Technology, Media & Telecom News by GLG Council Members

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 10/22/09: Wake-up Call for Large Independent Telcos

October 22, 2009

Analysis of: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

Analysis by:GLG Expert Contributor

Analysis of: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.

iPhone has Room to Grow....

October 22, 2009

Analysis by:GLG Expert Contributor

Analysis of: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

Analysis by:GLG Expert Contributor

Analysis of: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

Analysis by:GLG Expert Contributor

Analysis of: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...

Like father like son

October 21, 2009

Analysis by:GLG Expert Contributor

Analysis of: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

Analysis by:GLG Expert Contributor

Analysis of: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

Analysis by:GLG Expert Contributor

Analysis of: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

Analysis by:GLG Expert Contributor

Analysis of: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...

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball: 10/22/09: Cisco & Verizon -- Times They are a Changin'

October 21, 2009

Analysis of: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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