Analyses are solely the work of the authors and have not been edited or endorsed by GLG.
Hardball 10/22/09: Wake-up Call for Large Independent Telcos
October 22, 2009
Windstream fights to change broadband stimulus rules | telephonyonline.com
The big independent telcos, especially the Tier 2s, such as CenturyLink, Frontier Communications, and Windstream, are heading into a conundrum. They have to be aggressive in replacing revenue losses on the wireline side with new ventures. The Tier 3s appear to be doing reasonably well.
Wireless Backhaul plus EPC equal to Three?
October 22, 2009
Tellabs buys WiChorus for $165M | sanjose.bizjournals.com
The market for mobile internet infrastructure is heating up with the acquisition of WiChorus by Tellabs. Tellabs' main play in wireless so far has been in the backhaul, voice quality products, and transmission. Moving in the packet core is not going to change Tellabs' position within the mobile operators significantly.
October 22, 2009
Apple increases iPhone sales 7% to 7.4 mln in Q3 | www.telecompaper.com
... but will it tackle it?iPhone has focused on the high-end multimedia segment, while leaving out the mid-range and less profitable market segments as well as little effort specifically for the business market.Given that the latest iPhone 3GS had new features and improved performance, there is room to target a wider market.
B&N, Apple, Sony, Amazon in the Race for Most Valued User Experience
October 22, 2009
E-reader sales soaring but Apple captures the buzz | www.totaltele.com
While openness and innovation is all the rage, a tightly integrated solution, at the hardware and software levels has proven a real success, and that is why Apple potential e-reader captures the buzz.
Bing Google Announce Confirmed Deals with Twitter!
October 21, 2009
Twitter talks data with Microsoft, Google | www.totaltele.com
The way that we disseminate, receive and digest information has been forever changed by the internet and further evolves today with these announcements. Search results will now provide traditional indexed and now realtime Tweets. The entire online community and many organizations will be quickly impacted. All internet users will be immediately exposed to social media and the power of user generated...
October 21, 2009
Spain’s TV ads through a big slump | www.rapidtvnews.com
Spain like all European countries looks to the US when it comes to advertising. If ad sales are soft in America they are softer in Europe. When ad sales are robust in the US then six months later same is true for the rest of the world, including Asia.Television and Advertising were invented in the US and will always be an American concept.
Smartphones, Laptops, Netbooks And Other Sources Of Mobile Network Congestion
October 21, 2009
Airvana Identifies 8X Network Load Multiplier Effect for Smartphones | www.reuters.com
The Airvana story has been presented very confusingly. But the potential for congestion of mobile networks under the impact of broadband data traffic is real. Femtocells are one, but not the only potential means to mitigate the risk.
Chinese Mobile market- growth patterns emulating a relatively mature market
October 21, 2009
China Mobile sees sharp slowdown in profit growth | www.totaltele.com
The three major Chinese telecom suppliers and 3G license holders( China Mobile , China Telecom and China Unicom ) depict revenue/profitability trends ( based on figures released recently ) indicating a market at a maturity level comparable to Europe,USA,Japan etc. in the late 1990's/early 2000's years. It implies fierce competition between them re pricing,service and related product/technology...
The Twitter Way to Look for its Business Raison-d'Etre
October 21, 2009
Twitter talks data with Microsoft, Google | www.totaltele.com
Twitter has a strong loyal following, provides immediacy and local information. On the other hand, growth has plateaued at 8 million a month (still quite acceptable for many web 2.0 sites). More worryingly, traffic is decreasing and downtime problems are a regular occurrence.Twitter needs to infuse more innovation in its service, and prove its usefulness as a business, which the data deals and other...
Hardball: 10/22/09: Cisco & Verizon -- Times They are a Changin'
October 21, 2009
Collaboration paying off, says Cisco-Verizon study | telephonyonline.com
Cisco Systems used to not be one of Verizon’s favorite suppliers. However, the wireless leadership is not as anti-Cisco as the wireline operation was in the past. There now seems to be a shift in policy at the entire service provider regarding the vendor.
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AT&T, Inc. versus Verizon Wireless – Misleading Information? Wow!!!
November 4, 2009
The Effects of US Hispanic Media Concentration for Advertisers and Investors
November 3, 2009
Good news for both the Data Loss Prevention and the Encryption Marketplace
November 3, 2009
Apple Gets a Lukewarm Reception in China – Is Anyone Surprised? I Am Not
November 2, 2009
The European Commission's Own 2.6GHz Band Decision Is Seriously Flawed
November 3, 2009
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