology, Media & Telecom News by GLG Council Members

This Is About More Than Critical Mass

November 9, 2009

Analysis by: GLG Expert Contributor

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

The article makes a good point - that any technology or service needs to reach a large enough population for it to make business sense. But even if the entire US population starts downloading movies over the Internet, will there be enough of a market?The answer lies in the interplay between Internet and traditional PayTV services such as Video on Demand.

SingTel's move to increase the stake with Bharti airtel is mutually beneficial

November 9, 2009

Analysis by: GLG Expert Contributor

Analysis of:SingTel ups stake in Bharti Airtel | www.totaltele.com

Bharti Airtel is looking for additional finance for its future acquisitions and expansions in rural area and also for launching new products such as 3G services.Selling of another 4 % stake will benefit Bharti Airtel. For SingTel since the current valuation is very attractive after split it will benefit they in long run.SingTel is also looking for expanding its business and two big telecom service providers of two countries will have mutually beneficial synergetic collaboration

Vodafone emerging market strategy

November 9, 2009

Analysis by: GLG Expert Contributor

Analysis of:Vodafone Qatar claims market share of 7% | www.totaltele.com

Vodafone may be regarded as taking its strategy in the merging markets to the next level. The operator has sought to consolidate its position in the South African network operator Vodacom, followed by a expansion across Africa via an acquisition in Ghana through Ghana Telecom (GT).The Qatar operation serves to highlight that those markets that represent a green field opportunity can surely deliver, even if it is on a small scale.The Qatar market is interesting as it is one of the Gulf Sates that still has a high ARPU and high penetration of services on mobile platforms with the driver being a mix of voice and data.

Sony Ericssion’s Move Towards Reviving its Market Share

November 9, 2009

Analysis by: GLG Expert Contributor

Analysis of:Sony Ericsson launched Satio, Aino, Yari | www.financialexpress.com

Sony Ericssion has come up with there new products for Indian market restore the fortune of the company and make a move towards smartphone segment. Satio, Aino and Yari, are priced at Rs.35, 950, Rs.28, 950 and Rs.16, 950 respectively. The phones are positioned around the imaging, gaming, applications and content services quotient.

P.J. LouisPresidentPJ Louis LLC

China’s Grey Market – Will Keep on Growing

November 9, 2009

Analysis of:China's smartphone shipments to triple by 2013 | www.totaltele.com

The Chinese grey market did not exist 10 years ago. However, all of the signs that it was about to appear were there and Wall Street analysts ignored the signs.

P.J. LouisPresidentPJ Louis LLC

Windstream – Thumbs Up on Rollup Effort

November 8, 2009

Analysis of:Windstream Buys Another Rural Carrier | online.wsj.com

I give Windstream’s recent rollup efforts a thumbs up. The company is currently performing its own version of a rural telecom carrier consolidation. Up until recently, Windstream had purchased Lexcom and D&E Communications. Now it has just agreed to buy NuVox.

Thomas CoughlinPresidentCoughlin Associates

Vast small hard drives fuel new consumer applications and smaller computers

November 8, 2009

Analysis of:Toshiba Introduces Two 1.8-Inch Hard Disk Drive Families for Both High Performance and Long Battery Life in Mobile Computing Applications | www.earthtimes.org

After its merger with Fujitsu, Toshiba is now the largest manufacturer of mobile hard disk drives (HDDs) (2.5 inch and 1.8 inch HDDs). Toshiba is also the largest manufacturer of 1.8-inch HDDs and the company has just introduced a HDD in this form factor with 320 GB storage capacity. This 2-disk 1.8-inch drive offers the highest storage capacity in such a small package and will enable more consumer and mobile computer applications

Entry level eBooks to retail under $149 by Christmas 2010

November 8, 2009

Analysis by: GLG Expert Contributor

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

While the recent announcement of improved integration of driver circuits into its existing embedded processor line by Marvell promises to eventually drive build costs under $100, it will likely be Plastic Logic and a number of second-tier computer suppliers that shall drive retail prices well under $149, even $99 by Christmas 2010.

The Future of eBooks

November 8, 2009

Analysis by: GLG Expert Contributor

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

At first glance, eBook devices seem like an elegant and cost effective way to read and especially portable for when one reads on the move.A new chip which will harbor cheaper and better devices brings up a few ?Will price or function drive this product to mass uptake?Can the global market to sustain this technology and can it become sustainable?  A new way to read but is this really a new function? Does it have to have mass up[take to succeed?Are there other ways to improve this experience?

Munisamy AnandanFormer President & Managing MemberORGANIC LIGHTING TECHNOLOGIES, LLC

LCD TV panel continues its low power march

November 6, 2009

Analysis of:[FPDI] LCD Panel Power Consumption Keeps Dropping | techon.nikkeibp.co.jp

(1) Power consumption of LCD in TV going down will be a concern for OLED TV and plasma TV.(2) This news of low power consumtion is welcome for LEDs for their market growth(3) The power consumption will continue to go down because LED is till marching towards high efficacy.

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