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GLG News by 3G Handsets Experts

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Samuel GreenholtzNovember 5, 2008
AT&T Wireless Leadership Role at Risk Because of Insufficient Spending
Analysis of: AT&T's Troubling Trends | www.businessweek.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1.      If it does not begin to increase its wireless budget – along with actually spending in adequate amounts -- AT&T is going to start hurting in the near term. 2.      The problems range from 3G upgrades to backhaul requirements. 3.     ...
November 5, 2008
Was Google’s Settlement a Victory or a Business Decision?
Analysis of: Viacom Sees a Concession in Google Settlement | bits.blogs.nytimes.com
Author: P.J. Louis, President, PJ Louis LLC
Legal settlements are never clear cut victories because both sides are able to claim victory.
November 3, 2008
Windows 7: A View from Someone with a Very Long Technology Memory
Analysis of: Windows 7: A First Look | www.businessweek.com
Author: P.J. Louis, President, PJ Louis LLC
All I can say is “Oh NO, not a again”, “Finally something to fix my Vista”, and “Oh no not again.”
November 3, 2008
Qualcomm – Being Sued Again – Calm Down Everyone
Analysis of: Qualcomm: $1B lawsuit is ‘baseless’ | www.rcrwireless.com
Author: P.J. Louis, President, PJ Louis LLC
The problem with intellectual property nowadays is that you can sue someone for infringing on an insignificant claim. The problem with intellectual property, in general nowadays, is that suits are going to rise in number given the stakes involved. Investors need to proactively do their homework before...
Gregg KailOctober 29, 2008
Cox Protecting Its Cable Market Share
Analysis of: Cox Sets Plans to Build Its Own Cellular Network | online.wsj.com
Author: Gregg Kail, Former Reseller Manager, AT&T Corp
Cox’s entry into wireless could merely be a defensive tactic to protect its cable market share against the three factors of telcos deploying femtocells, bundling, and discounting home connectivity.
Cliff BellOctober 29, 2008
Solid High tech companies to gain technology advantage during recession
Analysis of: Big tech goes bargain hunting | money.cnn.com
Author: Cliff Bell, Chief Information Officer, Infogain Corporation
1. Strong Technology companies like Cisco, Oracle, Apple, and Amazon will gain new technology in Recession.  2.  Will we see anoher I-POD like device?
October 29, 2008
Cox Going Wireless for $500 Million Plus Billions More
Analysis of: Cox Sets Plans to Build Its Own Cellular Network | online.wsj.com
Author: P.J. Louis, President, PJ Louis LLC
I am not quite sure what to make of this announcement.  The cable giant is not a wireless carrier now.  What makes it think it can build a system and operate it? Cox may need a wireless partner.
October 27, 2008
Telepresence – An Investment Opportunity in a Time of Recession and its GREEN
Analysis of: Polycom ups telepresence ante | telephonyonline.com
Author: P.J. Louis, President, PJ Louis LLC
Polycom has been a leader in corporate conferencing systems for years.  I recall using their systems in the early 1990s.
Gregg KailOctober 27, 2008
The iPhone Contribution to AT&T Net Income
Analysis of: How AT&T Became Apple's Lap Dog | blog.wired.com
Author: Gregg Kail, Former Reseller Manager, AT&T Corp
The 2.4 million 3G iPhone users are about a 5% contribution to net income over the next eight quarters or the 24 months of the contracted rate plan for $95 monthly APRU.
Samuel GreenholtzOctober 24, 2008
Lower Oil Pricing May Have Positive Impact on FTTX Deployment
Analysis of: AT&T Doubles U-verse Base, Posts Largest TV Quarter | www.xchangemag.com
Author: Samuel Greenholtz, Principal, Telecom Pragmatics
1.      Not too long ago, the price of oil was at $147 a barrel. 2.      Now it has gotten below $70 a barrel. 3.      Falling gas pricing may lead to noticeable reductions in OPEX for fiber to the premises.

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